Institutional Ownership Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE). We have compiled data on the 613 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
8,532
shares
|
$375,322
0.2% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,496
shares
|
$373,739
0.21% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
8,495
shares
|
$373,695
0.08% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,414
shares
|
$370,131
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,393
shares
|
$369,208
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,379
shares
|
$368,592
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
8,367
shares
|
$368,064
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
8,347
shares
|
$367,184
0.28% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
8,295
shares
|
$364,897
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
8,236
shares
|
$362,301
0.19% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
8,186
shares
|
$360,102
0.12% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
8,154
shares
|
$358,694
0.13% of portfolio
|
Q2 2025
Added 21.32%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
8,146
shares
|
$358,342
0.11% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
8,139
shares
|
$358,034
0.02% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,094
shares
|
$356,055
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8,002
shares
|
$352,007
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,946
shares
|
$349,544
0.15% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,893
shares
|
$347,213
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,830
shares
|
$344,441
0.02% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
7,818
shares
|
$343,913
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,723
shares
|
$339,734
0.06% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
7,690
shares
|
$338,283
0.01% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,685
shares
|
$338,063
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
7,595
shares
|
$334,104
0.0% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
7,577
shares
|
$333,312
0.07% of portfolio
|
Q3 2025
Added 3.07%
|