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 548 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
6,618
shares
|
$232,755
0.06% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,599
shares
|
$232,086
0.01% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,469
shares
|
$227,514
0.05% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,386
shares
|
$224,595
0.0% of portfolio
|
Q3 2024
Reduced 49.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
6,375
shares
|
$224,208
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,316
shares
|
$222,133
0.02% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,290
shares
|
$221,219
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
6,272
shares
|
$220,586
0.13% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,263
shares
|
$220,269
0.01% of portfolio
|
Q3 2024
Reduced 29.37%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
6,224
shares
|
$218,898
0.07% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,201
shares
|
$218,089
0.03% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
6,199
shares
|
$218,018
0.14% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
6,114
shares
|
$215,029
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
6,080
shares
|
$213,833
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,069
shares
|
$213,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,014
shares
|
$211,512
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
5,983
shares
|
$210,422
0.09% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,940
shares
|
$208,909
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,919
shares
|
$208,171
0.13% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
5,901
shares
|
$207,538
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,890
shares
|
$207,151
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
5,854
shares
|
$205,885
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
5,825
shares
|
$204,865
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
5,785
shares
|
$203,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,770
shares
|
$202,930
0.05% of portfolio
|
Q3 2024
Added 1.8%
|