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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,056
shares
|
$107,479
0.05% of portfolio
|
Q4 2023
Reduced 28.21%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,987
shares
|
$105,052
0.02% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,900
shares
|
$101,993
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,875
shares
|
$101,113
0.0% of portfolio
|
Q4 2022
Reduced 68.65%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,720
shares
|
$95,662
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,687
shares
|
$94,501
0.03% of portfolio
|
Q1 2023
Added 4.76%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,684
shares
|
$94,396
0.06% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
2,515
shares
|
$88,452
0.23% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,509
shares
|
$88,241
0.03% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,487
shares
|
$87,467
0.02% of portfolio
|
Q3 2024
Reduced 53.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,319
shares
|
$81,559
0.02% of portfolio
|
Q3 2024
Added 44.04%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,150
shares
|
$75,615
0.01% of portfolio
|
Q3 2024
Added 37.91%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
2,051
shares
|
$72,133
0.05% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,955
shares
|
$68,757
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,927
shares
|
$67,772
0.04% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,866
shares
|
$65,627
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,824
shares
|
$64,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,818
shares
|
$63,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,785
shares
|
$62,778
0.04% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,780
shares
|
$62,602
0.03% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,779
shares
|
$62,567
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,752
shares
|
$61,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,717
shares
|
$60,386
0.01% of portfolio
|
Q2 2022
Added 90.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,708
shares
|
$60,070
0.0% of portfolio
|
Q3 2024
Added 98.6%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,562
shares
|
$54,935
0.04% of portfolio
|
Q4 2023
New holding
|