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 612 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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
5,135
shares
|
$225,888
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,121
shares
|
$225,272
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
5,120
shares
|
$225,228
0.09% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,096
shares
|
$224,173
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,025
shares
|
$221,049
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,023
shares
|
$220,961
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,888
shares
|
$215,023
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,834
shares
|
$212,647
0.02% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,830
shares
|
$212,471
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
4,800
shares
|
$211,152
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
4,753
shares
|
$209,084
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
4,710
shares
|
$207,192
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
4,300
shares
|
$189,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
4,165
shares
|
$183,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
4,106
shares
|
$180,622
0.03% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,066
shares
|
$178,863
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
4,034
shares
|
$177,455
0.01% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
3,910
shares
|
$172,000
0.06% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,835
shares
|
$168,701
0.05% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,692
shares
|
$162,411
0.0% of portfolio
|
Q2 2025
Reduced 43.9%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,642
shares
|
$160,211
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
3,514
shares
|
$154,580
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,493
shares
|
$153,657
0.06% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,477
shares
|
$152,953
0.04% of portfolio
|
Q4 2024
Reduced 32.59%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
3,109
shares
|
$136,764
0.06% of portfolio
|
Q3 2025
Reduced 5.56%
|