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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
114,458
shares
|
$5.04 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
110,379
shares
|
$4.86 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
106,720
shares
|
$4.69 Million
0.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
105,545
shares
|
$4.64 Million
0.17% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
100,084
shares
|
$4.4 Million
0.21% of portfolio
|
Q4 2023
Reduced 41.55%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
99,050
shares
|
$4.36 Million
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
98,947
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
97,917
shares
|
$4.31 Million
0.9% of portfolio
|
Q2 2025
Reduced 58.95%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,923
shares
|
$4.22 Million
0.34% of portfolio
|
Q4 2023
Added 24.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
94,450
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
91,918
shares
|
$4.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
88,734
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
88,687
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
86,671
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
86,597
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
82,277
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,938
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2023
Reduced 7.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
78,393
shares
|
$3.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
78,331
shares
|
$3.45 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
77,800
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Added 41064.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
77,289
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
76,845
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
75,040
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
74,827
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
73,702
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|