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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
102,565
shares
|
$3.61 Million
0.1% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
101,773
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
100,084
shares
|
$3.52 Million
0.21% of portfolio
|
Q4 2023
Reduced 41.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
98,767
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.79%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
98,348
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
96,407
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,923
shares
|
$3.37 Million
0.34% of portfolio
|
Q4 2023
Added 24.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
94,173
shares
|
$3.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
92,415
shares
|
$3.25 Million
0.29% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
92,046
shares
|
$3.24 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
90,915
shares
|
$3.2 Million
0.35% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
85,140
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Added 44.82%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
84,789
shares
|
$2.98 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
83,727
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
83,005
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
81,021
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,938
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2023
Reduced 7.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
76,492
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
75,489
shares
|
$2.65 Million
0.24% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
75,092
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
70,957
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
70,781
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
69,127
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
68,112
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
67,341
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.4%
|