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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
55,074
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51,493
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
51,158
shares
|
$2.25 Million
0.31% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
50,779
shares
|
$2.23 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
50,465
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
48,926
shares
|
$2.15 Million
0.69% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
48,720
shares
|
$2.14 Million
0.28% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
48,713
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
48,252
shares
|
$2.12 Million
0.23% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
47,706
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
46,504
shares
|
$2.05 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
46,337
shares
|
$2.04 Million
1.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
46,291
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
46,060
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
46,028
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
45,914
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
45,834
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
45,342
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
44,849
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
43,264
shares
|
$1.9 Million
0.61% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
41,511
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
41,089
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
41,069
shares
|
$1.81 Million
0.55% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
40,447
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
40,429
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 24.77%
|