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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
51,976
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
51,507
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51,493
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
51,144
shares
|
$1.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
50,221
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
49,874
shares
|
$1.75 Million
0.45% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
49,540
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
48,958
shares
|
$1.72 Million
0.69% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
48,274
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
47,833
shares
|
$1.68 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
46,955
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
46,824
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
46,718
shares
|
$1.64 Million
0.81% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
46,060
shares
|
$1.62 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
45,999
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
45,770
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
45,185
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
43,837
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
43,688
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,544
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
43,354
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 38.92%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
43,116
shares
|
$1.52 Million
1.23% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
42,875
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
42,126
shares
|
$1.48 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
41,945
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.01%
|