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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
41,896
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
40,617
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
40,371
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
39,435
shares
|
$1.39 Million
0.48% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
38,837
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
38,602
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 78.41%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
38,550
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,242
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
38,130
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,058
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
36,546
shares
|
$1.29 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
36,022
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
34,236
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
34,045
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
34,037
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
34,006
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
33,297
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
33,135
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
32,829
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
31,876
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
31,744
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
31,437
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
31,216
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
31,154
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,098
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
New holding
|