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 572 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $3.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
42,368
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
40,928
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
40,856
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
39,648
shares
|
$1.39 Million
0.67% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
39,247
shares
|
$1.37 Million
0.5% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
39,161
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
38,614
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
38,335
shares
|
$1.34 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
38,130
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
37,781
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
37,673
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
37,600
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
37,570
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
37,464
shares
|
$1.31 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,089
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
37,003
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
36,501
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
36,059
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
35,554
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,446
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
35,438
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
34,948
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
34,593
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
34,572
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
33,439
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.77%
|