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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
32,656
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
32,375
shares
|
$1.42 Million
0.53% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
31,759
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
31,181
shares
|
$1.37 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
31,107
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
30,981
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
30,688
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
30,513
shares
|
$1.34 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
30,094
shares
|
$1.32 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2023
Reduced 18.92%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
29,132
shares
|
$1.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
29,041
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
28,670
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
28,482
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
28,198
shares
|
$1.24 Million
0.51% of portfolio
|
Q2 2025
Reduced 40.83%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
27,430
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,188
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,011
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
26,718
shares
|
$1.18 Million
0.47% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
26,488
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 39.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,486
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,237
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
25,994
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
25,978
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
25,799
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.96%
|