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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
25,319
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
25,159
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,028
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2023
Added 51.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
24,919
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
24,600
shares
|
$1.08 Million
0.76% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
24,214
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
23,785
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
23,638
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
23,280
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
22,857
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
22,775
shares
|
$1 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
22,380
shares
|
$984,496
0.02% of portfolio
|
Q4 2022
Added 36.79%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
22,367
shares
|
$983,924
0.08% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
22,239
shares
|
$978,293
0.18% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
21,960
shares
|
$966,020
0.22% of portfolio
|
Q3 2025
Added 22.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,804
shares
|
$959,157
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,772
shares
|
$957,750
0.01% of portfolio
|
Q2 2025
Reduced 42.8%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
21,688
shares
|
$954,055
0.32% of portfolio
|
Q2 2025
Reduced 25.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,419
shares
|
$942,221
0.0% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
21,116
shares
|
$928,892
0.04% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
20,707
shares
|
$910,900
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
20,697
shares
|
$910,461
0.12% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,675
shares
|
$909,493
0.02% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
20,543
shares
|
$903,686
0.16% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,239
shares
|
$890,313
0.02% of portfolio
|
Q3 2022
Reduced 32.61%
|