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 567 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 $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
12,422
shares
|
$436,757
0.07% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
12,375
shares
|
$435,104
0.36% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,106
shares
|
$425,646
0.01% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
11,864
shares
|
$417,138
0.05% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
11,803
shares
|
$414,993
0.35% of portfolio
|
Q2 2024
Added 8.08%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
11,742
shares
|
$412,848
0.16% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
11,705
shares
|
$411,547
0.03% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
11,576
shares
|
$407,012
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
11,429
shares
|
$401,843
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,229
shares
|
$394,811
0.03% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
11,179
shares
|
$393,053
0.0% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,152
shares
|
$392,104
0.02% of portfolio
|
Q1 2025
Added 20.09%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
11,032
shares
|
$387,885
0.04% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,910
shares
|
$383,595
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
10,894
shares
|
$383,033
0.05% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,835
shares
|
$380,958
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,820
shares
|
$380,431
0.01% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
10,806
shares
|
$379,938
0.1% of portfolio
|
Q1 2025
Reduced 90.17%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
10,800
shares
|
$379,727
0.09% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,567
shares
|
$371,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
10,497
shares
|
$369,074
0.36% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
10,357
shares
|
$364,152
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,280
shares
|
$361,444
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
10,246
shares
|
$360,249
0.01% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,215
shares
|
$359,159
0.01% of portfolio
|
Q1 2025
Added 12.17%
|