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 574 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 $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10,572
shares
|
$415,268
0.01% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,567
shares
|
$415,071
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
10,497
shares
|
$412,322
0.36% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,280
shares
|
$403,798
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
10,246
shares
|
$402,462
0.01% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,215
shares
|
$401,245
0.01% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
10,194
shares
|
$400,420
0.05% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,183
shares
|
$399,988
0.01% of portfolio
|
Q2 2020
Reduced 44.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,163
shares
|
$399,202
0.05% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,958
shares
|
$391,150
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
9,901
shares
|
$388,911
0.03% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,748
shares
|
$382,901
0.03% of portfolio
|
Q3 2022
Added 12.38%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
9,687
shares
|
$380,505
0.29% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
9,590
shares
|
$376,695
0.01% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,553
shares
|
$375,241
0.03% of portfolio
|
Q4 2022
Added 139.66%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
9,499
shares
|
$373,120
0.04% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
9,499
shares
|
$373,120
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,383
shares
|
$368,564
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,085
shares
|
$356,858
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,890
shares
|
$349,199
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
8,744
shares
|
$343,464
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
8,709
shares
|
$342,089
0.14% of portfolio
|
Q1 2025
Added 29.23%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
8,685
shares
|
$341,146
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
8,666
shares
|
$340,400
0.0% of portfolio
|
Q4 2024
Reduced 26.76%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
8,626
shares
|
$338,829
0.07% of portfolio
|
Q2 2025
Reduced 9.39%
|