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 |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
52,321
shares
|
$1.84 Million
0.43% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51,493
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
50,783
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.97%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
50,608
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
49,661
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
48,332
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
47,727
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
47,652
shares
|
$1.68 Million
0.78% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
47,467
shares
|
$1.67 Million
0.21% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
47,270
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
47,088
shares
|
$1.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
46,970
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
46,665
shares
|
$1.64 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
46,599
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
46,588
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
46,504
shares
|
$1.64 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
46,060
shares
|
$1.62 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
45,481
shares
|
$1.6 Million
0.27% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
45,185
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
45,030
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
43,162
shares
|
$1.52 Million
0.58% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
42,882
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
41,725
shares
|
$1.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
41,335
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
39,285
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Added 1.74%
|