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 614 institutions that hold shares in the stock, with a total of 99.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
51,459
shares
|
$2.29 Million
0.25% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
50,779
shares
|
$2.26 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
50,711
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
47,725
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
47,693
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
46,717
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 23.37%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
46,504
shares
|
$2.07 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
46,337
shares
|
$2.07 Million
1.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
46,194
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
46,060
shares
|
$2.05 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
46,028
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
45,680
shares
|
$2.04 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
45,434
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
44,849
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
44,374
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
42,075
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
41,511
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
41,069
shares
|
$1.83 Million
0.55% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
41,067
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,798
shares
|
$1.82 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
40,574
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
40,158
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
40,023
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,319
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
38,735
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|