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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
38,146
shares
|
$1.34 Million
0.71% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
38,130
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,066
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
37,866
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
37,831
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
37,585
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 1152.83%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
37,338
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
37,135
shares
|
$1.31 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
36,387
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
36,310
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 57.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,151
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
36,145
shares
|
$1.27 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
35,828
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
35,099
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
34,953
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Added 131.43%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
34,541
shares
|
$1.21 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
34,421
shares
|
$1.21 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
34,247
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
33,886
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
33,865
shares
|
$1.19 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
33,808
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
32,404
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
32,307
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
32,086
shares
|
$1.13 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
32,019
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|