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 569 institutions that hold shares in the stock, with a total of 99.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
26,055
shares
|
$926,515
0.11% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
25,885
shares
|
$920,470
0.13% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,028
shares
|
$889,995
0.08% of portfolio
|
Q2 2023
Added 51.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
24,385
shares
|
$867,130
0.03% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
24,021
shares
|
$854,186
0.38% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
23,797
shares
|
$846,221
0.2% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
23,754
shares
|
$844,692
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
23,317
shares
|
$829,152
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
23,280
shares
|
$827,836
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
23,265
shares
|
$827,303
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
23,117
shares
|
$822,040
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,008
shares
|
$818,164
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
22,734
shares
|
$808,421
0.13% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
22,676
shares
|
$806,358
0.16% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
22,482
shares
|
$799,459
0.03% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
22,380
shares
|
$795,832
0.02% of portfolio
|
Q4 2022
Added 36.79%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
22,099
shares
|
$785,840
0.27% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
22,069
shares
|
$784,773
0.15% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,873
shares
|
$777,803
0.06% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,804
shares
|
$775,350
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
21,789
shares
|
$774,816
0.39% of portfolio
|
Q4 2024
Added 25.36%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
21,437
shares
|
$762,299
0.03% of portfolio
|
Q3 2023
Reduced 8.01%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,776
shares
|
$738,794
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
20,734
shares
|
$737,301
0.35% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,675
shares
|
$735,203
0.02% of portfolio
|
Q3 2024
Added 11.88%
|