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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,028
shares
|
$983,099
0.08% of portfolio
|
Q2 2023
Added 51.72%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
24,541
shares
|
$963,970
0.3% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
23,998
shares
|
$942,641
0.11% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
23,794
shares
|
$934,628
0.12% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
23,280
shares
|
$914,438
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
23,273
shares
|
$914,163
0.4% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
22,834
shares
|
$896,919
0.05% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
22,716
shares
|
$892,284
0.08% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
22,584
shares
|
$887,099
0.14% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
22,380
shares
|
$879,086
0.02% of portfolio
|
Q4 2022
Added 36.79%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
22,079
shares
|
$867,263
0.16% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
21,821
shares
|
$857,128
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,804
shares
|
$856,461
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,619
shares
|
$849,194
0.0% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
21,505
shares
|
$844,716
0.19% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
21,437
shares
|
$842,045
0.04% of portfolio
|
Q3 2023
Reduced 8.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
20,854
shares
|
$819,145
0.03% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,675
shares
|
$812,114
0.02% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20,497
shares
|
$805,122
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,262
shares
|
$795,891
0.45% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,239
shares
|
$794,987
0.02% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
20,165
shares
|
$792,081
0.14% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
20,122
shares
|
$790,392
0.25% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
20,114
shares
|
$790,077
0.05% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
20,084
shares
|
$788,899
0.06% of portfolio
|
Q1 2025
Added 39.68%
|