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 548 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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,519
shares
|
$534,474
0.22% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
15,350
shares
|
$528,654
0.04% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
15,300
shares
|
$526,932
0.03% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
15,272
shares
|
$525,967
0.61% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,162
shares
|
$522,179
0.16% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
15,148
shares
|
$521,697
0.16% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
15,055
shares
|
$518,494
0.09% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
15,045
shares
|
$518,149
0.05% of portfolio
|
Q3 2024
Added 63.43%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
14,850
shares
|
$511,433
0.05% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
14,835
shares
|
$510,917
0.1% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
14,786
shares
|
$509,229
0.1% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,752
shares
|
$508,058
0.07% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,701
shares
|
$506,302
0.05% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
14,693
shares
|
$506,026
0.06% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,597
shares
|
$502,720
0.09% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
14,522
shares
|
$500,137
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
14,310
shares
|
$492,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
13,610
shares
|
$468,728
0.0% of portfolio
|
Q1 2024
Reduced 24.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,570
shares
|
$467,350
0.01% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,521
shares
|
$465,663
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
13,348
shares
|
$459,705
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,341
shares
|
$459,464
0.16% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
13,312
shares
|
$458,465
0.1% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
13,309
shares
|
$458,361
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,299
shares
|
$458,017
0.01% of portfolio
|
Q4 2024
Added 17.45%
|