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 100 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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
13,170
shares
|
$448,965
0.03% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,079
shares
|
$445,863
0.05% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,023
shares
|
$443,954
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,023
shares
|
$443,954
0.06% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
13,010
shares
|
$443,510
0.06% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
12,902
shares
|
$439,829
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,855
shares
|
$438,226
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,843
shares
|
$437,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
12,837
shares
|
$437,613
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
12,792
shares
|
$436,079
0.12% of portfolio
|
Q2 2024
Reduced 14.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
12,672
shares
|
$431,988
0.03% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,547
shares
|
$427,727
0.03% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
12,527
shares
|
$427,045
0.04% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
12,482
shares
|
$425,511
0.08% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
12,424
shares
|
$423,534
0.1% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,322
shares
|
$420,056
0.1% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
12,259
shares
|
$417,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
11,980
shares
|
$408,398
0.05% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,832
shares
|
$403,352
0.01% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,803
shares
|
$402,364
0.33% of portfolio
|
Q2 2024
Added 8.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,802
shares
|
$402,330
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
11,787
shares
|
$401,818
0.33% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$401,307
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
11,705
shares
|
$399,023
0.03% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
11,589
shares
|
$395,069
0.04% of portfolio
|
Q4 2024
Added 12.19%
|