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 552 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 $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,890
shares
|
$202,144
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
5,854
shares
|
$200,909
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,770
shares
|
$198,026
0.04% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,658
shares
|
$194,182
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,603
shares
|
$192,294
0.01% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,525
shares
|
$189,618
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
5,265
shares
|
$180,694
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,158
shares
|
$177,022
0.05% of portfolio
|
Q2 2022
Reduced 11.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,969
shares
|
$170,536
0.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,956
shares
|
$170,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,891
shares
|
$167,859
0.02% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,632
shares
|
$158,970
0.0% of portfolio
|
Q4 2024
Reduced 51.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,407
shares
|
$151,248
0.0% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,367
shares
|
$149,875
0.07% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
4,232
shares
|
$145,242
0.07% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,066
shares
|
$139,545
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,835
shares
|
$131,617
0.05% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,770
shares
|
$129,386
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,674
shares
|
$126,091
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,642
shares
|
$124,993
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,527
shares
|
$121,046
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
3,520
shares
|
$120,806
0.1% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,339
shares
|
$114,594
0.06% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,079
shares
|
$105,671
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,056
shares
|
$104,881
0.05% of portfolio
|
Q4 2023
Reduced 28.21%
|