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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,765
shares
|
$336,306
0.01% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
9,754
shares
|
$335,927
0.05% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,748
shares
|
$335,721
0.03% of portfolio
|
Q3 2022
Added 12.38%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
9,557
shares
|
$329,143
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,553
shares
|
$329,005
0.03% of portfolio
|
Q4 2022
Added 139.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,503
shares
|
$327,283
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
9,355
shares
|
$322,186
0.02% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
9,312
shares
|
$320,705
0.09% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
9,178
shares
|
$316,090
0.01% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
9,149
shares
|
$315,091
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
9,117
shares
|
$313,989
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,107
shares
|
$313,645
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Jan 17, 2025 Q4 2024 |
8,938
shares
|
$307,824
0.01% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
8,907
shares
|
$306,757
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
8,866
shares
|
$305,345
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
8,820
shares
|
$303,760
0.25% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
8,707
shares
|
$299,869
0.12% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
8,684
shares
|
$299,076
0.08% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
8,527
shares
|
$293,669
0.04% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
8,497
shares
|
$292,636
0.12% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,410
shares
|
$289,640
0.03% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,409
shares
|
$289,605
0.03% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,264
shares
|
$284,612
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,166
shares
|
$281,237
0.01% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,142
shares
|
$280,410
0.0% of portfolio
|
Q3 2024
New holding
|