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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,102
shares
|
$279,032
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
7,987
shares
|
$275,072
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
7,884
shares
|
$271,524
0.09% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
7,818
shares
|
$269,251
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,685
shares
|
$264,671
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
7,661
shares
|
$263,844
0.04% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
7,530
shares
|
$259,333
0.07% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,518
shares
|
$258,919
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,468
shares
|
$257,197
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,432
shares
|
$255,958
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,394
shares
|
$254,649
0.13% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,387
shares
|
$254,408
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
7,334
shares
|
$252,582
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
7,326
shares
|
$252,307
0.02% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,290
shares
|
$251,067
0.01% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,199
shares
|
$247,933
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,053
shares
|
$242,905
0.11% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
7,036
shares
|
$242,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
7,006
shares
|
$241,286
0.09% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
6,956
shares
|
$239,564
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
6,892
shares
|
$237,360
0.04% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,853
shares
|
$236,017
0.33% of portfolio
|
Q3 2022
Added 7038.54%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
6,844
shares
|
$235,707
0.05% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,808
shares
|
$234,467
0.09% of portfolio
|
Q3 2024
Reduced 68.59%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,787
shares
|
$233,744
0.22% of portfolio
|
Q4 2024
New holding
|