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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
224,835
shares
|
$7.74 Million
1.22% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
212,670
shares
|
$7.32 Million
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
208,403
shares
|
$7.18 Million
0.02% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
203,807
shares
|
$7.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
188,622
shares
|
$6.5 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
168,757
shares
|
$5.81 Million
0.21% of portfolio
|
Q1 2024
Added 2201.96%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
168,230
shares
|
$5.79 Million
0.54% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
158,924
shares
|
$5.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
157,239
shares
|
$5.42 Million
0.36% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
154,327
shares
|
$5.32 Million
1.94% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
153,125
shares
|
$5.27 Million
0.24% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
152,213
shares
|
$5.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
141,764
shares
|
$4.88 Million
3.37% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
140,552
shares
|
$4.84 Million
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
138,093
shares
|
$4.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
136,624
shares
|
$4.71 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
135,056
shares
|
$4.65 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
132,035
shares
|
$4.55 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
128,651
shares
|
$4.43 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
124,894
shares
|
$4.3 Million
0.43% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
117,770
shares
|
$4.06 Million
0.16% of portfolio
|
Q1 2023
Added 5.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
115,008
shares
|
$3.96 Million
0.15% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
108,093
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
104,023
shares
|
$3.58 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
103,612
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|