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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
40,371
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
39,247
shares
|
$1.35 Million
0.5% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
38,837
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
38,602
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 78.41%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
38,335
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,242
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
38,130
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,058
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
36,546
shares
|
$1.26 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
36,501
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
36,059
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
36,022
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
34,948
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
34,037
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
34,006
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
33,297
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
33,135
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
32,829
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
32,692
shares
|
$1.13 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
32,227
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
31,876
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
31,216
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
31,156
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,947
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
30,607
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 0.29%
|