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 618 institutions that hold shares in the stock, with a total of 99.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
29,882
shares
|
$1.33 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
29,804
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
29,305
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
29,099
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
29,041
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
29,025
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
28,779
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2025
Added 34.36%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
28,482
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,257
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
27,382
shares
|
$1.22 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,011
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
26,718
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
26,488
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 39.82%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
26,381
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
25,978
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
25,977
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
25,319
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
25,159
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,028
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2023
Added 51.72%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
24,913
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 45.65%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,901
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 64.75%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
24,839
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2025
Reduced 33.42%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
24,735
shares
|
$1.1 Million
0.79% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
24,517
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
24,247
shares
|
$1.08 Million
0.54% of portfolio
|
Q3 2025
Reduced 59.11%
|
|