iShares Inc. iShares ESG AwarESGEETF

13F holders, Q1 2024 (March 31)
495holders
2famous investors
$32.24avg. 13F price*

At the end of Q1 2024, 495 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings. The largest holders were Bank of America Corp. ($520.8M), Empower Advisory Group, LLC ($186.5M) and Tiaa Trust, National Association ($164.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Inc. iShares ESG Awar
CUSIP
46434G863
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 495Q1 2024Q2 2024: 496Q2 2024Q3 2024: 503Q3 2024Q4 2024: 519Q4 2024Q1 2025: 503Q1 2025Q2 2025: 534Q2 2025Q3 2025: 534Q3 2025Q4 2025: 594Q4 2025Q1 2026: 609Q1 2026Q2 2026: 637Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$23.7M
Exits41$17.4M

Ownership 495 holders

Bank of America Corp. 0.05% Add +9.2% 16,159,427 $520.8M
Empower Advisory Group, LLC 0.70% Reduce -0.9% 5,786,152 $186.5M
Tiaa Trust, National Association 0.50% Add +2.3% 5,087,975 $164.0M
Morgan Stanley 0.01% Reduce -2.3% 4,141,527 $133.5M
Northern Trust Corp. 0.02% Add +5.8% 3,230,806 $104.1M
Betterment LLC 0.26% Add +10.0% 2,987,211 $96.3M
Jane Street Group, LLC 0.12% Add +178.4% 2,824,467 $91.0M
Goldman Sachs Group Inc. 0.02% Reduce -7.3% 2,693,533 $86.8M
Envestnet Asset Management Inc. 0.03% Add +0.5% 2,628,791 $84.7M
Wealthfront Advisers LLC 0.28% Add +7.4% 2,509,901 $80.9M
JPMorgan Chase & Co. 0.01% Add +11.3% 1,798,214 $58.0M
UBS Group AG 0.02% Add +11.1% 1,739,916 $56.1M
Creative Planning 0.06% Reduce -1.0% 1,704,857 $54.9M
Ellevest, Inc. 3.25% Add +136.1% 1,623,738 $52.3M
Ameriprise Financial Inc. 0.01% Reduce -38.4% 1,468,936 $47.4M
FMR LLC 0.00% Add +54.2% 1,132,562 $36.5M
Bank of Montreal 0.01% Add +39521.0% 1,080,464 $35.2M
Acorns Advisers, LLC 0.38% Add +7.9% 1,045,728 $33.7M
LPL Financial LLC 0.02% Add +2.2% 997,408 $32.1M
Wells Fargo & Company 0.01% Add +0.7% 976,090 $31.5M
BlackRock Inc. 0.00% Reduce -52.8% 860,945 $27.7M
US Bancorp \de 0.04% Reduce -0.5% 851,769 $27.5M
PNC Financial Services Group, Inc. 0.02% Add +1.2% 754,940 $24.3M
Royal Bank of Canada 0.01% Add +22.8% 689,383 $22.2M
M&T Bank Corp 0.08% Add +8.7% 680,448 $21.9M
Mission Wealth Management, LP 0.56% Add +6.8% 642,185 $20.7M
Mercer Global Advisors Inc. 0.05% Add +16.6% 592,249 $19.1M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -9.8% 549,519 $17.7M
Fifth Third Bancorp 0.06% Reduce -2.5% 503,383 $16.2M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -6.0% 499,996 $16.1M
Money Design Co.,Ltd. 0.83% Add +1.1% 470,706 $15.2M
Citadel Advisors 0.01% Add +484.4% 415,765 $13.4M
Commonwealth Equity Services, LLC 0.02% Reduce -13.1% 410,835 $13.2M
HighTower Advisors, LLC 0.02% Reduce -1.0% 405,782 $13.1M
Raymond James Financial Services Advisors, Inc. 0.02% Add +4.9% 391,653 $12.6M
Fiduciary Trust Co 0.18% Add +0.8% 360,346 $11.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.35% Add +1.5% 350,824 $11.3M
Sei Investments Co. 0.02% Add +7.6% 342,172 $11.0M
Corient Private Wealth LP 0.02% Add +2.6% 331,888 $10.7M
Partners Capital Investment Group, LLP 0.29% Reduce -7.3% 300,203 $9.7M
Old Mission Capital LLC 0.24% Reduce -27.2% 299,724 $9.7M
IMPACTfolio, LLC 5.76% Add +1.4% 295,951 $9.5M
High Note Wealth, LLC 2.85% Add +0.9% 271,512 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -17.9% 260,800 $8.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -13.5% 213,939 $6.9M
Mariner, LLC 0.01% Add +57.1% 212,862 $6.9M
SigFig Wealth Management, LLC 0.25% Add +11.9% 212,540 $6.9M
Baird Financial Group, Inc. 0.01% Add +8.4% 196,443 $6.3M
Park Avenue Securities LLC 0.08% Reduce -2.3% 187,100 $6.0M
MML Investors Services, LLC 0.02% Reduce -11.2% 180,443 $5.8M
Cetera Investment Advisers 0.01% Add +128.1% 170,791 $5.5M
Cambridge Trust Co. 0.21% Add +2202.0% 168,757 $5.4M
Alesco Advisors, LLC, An ESL Co 0.17% Reduce -1.1% 164,877 $5.3M
Oxford Financial Group, LTD. LLC 0.35% Reduce -0.3% 157,516 $5.1M
Pallas Capital Advisors LLC 0.21% Reduce -1.0% 156,871 $5.1M
Private Ocean, LLC 0.53% Reduce -70.2% 156,256 $5.0M
Ally Invest Advisors Inc. 0.49% New 154,653 $5.0M
Litman Gregory Wealth Management LLC 0.44% Reduce -9.8% 149,854 $4.8M
Sand Hill Global Advisors, LLC 0.23% Add +2.3% 149,287 $4.8M
Intergy Private Wealth, LLC 1.97% Add +1.4% 148,757 $4.8M
Avior Wealth Management, LLC 0.22% New 143,737 $4.6M
Modera Wealth Management, LLC 0.07% Add +1.8% 143,327 $4.6M
Laurel Wealth Planning LLC 3.02% Add +5.0% 140,875 $4.5M
Wrapmanager Inc. 1.20% Reduce -0.4% 133,957 $4.3M
Raymond James & Associates 0.00% Add +3.1% 132,625 $4.3M
Mather Group, Llc. 0.07% Add +0.1% 133,308 $4.3M
Bailard, Inc. 0.12% Reduce -2.8% 132,081 $4.3M
Van Hulzen Asset Management, LLC 0.26% Add +1.9% 124,369 $4.0M
Avantax Advisory Services, Inc. 0.03% Add +10.1% 113,618 $3.7M
Lake Street Advisors Group, LLC 0.17% Reduce -5.6% 111,273 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -65.3% 110,524 $3.6M
Dohj, LLC 0.93% Reduce -2.1% 109,187 $3.5M
Brown Advisory Inc. 0.00% New 108,816 $3.5M
GeoWealth Management, LLC 0.13% New 104,540 $3.4M
Principal Financial Group Inc. 0.00% No change 101,281 $3.3M
Citigroup Inc. 0.00% Reduce -2.5% 100,288 $3.2M
Dynamic Advisor Solutions LLC 0.10% Add +6.6% 96,276 $3.1M
Savant Capital, LLC 0.04% Reduce -2.2% 94,957 $3.1M
3EDGE Asset Management, LP 0.23% Reduce -63.6% 93,152 $3.0M
Quent Capital, LLC 0.33% Add +12.2% 87,517 $2.8M
WCM Investment Management, LLC 0.01% Add +86.9% 87,224 $2.8M
Nottingham Advisors, Inc. 0.34% Reduce -4.0% 85,574 $2.8M
HSBC Holdings PLC 0.00% Reduce -1.2% 84,432 $2.7M
Morningstar Investment Services LLC 0.03% Reduce -48.3% 78,829 $2.5M
Comerica Bank 0.01% Reduce -4.6% 77,829 $2.5M
Advisory Services Network, LLC 0.06% Reduce -1.4% 77,608 $2.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -13.7% 74,351 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -5.5% 72,712 $2.3M
Raffa Wealth Management, LLC 0.69% Add +5.9% 71,628 $2.3M
Robertson Stephens Wealth Management, LLC 0.12% Add +2.2% 68,424 $2.2M
Cerity Partners LLC 0.01% Reduce -4.6% 68,294 $2.2M
JNBA Financial Advisors 0.23% Add +11.8% 67,686 $2.2M
Allworth Financial LP 0.02% Add +7.5% 66,787 $2.2M
Eq LLC 1.33% Reduce -6.0% 66,773 $2.2M
AlTi Global, Inc. 0.06% Reduce -8.9% 65,896 $2.1M
Apella Capital, LLC 0.11% Add +1.6% 63,563 $2.1M
Quadrant Capital Group LLC 0.16% Reduce -0.2% 63,089 $2.0M
Beacon Pointe Advisors, LLC 0.02% Add +11.6% 61,772 $2.0M
Axxcess Wealth Management, LLC 0.06% Add +2.1% 61,673 $2.0M
Global Retirement Partners, LLC 0.07% Add +13.4% 60,293 $1.9M

"% of holder's portfolio" is ESGE's weight in each manager's 13F, not the share of iShares Inc. iShares ESG Awar the manager owns.

Show all 495 holders