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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $23.7M |
| Exits | 41 | $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 |
| Choreo, LLC | 0.05% | Reduce -1.9% | 60,187 | $1.9M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +4.8% | 59,213 | $1.9M |
| Bokf, NA | 0.03% | Add +4.8% | 58,525 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +16.3% | 57,149 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.5% | 56,377 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -30.1% | 53,179 | $1.7M |
| Baron Financial Group, LLC | 1.05% | Reduce -6.3% | 53,023 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +0.2% | 51,066 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -16.4% | 50,903 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.0% | 50,689 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.6% | 50,063 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +7.3% | 48,049 | $1.5M |
| Pitcairn Co. | 0.10% | Add +4.7% | 47,534 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.7% | 46,853 | $1.5M |
| Becker Capital Management Inc. | 0.05% | Add +34.0% | 46,801 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -4.0% | 46,333 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.8% | 46,131 | $1.5M |
| WealthShield Partners, LLC | 0.24% | Add +4.8% | 45,853 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -7.0% | 44,871 | $1.4M |
| Bear Mountain Capital, Inc. | 0.62% | Reduce -5.0% | 46,361 | $1.4M |
| Assetmark, Inc. | 0.00% | Reduce -0.4% | 44,275 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.27% | Reduce -14.7% | 44,111 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -19.6% | 43,663 | $1.4M |
| Blue Edge Capital, LLC | 0.23% | Add +17.4% | 43,530 | $1.4M |
| Keybank National Association | 0.01% | Reduce -13.2% | 43,462 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.21% | Add +13.4% | 43,146 | $1.4M |
| Balanced Rock Investment Advisors LLC | 1.18% | Reduce -10.2% | 42,798 | $1.4M |
| Affiance Financial, LLC | 0.37% | Add +13.5% | 42,663 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -13.0% | 42,643 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.66% | Add +9.5% | 41,115 | $1.3M |
| Evoke Wealth, LLC | 0.04% | Add +88.0% | 40,383 | $1.3M |
| Citizens Financial Group Inc. | 0.04% | Reduce -2.7% | 40,375 | $1.3M |
| Neumann Capital Management, LLC | 0.46% | Add +3.8% | 39,935 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +64.4% | 39,915 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +12.3% | 39,881 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 39,306 | $1.3M |
| One Wealth Advisors, LLC | 0.22% | Reduce -18.4% | 39,253 | $1.3M |
| Focus Partners Wealth | 0.01% | Add +1.3% | 38,605 | $1.2M |
| Heritage Wealth Advisors | 0.06% | Add +0.5% | 38,232 | $1.2M |
| Omega Financial Group, LLC | 0.50% | Add +1.1% | 37,933 | $1.2M |
| St Germain D J Co. Inc. | 0.06% | Add +1.5% | 37,672 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.3% | 37,088 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +4.4% | 36,083 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +18.3% | 35,825 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +8.5% | 35,279 | $1.1M |
| Morling Financial Advisors, LLC | 0.65% | Add +3.4% | 35,101 | $1.1M |
| Integris Wealth Management, LLC | 0.30% | Add +1.9% | 33,917 | $1.1M |
| Wealth Architects, LLC | 0.14% | Add +1.2% | 33,684 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +12.4% | 33,468 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | Add +8.4% | 33,421 | $1.1M |
| Howland Capital Management LLC | 0.05% | Reduce -30.5% | 33,315 | $1.1M |
| REDW Wealth LLC | 0.28% | No change | 32,717 | $1.1M |
| Affinity Capital Advisors, LLC | 0.23% | Reduce -21.0% | 32,429 | $1.0M |
| Plum Street Advisors, LLC | 0.53% | Add +10.1% | 28,579 | $1.0M |
| Haverford Trust Co | 0.01% | Add +10.6% | 32,029 | $1.0M |
| Krilogy Financial LLC | 0.08% | Add +144.4% | 31,912 | $1.0M |
| Opes Wealth Management LLC | 0.24% | Reduce -5.7% | 31,907 | $1.0M |
| Cabot Wealth Management Inc. | 0.13% | Add +12.1% | 30,880 | $995K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.5% | 30,783 | $992K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.5% | 30,783 | $992K |
| Objective Capital Management, LLC | 0.66% | Reduce -8.3% | 30,233 | $974K |
| Mutual Advisors, LLC | 0.03% | Reduce -27.9% | 30,111 | $970K |
| Renaissance Technologies | 0.00% | Reduce -52.6% | 30,000 | $967K |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $967K |
| Regatta Capital Group, LLC | 0.22% | Reduce -6.3% | 29,753 | $959K |
| Brookstone Capital Management | 0.02% | Reduce -4.1% | 29,724 | $958K |
| Institute for Wealth Management, LLC. | 0.12% | Add +6.3% | 29,562 | $953K |
| Financial Advocates Investment Management | 0.05% | New | 16,769 | $941K |
| Trust Co | 0.12% | Reduce -3.3% | 28,633 | $923K |
| LFA - Lugano Financial Advisors SA | 0.67% | Reduce -5.7% | 28,392 | $915K |
| CreativeOne Wealth, LLC | 0.04% | New | 27,986 | $902K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.3% | 27,874 | $898K |
| Legacy Edge Advisors, LLC | 0.18% | Add +13.8% | 27,542 | $888K |
| Perigon Wealth Management, LLC | 0.03% | Add +10.1% | 27,097 | $873K |
| Centennial Bank | 0.44% | Add +3.3% | 26,400 | $851K |
| Cresset Asset Management, LLC | 0.00% | Add +14.4% | 26,305 | $848K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +30.1% | 27,850 | $843K |
| Parallel Advisors, LLC | 0.02% | Reduce -3.2% | 26,087 | $841K |
| Weil Company, Inc. | 0.32% | Reduce -2.1% | 25,309 | $816K |
| Amundi | 0.00% | Reduce -56.0% | 25,876 | $810K |
| Gould Asset Management LLC | 0.20% | Reduce -2.0% | 25,111 | $809K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -1.8% | 25,019 | $806K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -10.6% | 24,944 | $804K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -95.0% | 23,960 | $772K |
| Horst & Graben Wealth Management LLC | 0.16% | Reduce -1.0% | 23,732 | $765K |
| Hilltop Wealth Advisors, LLC | 0.39% | Reduce -2.8% | 23,638 | $762K |
| Truist Financial Corp. | 0.00% | Reduce -31.9% | 23,398 | $754K |
| Physician Wealth Advisors, Inc. | 0.16% | Reduce -14.8% | 24,043 | $750K |
| TNF LLC | 0.30% | Reduce -20.4% | 23,500 | $747K |
| Vision Capital Management, Inc. | 0.11% | Reduce -1.8% | 23,088 | $744K |
| White Lighthouse Investment Management Inc. | 0.15% | Add +3.8% | 22,702 | $732K |
| Prudential Financial Inc. | 0.00% | Reduce -6.6% | 22,180 | $715K |
| Garde Capital, Inc. | 0.05% | Reduce -53.9% | 22,037 | $710K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +18.4% | 21,635 | $697K |
| GenTrust, LLC | 0.04% | No change | 21,437 | $691K |
| Vontobel Holding Ltd. | 0.01% | Add +14.3% | 21,218 | $684K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -82.4% | 21,141 | $681K |
| Marshall Wace, LLP | 0.00% | New | 21,118 | $681K |
| Sharkey, Howes & Javer | 0.11% | Add +3.9% | 21,113 | $680K |
| Trilogy Capital Inc. | 0.04% | Add +10.0% | 20,237 | $652K |
| Natixis Advisors, LLC | 0.00% | Add +0.9% | 19,961 | $643K |
| Focus Financial Network, Inc. | 0.03% | — | 20,444 | $640K |
| US Financial Advisors, LLC | 0.22% | Add +6.0% | 19,801 | $638K |
| RTD Financial Advisors, Inc. | 0.08% | Add +1.4% | 19,246 | $620K |
| Shepherd Financial Partners LLC | 0.08% | Add +29.6% | 19,213 | $619K |
| Bond & Devick Financial Network, Inc. | 0.33% | Add +18.1% | 19,084 | $615K |
| Commerce Bank | 0.00% | Reduce -1.9% | 19,003 | $612K |
| Raymond James Trust N.A. | 0.01% | Reduce -21.9% | 18,480 | $596K |
| Mascoma Wealth Management LLC | 0.17% | Add +4.2% | 18,452 | $595K |
| CENTRAL TRUST Co | 0.01% | Add +5.4% | 18,173 | $586K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.3% | 18,111 | $584K |
| OLIO Financial Planning | 0.24% | No change | 17,682 | $567K |
| Diversify Advisory Services, LLC | 0.03% | — | 17,499 | $566K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.9% | 17,434 | $562K |
| Montecito Bank & Trust | 0.11% | Reduce -20.1% | 17,397 | $561K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.0% | 17,250 | $556K |
| PFG Investments, LLC | 0.03% | Add +8.0% | 17,130 | $552K |
| Plancorp, LLC | 0.02% | Add +6.6% | 17,092 | $551K |
| Meridian Wealth Partners, LLC | 0.10% | Add +4.5% | 16,886 | $544K |
| Cambridge Financial Group, LLC | 0.25% | Reduce -0.7% | 16,180 | $522K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.3% | 16,164 | $521K |
| Whittier Trust Co. | 0.01% | Add +431.1% | 16,136 | $520K |
| DHK Financial Advisors, Inc. | 0.37% | No change | 16,073 | $518K |
| Wharton Business Group, LLC | 0.02% | Reduce -1.4% | 15,990 | $515K |
| Addison Advisors LLC | 0.18% | Reduce -9.6% | 15,950 | $514K |
| Private Wealth Management Group, LLC | 0.23% | Add +4.0% | 15,918 | $513K |
| RHS Financial, LLC | 0.29% | Reduce -17.1% | 15,641 | $504K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +7.5% | 15,370 | $495K |
| BSW Wealth Partners | 0.08% | Reduce -10.5% | 15,273 | $492K |
| Parkside Advisors LLC | 0.13% | Add +7.3% | 15,190 | $490K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +4.7% | 15,179 | $489K |
| Summit Wealth Group, LLC | 0.33% | Add +2.4% | 14,981 | $483K |
| TriaGen Wealth Management LLC | 0.20% | Reduce -1.7% | 14,939 | $481K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +5.6% | 14,882 | $480K |
| Fort Point Capital Partners LLC | 0.06% | Add +0.8% | 14,869 | $479K |
| Smart Portfolios, LLC | 0.50% | Reduce -0.8% | 14,752 | $475K |
| Falcon Wealth Planning | 0.08% | Add +14.9% | 14,737 | $475K |
| Keel Point, LLC | 0.05% | No change | 14,602 | $471K |
| Equita Financial Network, Inc. | 0.21% | Add +80.8% | 14,557 | $469K |
| HB Wealth Management, LLC | 0.01% | Add +4.1% | 14,533 | $468K |
| Ritholtz Wealth Management | 0.02% | Reduce -1.4% | 14,460 | $466K |
| Bell Investment Advisors, Inc | 0.09% | Add +7.7% | 14,098 | $454K |
| Capital Analysts, LLC | 0.02% | Add +8.7% | 13,712 | $442K |
| Cwm, LLC | 0.00% | Reduce -65.7% | 13,725 | $442K |
| GC Wealth Management RIA, LLC | 0.09% | New | 13,635 | $439K |
| Boston Standard Wealth Management, LLC | 0.10% | Add +10.4% | 13,613 | $439K |
| CIBC Asset Management Inc | 0.00% | Reduce -24.3% | 13,610 | $439K |
| Prairie Wealth Advisors, Inc. | 0.21% | — | 13,559 | $437K |
| Perennial Investment Advisors, LLC | 0.07% | Add +1.8% | 13,522 | $436K |
| Larson Financial Group LLC | 0.03% | Add +7.4% | 13,459 | $434K |
| Jordan Park Group LLC | 0.03% | Add +4.5% | 13,346 | $430K |
| Ameraudi Asset Management, Inc. | 0.20% | No change | 13,309 | $429K |
| Capital Investment Counsel, LLC | 0.09% | New | 13,099 | $422K |
| Private Trust Co. NA | 0.05% | No change | 13,079 | $422K |
| Long Run Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 13,045 | $420K |
| Financial Life Advisors | 0.17% | Reduce -51.5% | 12,911 | $416K |
| Corrigan Financial, Inc. | 0.10% | Add +7.9% | 12,727 | $410K |
| Portland Global Advisors LLC | 0.06% | Add +0.4% | 12,710 | $410K |
| Sage Financial Group Inc. | 0.04% | Reduce -13.2% | 12,580 | $405K |
| Financial Counselors Inc. | 0.01% | Add +38.2% | 12,411 | $400K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.6% | 12,375 | $399K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -59.3% | 12,373 | $399K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.7% | 12,372 | $399K |
| Hardy Reed LLC | 0.05% | Add +0.1% | 12,227 | $394K |
| Portfolio Strategies, Inc. | 0.03% | New | 12,227 | $394K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.2% | 12,191 | $393K |
| Warren Street Wealth Advisors, LLC | 0.19% | Reduce -1.6% | 12,186 | $393K |
| Fortis Capital Management LLC | 0.10% | Add +0.6% | 12,041 | $388K |
| Verus Capital Partners, LLC | 0.04% | Reduce -19.0% | 11,940 | $385K |
| Unionview, LLC | 0.31% | No change | 11,774 | $379K |
| Austin Private Wealth, LLC | 0.04% | Add +3.0% | 11,677 | $378K |
| Compound Planning, Inc. | 0.03% | New | 11,691 | $377K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +3.0% | 11,617 | $374K |
| NorthRock Partners, LLC | 0.01% | Add +1.4% | 11,485 | $370K |
| Shotwell Rutter Baer Inc | 0.75% | Add +0.9% | 11,245 | $370K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -3.6% | 11,432 | $368K |
| Financial Insights, Inc. | 0.10% | Reduce -5.9% | 11,168 | $360K |
| Washington Trust Bank | 0.03% | Add +29.8% | 11,097 | $358K |
| SVB Wealth LLC | 0.01% | Reduce -28.5% | 11,056 | $356K |
| Squarepoint Ops LLC | 0.00% | Reduce -70.1% | 11,039 | $356K |
| Pine Haven Investment Counsel, Inc | 0.31% | Add +1.9% | 10,921 | $352K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.5% | 10,870 | $350K |
| Community Bank, N.A. | 0.05% | Reduce -1.3% | 10,777 | $347K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Add +76.9% | 10,738 | $346K |
| Townsquare Capital LLC | 0.01% | Reduce -3.5% | 10,638 | $343K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.2% | 10,472 | $338K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.7% | 10,470 | $337K |
| Heritage Trust Co | 0.04% | No change | 10,390 | $335K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -31.0% | 10,236 | $331K |
| TCWP LLC | 0.88% | Add +37.3% | 10,250 | $330K |
| Mgo One Seven LLC | 0.02% | Add +37.3% | 10,251 | $330K |
| Presilium Private Wealth, LLC | 0.09% | Add +1.7% | 10,222 | $329K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.2% | 10,337 | $328K |
| TD Private Client Wealth LLC | 0.01% | Add +7.2% | 10,153 | $327K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.5% | 10,138 | $327K |
| Williams & Novak, LLC | 0.36% | No change | 9,844 | $316K |
| MA Private Wealth | 0.06% | No change | 9,769 | $315K |
| First Foundation Advisors | 0.01% | Reduce -17.1% | 9,684 | $312K |
| Argent Trust Co | 0.01% | No change | 9,643 | $311K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,640 | $311K |
| WT Wealth Management | 0.11% | Add +24.9% | 9,596 | $309K |
| Aaron Wealth Advisors LLC | 0.04% | New | 9,469 | $305K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 9,387 | $303K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -47.8% | 9,219 | $297K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.9% | 9,211 | $297K |
| Keystone Financial Services | 0.13% | Reduce -1.5% | 9,130 | $294K |
| PDS Planning, Inc | 0.03% | Add +4.4% | 9,127 | $294K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 9,038 | $291K |
| Strategic Blueprint, LLC | 0.02% | Reduce -36.0% | 8,940 | $288K |
| Rothschild & Co Wealth Management UK Ltd | 0.00% | No change | 8,938 | $288K |
| Spinnaker Trust | 0.02% | Add +4.3% | 8,875 | $286K |
| Stephens Consulting, LLC | 0.09% | Add +4.5% | 8,816 | $284K |
| Moller Wealth Partners | 0.08% | Add +7.4% | 8,658 | $279K |
| Lincoln National Corp. | 0.00% | Add +2.5% | 8,642 | $279K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 8,622 | $278K |
| Sharper & Granite LLC | 0.13% | Add +4.3% | 8,338 | $270K |
| Capasso Planning Partners LLC | 0.11% | Reduce -24.7% | 8,299 | $267K |
| &partners | 0.04% | New | 8,088 | $261K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.8% | 7,880 | $254K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +4.0% | 7,847 | $253K |
| Concord Wealth Partners | 0.05% | Reduce -26.3% | 7,816 | $252K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -64.4% | 7,784 | $251K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -5.1% | 7,703 | $248K |
| Columbia Bank | 0.10% | — | 7,685 | $248K |
| Wealth Alliance, LLC | 0.03% | Reduce -3.0% | 7,669 | $247K |
| AE Wealth Management LLC | 0.00% | Reduce -48.0% | 7,663 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +13.8% | 7,656 | $247K |
| Great Diamond Partners, LLC | 0.06% | Add +0.3% | 7,640 | $246K |
| ABLE Financial Group, LLC | 0.10% | Add +4.1% | 7,533 | $243K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 7,403 | $239K |
| Clarius Group, LLC | 0.02% | No change | 7,360 | $237K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 7,334 | $236K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -46.3% | 7,327 | $236K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.0% | 7,320 | $236K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | New | 7,291 | $235K |
| Millburn Ridgefield LLC | 0.01% | Reduce -59.6% | 7,193 | $232K |
| Libra Wealth LLC | 0.10% | No change | 7,187 | $232K |
| Bigelow Investment Advisors, LLC | 0.11% | No change | 7,048 | $227K |
| Morton Brown Family Wealth, LLC | 0.09% | Add +5.3% | 7,014 | $226K |
| Bangor Savings Bank | 0.02% | Add +70.2% | 6,989 | $225K |
| Tortoise Investment Management, LLC | 0.03% | Add +5.3% | 6,899 | $222K |
| Financial Partners Group, Inc | 0.04% | Reduce -60.6% | 6,851 | $221K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -8.0% | 6,838 | $220K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,809 | $219K |
| Tarbox Family Office, Inc. | 0.04% | No change | 6,788 | $219K |
| International Assets Investment Management, LLC | 0.02% | Reduce -29.9% | 6,721 | $217K |
| Evergreen Private Wealth LLC | 0.11% | Add +18.3% | 6,727 | $217K |
| Topel & Distasi Wealth Management, LLC | 0.10% | New | 6,721 | $217K |
| Petix & Botte Co | 0.05% | New | 6,721 | $217K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -78.2% | 6,719 | $217K |
| High Falls Advisors, Inc | 0.05% | Reduce -4.7% | 6,696 | $216K |
| Summit X, LLC | 0.05% | Reduce -15.0% | 6,649 | $214K |
| SageView Advisory Group, LLC | 0.01% | Reduce -91.2% | 4,795 | $214K |
| HRT Financial LP | 0.00% | Reduce -47.4% | 6,615 | $213K |
| Leverty Financial Group, LLC | 0.13% | Reduce -10.4% | 6,595 | $213K |
| Keebeck Wealth Management | 0.03% | Reduce -51.1% | 6,588 | $212K |
| Armstrong, Fleming & Moore, Inc | 0.15% | No change | 6,531 | $211K |
| Peak Financial Management, Inc. | 0.07% | Add +3.2% | 6,524 | $210K |
| Continuum Advisory, LLC | 0.03% | New | 6,292 | $210K |
| W Advisors, LLC | 0.14% | Reduce -67.6% | 6,455 | $208K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 6,414 | $207K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.0% | 6,404 | $206K |
| One Day In July LLC | 0.03% | Reduce -4.6% | 6,401 | $206K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +2.0% | 6,394 | $206K |
| Elevation Wealth Partners, LLC | 0.10% | Add +57.3% | 6,317 | $204K |
| CFM Wealth Partners LLC | 0.04% | New | 6,311 | $203K |
| HTLF Bank | 0.02% | New | 6,245 | $201K |
| Deutsche Bank AG | 0.00% | Reduce -7.5% | 6,175 | $199K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +92.2% | 5,525 | $178K |
| Keener Financial Planning LLC | 0.12% | Add +0.9% | 5,520 | $178K |
| WR Wealth Planners, LLC | 0.06% | Reduce -22.9% | 5,488 | $177K |
| Bogart Wealth, LLC | 0.01% | Add +5.4% | 5,300 | $171K |
| PrairieView Partners, LLC | 0.02% | Add +6.3% | 4,795 | $155K |
| BBJS Financial Advisors, LLC | 0.05% | No change | 4,675 | $151K |
| CoreCap Advisors, LLC | 0.01% | New | 4,662 | $150K |
| Dynamic Wealth Strategies, LLC | 0.12% | Reduce -95.7% | 4,443 | $143K |
| Macroview Investment Management LLC | 0.16% | No change | 4,428 | $143K |
| Birchbrook, Inc. | 0.08% | Reduce -3.0% | 4,307 | $139K |
| Morris Financial Concepts, Inc. | 0.07% | New | 4,262 | $137K |
| Union Savings Bank | 0.07% | Add +6.5% | 4,154 | $134K |
| Valley National Advisers Inc. | 0.02% | Add +8.6% | 4,140 | $133K |
| Fiduciary Counselling Inc. | 0.35% | No change | 3,972 | $128K |
| McClarren Financial Advisors, Inc. | 0.09% | No change | 3,930 | $127K |
| Spire Wealth Management | 0.00% | Reduce -6.1% | 3,810 | $123K |
| Venturi Wealth Management, LLC | 0.01% | Add +2.9% | 3,744 | $121K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -11.8% | 3,621 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -79.1% | 3,594 | $116K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +5.6% | 3,167 | $102K |
| Gen-Wealth Partners Inc | 0.05% | — | 2,869 | $92K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +188.8% | 2,796 | $90K |
| Principal Securities, Inc. | 0.00% | Reduce -34.0% | 2,789 | $90K |
| Founders Financial Alliance, LLC | 0.03% | Add +468.8% | 2,730 | $88K |
| American Capital Advisory, LLC | 0.08% | Reduce -19.3% | 2,766 | $87K |
| Signaturefd, LLC | 0.00% | Add +11.2% | 2,500 | $81K |
| BNP Paribas Financial Markets | 0.00% | Add +78.8% | 2,133 | $69K |
| 4Thought Financial Group Inc. | 0.04% | Add +77.9% | 2,096 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,013 | $65K |
| NBT Bank, N.A. | 0.00% | No change | 2,018 | $65K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,004 | $65K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +1.0% | 1,972 | $64K |
| Private Capital Management LLC | 0.01% | Reduce -10.0% | 1,950 | $63K |
| Wit, LLC | 1.84% | Add +110.8% | 1,874 | $60K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,859 | $60K |
| Gould Capital, LLC | 0.04% | Add +26.3% | 1,818 | $59K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,818 | $59K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.0% | 1,784 | $57K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 1,779 | $57K |
| Covestor Ltd | 0.04% | Reduce -8.2% | 1,734 | $56K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +29.1% | 1,610 | $52K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,584 | $51K |
| WealthCollab, LLC | 0.04% | No change | 1,562 | $50K |
| Rice Partnership, LLC | 0.01% | Add +6.1% | 1,452 | $47K |
| Motco | 0.00% | No change | 1,403 | $45K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,307 | $42K |
| Tompkins Financial Corp. | 0.00% | Reduce -98.5% | 1,289 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.6% | 1,275 | $41K |
| Bfsg, LLC | 0.01% | No change | 1,272 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +17.8% | 1,269 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,208 | $39K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -30.6% | 1,132 | $36K |
| Scarborough Advisors, LLC | 0.02% | Add +6.1% | 1,108 | $36K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.2% | 1,097 | $35K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,025 | $33K |
| Ancora Advisors LLC | 0.00% | Reduce -13.9% | 1,007 | $32K |
| Trust Co. of Vermont | 0.00% | No change | 964 | $31K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +13.0% | 919 | $30K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -10.7% | 852 | $28K |
| Lanark Financial, Inc. | 0.00% | Add +3.6% | 868 | $27K |
| Highline Wealth Partners LLC | 0.01% | No change | 756 | $24K |
| ICA Group Wealth Management, LLC | 0.00% | Add +16.1% | 751 | $24K |
| Smithfield Trust Co | 0.00% | No change | 762 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -4.1% | 675 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 632 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +10.7% | 631 | $20K |
| Winthrop Capital Management, LLC | 0.01% | No change | 624 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -55.3% | 550 | $18K |
| Howe & Rusling Inc. | 0.00% | Add +6.7% | 540 | $17K |
| FAS Wealth Partners, Inc. | 0.00% | Add +27.2% | 529 | $17K |
| Fernwood Investment Management, LLC | 0.00% | New | 504 | $16K |
| New Republic Capital, LLC | 0.01% | No change | 471 | $15K |
| TD Capital Management LLC | 0.00% | No change | 425 | $14K |
| Operose Advisors LLC | 0.00% | No change | 425 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 424 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -54.3% | 416 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 402 | $13K |
| Crewe Advisors LLC | 0.00% | Reduce -3.3% | 386 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -98.8% | 334 | $11K |
| TFO Wealth Partners, LLC | 0.00% | Reduce -32.0% | 318 | $10K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 321 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 286 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | New | 229 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 229 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.1% | 212 | $7K |
| Baldwin Wealth Partners LLC | 0.00% | New | 210 | $7K |
| Horizons Wealth Management | 0.00% | No change | 207 | $7K |
| CGC Financial Services, LLC | 0.00% | Reduce -80.3% | 196 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 195 | $6K |
| Woodmont Investment Counsel LLC | 0.00% | New | 178 | $6K |
| IFP Advisors, Inc | 0.00% | Add +8.6% | 177 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +61.4% | 163 | $5K |
| Global Financial Private Client, LLC | 0.00% | Reduce -3.0% | 161 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $5K |
| Retirement Group, LLC | 0.00% | No change | 152 | $5K |
| Aspire Private Capital, LLC | 0.00% | Add +7.9% | 150 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 143 | $5K |
| PSI Advisors, LLC | 0.00% | No change | 143 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 141 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 140 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 131 | $4K |
| Rise Advisors, LLC | 0.00% | No change | 109 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 100 | $3K |
| Gradient Investments LLC | 0.00% | Add +4800.0% | 98 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 92 | $3K |
| Realta Investment Advisors | 0.00% | New | 83 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $3K |
| Tidemark, LLC | 0.00% | Add +19.4% | 80 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 80 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +5.9% | 72 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 67 | $2K |
| Kelly Financial Services LLC | 0.00% | Reduce -80.1% | 62 | $2K |
| Centerpoint Advisors, LLC | 0.00% | Add +29.7% | 48 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -10.4% | 43 | $1K |
| Northwest Capital Management Inc | 0.00% | No change | 42 | $1K |
| SouthState Bank Corp | 0.00% | New | 38 | $1K |
| National Bank of Canada | 0.00% | Reduce -85.5% | 33 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -85.4% | 23 | $741 |
| Key Financial Inc | 0.00% | No change | 17 | $548 |
| Blue Trust, Inc. | 0.00% | Reduce -97.8% | 9 | $288 |
| Glassman Wealth Services | 0.00% | No change | 1 | $32 |
| Summit Securities Group LLC | 0.00% | New | 2 | $0 |
"% 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.