iShares Inc. iShares ESG AwarESGEETF

13F holders, Q2 2024 (June 30)
496holders +1
37new positions
41sold out
1famous investor
$33.53avg. 13F price*

At the end of Q2 2024, 496 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 1 from Q1 2024. 37 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($533.3M), Tiaa Trust, National Association ($192.6M) and Empower Advisory Group, LLC ($190.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions37$15.8M
Exits41$110.0M

All 13F filers, Q1 2024 → Q2 2024: 6,647,360 shares bought and 6,374,034 shares sold, net +273,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 496 holders

Bank of America Corp. 0.05% Reduce -1.6% 15,904,700 $533.3M
Tiaa Trust, National Association 0.59% Add +13.1% 5,754,518 $192.6M
Empower Advisory Group, LLC 0.71% Reduce -1.6% 5,694,755 $190.9M
Morgan Stanley 0.01% Add +27.4% 5,276,895 $176.9M
Envestnet Asset Management Inc. 0.04% Add +29.3% 3,399,294 $114.0M
Northern Trust Corp. 0.02% Reduce -0.8% 3,204,859 $107.5M
Betterment LLC 0.27% Add +5.4% 3,147,310 $105.5M
Goldman Sachs Group Inc. 0.02% Add +15.9% 3,122,542 $104.7M
Wealthfront Advisers LLC 0.30% Add +4.5% 2,623,131 $88.0M
JPMorgan Chase & Co. 0.01% Add +4.4% 1,877,791 $63.0M
Creative Planning 0.06% Add +3.1% 1,757,685 $58.9M
UBS Group AG 0.02% Reduce -1.0% 1,722,081 $57.7M
Ellevest, Inc. 3.41% Add +4.3% 1,693,098 $56.8M
FMR LLC 0.00% Add +37.6% 1,558,596 $52.3M
Ameriprise Financial Inc. 0.01% Reduce -0.0% 1,468,449 $49.3M
BlackRock Inc. 0.00% Add +52.8% 1,315,372 $44.1M
Acorns Advisers, LLC 0.39% Add +3.9% 1,086,036 $36.4M
LPL Financial LLC 0.02% Add +2.1% 1,018,601 $34.2M
Wells Fargo & Company 0.01% Reduce -8.6% 891,969 $29.9M
US Bancorp \de 0.04% Reduce -1.4% 839,600 $28.2M
PNC Financial Services Group, Inc. 0.02% Reduce -3.3% 730,196 $24.5M
Envestnet Portfolio Solutions, Inc. 0.08% Add +45.0% 724,728 $24.3M
M&T Bank Corp 0.08% Reduce -0.1% 680,015 $22.8M
Mercer Global Advisors Inc. 0.06% Add +5.4% 624,328 $20.9M
Mission Wealth Management, LP 0.54% Reduce -7.3% 595,248 $20.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.3% 547,830 $18.4M
Royal Bank of Canada 0.00% Reduce -21.6% 540,577 $18.1M
Fifth Third Bancorp 0.06% Add +0.9% 507,999 $17.0M
Private Ocean, LLC 1.41% Add +204.5% 475,784 $16.0M
Money Design Co.,Ltd. 0.82% Reduce -3.4% 454,643 $15.2M
Commonwealth Equity Services, LLC 0.02% Add +0.7% 413,717 $13.9M
HighTower Advisors, LLC 0.02% Reduce -4.5% 387,317 $13.0M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -1.6% 385,566 $12.9M
Fiduciary Trust Co 0.18% Reduce -0.3% 359,347 $12.0M
Corient Private Wealth LP 0.02% Add +0.4% 333,150 $11.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Reduce -5.7% 330,799 $11.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +26.8% 330,800 $11.1M
Sei Investments Co. 0.01% Reduce -9.2% 310,822 $10.4M
IMPACTfolio, LLC 5.71% Add +2.7% 303,929 $10.2M
Partners Capital Investment Group, LLP 0.17% No change 300,203 $10.0M
High Note Wealth, LLC 2.76% Reduce -0.7% 269,539 $9.0M
Park Avenue Securities LLC 0.10% Add +34.3% 251,334 $8.4M
Mariner, LLC 0.02% Add +17.0% 249,073 $8.4M
SigFig Wealth Management, LLC 0.30% Add +11.3% 236,642 $7.9M
MML Investors Services, LLC 0.03% Add +17.4% 211,861 $7.1M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.0% 211,749 $7.1M
Cetera Investment Advisers 0.02% Add +20.4% 205,628 $6.9M
Baird Financial Group, Inc. 0.01% Add +4.3% 204,870 $6.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +2087.7% 188,622 $6.3M
Ally Invest Advisors Inc. 0.52% Add +5.0% 162,399 $5.4M
Oxford Financial Group, LTD. LLC 0.35% Reduce -0.3% 157,025 $5.3M
Alesco Advisors, LLC, An ESL Co 0.17% Reduce -5.4% 156,022 $5.2M
Mather Group, Llc. 0.06% Add +19.2% 158,878 $5.1M
Intergy Private Wealth, LLC 2.07% Add +0.7% 149,815 $5.0M
Sand Hill Global Advisors, LLC 0.23% Add +0.3% 149,776 $5.0M
Pallas Capital Advisors LLC 0.23% Reduce -6.2% 147,113 $5.0M
Laurel Wealth Planning LLC 3.27% Reduce -0.5% 140,221 $4.7M
Modera Wealth Management, LLC 0.07% Reduce -2.2% 140,187 $4.7M
Wrapmanager Inc. 1.27% Add +2.4% 137,143 $4.6M
Dohj, LLC 1.06% Add +16.4% 127,058 $4.3M
HSBC Holdings PLC 0.00% Add +44.2% 121,721 $4.1M
Avantax Advisory Services, Inc. 0.03% Reduce -0.9% 112,578 $3.8M
Lake Street Advisors Group, LLC 0.18% Add +0.8% 112,204 $3.8M
Brown Advisory Inc. 0.00% Reduce -0.7% 108,093 $3.6M
Citigroup Inc. 0.00% Add +5.7% 105,992 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -4.7% 105,337 $3.5M
GeoWealth Management, LLC 0.15% Reduce -1.9% 102,574 $3.4M
Litman Gregory Wealth Management LLC 0.30% Reduce -31.6% 102,499 $3.4M
Bailard, Inc. 0.09% Reduce -22.5% 102,332 $3.4M
EP Wealth Advisors, LLC 0.03% New 96,914 $3.2M
Savant Capital, LLC 0.03% Add +0.5% 95,400 $3.2M
3EDGE Asset Management, LP 0.24% Reduce -1.0% 92,214 $3.1M
Morningstar Investment Services LLC 0.03% Add +16.9% 92,171 $3.1M
Dynamic Advisor Solutions LLC 0.10% Reduce -4.6% 91,870 $3.1M
Avior Wealth Management, LLC 0.13% Reduce -36.8% 90,819 $3.0M
Quent Capital, LLC 0.32% Reduce -0.1% 87,384 $2.9M
Nottingham Advisors, Inc. 0.34% Reduce -0.3% 85,352 $2.9M
Principal Financial Group Inc. 0.00% Reduce -17.3% 83,727 $2.8M
Comerica Bank 0.01% Add +4.4% 81,235 $2.7M
Steward Partners Investment Advisory, LLC 0.03% Add +3.1% 76,645 $2.6M
Bank of New York Mellon Corp 0.00% Add +3.7% 75,385 $2.5M
Koss-Olinger Consulting, LLC 0.23% New 75,004 $2.5M
Raffa Wealth Management, LLC 0.70% Add +3.4% 74,086 $2.5M
Susquehanna International Group, LLP 0.00% Add +56.2% 73,177 $2.5M
Robertson Stephens Wealth Management, LLC 0.13% Add +6.7% 72,986 $2.4M
JNBA Financial Advisors 0.25% Add +4.9% 70,981 $2.4M
Cerity Partners LLC 0.01% Add +3.6% 70,769 $2.4M
Allworth Financial LP 0.02% Add +4.1% 69,521 $2.3M
Global Retirement Partners, LLC 0.07% Add +14.4% 68,998 $2.3M
OneDigital Investment Advisors LLC 0.03% Add +451.8% 68,279 $2.3M
Apella Capital, LLC 0.10% Add +3.1% 65,517 $2.3M
WCM Investment Management, LLC 0.01% Reduce -25.9% 64,612 $2.2M
Quadrant Capital Group LLC 0.16% No change 63,089 $2.1M
Connecticut Wealth Management, LLC 0.11% Add +196.5% 62,690 $2.1M
Choreo, LLC 0.04% Add +3.8% 62,497 $2.1M
Atria Wealth Solutions, Inc. 0.02% Add +38.6% 62,175 $2.1M
Buckingham Strategic Wealth, LLC 0.02% Add +5.0% 62,143 $2.1M
AlTi Global, Inc. 0.06% Reduce -6.0% 61,961 $2.1M
Eq LLC 1.23% Reduce -8.4% 61,191 $2.1M
Advisory Services Network, LLC 0.04% Reduce -21.5% 60,955 $2.0M

"% 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 496 holders