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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $15.8M |
| Exits | 41 | $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 |
| Assetmark, Inc. | 0.01% | Add +34.5% | 59,546 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.6% | 58,791 | $2.0M |
| Bokf, NA | 0.04% | Add +0.1% | 58,563 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.3% | 58,496 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +33.6% | 58,344 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 57,763 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +13.1% | 57,302 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 57,032 | $1.9M |
| Cwm, LLC | 0.01% | Add +314.1% | 56,831 | $1.9M |
| One Wealth Advisors, LLC | 0.40% | Add +44.3% | 56,640 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 56,515 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +35.5% | 53,273 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.5% | 51,651 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +0.6% | 51,351 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +6.8% | 51,312 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 51,118 | $1.7M |
| Bear Mountain Capital, Inc. | 0.69% | Add +3.8% | 48,136 | $1.7M |
| Baron Financial Group, LLC | 1.04% | Reduce -7.8% | 48,878 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Add +4.9% | 48,584 | $1.6M |
| Affiance Financial, LLC | 0.42% | Add +13.7% | 48,521 | $1.6M |
| Keybank National Association | 0.01% | Add +8.7% | 47,236 | $1.6M |
| Pitcairn Co. | 0.10% | Reduce -1.1% | 47,019 | $1.6M |
| WealthShield Partners, LLC | 0.24% | Add +2.0% | 46,755 | $1.6M |
| Becker Capital Management Inc. | 0.05% | Reduce -0.6% | 46,501 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +28.1% | 45,908 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Add +23.3% | 45,739 | $1.5M |
| SageView Advisory Group, LLC | 0.09% | Add +830.7% | 44,625 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.7% | 44,422 | $1.5M |
| Blue Edge Capital, LLC | 0.24% | Add +0.8% | 43,874 | $1.5M |
| Gsa Capital Partners LLP | 0.10% | New | 43,870 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.23% | Reduce -1.3% | 43,561 | $1.5M |
| Hart & Patterson Financial Group LLC | 0.71% | Add +4.5% | 42,947 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.0% | 42,656 | $1.4M |
| Balanced Rock Investment Advisors LLC | 1.20% | Reduce -0.6% | 42,523 | $1.4M |
| St Germain D J Co. Inc. | 0.07% | Add +10.6% | 41,665 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.22% | Reduce -3.6% | 41,610 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -67.1% | 40,914 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +50.9% | 40,884 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 40,753 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | Reduce -0.7% | 40,096 | $1.3M |
| Omega Financial Group, LLC | 0.54% | Add +4.0% | 39,436 | $1.3M |
| Neumann Capital Management, LLC | 0.45% | Reduce -1.3% | 39,435 | $1.3M |
| Heritage Wealth Advisors | 0.06% | Add +2.1% | 39,030 | $1.3M |
| Cabot Wealth Management Inc. | 0.17% | Add +26.4% | 39,016 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +0.5% | 38,782 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +34.7% | 37,555 | $1.3M |
| Idaho Trust Co | 0.63% | New | 36,546 | $1.2M |
| Wealth Architects, LLC | 0.15% | Add +6.9% | 36,022 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -0.6% | 35,077 | $1.2M |
| Integris Wealth Management, LLC | 0.33% | Add +1.5% | 34,427 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.21% | Add +41.0% | 33,462 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | No change | 33,421 | $1.1M |
| REDW Wealth LLC | 0.29% | Add +0.0% | 32,723 | $1.1M |
| Haverford Trust Co | 0.01% | Add +1.5% | 32,504 | $1.1M |
| Amundi | 0.00% | Add +21.3% | 31,387 | $1.1M |
| Maia Wealth LLC | 0.32% | — | 30,721 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.2% | 31,361 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 30,846 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.2% | 30,846 | $1.0M |
| Brookstone Capital Management | 0.02% | Add +0.8% | 29,961 | $1.0M |
| Sharkey, Howes & Javer | 0.17% | Add +44.9% | 30,582 | $1.0M |
| Opes Wealth Management LLC | 0.21% | Reduce -4.4% | 30,517 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +38.9% | 30,056 | $1.0M |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -77.8% | 29,411 | $986K |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -1.1% | 29,224 | $980K |
| Prudential Financial Inc. | 0.00% | Add +28.7% | 28,554 | $957K |
| Plum Street Advisors, LLC | 0.56% | Reduce -0.2% | 28,519 | $956K |
| Howland Capital Management LLC | 0.05% | Reduce -15.3% | 28,230 | $947K |
| Krilogy Financial LLC | 0.07% | Reduce -12.9% | 27,807 | $932K |
| Trust Co | 0.12% | Reduce -3.4% | 27,666 | $928K |
| Parallel Advisors, LLC | 0.02% | Add +4.1% | 27,152 | $910K |
| Centennial Bank | 0.44% | Add +0.6% | 26,550 | $890K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +5.5% | 26,317 | $882K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 26,307 | $882K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -57.5% | 26,236 | $880K |
| Regatta Capital Group, LLC | 0.19% | Reduce -12.4% | 26,073 | $874K |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -5.7% | 25,984 | $871K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.9% | 25,640 | $860K |
| Weil Company, Inc. | 0.31% | No change | 25,309 | $849K |
| Physician Wealth Advisors, Inc. | 0.15% | Add +0.2% | 24,094 | $841K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -2.6% | 24,365 | $817K |
| Gould Asset Management LLC | 0.18% | Reduce -6.3% | 23,516 | $788K |
| Hilltop Wealth Advisors, LLC | 0.39% | Reduce -0.8% | 23,441 | $786K |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 22,987 | $771K |
| Diversify Advisory Services, LLC | 0.04% | Add +23.5% | 21,613 | $746K |
| Vision Capital Management, Inc. | 0.11% | Reduce -4.1% | 22,133 | $742K |
| White Lighthouse Investment Management Inc. | 0.14% | Reduce -2.5% | 22,130 | $742K |
| Trilogy Capital Inc. | 0.04% | Add +7.1% | 21,681 | $727K |
| Evoke Wealth, LLC | 1.06% | Reduce -46.4% | 21,637 | $725K |
| GenTrust, LLC | 0.04% | No change | 21,437 | $719K |
| TNF LLC | 0.26% | Reduce -7.8% | 21,676 | $719K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -11.2% | 21,272 | $713K |
| Focus Financial Network, Inc. | 0.03% | Add +1.4% | 20,737 | $712K |
| Affinity Capital Advisors, LLC | 0.15% | Reduce -34.6% | 21,223 | $712K |
| Marshall Wace, LLP | 0.00% | Reduce -0.1% | 21,102 | $708K |
| Garde Capital, Inc. | 0.05% | Reduce -6.8% | 20,527 | $688K |
| RTD Financial Advisors, Inc. | 0.09% | Add +5.8% | 20,369 | $683K |
| Natixis Advisors, LLC | 0.00% | Add +1.6% | 20,273 | $680K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +60.8% | 19,894 | $667K |
| Jordan Park Group LLC | 0.05% | Add +48.6% | 19,828 | $665K |
| US Financial Advisors, LLC | 0.22% | Reduce -0.9% | 19,623 | $658K |
| Mascoma Wealth Management LLC | 0.17% | Add +5.7% | 19,502 | $654K |
| Commerce Bank | 0.00% | Add +0.8% | 19,153 | $642K |
| Bond & Devick Financial Network, Inc. | 0.34% | No change | 19,084 | $640K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -1.0% | 19,023 | $638K |
| Citadel Advisors | 0.00% | Reduce -95.5% | 18,860 | $632K |
| Wedbush Securities Inc. | 0.02% | Add +6.6% | 18,590 | $623K |
| Raymond James Trust N.A. | 0.01% | No change | 18,480 | $620K |
| Sax Wealth Advisors, LLC | 0.06% | New | 18,418 | $618K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 18,391 | $617K |
| Equita Financial Network, Inc. | 0.26% | Add +26.3% | 18,386 | $616K |
| RHS Financial, LLC | 0.37% | Add +16.8% | 18,264 | $612K |
| PFG Investments, LLC | 0.04% | Add +6.6% | 18,264 | $612K |
| Meridian Wealth Partners, LLC | 0.11% | Add +7.5% | 18,151 | $609K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +16.9% | 17,963 | $602K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.9% | 17,826 | $598K |
| Franklin Resources Inc. | 0.00% | Reduce -47.3% | 17,649 | $592K |
| Montecito Bank & Trust | 0.12% | No change | 17,397 | $583K |
| HB Wealth Management, LLC | 0.01% | Add +19.4% | 17,358 | $582K |
| Vontobel Holding Ltd. | 0.00% | Reduce -18.8% | 17,224 | $578K |
| OLIO Financial Planning | 0.24% | No change | 17,682 | $567K |
| Perennial Investment Advisors, LLC | 0.08% | Add +24.4% | 16,823 | $564K |
| Plancorp, LLC | 0.02% | Reduce -2.3% | 16,698 | $560K |
| Private Wealth Management Group, LLC | 0.24% | Add +4.1% | 16,573 | $556K |
| Parkside Advisors LLC | 0.14% | Add +8.6% | 16,492 | $553K |
| Cambridge Financial Group, LLC | 0.25% | Add +0.3% | 16,231 | $544K |
| Whittier Trust Co. | 0.01% | No change | 16,136 | $541K |
| Wharton Business Group, LLC | 0.03% | No change | 15,990 | $536K |
| Larson Financial Group LLC | 0.04% | Add +17.3% | 15,793 | $530K |
| Capital Investment Counsel, LLC | 0.10% | Add +19.5% | 15,656 | $525K |
| Smart Portfolios, LLC | 0.53% | Add +6.1% | 15,652 | $525K |
| Addison Advisors LLC | 0.17% | Reduce -2.1% | 15,612 | $523K |
| TCWP LLC | 1.28% | Add +51.5% | 15,532 | $521K |
| Mgo One Seven LLC | 0.02% | Add +51.5% | 15,532 | $521K |
| Austin Private Wealth, LLC | 0.06% | Add +32.6% | 15,479 | $519K |
| Morling Financial Advisors, LLC | 0.22% | Reduce -56.2% | 15,365 | $515K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -0.0% | 15,174 | $509K |
| TriaGen Wealth Management LLC | 0.19% | No change | 14,939 | $501K |
| Fort Point Capital Partners LLC | 0.06% | No change | 14,869 | $499K |
| Keel Point, LLC | 0.04% | Add +0.7% | 14,701 | $497K |
| Summit Wealth Group, LLC | 0.15% | Reduce -2.0% | 14,674 | $492K |
| Bell Investment Advisors, Inc | 0.10% | Add +2.5% | 14,457 | $485K |
| Capital Analysts, LLC | 0.02% | Add +5.2% | 14,428 | $484K |
| Boston Standard Wealth Management, LLC | 0.10% | Add +3.2% | 14,054 | $471K |
| Falcon Wealth Planning | 0.06% | Reduce -6.3% | 13,805 | $463K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $456K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -22.3% | 13,401 | $449K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -17.5% | 13,331 | $447K |
| Ameraudi Asset Management, Inc. | 0.20% | No change | 13,309 | $446K |
| Private Trust Co. NA | 0.05% | No change | 13,079 | $439K |
| Fortis Capital Management LLC | 0.09% | Add +6.7% | 12,843 | $431K |
| Sage Advisory Services, Ltd.Co. | 0.12% | Reduce -14.0% | 12,792 | $429K |
| Portland Global Advisors LLC | 0.06% | No change | 12,710 | $426K |
| Wealth Alliance, LLC | 0.05% | Add +64.9% | 12,647 | $424K |
| Regal Investment Advisors LLC | 0.03% | Add +37.3% | 12,646 | $424K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 12,598 | $422K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +9.7% | 12,542 | $421K |
| Private Advisor Group, LLC | 0.00% | Add +2.8% | 12,526 | $420K |
| Corrigan Financial, Inc. | 0.10% | No change | 12,727 | $410K |
| Hardy Reed LLC | 0.04% | Reduce -0.1% | 12,215 | $410K |
| Warren Street Wealth Advisors, LLC | 0.20% | Reduce -0.0% | 12,181 | $408K |
| Ritholtz Wealth Management | 0.01% | Reduce -16.9% | 12,019 | $403K |
| Compound Planning, Inc. | 0.03% | Add +2.6% | 11,994 | $402K |
| Long Run Wealth Advisors, LLC | 0.10% | Reduce -8.1% | 11,987 | $402K |
| Farther Finance Advisors, LLC | 0.02% | Add +17.0% | 11,975 | $402K |
| Financial Counselors Inc. | 0.01% | Reduce -4.7% | 11,832 | $397K |
| Pine Haven Investment Counsel, Inc | 0.34% | Add +8.1% | 11,803 | $396K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +73.1% | 11,789 | $395K |
| Townsquare Capital LLC | 0.01% | Add +10.1% | 11,707 | $393K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.4% | 11,702 | $392K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.5% | 11,694 | $392K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +0.6% | 11,691 | $392K |
| Unionview, LLC | 0.31% | Reduce -2.3% | 11,498 | $386K |
| World Investment Advisors | 0.02% | New | 11,496 | $385K |
| Washington Trust Bank | 0.04% | Add +1.2% | 11,227 | $376K |
| Diversified, LLC | 0.04% | New | 11,193 | $375K |
| Financial Insights, Inc. | 0.10% | Reduce -0.0% | 11,166 | $374K |
| SVB Wealth LLC | 0.01% | No change | 11,056 | $371K |
| AdvisorNet Financial, Inc | 0.03% | Add +1.3% | 11,009 | $369K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -5.1% | 10,675 | $369K |
| Community Bank, N.A. | 0.05% | Reduce -0.1% | 10,767 | $361K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 10,738 | $360K |
| Belpointe Asset Management LLC | 0.02% | New | 10,657 | $357K |
| RFG Advisory, LLC | 0.01% | New | 10,626 | $356K |
| Strategic Blueprint, LLC | 0.02% | Add +18.2% | 10,568 | $354K |
| Heritage Trust Co | 0.05% | No change | 10,390 | $348K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 10,364 | $348K |
| Williams & Novak, LLC | 0.32% | Add +5.3% | 10,364 | $348K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +266.6% | 10,251 | $347K |
| Elevation Wealth Partners, LLC | 0.16% | Add +62.1% | 10,239 | $343K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -0.7% | 10,153 | $340K |
| Tradition Wealth Management, LLC | 0.03% | Add +29.7% | 10,094 | $338K |
| BLB&B Advisors, LLC | 0.02% | Add +4.5% | 10,076 | $338K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.1% | 10,038 | $337K |
| Stephens Consulting, LLC | 0.10% | Add +13.6% | 10,018 | $336K |
| UMB Bank, n.a. | 0.01% | New | 10,000 | $335K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -4.0% | 9,921 | $333K |
| MA Private Wealth | 0.06% | No change | 9,769 | $328K |
| Richard P Slaughter Associates Inc | 0.08% | New | 9,742 | $327K |
| Flputnam Investment Management Co. | 0.01% | New | 9,660 | $324K |
| Argent Trust Co | 0.01% | No change | 9,643 | $323K |
| Strategy Asset Managers LLC | 0.07% | New | 10,148 | $321K |
| MAI Capital Management | 0.00% | New | 9,369 | $314K |
| Facet Wealth, Inc. | 0.01% | New | 9,457 | $313K |
| Spinnaker Trust | 0.02% | Add +5.3% | 9,342 | $313K |
| Atria Investments, Inc | 0.00% | New | 9,286 | $311K |
| First Horizon Advisors, Inc. | 0.01% | Add +19.7% | 9,220 | $309K |
| PDS Planning, Inc | 0.03% | Add +0.9% | 9,206 | $309K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -0.5% | 9,173 | $308K |
| Keystone Financial Services | 0.13% | Reduce -0.2% | 9,113 | $306K |
| WT Wealth Management | 0.10% | Reduce -5.1% | 9,104 | $305K |
| Freedom Investment Management, Inc. | 0.02% | Add +24.1% | 9,082 | $305K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.5% | 9,056 | $304K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 8,938 | $300K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.9% | 8,895 | $298K |
| First Foundation Advisors | 0.01% | Reduce -8.4% | 8,867 | $297K |
| Bogart Wealth, LLC | 0.01% | Add +66.1% | 8,802 | $295K |
| Moller Wealth Partners | 0.08% | No change | 8,658 | $290K |
| BSW Wealth Partners | 0.05% | Reduce -43.4% | 8,642 | $290K |
| Tortoise Investment Management, LLC | 0.03% | Add +21.9% | 8,409 | $282K |
| Sharper & Granite LLC | 0.13% | Add +0.1% | 8,348 | $280K |
| NorthRock Partners, LLC | 0.01% | Reduce -27.4% | 8,344 | $280K |
| Capasso Planning Partners LLC | 0.09% | Add +0.4% | 8,335 | $279K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -12.1% | 8,324 | $279K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 8,314 | $279K |
| Bangor Savings Bank | 0.03% | Add +18.4% | 8,274 | $277K |
| AE Wealth Management LLC | 0.00% | Add +7.9% | 8,271 | $277K |
| &partners | 0.01% | Add +1.1% | 8,173 | $274K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -22.8% | 8,088 | $271K |
| One Wealth Management Investment & Advisory Services, LLC | 0.11% | New | 8,048 | $270K |
| Tarbox Family Office, Inc. | 0.05% | Add +16.8% | 7,926 | $266K |
| Columbia Bank | 0.10% | No change | 7,685 | $258K |
| Kingsview Wealth Management, LLC | 0.01% | Add +20.0% | 7,683 | $258K |
| Verus Capital Partners, LLC | 0.03% | Reduce -36.6% | 7,573 | $254K |
| Great Diamond Partners, LLC | 0.06% | Reduce -3.0% | 7,413 | $249K |
| Clarius Group, LLC | 0.02% | No change | 7,360 | $247K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 7,334 | $246K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.6% | 7,301 | $245K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -22.3% | 7,297 | $245K |
| Leverty Financial Group, LLC | 0.14% | Add +10.5% | 7,288 | $244K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -3.2% | 7,168 | $240K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -0.1% | 7,006 | $239K |
| Veridan Wealth LLC | 0.10% | — | 6,067 | $238K |
| Meridian Wealth Management, LLC | 0.03% | New | 7,058 | $237K |
| CGN Advisors LLC | 0.03% | New | 6,997 | $235K |
| HTLF Bank | 0.03% | Add +11.5% | 6,963 | $233K |
| High Falls Advisors, Inc | 0.06% | Add +3.5% | 6,932 | $232K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 6,838 | $229K |
| Continuum Advisory, LLC | 0.03% | Add +8.7% | 6,837 | $229K |
| Bigelow Investment Advisors, LLC | 0.11% | Reduce -3.3% | 6,819 | $229K |
| Evergreen Private Wealth LLC | 0.11% | Reduce -0.4% | 6,701 | $225K |
| Topel & Distasi Wealth Management, LLC | 0.10% | Reduce -0.4% | 6,697 | $225K |
| Worth Financial Advisory Group, LLC | 0.15% | Reduce -15.1% | 6,659 | $223K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Add +3.5% | 6,618 | $222K |
| RW Investment Management LLC | 0.03% | New | 6,587 | $221K |
| LexAurum Advisors, LLC | 0.05% | New | 6,561 | $220K |
| Armstrong, Fleming & Moore, Inc | 0.14% | Add +0.2% | 6,544 | $219K |
| Peak Financial Management, Inc. | 0.07% | No change | 6,524 | $219K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -11.3% | 6,496 | $218K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,327 | $212K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -77.6% | 6,281 | $211K |
| W Advisors, LLC | 0.14% | Reduce -3.4% | 6,237 | $209K |
| CFM Wealth Partners LLC | 0.04% | Reduce -1.4% | 6,220 | $209K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -3.4% | 6,199 | $208K |
| Deutsche Bank AG | 0.00% | No change | 6,175 | $207K |
| One Day In July LLC | 0.03% | Reduce -3.6% | 6,171 | $207K |
| Tempus Wealth Planning, LLC | 0.09% | New | 6,115 | $205K |
| One Capital Management, LLC | 0.01% | New | 6,053 | $203K |
| Kelman-Lazarov, Inc. | 0.04% | New | 6,037 | $202K |
| Armbruster Capital Management, Inc. | 0.04% | New | 6,000 | $201K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.7% | 5,736 | $192K |
| Cranbrook Wealth Management, LLC | 0.05% | Reduce -37.3% | 5,668 | $190K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +794.5% | 5,653 | $190K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,525 | $185K |
| Keener Financial Planning LLC | 0.12% | No change | 5,520 | $185K |
| Concord Wealth Partners | 0.03% | Reduce -30.9% | 5,405 | $181K |
| Venturi Wealth Management, LLC | 0.01% | Add +43.5% | 5,374 | $180K |
| WR Wealth Planners, LLC | 0.05% | Reduce -2.4% | 5,357 | $180K |
| PrairieView Partners, LLC | 0.02% | Add +3.8% | 4,975 | $166K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.5% | 4,638 | $156K |
| Union Savings Bank | 0.08% | Add +5.1% | 4,367 | $146K |
| Birchbrook, Inc. | 0.09% | Reduce -0.4% | 4,288 | $144K |
| Macroview Investment Management LLC | 0.15% | Reduce -5.8% | 4,171 | $140K |
| Valley National Advisers Inc. | 0.02% | Reduce -0.3% | 4,128 | $138K |
| Gen-Wealth Partners Inc | 0.07% | Add +41.6% | 4,064 | $136K |
| Dynamic Wealth Strategies, LLC | 0.12% | Reduce -8.5% | 4,067 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.3% | 3,929 | $132K |
| BBJS Financial Advisors, LLC | 0.05% | Reduce -18.0% | 3,835 | $129K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,621 | $121K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -91.3% | 3,453 | $116K |
| American Capital Advisory, LLC | 0.08% | Add +23.9% | 3,428 | $110K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.8% | 3,079 | $103K |
| Signaturefd, LLC | 0.00% | Add +13.6% | 2,841 | $95K |
| Founders Financial Alliance, LLC | 0.03% | No change | 2,730 | $92K |
| Bank of Montreal | 0.00% | Reduce -99.8% | 2,727 | $91K |
| Fiduciary Counselling Inc. | 0.25% | Reduce -33.9% | 2,624 | $88K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1496.9% | 2,603 | $87K |
| Morris Financial Concepts, Inc. | 0.04% | Reduce -48.6% | 2,189 | $73K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,004 | $67K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -5.0% | 1,991 | $67K |
| JFS Wealth Advisors, LLC | 0.01% | Add +54.0% | 1,964 | $66K |
| Private Capital Management LLC | 0.01% | No change | 1,950 | $65K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -2.3% | 1,927 | $65K |
| Gould Capital, LLC | 0.04% | Add +2.6% | 1,866 | $63K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,818 | $61K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,779 | $60K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,753 | $59K |
| Wit, LLC | 1.75% | Reduce -7.8% | 1,728 | $58K |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.3% | 1,700 | $57K |
| Covestor Ltd | 0.04% | Reduce -3.9% | 1,667 | $56K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,610 | $54K |
| WealthCollab, LLC | 0.04% | No change | 1,562 | $52K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.6% | 1,559 | $52K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -19.4% | 1,499 | $50K |
| Pacifica Partners Inc. | 0.02% | New | 1,464 | $50K |
| Principal Securities, Inc. | 0.00% | Reduce -46.9% | 1,481 | $50K |
| Rice Partnership, LLC | 0.01% | No change | 1,452 | $49K |
| Spire Wealth Management | 0.00% | Reduce -62.5% | 1,429 | $48K |
| Motco | 0.00% | No change | 1,403 | $47K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +4.7% | 1,368 | $46K |
| ORG Partners LLC | 0.01% | New | 1,293 | $44K |
| Tompkins Financial Corp. | 0.00% | No change | 1,289 | $43K |
| Bfsg, LLC | 0.01% | No change | 1,272 | $43K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 1,269 | $43K |
| Scarborough Advisors, LLC | 0.02% | Add +13.6% | 1,259 | $42K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,208 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -43.1% | 1,145 | $39K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,132 | $38K |
| Kimelman & Baird, LLC | 0.00% | — | 1,124 | $38K |
| McIlrath & Eck, LLC | 0.01% | Add +0.5% | 1,102 | $37K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,025 | $33K |
| Coppell Advisory Solutions LLC | 0.01% | — | 974 | $33K |
| Trust Co. of Vermont | 0.00% | No change | 964 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +37.6% | 929 | $31K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 919 | $31K |
| Ancora Advisors LLC | 0.00% | Reduce -14.5% | 861 | $29K |
| NBT Bank, N.A. | 0.00% | Reduce -57.4% | 860 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -52.1% | 855 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +26.0% | 795 | $27K |
| Highline Wealth Partners LLC | 0.01% | No change | 756 | $25K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -9.9% | 768 | $25K |
| Smithfield Trust Co | 0.00% | No change | 762 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $22K |
| Sandy Spring Bank | 0.00% | New | 636 | $21K |
| Winthrop Capital Management, LLC | 0.01% | No change | 624 | $21K |
| WFA of San Diego, LLC | 0.02% | — | 576 | $19K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.6% | 559 | $19K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 533 | $18K |
| Howe & Rusling Inc. | 0.00% | Reduce -6.7% | 504 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.2% | 450 | $15K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 429 | $14K |
| Operose Advisors LLC | 0.01% | Add +0.7% | 428 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 424 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 386 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $12K |
| IFP Advisors, Inc | 0.00% | Add +77.4% | 314 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 321 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 286 | $10K |
| Investors Research Corp | 0.00% | New | 235 | $8K |
| Global Financial Private Client, LLC | 0.00% | Add +39.1% | 224 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $7K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 210 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -12.2% | 201 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | New | 149 | $5K |
| LGT Financial Advisors LLC | 0.01% | Add +0.7% | 144 | $5K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 144 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 141 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -9.9% | 118 | $4K |
| Realta Investment Advisors | 0.00% | Add +32.5% | 110 | $4K |
| Rise Advisors, LLC | 0.00% | No change | 109 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 99 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 92 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $3K |
| Tidemark, LLC | 0.00% | Add +1.3% | 81 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 80 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +5.6% | 76 | $3K |
| Kelly Financial Services LLC | 0.00% | Add +17.7% | 73 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 68 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -57.1% | 60 | $2K |
| Centerpoint Advisors, LLC | 0.00% | Add +14.6% | 55 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.9% | 49 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $1K |
| Chris Bulman Inc | 0.00% | — | 42 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 43 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -95.3% | 41 | $1K |
| Caitlin John, LLC | 0.00% | No change | 23 | $771 |
| Key Financial Inc | 0.00% | No change | 17 | $570 |
| Aspire Private Capital, LLC | 0.00% | Reduce -94.0% | 9 | $292 |
| Blue Trust, Inc. | 0.00% | No change | 9 | $288 |
| Gradient Investments LLC | 0.00% | Reduce -98.0% | 2 | $67 |
| Glassman Wealth Services | 0.00% | No change | 1 | $34 |
"% 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.