iShares Inc. iShares ESG AwarESGEETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 503 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 7 from Q2 2024. 40 opened new positions and 33 sold out. The largest holders were Bank of America Corp. ($639.7M), Tiaa Trust, National Association ($223.6M) and Empower Advisory Group, LLC ($206.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $42.1M |
| Exits | 33 | $10.5M |
All 13F filers, Q2 2024 → Q3 2024: 6,482,824 shares bought and 1,899,100 shares sold, net +4,583,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| Bank of America Corp. | 0.06% | Add +10.5% | 17,568,014 | $639.7M |
| Tiaa Trust, National Association | 0.67% | Add +6.7% | 6,141,460 | $223.6M |
| Empower Advisory Group, LLC | 0.70% | Reduce -0.3% | 5,677,572 | $206.7M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 5,270,854 | $191.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.8% | 3,426,327 | $124.8M |
| Betterment LLC | 0.28% | Add +2.9% | 3,238,965 | $117.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.5% | 3,125,910 | $113.8M |
| Wealthfront Advisers LLC | 0.32% | Add +8.8% | 2,853,049 | $103.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -19.6% | 2,509,591 | $91.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.4% | 1,961,054 | $71.4M |
| FMR LLC | 0.00% | Add +22.1% | 1,903,354 | $69.3M |
| Creative Planning | 0.06% | Add +0.8% | 1,771,835 | $64.5M |
| Ellevest, Inc. | 3.54% | Add +3.8% | 1,757,029 | $64.0M |
| UBS Group AG | 0.02% | Reduce -0.3% | 1,717,685 | $62.5M |
| Wit, LLC | 1.77% | — | 784 | $61.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.9% | 1,396,946 | $50.9M |
| Federation des caisses Desjardins du Quebec | 0.23% | Add +14089.3% | 1,262,140 | $45.9M |
| BlackRock, Inc. | 0.00% | — | 1,184,179 | $43.1M |
| Acorns Advisers, LLC | 0.41% | Add +4.4% | 1,134,304 | $41.3M |
| LPL Financial LLC | 0.02% | Reduce -1.0% | 1,008,763 | $36.7M |
| US Bancorp \de | 0.04% | Add +0.2% | 841,385 | $30.6M |
| Wells Fargo & Company | 0.01% | Reduce -6.4% | 835,099 | $30.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.7% | 725,416 | $26.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -1.1% | 716,555 | $26.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +7.8% | 672,991 | $24.7M |
| Jane Street Group, LLC | 0.04% | New | 666,848 | $24.3M |
| M&T Bank Corp | 0.08% | Reduce -4.5% | 649,500 | $23.6M |
| Mission Wealth Management, LP | 0.56% | Add +4.6% | 622,460 | $22.7M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 599,887 | $21.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.3% | 566,046 | $20.6M |
| Fifth Third Bancorp | 0.07% | Add +0.5% | 510,761 | $18.6M |
| Money Design Co.,Ltd. | 0.84% | Add +1.6% | 461,900 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.6% | 449,079 | $16.4M |
| HighTower Advisors, LLC | 0.02% | Add +1.9% | 394,887 | $14.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1.9% | 393,030 | $14.3M |
| Partners Capital Investment Group, LLP | 0.22% | Add +28.0% | 384,125 | $14.0M |
| Sei Investments Co. | 0.02% | Add +18.5% | 368,445 | $13.4M |
| Fiduciary Trust Co | 0.18% | Reduce -2.3% | 351,273 | $12.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | No change | 330,800 | $12.2M |
| IMPACTfolio, LLC | 5.79% | Add +1.4% | 308,247 | $11.2M |
| Corient Private Wealth LP | 0.02% | Reduce -9.3% | 302,213 | $11.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -9.6% | 299,102 | $10.9M |
| SigFig Wealth Management, LLC | 0.36% | Add +13.5% | 268,632 | $9.9M |
| Mariner, LLC | 0.02% | Add +8.7% | 270,826 | $9.9M |
| High Note Wealth, LLC | 2.79% | Reduce -0.5% | 268,133 | $9.8M |
| Bank of Montreal | 0.00% | Add +9532.3% | 262,673 | $9.7M |
| Park Avenue Securities LLC | 0.10% | Reduce -2.2% | 245,866 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.4% | 212,670 | $7.7M |
| Cetera Investment Advisers | 0.02% | Add +1.4% | 208,403 | $7.6M |
| MML Investors Services, LLC | 0.03% | Reduce -3.8% | 203,807 | $7.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | No change | 188,622 | $6.8M |
| Ally Invest Advisors Inc. | 0.54% | Add +3.6% | 168,230 | $6.1M |
| Eastern Bank | 0.10% | New | 160,626 | $5.8M |
| Oxford Financial Group, LTD. LLC | 0.36% | Add +0.1% | 157,239 | $5.7M |
| Sand Hill Global Advisors, LLC | 0.24% | Add +2.2% | 153,125 | $5.6M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -2.4% | 152,213 | $5.5M |
| Intergy Private Wealth, LLC | 2.10% | Add +1.0% | 151,278 | $5.5M |
| Laurel Wealth Planning LLC | 3.37% | Add +1.1% | 141,764 | $5.2M |
| Modera Wealth Management, LLC | 0.07% | Add +0.3% | 140,552 | $5.1M |
| Dohj, LLC | 1.18% | Add +6.4% | 135,187 | $5.1M |
| Mather Group, Llc. | 0.06% | Reduce -13.1% | 138,093 | $5.0M |
| Pallas Capital Advisors LLC | 0.21% | Reduce -5.4% | 139,169 | $5.0M |
| Wrapmanager Inc. | 1.27% | Reduce -1.5% | 135,056 | $4.9M |
| Wealthspire Advisors, LLC | 0.05% | New | 132,035 | $4.8M |
| GeoWealth Management, LLC | 0.15% | Add +12.1% | 115,008 | $4.2M |
| Brown Advisory Inc. | 0.00% | No change | 108,093 | $3.9M |
| Focus Partners Wealth | 0.01% | Add +174.2% | 106,338 | $3.9M |
| Lake Street Advisors Group, LLC | 0.18% | Reduce -7.3% | 104,023 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 103,612 | $3.8M |
| Bailard, Inc. | 0.10% | Add +0.2% | 102,565 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.4% | 101,773 | $3.7M |
| Morningstar Investment Services LLC | 0.04% | Add +6.7% | 98,348 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -51.8% | 98,767 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -14.4% | 96,407 | $3.5M |
| Savant Capital, LLC | 0.03% | Reduce -1.3% | 94,173 | $3.4M |
| 3EDGE Asset Management, LP | 0.24% | Add +0.2% | 92,415 | $3.4M |
| Litman Gregory Wealth Management LLC | 0.28% | Reduce -10.2% | 92,046 | $3.4M |
| Quent Capital, LLC | 0.34% | Add +4.0% | 90,915 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +44.8% | 85,140 | $3.1M |
| Nottingham Advisors, Inc. | 0.34% | Reduce -0.7% | 84,789 | $3.1M |
| Principal Financial Group Inc. | 0.00% | No change | 83,727 | $3.0M |
| HSBC Holdings PLC | 0.00% | Reduce -31.8% | 83,005 | $3.0M |
| Comerica Bank | 0.01% | Reduce -0.3% | 81,021 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 76,492 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 76,123 | $2.8M |
| Koss-Olinger Consulting, LLC | 0.24% | Add +0.7% | 75,489 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -22.5% | 75,092 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -22.8% | 70,957 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +0.0% | 70,781 | $2.6M |
| Apella Capital, LLC | 0.10% | Add +4.0% | 68,112 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 69,127 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -2.4% | 67,341 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -10.8% | 65,090 | $2.4M |
| Connecticut Wealth Management, LLC | 0.11% | Add +2.5% | 64,234 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +7.1% | 63,751 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.2% | 66,780 | $2.3M |
| Quadrant Capital Group LLC | 0.16% | No change | 63,089 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 62,905 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -0.9% | 61,957 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +0.1% | 62,241 | $2.3M |
"% 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.