iShares Inc. iShares ESG AwarESGEETF

13F holders, Q3 2024 (September 30)
503holders +7
40new positions
33sold out
2famous investors
$37.10avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions40$42.1M
Exits33$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.

Show all 503 holders