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
AlTi Global, Inc. 0.05% No change 61,961 $2.3M
OneDigital Investment Advisors LLC 0.03% Reduce -9.5% 61,770 $2.2M
Integrated Wealth Concepts LLC 0.03% Add +19.6% 61,756 $2.2M
Y-Intercept (Hong Kong) Ltd 0.13% Add +202.4% 60,158 $2.2M
Beacon Pointe Advisors, LLC 0.03% Add +2.6% 60,021 $2.2M
Raffa Wealth Management, LLC 0.53% Reduce -19.1% 59,914 $2.2M
Jones Financial Companies LLLP 0.00% Add +1.8% 58,823 $2.2M
NewEdge Advisors, LLC 0.01% Add +1.9% 58,374 $2.1M
Bokf, NA 0.04% Reduce -2.1% 57,334 $2.1M
Eq LLC 1.03% Reduce -7.2% 56,788 $2.1M
Advisory Services Network, LLC 0.04% No change 60,955 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -4.7% 55,581 $2.0M
One Wealth Advisors, LLC 0.31% Reduce -2.5% 55,241 $2.0M
Janney Montgomery Scott LLC 0.01% Reduce -1.3% 52,586 $1.9M
Perigon Wealth Management, LLC 0.05% Add +27.8% 52,251 $1.9M
Asset Dedication, LLC 0.13% Add +1.2% 51,976 $1.9M
Harbour Investments, Inc. 0.06% Add +6.0% 51,507 $1.9M
Wescott Financial Advisory Group, LLC 0.20% Reduce -0.3% 51,144 $1.9M
Keybank National Association 0.01% Add +6.3% 50,221 $1.8M
Affiance Financial, LLC 0.44% Add +2.8% 49,874 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -3.1% 49,540 $1.8M
Bear Mountain Capital, Inc. 0.69% Add +1.7% 48,958 $1.8M
Cwm, LLC 0.01% Reduce -15.1% 48,274 $1.8M
Baron Financial Group, LLC 1.06% Reduce -2.1% 47,833 $1.7M
Pitcairn Co. 0.10% Reduce -0.1% 46,955 $1.7M
Moneta Group Investment Advisors LLC 0.02% Add +2.0% 46,824 $1.7M
Hart & Patterson Financial Group LLC 0.81% Add +8.8% 46,718 $1.7M
WealthShield Partners, LLC 0.23% Reduce -1.6% 45,999 $1.7M
WCM Investment Management, LLC 0.00% Reduce -30.1% 45,185 $1.7M
Alliancebernstein L.P. 0.00% Add +0.1% 45,770 $1.7M
Cabot Wealth Management Inc. 0.20% Add +12.4% 43,837 $1.6M
Alaska Wealth Advisors, LLC 0.24% Add +5.0% 43,688 $1.6M
Twin Focus Capital Partners, LLC 0.25% Reduce -0.0% 43,544 $1.6M
JNBA Financial Advisors 0.16% Reduce -38.9% 43,354 $1.6M
Balanced Rock Investment Advisors LLC 1.23% Add +1.4% 43,116 $1.6M
JMG Financial Group, Ltd. 0.05% Add +0.5% 42,875 $1.6M
Blue Edge Capital, LLC 0.24% Reduce -4.0% 42,126 $1.5M
SageView Advisory Group, LLC 0.08% Reduce -6.0% 41,945 $1.5M
Captrust Financial Advisors 0.00% Add +2.8% 41,896 $1.5M
St Germain D J Co. Inc. 0.07% Reduce -2.5% 40,617 $1.5M
Citizens Financial Group Inc. 0.03% Add +0.7% 40,371 $1.5M
Neumann Capital Management, LLC 0.48% No change 39,435 $1.4M
Heritage Wealth Advisors 0.07% Reduce -0.5% 38,837 $1.4M
Evoke Wealth, LLC 0.04% Add +78.4% 38,602 $1.4M
Omega Financial Group, LLC 0.53% Reduce -2.3% 38,550 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -13.9% 38,242 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -1.3% 37,058 $1.3M
Idaho Trust Co 0.64% No change 36,546 $1.3M
Wealth Architects, LLC 0.15% No change 36,022 $1.3M
Integris Wealth Management, LLC 0.35% Reduce -0.6% 34,236 $1.2M
Horst & Graben Wealth Management LLC 0.22% Add +1.7% 34,045 $1.2M
Halbert Hargrove Global Advisors, LLC 0.07% Reduce -3.0% 34,037 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +10.2% 34,006 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +10.2% 34,006 $1.2M
Amundi 0.00% Add +6.1% 33,297 $1.2M
Haverford Trust Co 0.01% Add +1.0% 32,829 $1.2M
Maia Wealth LLC 0.29% Add +7.9% 33,135 $1.2M
REDW Wealth LLC 0.30% Reduce -2.6% 31,876 $1.2M
Institute for Wealth Management, LLC. 0.15% Add +8.6% 31,744 $1.2M
Wesbanco Bank Inc. 0.04% New 31,437 $1.1M
Prudential Financial Inc. 0.00% Add +9.3% 31,216 $1.1M
Brookstone Capital Management 0.02% Add +4.0% 31,154 $1.1M
Canandaigua National Bank & Trust Co. 0.11% New 31,098 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +3.0% 30,955 $1.1M
Opes Wealth Management LLC 0.21% Add +0.3% 30,607 $1.1M
CreativeOne Wealth, LLC 0.04% Add +383.5% 30,366 $1.1M
Sharkey, Howes & Javer 0.16% Reduce -1.6% 30,077 $1.1M
Staley Capital Advisers Inc. 0.05% No change 30,000 $1.1M
Citadel Advisors 0.00% Add +58.0% 29,799 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -67.2% 29,786 $1.1M
Objective Capital Management, LLC 0.63% — 29,446 $1.1M
Howland Capital Management LLC 0.05% Add +2.7% 28,985 $1.1M
Plum Street Advisors, LLC 0.53% Add +0.2% 28,579 $1.0M
Centennial Bank 0.47% Add +5.1% 27,900 $1.0M
Natixis Advisors, LLC 0.00% Add +36.9% 27,746 $1.0M
Trust Co 0.12% Reduce -2.3% 27,028 $984K
Raymond James & Associates 0.00% Reduce -8.2% 27,011 $983K
Focus Partners Advisor Solutions, LLC 0.02% Add +1.8% 26,797 $976K
Axxcess Wealth Management, LLC 0.02% Add +1.8% 26,712 $973K
Legacy Edge Advisors, LLC 0.15% Add +0.4% 26,077 $949K
Vision Capital Management, Inc. 0.13% Add +15.9% 25,652 $934K
Weil Company, Inc. 0.30% No change 25,309 $922K
RTD Financial Advisors, Inc. 0.12% Add +24.0% 25,257 $920K
Elios Financial Group Inc. 0.42% — 25,215 $918K
Mascoma Wealth Management LLC 0.23% Add +28.5% 25,066 $913K
McKinley Carter Wealth Services, Inc. 0.05% Add +1.5% 24,739 $901K
Krilogy Financial LLC 0.06% Reduce -11.2% 24,701 $899K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -6.1% 24,066 $884K
Parallel Advisors, LLC 0.02% Reduce -10.8% 24,206 $881K
Franklin Resources Inc. 0.00% Add +34.4% 23,719 $871K
Van Hulzen Asset Management, LLC 0.06% Reduce -42.3% 23,619 $860K
Trilogy Capital Inc. 0.04% Add +8.4% 23,499 $856K
Physician Wealth Advisors, Inc. 0.15% Reduce -1.1% 23,825 $856K
Townsquare Capital LLC 0.01% Add +100.1% 23,426 $853K
Hilltop Wealth Advisors, LLC 0.39% Reduce -1.7% 23,047 $839K
Gould Asset Management LLC 0.18% Reduce -2.1% 23,026 $838K
Regatta Capital Group, LLC 0.16% Reduce -14.6% 22,258 $810K
Cresset Asset Management, LLC 0.00% Reduce -16.7% 21,918 $798K
Diversify Advisory Services, LLC 0.04% Add +1.2% 21,864 $791K
GenTrust, LLC 0.04% No change 21,437 $781K
Focus Financial Network, Inc. 0.03% Add +0.5% 20,835 $759K
Raymond James Trust N.A. 0.02% Add +11.9% 20,675 $753K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -3.3% 20,576 $749K
Equita Financial Network, Inc. 0.27% Add +11.2% 20,449 $745K
White Lighthouse Investment Management Inc. 0.13% Reduce -7.9% 20,380 $742K
HB Wealth Management, LLC 0.01% Add +17.4% 20,369 $742K
Jordan Park Group LLC 0.05% No change 19,828 $722K
Garde Capital, Inc. 0.05% Reduce -3.8% 19,756 $719K
Bond & Devick Financial Network, Inc. 0.30% Add +1.8% 19,418 $707K
Commerce Bank 0.00% No change 19,153 $697K
Wedbush Securities Inc. 0.03% Add +0.7% 18,727 $682K
Truist Financial Corp. 0.00% Reduce -19.1% 18,594 $677K
Sax Wealth Advisors, LLC 0.06% Reduce -0.0% 18,410 $670K
Vontobel Holding Ltd. 0.00% Add +6.8% 18,394 $670K
Mutual Advisors, LLC 0.02% Reduce -40.7% 18,607 $667K
Affinity Capital Advisors, LLC 0.13% Reduce -14.3% 18,181 $662K
PFG Investments, LLC 0.04% Reduce -1.0% 18,082 $658K
US Financial Advisors, LLC 0.20% Reduce -8.6% 17,934 $653K
Private Wealth Management Group, LLC 0.26% Add +8.2% 17,924 $653K
Concourse Financial Group Securities, Inc. 0.04% Reduce -1.2% 17,749 $646K
Shepherd Financial Partners LLC 0.08% Reduce -6.9% 17,706 $645K
Perennial Investment Advisors, LLC 0.08% Add +4.0% 17,490 $637K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.3% 17,415 $634K
RHS Financial, LLC 0.32% Reduce -4.8% 17,381 $633K
CENTRAL TRUST Co 0.01% Reduce -3.4% 17,221 $627K
Montecito Bank & Trust 0.11% Reduce -1.2% 17,186 $626K
Plancorp, LLC 0.03% Add +0.8% 16,828 $613K
Schneider Downs Wealth Management Advisors, LP 0.12% Reduce -50.2% 16,648 $606K
Parkside Advisors LLC 0.14% No change 16,492 $600K
Whittier Trust Co. 0.01% No change 16,136 $587K
Wharton Business Group, LLC 0.03% No change 15,990 $582K
Austin Private Wealth, LLC 0.06% Add +2.4% 15,844 $577K
Larson Financial Group LLC 0.03% Reduce -0.3% 15,738 $573K
Mgo One Seven LLC 0.02% Add +0.9% 15,676 $571K
Cambridge Financial Group, LLC 0.24% Reduce -3.7% 15,625 $569K
OLIO Financial Planning 0.24% No change 17,682 $567K
Morling Financial Advisors, LLC 0.22% Add +1.0% 15,519 $565K
Falcon Wealth Planning 0.07% Add +11.8% 15,434 $562K
Smart Portfolios, LLC 0.57% Reduce -2.4% 15,272 $556K
Addison Advisors LLC 0.15% Reduce -2.9% 15,162 $552K
Summit Wealth Group, LLC 0.16% Add +3.2% 15,148 $552K
Meridian Wealth Partners, LLC 0.09% Reduce -17.1% 15,055 $548K
PDS Planning, Inc 0.05% Add +63.4% 15,045 $548K
Brandywine Oak Private Wealth LLC 0.05% Reduce -2.1% 14,850 $541K
Bell Investment Advisors, Inc 0.10% Add +2.3% 14,786 $538K
Fort Point Capital Partners LLC 0.07% Reduce -0.8% 14,752 $537K
Keel Point, LLC 0.04% No change 14,701 $535K
Boston Standard Wealth Management, LLC 0.10% Add +3.5% 14,544 $530K
Capital Analysts, LLC 0.02% Add +0.7% 14,522 $529K
TriaGen Wealth Management LLC 0.17% Reduce -7.3% 13,850 $504K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +9.0% 13,673 $498K
CIBC Asset Management Inc 0.00% No change 13,610 $496K
&partners 0.01% Add +66.0% 13,570 $494K
Snowden Capital Advisors LLC 0.01% Add +1.4% 13,521 $492K
Coldstream Capital Management Inc. 0.01% Reduce -0.4% 13,348 $486K
Wealthcare Advisory Partners LLC 0.01% Add +13.8% 13,312 $485K
Ameraudi Asset Management, Inc. 0.22% No change 13,309 $485K
Regal Investment Advisors LLC 0.03% Add +4.1% 13,170 $480K
Private Trust Co. NA 0.05% No change 13,079 $476K
Diversified, LLC 0.05% Add +16.4% 13,023 $474K
Diversified Enterprises, LLC 0.05% — 13,023 $474K
Portland Global Advisors LLC 0.06% Add +2.4% 13,010 $474K
Massachusetts Financial Services Co. 0.00% New 12,843 $468K
Fortis Capital Management LLC 0.09% Reduce -0.1% 12,837 $467K
Sage Financial Group Inc. 0.04% Add +1.8% 12,818 $467K
Corrigan Financial, Inc. 0.11% Add +0.5% 12,794 $466K
Cobblestone Capital Advisors LLC 0.03% Add +8.4% 12,672 $461K
Hardy Reed LLC 0.04% Add +2.5% 12,527 $456K
MA Private Wealth 0.08% Add +26.7% 12,374 $451K
Long Run Wealth Advisors, LLC 0.11% Add +2.4% 12,270 $447K
Wealth Alliance, LLC 0.05% Reduce -5.3% 11,980 $436K
Financial Counselors Inc. 0.01% No change 11,832 $431K
Pine Haven Investment Counsel, Inc 0.35% No change 11,803 $430K
Farther Finance Advisors, LLC 0.02% Reduce -1.4% 11,802 $430K
Sage Advisory Services, Ltd.Co. 0.12% No change 12,792 $429K
Evergreen Capital Management LLC 0.01% Add +0.7% 11,772 $429K
Shotwell Rutter Baer Inc 0.35% Add +7.2% 11,440 $427K
NorthRock Partners, LLC 0.01% Add +39.5% 11,643 $424K
Warren Street Wealth Advisors, LLC 0.17% Reduce -5.6% 11,496 $419K
World Investment Advisors 0.01% Reduce -1.5% 11,327 $412K
Pure Financial Advisors, LLC 0.01% New 11,323 $412K
AdvisorNet Financial, Inc 0.03% Add +2.6% 11,301 $411K
Ritholtz Wealth Management 0.01% Reduce -6.0% 11,296 $411K
RFG Advisory, LLC 0.01% Add +5.8% 11,247 $410K
Washington Trust Bank 0.04% Add +0.0% 11,228 $409K
Renaissance Technologies 0.00% New 11,200 $408K
UMB Bank, n.a. 0.01% Add +11.8% 11,183 $407K
Richard P Slaughter Associates Inc 0.09% Add +14.0% 11,108 $404K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +2.6% 11,015 $401K
Argent Trust Co 0.02% Add +14.2% 11,009 $401K
Community Bank, N.A. 0.05% No change 10,767 $392K
Presilium Private Wealth, LLC 0.09% Add +2.8% 10,435 $380K
EverSource Wealth Advisors, LLC 0.02% Add +1.6% 10,414 $379K
CGN Advisors LLC 0.04% Add +47.6% 10,330 $376K
Flow Traders U.S. LLC 0.02% New 10,294 $375K
Stephens Consulting, LLC 0.10% Add +2.7% 10,290 $375K
Williams & Novak, LLC 0.35% Reduce -1.0% 10,264 $374K
Elevation Wealth Partners, LLC 0.16% No change 10,239 $373K
Qube Research & Technologies Ltd 0.00% Add +196.0% 10,220 $372K
RW Investment Management LLC 0.05% Add +53.8% 10,133 $369K
Bogart Wealth, LLC 0.02% Add +15.1% 10,132 $369K
Tradition Wealth Management, LLC 0.03% Reduce -0.1% 10,087 $367K
TD Private Client Wealth LLC 0.01% Add +0.4% 10,074 $367K
Valeo Financial Advisors, LLC 0.01% No change 9,921 $361K
Spinnaker Trust 0.02% Add +5.4% 9,843 $358K
Freedom Investment Management, Inc. 0.03% Add +7.6% 9,770 $356K
Signature Estate & Investment Advisors LLC 0.01% Reduce -17.2% 9,765 $356K
First Horizon Advisors, Inc. 0.01% Add +3.7% 9,557 $348K
Atria Investments, Inc 0.00% Add +2.3% 9,503 $346K
Strategic Blueprint, LLC 0.02% Reduce -10.6% 9,450 $344K
BLB&B Advisors, LLC 0.02% Reduce -7.2% 9,355 $341K
WT Wealth Management 0.11% Add +2.3% 9,312 $340K
Apollon Wealth Management, LLC 0.01% Add +13.5% 9,178 $334K
MAI Capital Management 0.00% Reduce -2.7% 9,117 $332K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 8,938 $325K
Facet Wealth, Inc. 0.01% Reduce -3.3% 9,149 $323K
Pathstone Holdings, LLC 0.00% Reduce -2.1% 8,866 $323K
Unionview, LLC 0.25% Reduce -23.3% 8,820 $321K
Sharper & Granite LLC 0.14% Add +4.7% 8,737 $318K
Keystone Financial Services 0.12% Reduce -4.5% 8,707 $317K
Moller Wealth Partners 0.08% Reduce -0.1% 8,649 $315K
BSW Wealth Partners 0.05% No change 8,642 $315K
Tortoise Investment Management, LLC 0.03% No change 8,409 $306K
Aaron Wealth Advisors LLC 0.04% No change 8,324 $303K
Squarepoint Ops LLC 0.00% New 8,142 $296K
AE Wealth Management LLC 0.00% Reduce -2.0% 8,102 $295K
Tarbox Family Office, Inc. 0.05% No change 7,926 $289K
Compound Planning, Inc. 0.02% Reduce -34.1% 7,903 $288K
Capasso Planning Partners LLC 0.08% Reduce -5.4% 7,884 $287K
HTLF Bank 0.03% Add +12.3% 7,818 $285K
Per Stirling Capital Management, LLC. 0.04% Add +5.0% 7,661 $279K
Verus Capital Partners, LLC 0.03% Add +0.3% 7,597 $277K
Cypress Wealth Services, LLC 0.06% Reduce -19.4% 7,390 $269K
Kingsview Wealth Management, LLC 0.01% Reduce -3.9% 7,387 $269K
Clarius Group, LLC 0.02% No change 7,360 $268K
Sigma Investment Counselors Inc. 0.02% No change 7,334 $267K
Great Diamond Partners, LLC 0.07% Reduce -1.3% 7,316 $266K
Leverty Financial Group, LLC 0.14% No change 7,288 $265K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.4% 7,199 $262K
Bigelow Investment Advisors, LLC 0.11% Add +3.4% 7,053 $257K
CFM Wealth Partners LLC 0.04% Add +12.7% 7,011 $255K
Morton Brown Family Wealth, LLC 0.09% No change 7,006 $255K
High Falls Advisors, Inc 0.06% Add +0.3% 6,956 $253K
Willow Creek Wealth Management Inc. 0.03% No change 6,838 $249K
Maiden Cove Capital, LLC 0.39% New 6,830 $249K
Topel & Distasi Wealth Management, LLC 0.10% Add +1.3% 6,781 $247K
Evergreen Private Wealth LLC 0.11% Add +0.8% 6,757 $246K
TNF LLC 0.09% Reduce -68.6% 6,808 $244K
Journey Strategic Wealth LLC 0.01% Add +5.7% 6,687 $243K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% No change 6,618 $241K
Meridian Wealth Management, LLC 0.01% Reduce -6.5% 6,599 $240K
Retirement Income Solutions, Inc. 0.05% Add +4.4% 6,469 $236K
Private Advisor Group, LLC 0.00% Reduce -49.0% 6,386 $233K
Deutsche Bank AG 0.00% Add +3.2% 6,375 $232K
Elevation Point Wealth Partners, LLC 0.02% Reduce -11.9% 6,316 $230K
Armstrong, Fleming & Moore, Inc 0.13% Reduce -4.2% 6,272 $228K
First Foundation Advisors 0.01% Reduce -29.4% 6,263 $228K
Continuum Advisory, LLC 0.03% Reduce -2.6% 6,659 $227K
Peak Financial Management, Inc. 0.07% Reduce -4.6% 6,224 $227K
Octavia Wealth Advisors, LLC 0.03% Reduce -4.5% 6,201 $226K
W Advisors, LLC 0.14% Reduce -0.6% 6,199 $226K
DDFG, Inc 0.06% New 6,114 $223K
One Capital Management, LLC 0.01% Add +0.5% 6,080 $221K
Foster Group, Inc. 0.01% New 6,069 $221K
GPS Wealth Strategies Group, LLC 0.03% Add +6.4% 6,014 $219K
Tempus Wealth Planning, LLC 0.08% Reduce -2.2% 5,983 $218K
Flagship Harbor Advisors, LLC 0.01% New 5,940 $216K
Worth Financial Advisory Group, LLC 0.13% Reduce -11.1% 5,919 $216K
JSF Financial, LLC 0.06% New 5,901 $215K
Napatree Capital LLC 0.15% New 5,890 $214K
Sensible Financial Planning & Management, LLC. 0.04% New 5,854 $213K
Marino, Stram & Associates LLC 0.05% New 5,825 $212K
Manning & Napier Advisors LLC 0.00% New 5,785 $211K
Cranbrook Wealth Management, LLC 0.05% Add +1.8% 5,770 $210K
Financial Partners Group, Inc 0.03% New 5,759 $210K
One Day In July LLC 0.02% Reduce -7.7% 5,696 $207K
Buttonwood Financial Group, LLC 0.12% New 5,653 $206K
Financial Management Network Inc. 0.04% New 5,512 $206K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.0% 5,580 $203K
Stratos Wealth Advisors, LLC 0.01% Reduce -33.5% 5,526 $201K
Venturi Wealth Management, LLC 0.01% Add +0.2% 5,383 $196K
WR Wealth Planners, LLC 0.05% Reduce -3.7% 5,158 $188K
CoreCap Advisors, LLC 0.01% Add +7.1% 4,969 $181K
BNP Paribas Financial Markets 0.00% Add +175.8% 4,688 $171K
PrairieView Partners, LLC 0.02% Reduce -7.6% 4,596 $167K
Birchbrook, Inc. 0.09% Add +0.2% 4,297 $156K
Gen-Wealth Partners Inc 0.07% Add +7.5% 4,367 $155K
Union Savings Bank 0.08% Reduce -3.1% 4,232 $154K
Macroview Investment Management LLC 0.14% Reduce -6.3% 3,908 $142K
BBJS Financial Advisors, LLC 0.05% No change 3,835 $140K
Aptus Capital Advisors, LLC 0.00% Reduce -6.5% 3,674 $134K
Rosenberg Matthew Hamilton 0.03% Reduce -0.4% 3,605 $131K
Bangor Savings Bank 0.01% Reduce -57.1% 3,553 $129K
Dynamic Wealth Strategies, LLC 0.10% Reduce -13.4% 3,520 $128K
Keener Financial Planning LLC 0.08% Reduce -37.1% 3,471 $126K
American Capital Advisory, LLC 0.07% Reduce -0.3% 3,419 $124K
Valley National Advisers Inc. 0.02% Reduce -27.6% 2,987 $108K
Signaturefd, LLC 0.00% Add +2.1% 2,900 $106K
Private Capital Management LLC 0.02% Add +39.5% 2,720 $99K
Fiduciary Counselling Inc. 0.23% Reduce -4.2% 2,515 $92K
Founders Financial Alliance, LLC 0.03% Reduce -8.1% 2,509 $91K
Concord Wealth Partners 0.02% Reduce -54.0% 2,487 $91K
Sugarloaf Wealth Management, LLC 0.01% Add +44.0% 2,319 $84K
Creative Financial Designs Inc. 0.01% Add +37.9% 2,150 $78K
4Thought Financial Group Inc. 0.05% Add +3.0% 2,051 $75K
JFS Wealth Advisors, LLC 0.00% Reduce -0.5% 1,955 $71K
C M Bidwell & Associates Ltd. 0.04% No change 1,927 $70K
Gould Capital, LLC 0.04% No change 1,866 $68K
Wilmington Savings Fund Society, FSB 0.00% New 1,824 $66K
Sound Income Strategies, LLC 0.00% No change 1,818 $66K
Covestor Ltd 0.04% Add +7.1% 1,785 $65K
Morris Financial Concepts, Inc. 0.03% Reduce -18.7% 1,780 $65K
Glenmede Trust Co. NA 0.00% No change 1,779 $65K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,752 $64K
NBT Bank, N.A. 0.00% Add +98.6% 1,708 $62K
WealthCollab, LLC 0.04% No change 1,562 $57K
Rice Partnership, LLC 0.01% Reduce -0.3% 1,448 $53K
Principal Securities, Inc. 0.00% Reduce -3.0% 1,437 $52K
Motco 0.01% No change 1,403 $51K
Spectrum Wealth Counsel, LLC 0.01% No change 1,368 $50K
ORG Partners LLC 0.01% Reduce -0.1% 1,292 $47K
Bfsg, LLC 0.01% No change 1,272 $46K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,269 $46K
Urban Financial Advisory Corp 0.02% New 1,212 $44K
O'shaughnessy Asset Management, LLC 0.00% Reduce -54.5% 1,185 $44K
CIBC Private Wealth Group LLC 0.00% No change 1,145 $42K
Vermillion & White Wealth Management Group, LLC 0.03% No change 1,132 $41K
Kimelman & Baird, LLC 0.00% No change 1,124 $41K
McIlrath & Eck, LLC 0.01% Reduce -4.0% 1,058 $39K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 1,025 $37K
Coppell Advisory Solutions LLC 0.01% No change 974 $36K
Trust Co. of Vermont 0.00% No change 964 $35K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -2.9% 902 $33K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -11.3% 758 $28K
Highline Wealth Partners LLC 0.01% No change 756 $28K
Russell Investments Group, Ltd. 0.00% New 749 $27K
Smithfield Trust Co 0.00% No change 762 $26K
Geneos Wealth Management Inc. 0.00% Add +50.2% 676 $25K
Ancora Advisors LLC 0.00% Reduce -21.8% 673 $25K
BOK Financial Private Wealth, Inc. 0.00% Reduce -45.5% 658 $24K
Spire Wealth Management 0.00% Reduce -54.8% 646 $24K
Pinnacle Bancorp, Inc. 0.01% No change 645 $23K
Winthrop Capital Management, LLC 0.01% No change 624 $23K
FAS Wealth Partners, Inc. 0.00% Add +17.1% 624 $23K
Jaffetilchin Investment Partners, LLC 0.00% New 581 $21K
WFA of San Diego, LLC 0.02% No change 576 $21K
Sunbelt Securities, Inc. 0.00% Reduce -62.3% 565 $21K
Clarity Asset Management, Inc. 0.01% No change 559 $20K
FinTrust Capital Advisors, LLC 0.00% Reduce -31.4% 545 $20K
Howe & Rusling Inc. 0.00% Add +4.2% 525 $19K
Fairway Wealth LLC 0.01% New 494 $18K
TD Capital Management LLC 0.00% No change 429 $16K
Center for Financial Planning, Inc. 0.00% No change 424 $15K
Crewe Advisors LLC 0.00% No change 386 $14K
CVA Family Office, LLC 0.00% No change 343 $12K
IFP Advisors, Inc 0.00% Reduce -0.3% 313 $11K
Ascentis Independent Advisors 0.00% New 305 $11K
Ameritas Investment Partners, Inc. 0.00% No change 290 $11K
Iron Horse Wealth Management, LLC 0.00% No change 286 $10K
Hemington Wealth Management 0.00% New 307 $10K
Investors Research Corp 0.00% No change 235 $9K
Darwin Wealth Management, LLC 0.00% New 214 $8K
TD Waterhouse Canada Inc. 0.00% No change 212 $8K
Baldwin Wealth Partners LLC 0.00% No change 210 $8K
Global Financial Private Client, LLC 0.00% Reduce -6.7% 209 $8K
Tower Research Capital LLC (TRC) 0.00% Add +100.0% 200 $7K
Copley Financial Group, Inc. 0.01% — 180 $7K
Armstrong Advisory Group, Inc. 0.00% New 176 $6K
Harbor Investment Advisory, LLC 0.00% No change 160 $6K
Cape Investment Advisory, Inc. 0.00% Reduce -21.4% 158 $6K
Tradewinds Capital Management, LLC 0.00% Add +0.7% 150 $5K
LGT Financial Advisors LLC 0.01% No change 144 $5K
PSI Advisors, LLC 0.00% No change 144 $5K
Rothschild Investment LLC 0.00% No change 141 $5K
Oarsman Capital, Inc. 0.00% New 125 $5K
Tompkins Financial Corp. 0.00% Reduce -90.5% 123 $4K
Realta Investment Advisors 0.00% No change 110 $4K
Rise Advisors, LLC 0.00% No change 109 $4K
Smartleaf Asset Management LLC 0.00% Add +116.3% 106 $4K
Talon Private Wealth, LLC 0.00% — 97 $4K
Evermay Wealth Management LLC 0.00% No change 92 $3K
Tucker Asset Management LLC 0.00% Reduce -23.7% 90 $3K
Capital Investment Advisory Services, LLC 0.00% No change 82 $3K
Tidemark, LLC 0.00% No change 81 $3K
Ruedi Wealth Management, Inc. 0.00% Add +1.3% 77 $3K
National Bank of Canada 0.00% New 70 $3K
Signature Resources Capital Management, LLC 0.00% No change 60 $2K
Centerpoint Advisors, LLC 0.00% No change 55 $2K
Transcendent Capital Group LLC 0.00% New 53 $2K
Grand Wealth Management, LLC 0.00% No change 50 $2K
NewSquare Capital LLC 0.00% New 46 $2K
Barrett & Company, Inc. 0.00% No change 43 $2K
Cornerstone Planning Group LLC 0.00% Reduce -95.2% 37 $1K
Raleigh Capital Management Inc. 0.00% New 33 $1K
Sterling Capital Management LLC 0.00% — 28 $1K
Lanark Financial, Inc. 0.00% No change 41 $1K
Caitlin John, LLC 0.00% No change 23 $790
Sachetta, LLC 0.00% New 17 $619
Key Financial Inc 0.00% No change 17 $619
Aspire Private Capital, LLC 0.00% No change 9 $318
GAMMA Investing LLC 0.00% New 7 $255
Glassman Wealth Services 0.00% No change 1 $36
Householder Group Estate & Retirement Specialist, LLC 0.00% New 24 $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.