iShares Inc. iShares ESG AwarESGEETF
13F holders, Q4 2024 (December 31)519holders +16
32new positions
43sold out
3famous investors
$33.77avg. 13F price*
At the end of Q4 2024, 519 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 16 from Q3 2024. 32 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($523.4M), Tiaa Trust, National Association ($207.0M) and Empower Advisory Group, LLC ($191.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.1M |
| Exits | 43 | $15.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,619,417 shares bought and 5,473,921 shares sold, net +145,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| Bank of America Corp. | 0.05% | Reduce -10.8% | 15,676,160 | $523.4M |
| Tiaa Trust, National Association | 0.63% | Add +0.6% | 6,177,766 | $207.0M |
| Empower Advisory Group, LLC | 0.65% | Add +1.1% | 5,737,712 | $191.6M |
| Morgan Stanley | 0.01% | Reduce -2.3% | 5,152,421 | $172.0M |
| Northern Trust Corp. | 0.02% | Add +37.7% | 4,303,920 | $143.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.9% | 3,457,898 | $115.5M |
| Betterment LLC | 0.27% | Add +4.7% | 3,391,317 | $113.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.4% | 2,544,238 | $85.0M |
| Wealthfront Advisers LLC | 0.25% | Reduce -11.2% | 2,533,952 | $84.6M |
| FMR LLC | 0.00% | Add +15.4% | 2,197,286 | $73.4M |
| JPMorgan Chase & Co. | 0.01% | Add +6.0% | 2,079,355 | $69.4M |
| Creative Planning | 0.06% | Add +3.4% | 1,831,856 | $61.2M |
| Wit, LLC | 1.88% | Add +99884.6% | 783,879 | $58.6M |
| Wells Fargo & Company | 0.01% | Add +100.8% | 1,677,295 | $56.0M |
| UBS Group AG | 0.01% | Reduce -2.5% | 1,675,327 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.9% | 1,300,991 | $43.4M |
| Federation des caisses Desjardins du Quebec | 0.21% | Add +0.1% | 1,262,770 | $42.1M |
| Acorns Advisers, LLC | 0.39% | Add +5.5% | 1,196,670 | $40.0M |
| Ellevest, Inc. | 2.17% | Reduce -35.8% | 1,127,626 | $37.6M |
| LPL Financial LLC | 0.02% | Add +10.9% | 1,118,521 | $37.3M |
| BlackRock, Inc. | 0.00% | Reduce -26.7% | 868,467 | $29.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +9.9% | 739,766 | $24.7M |
| US Bancorp \de | 0.03% | Reduce -12.5% | 735,902 | $24.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.4% | 722,745 | $24.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -1.2% | 708,108 | $23.6M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 675,724 | $22.6M |
| M&T Bank Corp | 0.07% | Add +3.1% | 669,496 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.9% | 610,873 | $20.4M |
| Mission Wealth Management, LP | 0.47% | Reduce -5.4% | 588,641 | $19.7M |
| Fifth Third Bancorp | 0.06% | Reduce -6.5% | 477,342 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.3% | 468,330 | $15.6M |
| Money Design Co.,Ltd. | 0.77% | Reduce -3.1% | 447,380 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.0% | 387,046 | $12.9M |
| Citadel Advisors | 0.01% | Add +1184.9% | 382,882 | $12.8M |
| Sei Investments Co. | 0.02% | Reduce -0.1% | 367,887 | $12.3M |
| Raymond James Financial Inc. | 0.00% | — | 357,474 | $11.9M |
| Fiduciary Trust Co | 0.16% | Add +1.7% | 357,354 | $11.9M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -12.4% | 336,346 | $11.2M |
| IMPACTfolio, LLC | 5.39% | Add +0.9% | 311,038 | $10.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -0.7% | 297,039 | $9.9M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 294,656 | $9.8M |
| SigFig Wealth Management, LLC | 0.35% | Add +7.0% | 287,430 | $9.6M |
| Mariner, LLC | 0.02% | Add +3.0% | 278,947 | $9.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -18.1% | 270,800 | $9.1M |
| High Note Wealth, LLC | 2.32% | Reduce -0.7% | 266,360 | $8.9M |
| Park Avenue Securities LLC | 0.09% | Add +2.9% | 252,896 | $8.4M |
| Citigroup Inc. | 0.01% | Add +142.8% | 251,569 | $8.4M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 206,618 | $6.9M |
| Essential Planning, LLC. | 0.04% | New | 190,898 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.0% | 199,819 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -3.5% | 196,562 | $6.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Reduce -1.9% | 185,000 | $6.2M |
| Ally Invest Advisors Inc. | 0.51% | Add +5.4% | 177,340 | $5.9M |
| Oxford Financial Group, LTD. LLC | 0.38% | Add +10.3% | 173,468 | $5.8M |
| Eastern Bank | 0.10% | Reduce -1.1% | 158,924 | $5.3M |
| Intergy Private Wealth, LLC | 1.92% | Add +2.0% | 154,327 | $5.2M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -0.5% | 151,478 | $5.1M |
| Laurel Wealth Planning LLC | 3.20% | Add +4.8% | 148,604 | $5.0M |
| Mather Group, Llc. | 0.06% | Add +5.7% | 145,933 | $4.9M |
| Modera Wealth Management, LLC | 0.06% | Add +1.7% | 142,940 | $4.8M |
| Pallas Capital Advisors LLC | 0.20% | Reduce -1.8% | 136,624 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -80.5% | 130,206 | $4.3M |
| Dohj, LLC | 0.99% | Reduce -4.8% | 128,651 | $4.3M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -5.8% | 124,361 | $4.2M |
| Stanich Group LLC | 2.83% | — | 113,459 | $3.8M |
| Flow Traders U.S. LLC | 0.15% | Add +998.8% | 113,105 | $3.8M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -26.7% | 112,199 | $3.7M |
| Focus Partners Wealth | 0.01% | Add +4.5% | 111,112 | $3.7M |
| Wrapmanager Inc. | 0.94% | Reduce -18.6% | 109,922 | $3.7M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 108,210 | $3.6M |
| Bailard, Inc. | 0.09% | Add +3.3% | 105,945 | $3.5M |
| Lake Street Advisors Group, LLC | 0.16% | Add +1.5% | 105,545 | $3.5M |
| Plan A Wealth LLC | 3.21% | — | 105,100 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +3.8% | 102,526 | $3.4M |
| GeoWealth Management, LLC | 0.11% | Reduce -11.3% | 101,966 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +19.1% | 99,732 | $3.3M |
| Quent Capital, LLC | 0.34% | Add +9.5% | 99,573 | $3.3M |
| Evoke Wealth, LLC | 0.09% | Add +155.9% | 98,797 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.9% | 87,600 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.5% | 89,053 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.0% | 88,730 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -6.2% | 88,369 | $3.0M |
| Comerica Bank | 0.01% | Add +5.0% | 85,114 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +2.4% | 84,983 | $2.8M |
| Litman Gregory Wealth Management LLC | 0.24% | Reduce -8.8% | 83,957 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.6% | 83,813 | $2.8M |
| Renaissance Technologies | 0.00% | Add +608.0% | 79,300 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +29.9% | 75,812 | $2.5M |
| Koss-Olinger Consulting, LLC | 0.22% | Reduce -0.3% | 75,225 | $2.5M |
| Allworth Financial LP | 0.01% | Add +6.4% | 73,578 | $2.5M |
| Cerity Partners LLC | 0.01% | Add +5.3% | 74,497 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 72,573 | $2.4M |
| Old Mission Capital LLC | 0.06% | New | 71,428 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -0.2% | 70,813 | $2.4M |
| Apella Capital, LLC | 0.09% | Add +3.2% | 70,280 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +8.0% | 68,826 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +12.3% | 68,436 | $2.3M |
| Global Retirement Partners, LLC | 0.07% | Add +1.0% | 68,004 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 66,504 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 65,726 | $2.2M |
"% 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.