iShares Inc. iShares ESG AwarESGEETF

13F holders, Q1 2025 (March 31)
503holders −16
31new positions
44sold out
3famous investors
$35.31avg. 13F price*

At the end of Q1 2025, 503 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, down 16 from Q4 2024. 31 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($552.8M), Northern Trust Corp. ($208.7M) and Empower Advisory Group, LLC ($199.3M). 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions31$15.5M
Exits44$15.4M

All 13F filers, Q4 2024 → Q1 2025: 4,955,725 shares bought and 4,878,704 shares sold, net +77,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 503 holders

Bank of America Corp. 0.05% Add +0.9% 15,817,700 $552.8M
Northern Trust Corp. 0.03% Add +38.8% 5,971,597 $208.7M
Empower Advisory Group, LLC 0.65% Reduce -0.6% 5,703,199 $199.3M
Morgan Stanley 0.01% Add +3.1% 5,314,192 $185.7M
Tiaa Trust, National Association 0.53% Reduce -21.1% 4,876,613 $170.4M
Envestnet Asset Management Inc. 0.04% Reduce -2.0% 3,387,953 $118.4M
Betterment LLC 0.25% Reduce -12.2% 2,977,966 $104.1M
Goldman Sachs Group Inc. 0.02% Add +15.2% 2,930,104 $102.4M
Wealthfront Advisers LLC 0.23% Reduce -1.5% 2,495,656 $87.2M
FMR LLC 0.01% Add +12.8% 2,478,014 $86.6M
JPMorgan Chase & Co. 0.01% Reduce -7.8% 1,917,190 $67.0M
Creative Planning 0.06% Add +1.7% 1,863,735 $65.1M
Wit, LLC 1.71% No change 783,879 $60.0M
Wells Fargo & Company 0.01% Reduce -0.1% 1,675,882 $58.6M
Ameriprise Financial Inc. 0.02% Add +27.1% 1,653,189 $57.8M
UBS Group AG 0.01% Reduce -13.9% 1,442,503 $50.4M
Acorns Advisers, LLC 0.40% Reduce -0.5% 1,190,891 $41.6M
LPL Financial LLC 0.02% Add +1.8% 1,139,083 $39.8M
Federation des caisses Desjardins du Quebec 0.16% Reduce -28.4% 904,767 $31.6M
Ellevest, Inc. 2.03% Reduce -22.8% 870,877 $30.4M
BlackRock, Inc. 0.00% Reduce -8.0% 799,198 $27.9M
Royal Bank of Canada 0.01% Add +15.8% 782,809 $27.4M
Mercer Global Advisors Inc. 0.06% Add +1.6% 751,219 $26.3M
US Bancorp \de 0.03% Add +0.2% 737,067 $25.8M
PNC Financial Services Group, Inc. 0.01% Reduce -4.1% 693,051 $24.2M
M&T Bank Corp 0.08% Reduce -1.0% 662,660 $23.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +4.0% 635,078 $22.2M
Mission Wealth Management, LP 0.55% Add +6.4% 626,289 $21.9M
Corient Private Wealth LP 0.04% Add +107.6% 611,584 $21.4M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -23.1% 544,239 $19.0M
Commonwealth Equity Services, LLC 0.03% Add +7.7% 504,507 $17.6M
Fifth Third Bancorp 0.07% Add +3.9% 496,066 $17.3M
Wealthspire Advisors, LLC 0.10% Add +275.9% 467,538 $16.3M
Money Design Co.,Ltd. 0.78% Add +0.1% 447,706 $15.6M
IMPACTfolio, LLC 7.60% Add +33.1% 413,986 $14.5M
HighTower Advisors, LLC 0.02% Add +2.6% 397,090 $13.9M
Sei Investments Co. 0.02% Add +0.9% 371,316 $13.0M
Fiduciary Trust Co 0.16% Reduce -0.7% 354,907 $12.4M
Raymond James Financial Inc. 0.00% Reduce -7.2% 331,609 $11.6M
Partners Capital Investment Group, LLP 0.19% Reduce -4.1% 322,576 $11.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +0.4% 298,342 $10.4M
SigFig Wealth Management, LLC 0.37% Add +2.0% 293,175 $10.3M
Mariner, LLC 0.02% Add +3.4% 288,368 $10.1M
Park Avenue Securities LLC 0.11% Reduce -1.2% 249,932 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -10.3% 242,800 $8.5M
High Note Wealth, LLC 2.06% Reduce -10.4% 238,527 $8.3M
Citigroup Inc. 0.01% Reduce -7.1% 233,704 $8.2M
Cetera Investment Advisers 0.02% Add +11.2% 229,684 $8.0M
MML Investors Services, LLC 0.02% Add +0.4% 197,313 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.9% 195,935 $6.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% No change 185,000 $6.5M
Ally Invest Advisors Inc. 0.52% Reduce -1.2% 175,287 $6.1M
Oxford Financial Group, LTD. LLC 0.42% Reduce -1.5% 170,840 $6.0M
Intergy Private Wealth, LLC 2.12% Add +3.4% 159,584 $5.6M
Laurel Wealth Planning LLC 3.53% Add +2.3% 151,969 $5.3M
Susquehanna International Group, LLP 0.01% New 151,899 $5.3M
Eastern Bank 0.10% Reduce -4.8% 151,229 $5.3M
Alesco Advisors, LLC, An ESL Co 0.17% Reduce -0.3% 151,098 $5.3M
Modera Wealth Management, LLC 0.07% Add +1.8% 145,547 $5.1M
Mather Group, Llc. 0.05% Reduce -7.8% 134,534 $4.7M
Pallas Capital Advisors LLC 0.19% Reduce -3.0% 132,494 $4.6M
Dohj, LLC 1.00% Reduce -2.9% 124,929 $4.4M
Stanich Group LLC 3.21% Add +9.4% 124,178 $4.3M
Citadel Advisors 0.00% Reduce -67.9% 122,747 $4.3M
Quent Capital, LLC 0.42% Add +15.3% 114,857 $4.0M
Flow Traders U.S. LLC 0.17% Add +0.5% 113,638 $4.0M
Sand Hill Global Advisors, LLC 0.16% Add +0.5% 112,755 $3.9M
Brown Advisory Inc. 0.01% Add +1.6% 109,957 $3.8M
Bailard, Inc. 0.10% Add +1.3% 107,337 $3.8M
Focus Partners Wealth 0.01% Reduce -5.9% 104,574 $3.7M
DRW Securities, LLC 0.30% New 99,998 $3.5M
Baird Financial Group, Inc. 0.01% Reduce -2.6% 99,825 $3.5M
Evoke Wealth, LLC 0.09% Add +0.0% 98,813 $3.5M
Jane Street Group, LLC 0.01% Reduce -25.5% 96,950 $3.4M
GeoWealth Management, LLC 0.13% Reduce -9.7% 92,045 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +2.4% 90,853 $3.2M
Litman Gregory Wealth Management LLC 0.26% Add +4.8% 88,013 $3.1M
Savant Capital, LLC 0.03% Reduce -0.9% 87,587 $3.1M
Plan A Wealth LLC 2.36% Reduce -17.1% 87,135 $3.0M
Comerica Bank 0.01% Reduce -3.4% 82,259 $2.9M
Jones Financial Companies LLLP 0.00% Add +22.7% 80,665 $2.8M
NewEdge Advisors, LLC 0.02% Add +3.8% 78,700 $2.8M
Principal Financial Group Inc. 0.00% Reduce -23.0% 76,779 $2.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -8.7% 76,529 $2.7M
Koss-Olinger Consulting, LLC 0.22% Add +0.6% 75,698 $2.6M
Allworth Financial LP 0.01% Add +2.0% 75,018 $2.6M
Synergy Asset Management, LLC 0.32% Add +26595.3% 73,145 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -19.1% 70,886 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 70,823 $2.5M
Connecticut Wealth Management, LLC 0.13% Add +11.5% 70,015 $2.4M
Robertson Stephens Wealth Management, LLC 0.09% Add +10.3% 69,563 $2.4M
Truist Financial Corp. 0.00% Add +118.5% 69,500 $2.4M
Advisory Services Network, LLC 0.05% Add +1.3% 69,309 $2.4M
Assetmark, Inc. 0.01% Add +0.6% 69,256 $2.4M
Cerity Partners LLC 0.00% Reduce -8.6% 68,117 $2.4M
Apella Capital, LLC 0.08% Reduce -2.2% 68,709 $2.3M
Quadrant Capital Group LLC 0.08% No change 63,089 $2.2M
Stifel Financial Corp. 0.00% Reduce -5.3% 62,976 $2.2M
AlTi Global, Inc. 0.06% Add +3.5% 62,548 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.3% 60,276 $2.1M

"% 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