ISHARES INC ISHARES ESG AWAR ESGE
$52.46
-1.2% 52w: $39.37 – $56.80
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data39.3748.0956.80
Aug 18, 2025 Jul 2, 2026
Institutional holders
609
+16 QoQ
13F value
$4.36B
+6.8% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$6K calls / — puts
Institutional value by quarter
Number of holders
Who owns ESGE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 16.7M | $760.2M | 0.1% | +19.1% |
| MORGAN STANLEY | Bank broker | 5.7M | $257.0M | 0.0% | +15.7% |
| NORTHERN TRUST CORP | Index provider | 5.5M | $250.9M | 0.0% | +6.2% |
| Empower Advisory Group, LLC | Wealth advisor | 5.2M | $237.5M | 0.6% | -18.1% |
| WIT, LLC | Wealth advisor | 5.2M | $235.6M | — | +12.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.3M | $151.4M | 0.0% | -6.2% |
| Betterment LLC | Wealth advisor | 3.2M | $144.7M | 0.3% | -2.2% |
| FMR LLC | Long only active | 2.9M | $131.2M | 0.0% | -1.2% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 3.0M | $129.7M | 1.0% | — |
| Wealthfront Advisers LLC | Wealth advisor | 2.5M | $113.9M | 0.2% | -2.5% |
| JPMORGAN CHASE & CO | Bank broker | 2.4M | $105.7M | 0.0% | +0.6% |
| BlackRock, Inc. | Index provider | 2.1M | $95.7M | 0.0% | +56.1% |
| Creative Planning | Wealth advisor | 2.0M | $91.6M | 0.1% | +2.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $78.8M | 0.0% | -26.1% |
| LPL Financial LLC | Bank broker | 1.7M | $76.5M | 0.0% | +11.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $64.2M | 0.0% | -2.7% |
| UBS Group AG | Bank broker | 1.3M | $60.3M | 0.0% | +3.8% |
| US BANCORP \DE\ | Wealth advisor | 1.2M | $60.1M | 0.1% | +33.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.3M | $57.0M | 0.0% | +3.2% |
| Acorns Advisers, LLC | Wealth advisor | 1.2M | $55.3M | — | -2.6% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.0M | $47.5M | 0.2% | — |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 937.1K | $42.6M | 0.1% | -0.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 799.9K | $36.4M | 0.0% | +4.2% |
| ROYAL BANK OF CANADA | Bank broker | 754.5K | $34.3M | 0.0% | +1.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 715.5K | $32.5M | 0.0% | +11.5% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 585.8K | $26.6M | 0.6% | -2.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 574.6K | $26.1M | 0.0% | +27.5% |
| M&T Bank Corp | Diversified mechanical | 573.2K | $26.1M | 0.1% | -16.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 564.8K | $25.7M | 0.1% | -10.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 557.4K | $25.3M | 0.4% | New |
| IMPACTfolio, LLC | Wealth advisor | 485.6K | $22.1M | 9.4% | +8.3% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | Other | 470.6K | $21.4M | 0.1% | — |
| Fiduciary Trust Co | Other | 425.0K | $19.3M | 0.2% | +3.6% |
| Forefront Analytics, LLC | Wealth advisor | 369.5K | $16.8M | — | +1.6% |
| Cetera Investment Advisers | Wealth advisor | 364.4K | $16.6M | 0.0% | -4.0% |
| HighTower Advisors, LLC | Diversified mechanical | 363.3K | $16.5M | 0.0% | +1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 351.6K | $16.0M | 0.0% | -5.3% |
| EASTERN BANK | Other | 348.6K | $15.9M | 0.3% | +1.7% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 346.8K | $15.8M | 0.0% | +1576263.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 338.0K | $15.4M | 0.0% | -4.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 326.0K | $14.8M | 0.0% | -3.8% |
| Mariner, LLC | Diversified mechanical | 324.7K | $14.8M | 0.0% | +4.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 313.8K | $14.3M | — | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 312.9K | $14.2M | 0.1% | +36.0% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Other | 283.3K | $12.9M | 0.2% | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 271.3K | $12.3M | 0.2% | -2.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 270.3K | $12.3M | 0.0% | +7.6% |
| Corient Private Wealth LLC | Diversified mechanical | 248.0K | $11.3M | 0.0% | -55.2% |
| Nearwater Capital Markets, Ltd | Quant stat arb | 200.0K | $9.1M | — | New |
| Composition Wealth, LLC | Wealth advisor | 198.5K | $9.0M | 0.1% | +2.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.