# ISHARES INC (ESGE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESGE/

- Reporting holders: 31
- Reported value: $57.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $18.2M | 336,114 | 0.3% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $15.2M | 280,372 | 0.2% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.1M | 75,793 | 0.0% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $4.0M | 72,532 | 0.1% | 23 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $2.1M | 38,902 | 0.8% | 4 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $1.8M | 33,631 | 0.9% | 25 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.4M | 26,526 | 0.1% | 8 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.4M | 24,974 | 0.0% | 26 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $1.3M | 23,924 | 0.1% | 20 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.1M | 21,106 | 0.1% | 19 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $947.4K | 17,668 | 0.2% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $901.8K | 16,650 | 0.0% | 8 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $829.5K | 15,314 | 0.1% | 25 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $634.3K | 11,712 | 0.2% | 15 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $605.1K | 11,065 | 0.2% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $478.6K | 8,837 | 0.1% | 30 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $449.3K | 8,296 | 0.3% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $434.6K | 8,025 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $378.1K | 6,981 | 0.0% | 11 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $310.0K | 5,723 | 0.1% | 2 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $253.3K | 4,673 | 0.2% | 4 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $212.9K | 3,931 | 0.0% | 18 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $202.3K | 3,735 | 0.1% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $105.4K | 1,946 | 0.0% | 21 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $59.6K | 1,100 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $57.5M |
| Q2 2026 | 639 | $5.4B |
| Q1 2026 | 605 | $4.5B |
| Q4 2025 | 593 | $4.1B |
| Q3 2025 | 533 | $3.9B |
| Q2 2025 | 535 | $3.7B |
| Q1 2025 | 505 | $3.2B |
| Q4 2024 | 519 | $3.0B |
| Q3 2024 | 502 | $3.3B |
| Q2 2024 | 497 | $3.0B |
| Q1 2024 | 496 | $3.1B |
| Q4 2023 | 514 | $2.9B |