ISHARES INC (ESGE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
31
Reporting holders
$57.5M
Reported value
0.0%
Calls
0.0%
Puts
-608
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $18.2M | 336,114 | 0.28% | 9q | -0.9%-$161.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $15.2M | 280,372 | 0.18% | 3q | HELD |
| Farther Finance Advisors, LLC | $4.1M | 75,793 | 0.03% | 16q | +11.0%+$405.9K |
| Apella Capital, LLC | $4.0M | 72,532 | 0.05% | 23q | +2.3%+$87.7K |
| Midwest Financial Partners Investments, Inc. | $2.1M | 38,902 | 0.81% | 4q | -5.1%-$113.5K |
| Baron Financial Group, LLC | $1.8M | 33,631 | 0.89% | 25q | -7.5%-$148.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.4M | 26,526 | 0.12% | 8q | HELD |
| SigFig Wealth Management, LLC | $1.4M | 24,974 | 0.03% | 26q | -2.2%-$30.9K |
| RTD Financial Advisors, Inc. | $1.3M | 23,924 | 0.14% | 20q | -2.7%-$36.3K |
| Trust Co | $1.1M | 21,106 | 0.10% | 19q | +1.6%+$17.9K |
| Prism Advisors, Inc. | $947.4K | 17,668 | 0.24% | 6q | -2.0%-$18.9K |
| MassMutual Private Wealth & Trust, FSB | $901.8K | 16,650 | 0.02% | 8q | -3.8%-$35.7K |
| Boston Standard Wealth Management, LLC | $829.5K | 15,314 | 0.12% | 25q | -0.6%-$4.9K |
| ELEVATION WEALTH PARTNERS, LLC | $634.3K | 11,712 | 0.18% | 15q | +2.6%+$16.0K |
| Cambridge Financial Group, LLC | $605.1K | 11,065 | 0.19% | 12q | HELD |
| Montecito Bank & Trust | $478.6K | 8,837 | 0.07% | 30q | HELD |
| Williams & Novak Wealth Management, LLC | $449.3K | 8,296 | 0.27% | 12q | +5.7%+$24.4K |
| Valeo Financial Advisors, LLC | $434.6K | 8,025 | 0.01% | 5q | HELD |
| CoreCap Advisors, LLC | $378.1K | 6,981 | 0.01% | 11q | HELD |
| Leverty Financial Group, LLC | $310.0K | 5,723 | 0.06% | 2q | +30.3%+$72.0K |
| Asempa Wealth Advisors | $253.3K | 4,673 | 0.19% | 4q | -14.7%-$43.7K |
| Bangor Savings Bank | $212.9K | 3,931 | 0.02% | 18q | -16.4%-$41.8K |
| Plan A Wealth LLC | $202.3K | 3,735 | 0.07% | 8q | -16.8%-$40.8K |
| Rosenberg Matthew Hamilton | $105.4K | 1,946 | 0.02% | 21q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $59.6K | 1,100 | 0.01% | 6q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $39.8K | 734 | 0.03% | 7q | +1.7% |
| TOMPKINS FINANCIAL CORP | $32.0K | 590 | 0.00% | 31q | HELD |
| GAMMA Investing LLC | $6.4K | 118 | 0.00% | 9q | -87.3%-$44.0K |
| Noble Wealth Management PBC | $4.7K | 87 | 0.00% | 7q | HELD |
| Davis Capital Management | $650 | 12 | 0.00% | 4q | HELD |
| Retirement Wealth Solutions LLC | $390 | 7 | 0.00% | 8q | -12.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $57.5M | 1,061,078 | 0 | 7 | 13 | 0.0% |
| Q2 2026 | 639 | $5.4B | 98,736,900 | 63 | 168 | 254 | 0.0% |
| Q1 2026 | 605 | $4.5B | 99,734,445 | 52 | 202 | 214 | 0.0% |
| Q4 2025 | 593 | $4.1B | 92,583,294 | 59 | 224 | 166 | 0.0% |
| Q3 2025 | 533 | $3.9B | 90,603,870 | 47 | 172 | 172 | 0.0% |
| Q2 2025 | 535 | $3.7B | 94,393,549 | 57 | 175 | 191 | 0.0% |
| Q1 2025 | 505 | $3.2B | 89,837,021 | 32 | 158 | 200 | 0.0% |
| Q4 2024 | 519 | $3.0B | 90,038,145 | 32 | 188 | 170 | 0.0% |
| Q3 2024 | 502 | $3.3B | 91,340,644 | 40 | 172 | 156 | 0.0% |
| Q2 2024 | 497 | $3.0B | 89,040,324 | 38 | 193 | 146 | 0.0% |
| Q1 2024 | 496 | $3.1B | 97,205,783 | 31 | 192 | 179 | 0.0% |
| Q4 2023 | 514 | $2.9B | 89,058,901 | 44 | 174 | 178 | 0.0% |
| Q3 2023 | 494 | $2.7B | 89,686,271 | 28 | 153 | 193 | 0.0% |
| Q2 2023 | 503 | $3.0B | 93,982,159 | 29 | 198 | 174 | 0.0% |
| Q1 2023 | 513 | $3.0B | 96,374,909 | 53 | 224 | 139 | 0.0% |
| Q4 2022 | 518 | $3.3B | 109,266,082 | 57 | 169 | 215 | 0.0% |
| Q3 2022 | 527 | $2.9B | 102,691,607 | 40 | 208 | 187 | 0.0% |
| Q2 2022 | 555 | $3.3B | 103,311,645 | 53 | 197 | 236 | 0.0% |
| Q1 2022 | 569 | $5.4B | 146,125,016 | 68 | 317 | 109 | 0.0% |
| Q4 2021 | 552 | $5.4B | 136,716,406 | 57 | 203 | 177 | 0.0% |
| Q3 2021 | 479 | $5.5B | 131,409,089 | 41 | 186 | 177 | 0.1% |
| Q2 2021 | 470 | $7.0B | 154,395,384 | 45 | 270 | 74 | 0.1% |
| Q1 2021 | 450 | $6.2B | 142,886,997 | 62 | 203 | 127 | 0.1% |
| Q4 2020 | 410 | $5.8B | 137,006,645 | 66 | 238 | 39 | 0.1% |
| Q3 2020 | 324 | $3.5B | 96,150,669 | 53 | 159 | 61 | 0.2% |
| Q2 2020 | 296 | $3.0B | 91,285,428 | 59 | 162 | 50 | 0.0% |
| Q1 2020 | 270 | $1.9B | 64,811,228 | 118 | 105 | 21 | 0.0% |
| Q4 2019 | 171 | $841.2M | 22,054,617 | 26 | 83 | 13 | 0.0% |
| Q3 2019 | 145 | $704.4M | 19,573,103 | 17 | 63 | 23 | 0.0% |
| Q2 2019 | 136 | $760.6M | 20,681,269 | 24 | 61 | 22 | 0.0% |
| Q1 2019 | 128 | $607.1M | 16,166,904 | 29 | 53 | 14 | 0.0% |
| Q4 2018 | 107 | $266.7M | 8,695,848 | 1 | 6 | 1 | 0.0% |