ISHARES INC (ESGE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
613
Reporting holders
$4.9B
Reported value
0.0%
Held as options
+35
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $901.8M | 16,489,651 | 0.06% | 31q | -1.4%-$12.5M |
| MORGAN STANLEY | $324.7M | 5,936,258 | 0.02% | 35q | +5.0%+$15.5M |
| NORTHERN TRUST CORP | $298.7M | 5,462,480 | 0.03% | 27q | -1.0%-$3.1M |
| Empower Advisory Group, LLC | $254.6M | 4,655,004 | 0.61% | 14q | -10.9%-$31.1M |
| WIT, LLC | $247.1M | 4,518,911 | 3.95% | 21q | -12.8%-$36.3M |
| FMR LLC | $180.1M | 3,292,738 | 0.01% | 26q | +14.1%+$22.2M |
| JPMORGAN CHASE & CO | $152.2M | 2,822,780 | 0.01% | 31q | +17.0%+$22.1M |
| TIAA Wealth Investment Management LLC | $149.7M | 2,776,338 | 1.00% | 2q | -6.3%-$10.0M |
| ENVESTNET ASSET MANAGEMENT INC | $143.4M | 2,621,901 | 0.03% | 31q | -21.2%-$38.7M |
| Wealthfront Advisers LLC | $137.7M | 2,516,931 | 0.26% | 21q | HELD |
| Creative Planning | $110.8M | 2,026,010 | 0.06% | 31q | +0.6%+$645.8K |
| US BANCORP \DE\ | $104.3M | 1,907,808 | 0.11% | 28q | +58.1%+$38.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $101.5M | 1,855,760 | 0.06% | 30q | +98.0%+$50.2M |
| LPL Financial LLC | $97.4M | 1,781,398 | 0.02% | 31q | +5.8%+$5.4M |
| WELLS FARGO & COMPANY/MN | $94.0M | 1,718,903 | 0.02% | 31q | -50.4%-$95.5M |
| BlackRock, Inc. | $93.2M | 1,703,590 | 0.00% | 8q | -19.0%-$21.9M |
| AMERIPRISE FINANCIAL INC | $71.8M | 1,299,752 | 0.01% | 31q | -54.0%-$84.1M |
| PNC Financial Services Group, Inc. | $70.5M | 1,288,929 | 0.03% | 31q | +2.8%+$1.9M |
| UBS Group AG | $70.2M | 1,283,116 | 0.01% | 31q | -3.3%-$2.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $57.0M | 1,041,491 | 0.20% | 2q | HELD |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $40.5M | 734,756 | 0.48% | 2q | +31.8%+$9.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.0M | 730,940 | 0.02% | 31q | -8.6%-$3.8M |
| GOLDMAN SACHS GROUP INC | $39.3M | 718,646 | 0.00% | 31q | HELD |
| M&T Bank Corp | $37.9M | 693,861 | 0.11% | 24q | +21.0%+$6.6M |
| ROYAL BANK OF CANADA | $36.4M | 665,440 | 0.01% | 31q | -11.8%-$4.9M |
| MISSION WEALTH MANAGEMENT, LP | $34.0M | 622,173 | 0.42% | 31q | +6.2%+$2.0M |
| FIFTH THIRD BANCORP | $30.9M | 564,283 | 0.05% | 29q | -1.8%-$561.6K |
| JANE STREET GROUP, LLC | $27.3M | 500,000 | 0.00% | new | NEW |
| IMPACTfolio, LLC | $27.2M | 498,176 | 10.26% | 19q | +2.6%+$686.2K |
| Corient Private Wealth LP | $24.8M | 453,849 | 0.02% | 15q | +83.0%+$11.3M |
| Envestnet Portfolio Solutions, Inc. | $23.3M | 425,195 | 0.11% | 12q | -24.7%-$7.6M |
| Fiduciary Trust Co | $22.3M | 407,888 | 0.24% | 30q | -4.0%-$937.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.9M | 363,923 | 0.03% | 31q | +3.5%+$672.9K |
| HighTower Advisors, LLC | $19.1M | 349,451 | 0.02% | 29q | -3.8%-$757.9K |
| Beacon Pointe Advisors, LLC | $18.6M | 339,722 | 0.09% | 31q | +8.6%+$1.5M |
| EASTERN BANK | $18.5M | 339,094 | 0.28% | 8q | -2.7%-$519.1K |
| RAYMOND JAMES FINANCIAL INC | $18.1M | 331,003 | 0.00% | 7q | +1.5%+$271.8K |
| SEI INVESTMENTS CO | $17.7M | 322,945 | 0.02% | 25q | -4.4%-$821.4K |
| Cetera Investment Advisers | $17.5M | 319,148 | 0.02% | 23q | -12.4%-$2.5M |
| Mariner, LLC | $17.1M | 312,630 | 0.02% | 19q | -3.7%-$661.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $15.4M | 281,749 | 0.19% | 2q | -0.5%-$83.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $14.4M | 262,736 | 0.21% | 27q | -3.2%-$470.1K |
| ALLIANCEBERNSTEIN L.P. | $12.8M | 282,277 | 0.00% | 19q | +259.0%+$9.3M |
| TRUIST FINANCIAL CORP | $11.3M | 205,792 | 0.01% | 27q | +22.4%+$2.1M |
| Global Retirement Partners, LLC | $10.6M | 193,007 | 0.16% | 16q | -2.8%-$309.7K |
| Forefront Analytics, LLC | $10.5M | 192,398 | 11.43% | 5q | -47.9%-$9.7M |
| Composition Wealth, LLC | $10.2M | 186,685 | 0.12% | 5q | -5.9%-$643.7K |
| MML INVESTORS SERVICES, LLC | $9.5M | 174,125 | 0.02% | 30q | -5.0%-$503.7K |
| MARSHALL WACE, LLP | $9.3M | 170,076 | 0.01% | 2q | +1409.6%+$8.7M |
| Ally Invest Advisors Inc. | $9.2M | 169,049 | 0.56% | 10q | -2.6%-$245.4K |
| MATHER GROUP, LLC. | $9.2M | 168,404 | 0.08% | 24q | +7.2%+$615.6K |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 171,457 | 0.00% | 19q | +10.0%+$839.2K |
| PRINCIPAL FINANCIAL GROUP INC | $9.1M | 166,631 | 0.00% | 14q | HELD |
| Intergy Private Wealth, LLC | $8.9M | 163,205 | 2.06% | 19q | HELD |
| CITIGROUP INC | $8.7M | 159,429 | 0.00% | 30q | -5.0%-$462.6K |
| Modera Wealth Management, LLC | $8.5M | 155,700 | 0.09% | 13q | HELD |
| OXFORD FINANCIAL GROUP, LTD. LLC | $8.4M | 153,284 | 0.42% | 31q | -2.6%-$226.4K |
| BANK OF MONTREAL /CAN/ | $8.2M | 150,083 | 0.00% | 26q | +17.5%+$1.2M |
| Stanich Group LLC | $8.1M | 147,616 | 5.08% | 7q | +4.1%+$315.4K |
| NewEdge Advisors, LLC | $7.6M | 139,626 | 0.02% | new | NEW |
| Focus Partners Wealth | $7.2M | 132,262 | 0.01% | 11q | -7.9%-$619.9K |
| BALDWIN WEALTH PARTNERS LLC/MA | $7.1M | 130,114 | 0.47% | 2q | +1.7%+$118.2K |
| Laurel Wealth Planning LLC | $7.0M | 128,745 | 3.12% | 23q | -2.6%-$189.4K |
| Steward Partners Investment Advisory, LLC | $7.0M | 127,903 | 0.04% | 29q | +0.5%+$35.9K |
| Bank of New York Mellon Corp | $6.9M | 126,515 | 0.00% | 26q | -12.5%-$991.0K |
| BROWN ADVISORY INC | $6.8M | 123,954 | 0.01% | 10q | HELD |
| Alesco Advisors, LLC, An ESL Co | $6.6M | 121,454 | 0.15% | 26q | HELD |
| Allworth Financial LP | $6.2M | 113,898 | 0.03% | 23q | +1.1%+$65.6K |
| MAI Capital Management | $6.0M | 109,539 | 0.02% | 9q | +851.0%+$5.4M |
| Quent Capital, LLC | $5.9M | 107,893 | 0.36% | 19q | -1.7%-$102.4K |
| STIFEL FINANCIAL CORP | $5.8M | 106,171 | 0.00% | 26q | +43.3%+$1.8M |
| BAILARD, INC. | $5.7M | 104,287 | 0.12% | 31q | -2.7%-$155.8K |
| Wealthspire Advisors, LLC | $5.6M | 101,665 | 0.03% | 8q | -8.5%-$513.8K |
| Cerity Partners LLC | $5.5M | 100,292 | 0.01% | 23q | +3.5%+$186.1K |
| NORTHSTAR ASSET MANAGEMENT INC | $5.5M | 100,200 | 1.61% | 3q | +26.2%+$1.1M |
| Financial Engines Advisors L.L.C. | $5.2M | 95,940 | 0.01% | 2q | -4.2%-$228.4K |
| High Note Wealth, LLC | $5.2M | 94,530 | 0.88% | 23q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $5.1M | 92,730 | 0.01% | 19q | -55.9%-$6.4M |
| Sand Hill Global Advisors, LLC | $5.1M | 92,355 | 0.15% | 25q | -11.6%-$660.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 91,220 | 0.01% | 12q | +29.2%+$1.1M |
| CABOT WEALTH MANAGEMENT INC | $4.9M | 88,811 | 0.49% | 25q | +39.2%+$1.4M |
| Savant Capital, LLC | $4.7M | 85,133 | 0.01% | 29q | -5.3%-$262.1K |
| ASSETMARK, INC | $4.6M | 84,868 | 0.01% | 31q | -16.2%-$899.7K |
| Rockefeller Capital Management L.P. | $4.6M | 83,930 | 0.01% | 26q | -6.9%-$338.6K |
| Centennial Bank/AR/ | $4.4M | 80,250 | 1.41% | 15q | +1.1%+$46.5K |
| North Berkeley Wealth Management, LLC | $4.3M | 77,840 | 1.72% | 2q | +44.0%+$1.3M |
| RAFFA WEALTH MANAGEMENT, LLC | $4.2M | 75,966 | 0.52% | 28q | +2.5%+$100.1K |
| Baird Financial Group, Inc. | $3.9M | 70,631 | 0.01% | 31q | -2.1%-$81.3K |
| AlTi Global, Inc. | $3.8M | 70,186 | 0.08% | 11q | +8.4%+$298.8K |
| Robertson Stephens Wealth Management, LLC | $3.8M | 70,005 | 0.09% | 26q | +7.3%+$259.7K |
| &PARTNERS | $3.8M | 69,962 | 0.02% | 10q | +5.5%+$198.3K |
| Farther Finance Advisors, LLC | $3.7M | 68,299 | 0.03% | 15q | +36.1%+$989.8K |
| Apella Capital, LLC | $3.7M | 70,927 | 0.05% | 22q | -0.6%-$24.2K |
| Merit Financial Group, LLC | $3.7M | 67,720 | 0.01% | 6q | +71.2%+$1.5M |
| GeoWealth Management, LLC | $3.6M | 66,693 | 0.11% | 10q | -13.7%-$578.9K |
| Perigon Wealth Management, LLC | $3.5M | 64,509 | 0.06% | 25q | +2.1%+$74.2K |
| QUADRANT CAPITAL GROUP LLC | $3.5M | 63,089 | 0.09% | 25q | HELD |
| Koss-Olinger Consulting, LLC | $3.4M | 61,944 | 0.26% | 9q | +0.9%+$31.6K |
| BOKF, NA | $3.4M | 61,437 | 0.05% | 20q | -0.6%-$19.3K |
| HARBOUR INVESTMENTS, INC. | $3.3M | 60,404 | 0.04% | 21q | +1.8%+$58.4K |
Showing the largest 100 of 636 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 613 | $4.9B | 90,379,391 | 61 | 160 | 247 | 0.0% |
| Q1 2026 | 578 | $4.3B | 93,647,170 | 49 | 192 | 207 | 0.0% |
| Q4 2025 | 568 | $3.9B | 87,359,601 | 57 | 208 | 164 | 0.0% |
| Q3 2025 | 508 | $3.7B | 84,728,499 | 45 | 159 | 165 | 0.0% |
| Q2 2025 | 507 | $3.4B | 87,795,170 | 56 | 160 | 183 | 0.0% |
| Q1 2025 | 475 | $3.0B | 83,632,149 | 31 | 151 | 189 | 0.0% |
| Q4 2024 | 488 | $2.8B | 83,172,864 | 30 | 175 | 161 | 0.0% |
| Q3 2024 | 470 | $3.1B | 84,777,688 | 37 | 159 | 146 | 0.0% |
| Q2 2024 | 462 | $2.7B | 80,856,711 | 36 | 178 | 135 | 0.0% |
| Q1 2024 | 458 | $2.9B | 88,490,314 | 30 | 173 | 165 | 0.0% |
| Q4 2023 | 471 | $2.6B | 81,468,260 | 40 | 157 | 167 | 0.0% |
| Q3 2023 | 452 | $2.5B | 81,400,658 | 28 | 141 | 177 | 0.0% |
| Q2 2023 | 448 | $2.7B | 85,069,937 | 27 | 176 | 153 | 0.0% |
| Q1 2023 | 449 | $2.7B | 87,168,005 | 44 | 196 | 120 | 0.0% |
| Q4 2022 | 432 | $2.4B | 78,499,436 | 50 | 134 | 182 | 0.0% |
| Q3 2022 | 526 | $2.9B | 102,665,193 | 40 | 208 | 186 | 0.0% |
| Q2 2022 | 554 | $3.3B | 103,281,911 | 53 | 196 | 236 | 0.0% |
| Q1 2022 | 568 | $5.4B | 146,105,716 | 67 | 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% |