iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

$34.36
+0.13 (+0.38%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$191.92M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$37.42M
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ESGE Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EM ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank77,829$2.51M0.0%-4.6%0.062%
5/15/2024 SVB Wealth LLC11,056$356K0.0%-28.5%0.009%
5/15/2024 Blue Edge Capital LLC43,530$1.40M0.2%+17.4%0.034%
5/14/2024 OLD Mission Capital LLC299,724$9.66M0.2%-27.2%0.237%
5/10/2024 TIAA Trust National Association5,087,975$163.99M0.5%+2.3%4.028%
5/4/2024 Gould Asset Management LLC CA25,111$809K0.2%-2.0%0.020%
5/3/2024 Whittier Trust Co.16,136$520K0.0%+431.1%0.013%
5/2/2024 Haverford Trust Co32,029$1.03M0.0%+10.6%0.025%
5/2/2024 Quent Capital LLC87,518$2.82M0.3%+12.2%0.069%
5/1/2024 Janney Montgomery Scott LLC39,306$1.27M0.0%+3.6%0.031%
5/1/2024 BNP Paribas Financial Markets2,133$69K0.0%+78.8%0.002%
5/1/2024 Avior Wealth Management LLC143,737$4.63M0.2%N/A0.114%
4/30/2024 JMG Financial Group Ltd.42,643$1.37M0.1%-13.0%0.034%
4/25/2024 Bear Mountain Capital Inc.46,361$1.45M0.6%-5.0%0.036%
4/25/2024 HTLF Bank6,245$201K0.0%N/A0.005%
4/25/2024 Valeo Financial Advisors LLC10,337$328K0.0%+4.2%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.213,939$6.90M0.0%-13.5%0.168%
4/23/2024 Morton Brown Family Wealth LLC7,014$226K0.1%+5.3%0.005%
4/23/2024 Strategic Blueprint LLC8,940$288K0.0%-36.0%0.007%
4/17/2024 Private Ocean LLC156,256$5.04M0.5%-70.2%0.122%
4/12/2024 AdvisorNet Financial Inc10,870$350K0.0%+3.5%0.009%
4/11/2024 Bangor Savings Bank6,989$225K0.0%+70.2%0.005%
4/9/2024 Montecito Bank & Trust17,397$561K0.1%-20.1%0.014%
4/8/2024 Tompkins Financial Corp1,289$42K0.0%-98.5%0.001%
4/2/2024 ST Germain D J Co. Inc.37,672$1.21M0.1%+1.5%0.030%
3/8/2024 Trust Co. of Vermont964$31K0.0%-43.8%0.001%
2/21/2024Garde Capital Inc.47,819$1.53M0.1%-24.8%0.038%
2/15/2024 OLD Mission Capital LLC411,841$13.20M0.2%-0.2%0.325%
2/14/2024 Vermillion & White Wealth Management Group LLC1,632$52K0.1%N/A0.001%
2/13/2024 Jones Financial Companies Lllp56,635$1.82M0.0%-2.0%0.045%
2/12/2024 Partners Capital Investment Group LLP323,928$10.39M0.2%+9.4%0.256%
2/12/2024 Tradition Wealth Management LLC21,840$700K0.1%+7.3%0.017%
2/12/2024 Parallel Advisors LLC26,941$864K0.0%-18.6%0.021%
2/12/2024 Heritage Wealth Advisors38,047$1.22M0.1%+13.3%0.030%
2/9/2024 Cambridge Investment Research Advisors Inc.247,270$7.93M0.0%+7.6%0.195%
2/8/2024 Haverford Trust Co28,959$928K0.0%-10.0%0.023%
2/8/2024 Janney Montgomery Scott LLC37,945$1.22M0.0%+26.1%0.030%
2/7/2024 Bogart Wealth LLC5,028$161K0.0%+17.8%0.004%
2/6/2024Provence Wealth Management Group3,056$98K0.1%-28.2%0.002%
2/6/2024 Natixis Advisors L.P.19,785$634K0.0%+5.3%0.016%
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2/6/2024 First Horizon Advisors Inc.8,115$260K0.0%-67.3%0.006%
2/2/2024 Gould Asset Management LLC CA25,631$822K0.2%+3.6%0.020%
2/2/2024 JMG Financial Group Ltd.49,000$1.57M0.1%+3.3%0.039%
1/30/2024 SVB Wealth LLC15,470$496K0.0%-6.2%0.012%
1/30/2024 Bear Mountain Capital Inc.48,823$1.49M0.6%N/A0.039%
1/29/2024Baystate Wealth Management LLC51,493$1.65M0.1%+4.6%0.041%
1/29/2024 ORG Partners LLC1,951$63K0.0%+341.4%0.002%
1/29/2024 Money Design Co. Ltd.465,433$14.92M0.8%+5.7%0.367%
1/25/2024 Strategic Blueprint LLC13,972$448K0.0%-7.4%0.011%
1/24/2024 Private Trust Co. NA13,079$419K0.0%-12.3%0.010%
1/23/2024 TIAA Trust National Association4,975,624$159.52M0.5%+3.0%3.927%
1/23/2024 Private Ocean LLC524,539$16.82M1.7%+56.6%0.414%
1/19/2024 AdvisorNet Financial Inc10,500$337K0.0%-7.6%0.008%
1/19/2024 Quent Capital LLC78,034$2.50M0.3%-4.2%0.062%
1/17/2024 Fiduciary Alliance LLC8,178$262K0.1%-23.2%0.006%
1/16/2024 Rosenberg Matthew Hamilton4,104$132K0.0%-36.2%0.003%
1/11/2024 Whittier Trust Co.3,038$97K0.0%-81.2%0.002%
1/11/2024 Intergy Private Wealth LLC146,761$4.71M2.0%+5.8%0.116%
1/10/2024 Creative Financial Designs Inc. ADV1,584$51K0.0%-32.9%0.001%
1/5/2024 Montecito Bank & Trust21,762$698K0.2%-6.7%0.017%
1/2/2024 Appleton Partners Inc. MA6,522$209K0.0%N/A0.005%
11/17/2023Garde Capital Inc.63,604$1.93M0.2%-6.6%0.050%
11/15/2023 Integrated Wealth Concepts LLC99,308$3.01M0.1%-6.4%0.078%
11/15/2023 Ameriprise Financial Inc.2,489,313$75.36M0.0%+2.5%1.946%
11/14/2023 Jones Financial Companies Lllp57,820$1.75M0.0%-9.5%0.045%
11/13/2023 Natixis Advisors L.P.18,789$569K0.0%+2.7%0.015%
11/13/2023 Acorns Advisers LLC904,100$27.38M0.4%+6.4%0.707%
11/13/2023 Asset Dedication LLC51,545$1.56M0.1%-2.3%0.040%
11/13/2023 Cary Street Partners Investment Advisory LLC1,349$41K0.0%-66.8%0.001%
11/13/2023Provence Wealth Management Group4,257$129K0.1%N/A0.003%
11/13/2023 Sugarloaf Wealth Management LLC1,247$38K0.0%-51.8%0.001%
11/9/2023 One Capital Management LLC7,707$233K0.0%+9.1%0.006%
11/9/2023 Heritage Wealth Advisors33,590$1.02M0.1%+43.9%0.026%
11/8/2023 Janney Montgomery Scott LLC30,087$911K0.0%-39.1%0.024%
11/4/2023 NBC Securities Inc.838$25K0.0%N/A0.001%
11/4/2023 EverSource Wealth Advisors LLC825$25K0.0%-35.1%0.001%
10/31/2023 JMG Financial Group Ltd.47,449$1.44M0.1%+4.3%0.037%
10/30/2023 Bogart Wealth LLC4,268$129K0.0%+152.8%0.003%
10/30/2023 True Link Financial Advisors LLC24,135$731K0.1%+7.7%0.019%
10/30/2023 Money Design Co. Ltd.440,330$13.33M0.8%-4.8%0.340%
10/27/2023 First Horizon Advisors Inc.24,849$752K0.0%-7.1%0.019%
10/27/2023 TIAA Trust National Association4,829,643$146.24M0.5%N/A3.729%
10/27/2023 Whittier Trust Co.16,136$488K0.0%-28.4%0.012%
10/26/2023Baystate Wealth Management LLC49,235$1.49M0.1%+2.1%0.038%
10/24/2023 Bank of New York Mellon Corp101,023$3.06M0.0%+149.9%0.075%
10/24/2023 Private Ocean LLC335,008$10.14M1.3%-20.2%0.249%
10/24/2023 Gould Asset Management LLC CA24,734$749K0.2%+3.9%0.018%
10/24/2023 Cambridge Investment Research Advisors Inc.229,845$6.96M0.0%-2.6%0.171%
10/23/2023 SVB Wealth LLC16,496$499K0.0%+3.4%0.012%
10/18/2023 Fiduciary Alliance LLC10,652$323K0.1%+34.8%0.008%
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10/18/2023 Strategic Blueprint LLC15,088$457K0.0%-30.3%0.011%
10/18/2023 Private Trust Co. NA14,918$452K0.1%-4.0%0.011%
10/13/2023 Mascoma Wealth Management LLC17,779$538K0.2%+5.0%0.013%
10/12/2023 AdvisorNet Financial Inc11,363$344K0.0%-3.2%0.008%
10/12/2023 Hall Laurie J Trustee1,000$30K0.0%-33.3%0.001%
10/11/2023 Rosenberg Matthew Hamilton6,431$195K0.1%-49.7%0.005%
10/10/2023 Quent Capital LLC81,436$2.47M0.4%-50.5%0.061%
9/21/2023Baystate Wealth Management LLC48,205$1.53M0.1%-1.0%0.034%
9/12/2023Farther Finance Advisors LLC31,998$1.01M0.2%+9.4%0.023%
9/7/2023 ST Germain D J Co. Inc.35,036$1.11M0.1%N/A0.025%
(Data available from 1/1/2016 forward)

ESGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGE shares?

During the previous two years, 139 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EM ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.56B), TIAA Trust National Association ($163.99M), TIAA FSB ($151.90M), Ameriprise Financial Inc. ($75.36M), JPMorgan Chase & Co. ($46.27M), Ellevest Inc. ($42.18M), and Acorns Advisers LLC ($27.38M).Learn more on ESGE's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI EM ETF stock?

Of the 116 institutional investors that purchased iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($5.09M), TIAA FSB ($4.36M), OLD Mission Capital LLC ($1.35M), Ellevest Inc. ($874.64K), JPMorgan Chase & Co. ($809.64K), Private Ocean LLC ($566.06K), and Acorns Advisers LLC ($292.38K).

How much institutional buying is happening at iShares ESG Aware MSCI EM ETF?

Institutional investors have bought a total of 15,853,827 shares in the last 24 months. This purchase volume represents approximately $796.43M in transactions.

Which iShares ESG Aware MSCI EM ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($1.71M), Private Ocean LLC ($1.27M), JB Capital LLC ($536.66K), Aaron Wealth Advisors LLC ($371.68K), OLD Mission Capital LLC ($360.90K), Cambridge Investment Research Advisors Inc. ($230.36K), and Icon Wealth Partners LLC ($188.38K).

How much institutional selling is happening at iShares ESG Aware MSCI EM ETF?

Institutional investors have sold a total of 6,481,485 shares in the last 24 months. This volume of shares sold represents approximately $372.16M in transactions.


This page (NASDAQ:ESGE) was last updated on 5/19/2024 by MarketBeat.com Staff

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