ESGE Institutional Ownership & Shareholders
ISHARES INC ISHARES ESG AWAR (ESGE) is currently held by 617 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ESGE tracked by InsiderSet, reporting ownership valued at approximately $901.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $815.91M, representing an estimated loss of -9.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed ESGE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Northern Trust Corp, and several other long-term asset managers with concentrated positions in ISHARES INC ISHARES ESG AWAR (ESGE).
This page ranks the largest institutional ESGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
617
Total Reported Value
$5.02B
Largest Holder
Bank Of America Corp
Largest Position
$901.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.06% | 16,489,651 | $901,819,001 | $815,907,931 | -$85,911,070 | -9.53% | |
| Morgan Stanley | 0.02% | 5,936,258 | $324,654,004 | $293,726,046 | -$30,927,958 | -9.53% | |
| Northern Trust Corp | 0.03% | 5,462,480 | $298,743,030 | $270,283,510 | -$28,459,520 | -9.53% | |
| Empower Advisory Group, Llc | 0.61% | 4,655,004 | $254,582,159 | $230,329,598 | -$24,252,561 | -9.53% | |
| Wit, Llc | 3.95% | 4,518,911 | $247,139,243 | $223,595,716 | -$23,543,527 | -9.53% | |
| Fmr Llc | 0.01% | 3,292,738 | $180,079,816 | $162,924,676 | -$17,155,140 | -9.53% | |
| Betterment Llc | 0.28% | 3,042,236 | $166,380,000 | $150,529,837 | -$15,850,163 | -9.53% | |
| Jpmorgan Chase & Co | 0.01% | 2,822,780 | $152,176,157 | $139,671,154 | -$12,505,003 | -8.22% | |
| Tiaa Wealth Investment Management Llc | 1.00% | 2,776,338 | $149,672,408 | $137,373,204 | -$12,299,204 | -8.22% | |
| Envestnet Asset Management Inc | 0.03% | 2,621,901 | $143,391,766 | $129,731,661 | -$13,660,105 | -9.53% | |
| Wealthfront Advisers Llc | 0.26% | 2,516,931 | $137,650,978 | $124,537,746 | -$13,113,232 | -9.53% | |
| Creative Planning | 0.06% | 2,041,581 | $110,572,016 | $101,017,428 | -$9,554,588 | -8.64% | |
| Us Bancorp \De\ | 0.11% | 1,907,808 | $104,338,018 | $94,398,340 | -$9,939,678 | -9.53% | |
| Lpl Financial Llc | 0.02% | 1,781,398 | $97,424,656 | $88,143,573 | -$9,281,083 | -9.53% | |
| Wells Fargo & Company/Mn | 0.02% | 1,718,903 | $94,006,792 | $85,051,320 | -$8,955,472 | -9.53% | |
| Blackrock, Inc. | 0.00% | 1,703,590 | $93,169,329 | $84,293,633 | -$8,875,696 | -9.53% | |
| Ameriprise Financial Inc | 0.01% | 1,299,752 | $71,763,235 | $64,311,729 | -$7,451,506 | -10.38% | |
| Ubs Group Ag | 0.01% | 1,283,116 | $70,173,614 | $63,488,580 | -$6,685,034 | -9.53% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,206,189 | $65,966,475 | $59,682,232 | -$6,284,243 | -9.53% | |
| Acorns Advisers, Llc | 0.42% | 1,187,994 | $64,971,000 | $58,781,943 | -$6,189,057 | -9.53% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.20% | 1,041,491 | $56,959,143 | $51,532,975 | -$5,426,168 | -9.53% | |
| Mercer Global Advisors Inc | 0.06% | 932,491 | $50,997,933 | $46,139,655 | -$4,858,278 | -9.53% | |
| Flputnam Investment Management Co | 0.48% | 734,756 | $40,502,950 | $36,355,727 | -$4,147,223 | -10.24% | |
| Goldman Sachs Group Inc | 0.00% | 718,646 | $39,302,729 | $35,558,604 | -$3,744,125 | -9.53% | |
| Royal Bank Of Canada | 0.01% | 665,440 | $36,394,000 | $32,925,971 | -$3,468,029 | -9.53% | |
| Fifth Third Bancorp | 0.05% | 564,283 | $30,860,638 | $27,920,723 | -$2,939,915 | -9.53% | |
| Mission Wealth Management, Lp | 0.50% | 568,161 | $30,771,615 | $28,112,606 | -$2,659,009 | -8.64% | |
| M&T Bank Corp | 0.10% | 664,188 | $30,200,540 | $32,864,022 | +$2,663,482 | +8.82% | |
| Impactfolio, Llc | 10.34% | 523,939 | $28,376,511 | $25,924,502 | -$2,452,009 | -8.64% | |
| Jane Street Group, Llc | 0.02% | 500,000 | $27,345,000 | $24,740,000 | -$2,605,000 | -9.53% | |
| Envestnet Portfolio Solutions, Inc. | 0.11% | 425,195 | $23,253,890 | $21,038,649 | -$2,215,241 | -9.53% | |
| Fiduciary Trust Co | 0.24% | 407,888 | $22,307,395 | $20,182,298 | -$2,125,097 | -9.53% | |
| Commonwealth Equity Services, Llc | 0.03% | 359,640 | $19,478,110 | $17,794,987 | -$1,683,123 | -8.64% | |
| Beacon Pointe Advisors, Llc | 0.09% | 339,722 | $18,579,379 | $16,809,445 | -$1,769,934 | -9.53% | |
| Eastern Bank | 0.28% | 336,114 | $18,203,933 | $16,630,921 | -$1,573,012 | -8.64% | |
| Raymond James Financial Inc | 0.00% | 331,003 | $18,102,531 | $16,378,028 | -$1,724,503 | -9.53% | |
| Sei Investments Co | 0.02% | 322,945 | $17,661,890 | $15,979,319 | -$1,682,571 | -9.53% | |
| Cetera Investment Advisers | 0.02% | 319,148 | $17,454,219 | $15,791,443 | -$1,662,776 | -9.53% | |
| Mariner, Llc | 0.02% | 312,630 | $17,097,736 | $15,468,932 | -$1,628,804 | -9.53% | |
| Ferguson Wellman Capital Management, Inc | 0.18% | 280,372 | $15,184,948 | $13,872,807 | -$1,312,141 | -8.64% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.20% | 264,336 | $14,316,417 | $13,079,345 | -$1,237,072 | -8.64% | |
| Alliancebernstein L.P. | 0.00% | 282,277 | $12,835,135 | $13,967,066 | +$1,131,931 | +8.82% | |
| Truist Financial Corp | 0.01% | 233,627 | $12,653,239 | $11,559,864 | -$1,093,375 | -8.64% | |
| Forefront Analytics, Llc | 11.43% | 192,398 | $10,522,268 | $9,519,853 | -$1,002,415 | -9.53% | |
| Composition Wealth, Llc | 0.12% | 186,685 | $10,209,788 | $9,237,174 | -$972,614 | -9.53% | |
| Mather Group, Llc. | 0.08% | 176,079 | $9,536,456 | $8,712,389 | -$824,067 | -8.64% | |
| Mml Investors Services, Llc | 0.02% | 174,125 | $9,522,887 | $8,615,705 | -$907,182 | -9.53% | |
| Marshall Wace, Llp | 0.01% | 170,076 | $9,301,457 | $8,415,360 | -$886,097 | -9.53% | |
| Ally Invest Advisors Inc. | 0.56% | 169,049 | $9,245,223 | $8,364,545 | -$880,678 | -9.53% | |
| Jones Financial Companies Lllp | 0.00% | 171,457 | $9,204,183 | $8,483,692 | -$720,491 | -7.83% |
Frequently asked questions about ESGE
Who are the largest institutional holders of ESGE?
The largest institutional holders of ESGE reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Northern Trust Corp, Empower Advisory Group, Llc, and Wit, Llc. InsiderSet ranks institutional holders by their latest reported ESGE position.
What is ESGE institutional ownership?
This page tracks ESGE positions reported by institutional investment managers through SEC Form 13F. ISHARES INC ISHARES ESG AWAR (ESGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESGE?
InsiderSet currently tracks 617 institutional managers reporting ESGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESGE shareholders.
How much ESGE stock do institutions own?
Institutional investment managers disclosed approximately $5.02B in ESGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESGE institutional ownership last updated?
The latest ESGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESGE position after the reporting date.
Are institutions buying or selling ESGE?
Institutional buying and selling can be analyzed by comparing ESGE positions across consecutive 13F reporting periods. InsiderSet's ESGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESGE ownership changes.
How has ESGE institutional ownership changed over time?
InsiderSet tracks ESGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.