Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

504 institutional holders -15 vs Q4 2024
89,737,87189.7m shares reported held*
$3.2bnreported value*
32 new 179 added 210 reduced 44 sold out net sold ≈ $169.7k (-13.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.32.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 534Q4 22: 522Q1 23: 516Q2 23: 505Q3 23: 496Q4 23: 515Q1 24: 497Q2 24: 497Q3 24: 504Q4 24: 519Q1 25: 504504Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022534
Q4 2022522
Q1 2023516
Q2 2023505
Q3 2023496
Q4 2023515
Q1 2024497
Q2 2024497
Q3 2024504
Q4 2024519
Q1 2025504

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 243 bought or addedQ2 23: 222 cut or sold outQ3 23: 200 bought or addedQ3 23: 243 cut or sold outQ3 23Q4 23: 227 bought or addedQ4 23: 238 cut or sold outQ1 24: 231 bought or addedQ1 24: 229 cut or sold outQ1 24Q2 24: 244 bought or addedQ2 24: 210 cut or sold outQ3 24: 230 bought or addedQ3 24: 211 cut or sold outQ3 24Q4 24: 235 bought or addedQ4 24: 228 cut or sold outQ1 25: 211 bought or addedQ1 25: 254 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023243222
Q3 2023200243
Q4 2023227238
Q1 2024231229
Q2 2024244210
Q3 2024230211
Q4 2024235228
Q1 2025211254

Biggest buyers

NORTHERN TRUST CORP Added +1,667,677+1.7m
GOLDMAN SACHS GROUP INC Added +385,866+385.9k
AMERIPRISE FINANCIAL INC Added +352,198+352.2k
Wealthspire Advisors, LLC Added +343,177+343.2k
Corient Private Wealth LP Added +316,928+316.9k
FMR LLC Added +280,728+280.7k
MORGAN STANLEY Added +161,771+161.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +151,899+151.9k
BANK OF AMERICA CORP /DE/ Added +141,540+141.5k
ROYAL BANK OF CANADA Added +107,085+107.1k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,301,153-1.3m
Betterment LLC Reduced -413,351-413.4k
Federation des caisses Desjardins du Quebec Reduced -358,003-358.0k
CITADEL ADVISORS LLC Reduced -260,135-260.1k
Ellevest, Inc. Reduced -256,749-256.7k
UBS Group AG Reduced -232,824-232.8k
Essential Planning, LLC. Sold out -190,898-190.9k
Envestnet Portfolio Solutions, Inc. Reduced -163,869-163.9k
JPMORGAN CHASE & CO Reduced -162,165-162.2k
Focus Partners Wealth Reduced -117,650-117.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 15,817,70015.8m $552.8m $552.8m 0.05% Added +141.5k +141,540
2 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 5,971,5976.0m $208.7m $208.7m 0.03% Added +1.7m +1,667,677
3 Empower Advisory Group, LLC 0.65% of their portfolio Greenwood Village, CO 5,703,1995.7m $199.3m $199.3m 0.65% Reduced -34.5k -34,513
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,314,1925.3m $185.7m $185.7m 0.01% Added +161.8k +161,771
5 TIAA TRUST, NATIONAL ASSOCIATION 0.53% of their portfolio CHARLOTTE, NC 4,876,6134.9m $170.4m $170.4m 0.53% Reduced -1.3m -1,301,153
6 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,387,9533.4m $118.4m $118.4m 0.04% Reduced -69.9k -69,945
7 Betterment LLC 0.25% of their portfolio NEW YORK, NY 2,977,9663.0m $104.1m $104.1m 0.25% Reduced -413.4k -413,351
8 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,930,1042.9m $102.4m $102.4m 0.02% Added +385.9k +385,866
9 Wealthfront Advisers LLC 0.23% of their portfolio Palo Alto, CA 2,495,6562.5m $87.2m $87.2m 0.23% Reduced -38.3k -38,296
10 FMR LLC 0.01% of their portfolio BOSTON, MA 2,478,0142.5m $86.6m $86.6m 0.01% Added +280.7k +280,728
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,917,1901.9m $67.0m $67.0m 0.01% Reduced -162.2k -162,165
12 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 1,863,7351.9m $65.1m $65.1m 0.06% Added +31.9k +31,879
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,675,8821.7m $58.6m $58.6m 0.01% Reduced -1.4k -1,413
14 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,653,1891.7m $57.8m $57.8m 0.02% Added +352.2k +352,198
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,442,5031.4m $50.4m $50.4m 0.01% Reduced -232.8k -232,824
16 Acorns Advisers, LLC 0.40% of their portfolio IRVINE, CA 1,190,8911.2m $41.6m $41.6m 0.40% Reduced -5.8k -5,779
17 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,139,0831.1m $39.8m $39.8m 0.02% Added +20.6k +20,562
18 Federation des caisses Desjardins du Quebec 0.16% of their portfolio LEVIS, A8 904,767904.8k $31.6m $31.6m 0.16% Reduced -358.0k -358,003
19 Ellevest, Inc. 2.03% of their portfolio NEW YORK, NY 870,877870.9k $30.4m $30.4m 2.03% Reduced -256.7k -256,749
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 799,198799.2k $27.9m $27.9m 0.00% Reduced -69.3k -69,269
21 WIT, LLC 1.71% of their portfolio DISTRICT OF COLUMBIA, DC 783,879783.9k $60.0m $60.0m 1.71% Unchanged
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 782,809782.8k $27.4m $27.4m 0.01% Added +107.1k +107,085
23 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 751,219751.2k $26.3m $26.3m 0.06% Added +11.5k +11,453
24 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 737,067737.1k $25.8m $25.8m 0.03% Added +1.2k +1,165
25 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 693,051693.1k $24.2m $24.2m 0.01% Reduced -29.7k -29,694
26 M&T Bank Corp 0.08% of their portfolio BUFFALO, NY 662,660662.7k $23.2m $23.2m 0.08% Reduced -6.8k -6,836
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 635,078635.1k $22.2m $22.2m 0.02% Added +24.2k +24,205
28 MISSION WEALTH MANAGEMENT, LP 0.55% of their portfolio Santa Barbara, CA 626,289626.3k $21.9m $21.9m 0.55% Added +37.6k +37,648
29 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 611,584611.6k $21.4m $21.4m 0.03% Added +316.9k +316,928
30 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 544,239544.2k $19.0m $19.0m 0.07% Reduced -163.9k -163,869
31 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 504,507504.5k $17.6m $17.6m 0.02% Added +36.2k +36,177
32 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 496,066496.1k $17.3m $17.3m 0.07% Added +18.7k +18,724
33 Wealthspire Advisors, LLC 0.10% of their portfolio NEW YORK, NY 467,538467.5k $16.3m $16.3m 0.10% Added +343.2k +343,177
34 Money Design Co.,Ltd. 0.78% of their portfolio TOKYO, M0 447,706447.7k $15.6m $15.6m 0.78% Added +326 +326
35 IMPACTfolio, LLC 7.60% of their portfolio DENVER, CO 413,986414.0k $14.5m $14.5m 7.60% Added +102.9k +102,948
36 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 397,090397.1k $13.9m $13.9m 0.02% Added +10.0k +10,044
37 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 371,316371.3k $13.0m $13.0m 0.02% Added +3.4k +3,429
38 Fiduciary Trust Co 0.16% of their portfolio Boston, MA 354,907354.9k $12.4m $12.4m 0.16% Reduced -2.4k -2,447
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 331,609331.6k $11.6m $11.6m 0.00% Reduced -25.9k -25,865
40 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.19% of their portfolio BOSTON, MA 322,576322.6k $11.3m $11.3m 0.19% Reduced -13.8k -13,770
41 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% of their portfolio Seattle, WA 298,342298.3k $10.4m $10.4m 0.27% Added +1.3k +1,303
42 SigFig Wealth Management, LLC 0.37% of their portfolio SAN FRANCISCO, CA 293,175293.2k $10.3m $10.3m 0.37% Added +5.7k +5,745
43 Mariner, LLC 0.02% of their portfolio Overland Park, KS 288,368288.4k $10.1m $10.1m 0.02% Added +9.4k +9,421
44 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 249,932249.9k $8.7m $8.7m 0.11% Reduced -3.0k -2,964
45 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 242,800242.8k $8.5m $8.5m 0.03% Reduced -28.0k -28,000
46 High Note Wealth, LLC 2.06% of their portfolio DEEPHAVEN, MN 238,527238.5k $8.3m $8.3m 2.06% Reduced -27.8k -27,833
47 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 233,704233.7k $8.2m $8.2m 0.01% Reduced -17.9k -17,865
48 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 229,684229.7k $8.0m $8.0m 0.02% Added +23.1k +23,066
49 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 197,313197.3k $6.9m $6.9m 0.02% Added +751 +751
50 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 195,935195.9k $6.8m $6.8m 0.02% Reduced -3.9k -3,884
51 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.07% of their portfolio Madrid, U3 185,000185.0k $6.5m $6.5m 0.07% Unchanged
52 Ally Invest Advisors Inc. 0.52% of their portfolio CHARLOTTE, NC 175,287175.3k $6.1m $6.1m 0.52% Reduced -2.1k -2,053
53 OXFORD FINANCIAL GROUP, LTD. LLC 0.42% of their portfolio INDIANAPOLIS, IN 170,840170.8k $6.0m $6.0m 0.42% Reduced -2.6k -2,628
54 Intergy Private Wealth, LLC 2.12% of their portfolio COLORADO SPRINGS, CO 159,584159.6k $5.6m $5.6m 2.12% Added +5.3k +5,257
55 Laurel Wealth Planning LLC 3.53% of their portfolio EDINA, MN 151,969152.0k $5.3m $5.3m 3.53% Added +3.4k +3,365
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 151,899151.9k $5.3m $5.3m 0.01% New
57 EASTERN BANK 0.10% of their portfolio BOSTON, MA 151,229151.2k $5.3m $5.3m 0.10% Reduced -7.7k -7,695
58 Alesco Advisors, LLC, An ESL Co 0.17% of their portfolio Pittsford, NY 151,098151.1k $5.3m $5.3m 0.17% Reduced -380 -380
59 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 145,547145.5k $5.1m $5.1m 0.07% Added +2.6k +2,607
60 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 134,534134.5k $4.7m $4.7m 0.05% Reduced -11.4k -11,399
61 Pallas Capital Advisors LLC 0.19% of their portfolio BRAINTREE, MA 132,494132.5k $4.6m $4.6m 0.19% Reduced -4.1k -4,130
62 DOHJ, LLC 1.00% of their portfolio SEATTLE, WA 124,929124.9k $4.4m $4.4m 1.00% Reduced -3.7k -3,722
63 Stanich Group LLC 3.21% of their portfolio MONTAUK, NY 124,178124.2k $4.3m $4.3m 3.21% Added +10.7k +10,719
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 122,747122.7k $4.3m $4.3m 0.00% Reduced -260.1k -260,135
65 Quent Capital, LLC 0.42% of their portfolio NEW YORK, NY 114,857114.9k $4.0m $4.0m 0.42% Added +15.3k +15,284
66 FLOW TRADERS U.S. LLC 0.17% of their portfolio NEW YORK, NY 113,638113.6k $4.0m $4.0m 0.17% Added +533 +533
67 Sand Hill Global Advisors, LLC 0.16% of their portfolio Palo Alto, CA 112,755112.8k $3.9m $3.9m 0.16% Added +556 +556
68 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 109,957110.0k $3.8m $3.8m 0.01% Added +1.7k +1,747
69 BAILARD, INC. 0.10% of their portfolio Foster City, CA 107,337107.3k $3.8m $3.8m 0.10% Added +1.4k +1,392
70 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 104,574104.6k $3.7m $3.7m 0.01% Reduced -117.7k -117,650
71 DRW Securities, LLC 0.30% of their portfolio CHICAGO, IL 99,998100.0k $3.5m $3.5m 0.30% New
72 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 99,82599.8k $3.5m $3.5m 0.01% Reduced -2.7k -2,701
73 EVOKE WEALTH, LLC 0.09% of their portfolio Los Angeles, CA 98,81398.8k $3.5m $3.5m 0.09% Added +16 +16
74 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 96,95097.0k $3.4m $3.4m 0.01% Reduced -33.3k -33,256
75 GeoWealth Management, LLC 0.13% of their portfolio CHICAGO, IL 92,04592.0k $3.2m $3.2m 0.13% Reduced -9.9k -9,921
76 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 90,85390.9k $3.2m $3.2m 0.02% Added +2.1k +2,123
77 Litman Gregory Wealth Management LLC 0.26% of their portfolio LARKSPUR, CA 88,01388.0k $3.1m $3.1m 0.26% Added +4.1k +4,056
78 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 87,58787.6k $3.1m $3.1m 0.03% Reduced -782 -782
79 Plan A Wealth LLC 2.36% of their portfolio LINCOLN, NE 87,13587.1k $3.0m $3.0m 2.36% Reduced -18.0k -17,965
80 COMERICA BANK 0.01% of their portfolio DALLAS, TX 82,25982.3k $2.9m $2.9m 0.01% Reduced -2.9k -2,855
81 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 80,66580.7k $2.8m $2.8m 0.00% Added +14.9k +14,939
82 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 78,70078.7k $2.8m $2.8m 0.02% Added +2.9k +2,888
83 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 76,77976.8k $2.7m $2.7m 0.00% Reduced -23.0k -22,953
84 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,52976.5k $2.7m $2.7m 0.02% Reduced -7.3k -7,284
85 Koss-Olinger Consulting, LLC 0.22% of their portfolio GAINESVILLE, FL 75,69875.7k $2.6m $2.6m 0.22% Added +473 +473
86 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 75,01875.0k $2.6m $2.6m 0.01% Added +1.4k +1,440
87 Synergy Asset Management, LLC 0.32% of their portfolio VANCOUVER, WA 73,14573.1k $2.6m $2.6m 0.32% Added +72.9k +72,871
88 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 71,59771.6k $2.4m $2.4m 0.01% Added +36.2k +36,151
89 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 70,88670.9k $2.5m $2.5m 0.01% Reduced -16.7k -16,714
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 70,82370.8k $2.5m $2.5m 0.00% Reduced -1.8k -1,750
91 Connecticut Wealth Management, LLC 0.13% of their portfolio FARMINGTON, CT 70,01570.0k $2.4m $2.4m 0.13% Added +7.2k +7,206
92 Robertson Stephens Wealth Management, LLC 0.09% of their portfolio San Francisco, CA 69,56369.6k $2.4m $2.4m 0.09% Added +6.5k +6,515
93 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 69,50069.5k $2.4m $2.4m 0.00% Added +37.7k +37,695
94 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 69,30969.3k $2.4m $2.4m 0.05% Added +873 +873
95 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 69,25669.3k $2.4m $2.4m 0.01% Added +430 +430
96 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 68,70968.7k $2.3m $2.3m 0.08% Reduced -1.6k -1,571
97 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 68,11768.1k $2.4m $2.4m 0.00% Reduced -6.4k -6,380
98 QUADRANT CAPITAL GROUP LLC 0.08% of their portfolio CINCINNATI, OH 63,08963.1k $2.2m $2.2m 0.08% Unchanged
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,97663.0k $2.2m $2.2m 0.00% Reduced -3.5k -3,528
100 AlTi Global, Inc. 0.06% of their portfolio NEW YORK, NY 62,54862.5k $2.2m $2.2m 0.06% Added +2.1k +2,110