Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

535 institutional holders +31 vs Q1 2025
94,283,64194.3m shares reported held*
$3.7bnreported value*
57 new 200 added 200 reduced 28 sold out net bought ≈ $139.3m (+4.5m 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.17.

Trends to Q2 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: 504Q2 25: 535535Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025535

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 200 bought or addedQ3 23: 243 cut or sold outQ4 23: 227 bought or addedQ4 23: 238 cut or sold outQ4 23Q1 24: 231 bought or addedQ1 24: 229 cut or sold outQ2 24: 244 bought or addedQ2 24: 210 cut or sold outQ2 24Q3 24: 230 bought or addedQ3 24: 211 cut or sold outQ4 24: 235 bought or addedQ4 24: 228 cut or sold outQ4 24Q1 25: 211 bought or addedQ1 25: 254 cut or sold outQ2 25: 257 bought or addedQ2 25: 228 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023200243
Q4 2023227238
Q1 2024231229
Q2 2024244210
Q3 2024230211
Q4 2024235228
Q1 2025211254
Q2 2025257228

Biggest buyers

WIT, LLC Added +3,804,322+3.8m
JANE STREET GROUP, LLC Added +1,721,747+1.7m
BlackRock, Inc. Added +1,298,941+1.3m
ROYAL BANK OF CANADA Added +781,241+781.2k
OLD MISSION CAPITAL LLC Added +484,088+484.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +397,849+397.8k
Betterment LLC Added +368,576+368.6k
PNC Financial Services Group, Inc. Added +281,240+281.2k
Capitolis Liquid Global Markets LLC New +257,300+257.3k
FLOW TRADERS U.S. LLC Added +214,210+214.2k

Biggest sellers

NORTHERN TRUST CORP Reduced -1,460,270-1.5m
Ellevest, Inc. Sold out -870,877-870.9k
GOLDMAN SACHS GROUP INC Reduced -866,722-866.7k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -442,115-442.1k
BANK OF AMERICA CORP /DE/ Reduced -363,276-363.3k
Wealthspire Advisors, LLC Reduced -345,388-345.4k
Corient Private Wealth LP Reduced -339,115-339.1k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -322,576-322.6k
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Sold out -185,000-185.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -168,869-168.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 15,454,42415.5m $605.3m $605.3m 0.05% Reduced -363.3k -363,276
2 Empower Advisory Group, LLC 0.65% of their portfolio Greenwood Village, CO 5,581,1975.6m $218.6m $218.6m 0.65% Reduced -122.0k -122,002
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,441,4605.4m $213.1m $213.1m 0.01% Added +127.3k +127,268
4 WIT, LLC 4.45% of their portfolio DISTRICT OF COLUMBIA, DC 4,588,2014.6m $179.7m $179.7m 4.45% Added +3.8m +3,804,322
5 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 4,511,3274.5m $176.7m $176.7m 0.02% Reduced -1.5m -1,460,270
6 TIAA TRUST, NATIONAL ASSOCIATION 0.45% of their portfolio CHARLOTTE, NC 4,434,4984.4m $173.4m $173.4m 0.45% Reduced -442.1k -442,115
7 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,418,3623.4m $133.9m $133.9m 0.04% Added +30.4k +30,409
8 Betterment LLC 0.28% of their portfolio NEW YORK, NY 3,346,5423.3m $131.1m $131.1m 0.28% Added +368.6k +368,576
9 Wealthfront Advisers LLC 0.24% of their portfolio Palo Alto, CA 2,420,9442.4m $94.8m $94.8m 0.24% Reduced -74.7k -74,712
10 FMR LLC 0.01% of their portfolio BOSTON, MA 2,315,4762.3m $90.7m $90.7m 0.01% Reduced -162.5k -162,538
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,098,1392.1m $82.2m $82.2m 0.00% Added +1.3m +1,298,941
12 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,063,3822.1m $80.8m $80.8m 0.01% Reduced -866.7k -866,722
13 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 1,930,0161.9m $75.6m $75.6m 0.06% Added +66.3k +66,281
14 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,871,3001.9m $73.3m $73.3m 0.01% Reduced -45.9k -45,890
15 JANE STREET GROUP, LLC 0.11% of their portfolio NEW YORK, NY 1,818,6971.8m $71.2m $71.2m 0.11% Added +1.7m +1,721,747
16 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,671,5541.7m $65.5m $65.5m 0.01% Reduced -4.3k -4,328
17 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,564,0501.6m $61.3m $61.3m 0.01% Added +781.2k +781,241
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,522,6631.5m $59.7m $59.7m 0.01% Reduced -130.5k -130,526
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,426,5141.4m $55.9m $55.9m 0.01% Reduced -16.0k -15,989
20 Acorns Advisers, LLC 0.42% of their portfolio IRVINE, CA 1,239,0581.2m $48.5m $48.5m 0.42% Added +48.2k +48,167
21 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,237,1281.2m $48.5m $48.5m 0.02% Added +98.0k +98,045
22 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 974,291974.3k $38.2m $38.2m 0.02% Added +281.2k +281,240
23 Federation des caisses Desjardins du Quebec 0.16% of their portfolio LEVIS, A8 904,676904.7k $35.4m $35.4m 0.16% Reduced -91 -91
24 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 788,977789.0k $30.9m $30.9m 0.04% Added +51.9k +51,910
25 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 762,669762.7k $29.9m $29.9m 0.07% Added +11.4k +11,450
26 M&T Bank Corp 0.09% of their portfolio BUFFALO, NY 695,811695.8k $27.3m $27.3m 0.09% Added +33.2k +33,151
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 680,234680.2k $26.6m $26.6m 0.02% Added +45.2k +45,156
28 MISSION WEALTH MANAGEMENT, LP 0.53% of their portfolio Santa Barbara, CA 621,600621.6k $24.3m $24.3m 0.53% Reduced -4.7k -4,689
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 549,748549.7k $21.5m $21.5m 0.03% Added +397.8k +397,849
30 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 510,844510.8k $20.0m $20.0m 0.07% Reduced -33.4k -33,395
31 OLD MISSION CAPITAL LLC 0.53% of their portfolio CHICAGO, IL 503,701503.7k $19.7m $19.7m 0.53% Added +484.1k +484,088
32 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 450,727450.7k $17.7m $17.7m 0.06% Reduced -45.3k -45,339
33 IMPACTfolio, LLC 7.77% of their portfolio DENVER, CO 418,254418.3k $16.4m $16.4m 7.77% Added +4.3k +4,268
34 Money Design Co.,Ltd. 0.76% of their portfolio TOKYO, M0 417,101417.1k $16.3m $16.3m 0.76% Reduced -30.6k -30,605
35 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 363,178363.2k $14.2m $14.2m 0.02% Reduced -8.1k -8,138
36 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 361,975362.0k $14.2m $14.2m 0.02% Reduced -35.1k -35,115
37 Fiduciary Trust Co 0.17% of their portfolio Boston, MA 352,124352.1k $13.8m $13.8m 0.17% Reduced -2.8k -2,783
38 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 335,638335.6k $13.1m $13.1m 0.02% Reduced -168.9k -168,869
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 330,820330.8k $13.0m $13.0m 0.00% Reduced -789 -789
40 FLOW TRADERS U.S. LLC 0.47% of their portfolio NEW YORK, NY 327,848327.8k $12.8m $12.8m 0.47% Added +214.2k +214,210
41 SigFig Wealth Management, LLC 0.38% of their portfolio SAN FRANCISCO, CA 297,302297.3k $11.6m $11.6m 0.38% Added +4.1k +4,127
42 Mariner, LLC 0.02% of their portfolio Overland Park, KS 296,133296.1k $11.6m $11.6m 0.02% Added +7.8k +7,765
43 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% of their portfolio Seattle, WA 285,073285.1k $11.2m $11.2m 0.25% Reduced -13.3k -13,269
44 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 272,469272.5k $10.7m $10.7m 0.01% Reduced -339.1k -339,115
45 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 257,495257.5k $10.1m $10.1m 0.09% Added +7.6k +7,563
46 Capitolis Liquid Global Markets LLC 0.07% of their portfolio NEW YORK, NY 257,300257.3k $10.1m $10.1m 0.07% New
47 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 229,588229.6k $9.0m $9.0m 0.02% Reduced -96 -96
48 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 226,191226.2k $8.9m $8.9m 0.01% Reduced -7.5k -7,513
49 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 218,269218.3k $8.6m $8.6m 0.03% Added +22.3k +22,334
50 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 210,770210.8k $8.3m $8.3m 0.03% Reduced -32.0k -32,030
51 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 198,362198.4k $7.8m $7.8m 0.02% Added +1.0k +1,049
52 Composition Wealth, LLC 0.12% of their portfolio LOS ANGELES, CA 177,382177.4k $6.9m $6.9m 0.12% New
53 Ally Invest Advisors Inc. 0.53% of their portfolio CHARLOTTE, NC 173,347173.3k $6.8m $6.8m 0.53% Reduced -1.9k -1,940
54 OXFORD FINANCIAL GROUP, LTD. LLC 0.39% of their portfolio INDIANAPOLIS, IN 167,200167.2k $6.5m $6.5m 0.39% Reduced -3.6k -3,640
55 Intergy Private Wealth, LLC 2.19% of their portfolio COLORADO SPRINGS, CO 163,589163.6k $6.4m $6.4m 2.19% Added +4.0k +4,005
56 EASTERN BANK 0.12% of their portfolio BOSTON, MA 156,987157.0k $6.1m $6.1m 0.12% Added +5.8k +5,758
57 MATHER GROUP, LLC. 0.07% of their portfolio CHICAGO, IL 156,472156.5k $6.1m $6.1m 0.07% Added +21.9k +21,938
58 O'Brien Wealth Partners LLC 0.96% of their portfolio Waltham, MA 155,676155.7k $6.1m $6.1m 0.96% Added +148.5k +148,548
59 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 147,832147.8k $5.8m $5.8m 0.07% Added +2.3k +2,285
60 Laurel Wealth Planning LLC 3.21% of their portfolio EDINA, MN 143,962144.0k $5.6m $5.6m 3.21% Reduced -8.0k -8,007
61 Forefront Analytics, LLC 6.14% of their portfolio WEST CONSHOHOCKEN, PA 140,414140.4k $5.5m $5.5m 6.14% New
62 Alesco Advisors, LLC, An ESL Co 0.16% of their portfolio Pittsford, NY 140,042140.0k $5.5m $5.5m 0.16% Reduced -11.1k -11,056
63 3EDGE Asset Management, LP 0.34% of their portfolio Naples, FL 138,106138.1k $5.4m $5.4m 0.34% Added +102.3k +102,278
64 Stanich Group LLC 4.53% of their portfolio MONTAUK, NY 128,478128.5k $5.1m $5.1m 4.53% Added +4.3k +4,300
65 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 122,150122.2k $4.8m $4.8m 0.03% Reduced -345.4k -345,388
66 DOHJ, LLC 1.20% of their portfolio SEATTLE, WA 120,450120.5k $4.1m $4.1m 1.20% Reduced -4.5k -4,479
67 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 118,160118.2k $4.6m $4.6m 0.01% Added +8.2k +8,203
68 Quent Capital, LLC 0.44% of their portfolio NEW YORK, NY 115,286115.3k $4.5m $4.5m 0.44% Added +429 +429
69 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 110,775110.8k $4.3m $4.3m 0.01% Added +6.2k +6,201
70 Sand Hill Global Advisors, LLC 0.16% of their portfolio Palo Alto, CA 110,379110.4k $4.3m $4.3m 0.16% Reduced -2.4k -2,376
71 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 110,148110.1k $4.3m $4.3m 0.01% Added +57.1k +57,147
72 BAILARD, INC. 0.10% of their portfolio Foster City, CA 105,860105.9k $4.1m $4.1m 0.10% Reduced -1.5k -1,477
73 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 102,746102.7k $4.0m $4.0m 0.00% Added +31.9k +31,923
74 EVOKE WEALTH, LLC 0.09% of their portfolio Los Angeles, CA 99,05099.0k $3.9m $3.9m 0.09% Added +237 +237
75 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 98,94798.9k $3.9m $3.9m 0.03% Added +11.4k +11,360
76 High Note Wealth, LLC 0.88% of their portfolio DEEPHAVEN, MN 97,91797.9k $3.8m $3.8m 0.88% Reduced -140.6k -140,610
77 GeoWealth Management, LLC 0.14% of their portfolio CHICAGO, IL 91,91891.9k $3.6m $3.6m 0.14% Reduced -127 -127
78 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 88,73488.7k $3.5m $3.5m 0.03% Added +12.2k +12,205
79 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 88,68788.7k $3.5m $3.5m 0.02% Reduced -2.2k -2,166
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 86,67186.7k $3.4m $3.4m 0.00% Added +6.0k +6,006
81 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 86,59786.6k $3.4m $3.4m 0.01% Added +17.3k +17,341
82 Litman Gregory Wealth Management LLC 0.26% of their portfolio LARKSPUR, CA 85,82985.8k $3.4m $3.4m 0.26% Reduced -2.2k -2,184
83 rebel Financial LLC 1.51% of their portfolio GROVEPORT, OH 84,80984.8k $3.3m $3.3m 1.51% First filing
84 COMERICA BANK 0.01% of their portfolio DALLAS, TX 82,27782.3k $3.2m $3.2m 0.01% Added +18 +18
85 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 78,39378.4k $3.1m $3.1m 0.02% Reduced -307 -307
86 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 77,80077.8k $3.0m $3.0m 0.00% Added +77.6k +77,611
87 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 77,28977.3k $3.0m $3.0m 0.01% Reduced -22.5k -22,536
88 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 76,84576.8k $3.0m $3.0m 0.00% Added +7.3k +7,345
89 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 75,04075.0k $2.9m $2.9m 0.01% Added +22 +22
90 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 73,70273.7k $2.8m $2.8m 0.01% Added +22.9k +22,919
91 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 72,41872.4k $2.8m $2.8m 0.01% Added +12.1k +12,142
92 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 71,61871.6k $2.8m $2.8m 0.00% Added +71.4k +71,376
93 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 71,20071.2k $2.8m $2.8m 0.00% Added +64.5k +64,500
94 Connecticut Wealth Management, LLC 0.13% of their portfolio FARMINGTON, CT 70,63970.6k $2.8m $2.8m 0.13% Added +624 +624
95 Apella Capital, LLC 0.07% of their portfolio WEST HARTFORD, CT 70,03370.0k $2.7m $2.7m 0.07% Added +1.3k +1,324
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 69,79769.8k $2.7m $2.7m 0.00% Added +1.7k +1,680
97 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 66,27566.3k $2.6m $2.6m 0.06% First filing
98 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 66,13966.1k $2.6m $2.6m 0.04% Reduced -3.2k -3,170
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 65,29165.3k $2.6m $2.6m 0.00% Added +2.3k +2,315
100 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 63,45663.5k $2.5m $2.5m 0.00% Reduced -13.3k -13,323