Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

593 institutional holders +58 vs Q3 2025
92,381,62292.4m shares reported held*
$4.1bnreported value*
59 new 239 added 181 reduced 32 sold out net bought ≈ $59.0m (+1.4m 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.17.

Trends to Q4 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: 535Q3 25: 535Q4 25: 593593Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025535
Q4 2025593

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 240 bought or addedQ3 25: 234 cut or sold outQ4 25: 298 bought or addedQ4 25: 213 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024231229
Q2 2024244210
Q3 2024230211
Q4 2024235228
Q1 2025211254
Q2 2025257228
Q3 2025240234
Q4 2025298213

Biggest buyers

Empower Advisory Group, LLC Added +857,108+857.1k
WELLS FARGO & COMPANY/MN Added +674,952+675.0k
OLD MISSION CAPITAL LLC New +555,947+555.9k
ENVESTNET ASSET MANAGEMENT INC Added +498,692+498.7k
FMR LLC Added +389,681+389.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +374,844+374.8k
NORTHERN TRUST CORP Added +250,433+250.4k
Corient Private Wealth LP Added +248,406+248.4k
DRW Securities, LLC New +192,321+192.3k
LPL Financial LLC Added +167,624+167.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,331,408-2.3m
Federation des caisses Desjardins du Quebec Reduced -847,182-847.2k
GOLDMAN SACHS GROUP INC Reduced -687,052-687.1k
PARK AVENUE SECURITIES LLC Sold out -284,859-284.9k
FLOW TRADERS U.S. LLC Sold out -158,214-158.2k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -152,319-152.3k
Capitolis Liquid Global Markets LLC Sold out -128,900-128.9k
BANK OF AMERICA CORP /DE/ Reduced -115,444-115.4k
Synergy Asset Management, LLC Sold out -58,212-58.2k
UBS Group AG Reduced -49,788-49.8k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 14,034,71414.0m $619.9m $619.9m 0.05% Reduced -115.4k -115,444
2 Empower Advisory Group, LLC 0.76% of their portfolio Greenwood Village, CO 6,376,7486.4m $281.7m $281.7m 0.76% Added +857.1k +857,108
3 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 5,194,2835.2m $229.4m $229.4m 0.03% Added +250.4k +250,433
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,885,8574.9m $215.8m $215.8m 0.01% Added +78.1k +78,069
5 WIT, LLC 4.07% of their portfolio DISTRICT OF COLUMBIA, DC 4,601,3244.6m $203.2m $203.2m 4.07% Added +13.1k +13,123
6 TIAA TRUST, NATIONAL ASSOCIATION 0.45% of their portfolio CHARLOTTE, NC 4,216,4694.2m $186.8m $186.8m 0.45% Reduced -152.3k -152,319
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 3,550,3933.6m $156.8m $156.8m 0.05% Added +498.7k +498,692
8 Betterment LLC 0.27% of their portfolio NEW YORK, NY 3,254,3233.3m $143.7m $143.7m 0.27% Reduced -23.4k -23,435
9 FMR LLC 0.01% of their portfolio BOSTON, MA 2,920,9212.9m $129.0m $129.0m 0.01% Added +389.7k +389,681
10 Wealthfront Advisers LLC 0.25% of their portfolio Palo Alto, CA 2,568,0722.6m $113.4m $113.4m 0.25% Added +70.7k +70,663
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,397,2142.4m $105.9m $105.9m 0.01% Reduced -2.3m -2,331,408
12 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,345,7312.3m $103.6m $103.6m 0.02% Added +675.0k +674,952
13 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 1,962,5162.0m $86.7m $86.7m 0.06% Added +47.3k +47,289
14 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,514,4191.5m $66.9m $66.9m 0.02% Added +167.6k +167,624
15 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,451,0031.5m $64.1m $64.1m 0.01% Reduced -43.1k -43,062
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,347,9171.3m $59.5m $59.5m 0.00% Added +59.3k +59,338
17 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,278,1851.3m $56.5m $56.5m 0.01% Reduced -49.8k -49,788
18 Acorns Advisers, LLC 0.41% of their portfolio IRVINE, CA 1,248,0701.2m $55.1m $55.1m 0.41% Added +17.0k +16,959
19 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,215,7721.2m $53.7m $53.7m 0.03% Added +15.3k +15,260
20 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 945,667945.7k $41.8m $41.8m 0.06% Added +20.2k +20,240
21 US BANCORP \DE\ 0.05% of their portfolio MINNEAPOLIS, MN 906,767906.8k $40.1m $40.1m 0.05% Added +34.5k +34,502
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 767,299767.3k $33.9m $33.9m 0.02% Added +73.0k +72,954
23 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 745,171745.2k $32.9m $32.9m 0.01% Added +65.3k +65,312
24 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 689,795689.8k $30.5m $30.5m 0.10% Reduced -15.6k -15,557
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 641,688641.7k $28.3m $28.3m 0.00% Reduced -687.1k -687,052
26 Envestnet Portfolio Solutions, Inc. 0.10% of their portfolio BERWYN, PA 630,493630.5k $27.8m $27.8m 0.10% Added +111.2k +111,244
27 MISSION WEALTH MANAGEMENT, LP 0.54% of their portfolio Santa Barbara, CA 599,664599.7k $26.5m $26.5m 0.54% Reduced -18.9k -18,920
28 OLD MISSION CAPITAL LLC 0.95% of their portfolio CHICAGO, IL 555,947555.9k $24.6m $24.6m 0.95% New
29 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 554,188554.2k $24.5m $24.5m 0.02% Added +248.4k +248,406
30 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 450,502450.5k $19.9m $19.9m 0.06% Added +9.1k +9,118
31 IMPACTfolio, LLC 8.32% of their portfolio DENVER, CO 448,444448.4k $19.8m $19.8m 8.32% Reduced -36.0k -36,019
32 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 418,881418.9k $18.5m $18.5m 0.01% Added +152.2k +152,246
33 Fiduciary Trust Co 0.21% of their portfolio Boston, MA 410,234410.2k $18.1m $18.1m 0.21% Added +8.7k +8,736
34 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 379,777379.8k $16.8m $16.8m 0.02% Added +52.8k +52,848
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 374,844374.8k $16.6m $16.6m 0.02% New
36 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 371,275371.3k $16.4m $16.4m 0.02% Added +45.8k +45,825
37 Forefront Analytics, LLC 14.18% of their portfolio WEST CONSHOHOCKEN, PA 363,728363.7k $16.1m $16.1m 14.18% Added +165.7k +165,743
38 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 357,711357.7k $15.8m $15.8m 0.02% Added +987 +987
39 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 352,611352.6k $15.6m $15.6m 0.02% Reduced -7.1k -7,058
40 EASTERN BANK 0.26% of their portfolio BOSTON, MA 342,880342.9k $15.1m $15.1m 0.26% Reduced -2.3k -2,314
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 339,079339.1k $15.0m $15.0m 0.00% Added +10.5k +10,531
42 Mariner, LLC 0.02% of their portfolio Overland Park, KS 311,328311.3k $13.8m $13.8m 0.02% Added +13.1k +13,057
43 SigFig Wealth Management, LLC 0.40% of their portfolio SAN FRANCISCO, CA 302,215302.2k $13.3m $13.3m 0.40% Added +1.4k +1,356
44 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 297,361297.4k $13.1m $13.1m 0.02% Added +159.2k +159,230
45 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% of their portfolio Seattle, WA 277,903277.9k $12.3m $12.3m 0.22% Reduced -4.9k -4,858
46 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 251,142251.1k $11.1m $11.1m 0.03% Added +24.8k +24,782
47 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 237,060237.1k $10.5m $10.5m 0.03% Added +47.0k +47,042
48 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 230,077230.1k $10.2m $10.2m 0.07% Added +24.8k +24,779
49 Global Retirement Partners, LLC 0.16% of their portfolio San Rafael, CA 198,669198.7k $8.8m $8.8m 0.16% Added +134.5k +134,465
50 Composition Wealth, LLC 0.12% of their portfolio LOS ANGELES, CA 194,148194.1k $8.6m $8.6m 0.12% Added +12.3k +12,300
51 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 192,372192.4k $8.5m $8.5m 0.01% Reduced -34.7k -34,744
52 DRW Securities, LLC 0.65% of their portfolio CHICAGO, IL 192,321192.3k $8.5m $8.5m 0.65% New
53 Ally Invest Advisors Inc. 0.53% of their portfolio CHARLOTTE, NC 173,309173.3k $7.7m $7.7m 0.53% Reduced -872 -872
54 Intergy Private Wealth, LLC 2.19% of their portfolio COLORADO SPRINGS, CO 164,238164.2k $7.3m $7.3m 2.19% Reduced -440 -440
55 OXFORD FINANCIAL GROUP, LTD. LLC 0.39% of their portfolio INDIANAPOLIS, IN 162,591162.6k $7.2m $7.2m 0.39% Reduced -4.2k -4,191
56 MATHER GROUP, LLC. 0.07% of their portfolio CHICAGO, IL 158,027158.0k $7.0m $7.0m 0.07% Added +2.5k +2,469
57 Modera Wealth Management, LLC 0.08% of their portfolio WESTWOOD, NJ 152,561152.6k $6.7m $6.7m 0.08% Added +1.9k +1,937
58 O'Brien Wealth Partners LLC 0.88% of their portfolio Waltham, MA 151,187151.2k $6.7m $6.7m 0.88% Reduced -1.1k -1,054
59 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 139,856139.9k $6.2m $6.2m 0.01% Added +33.9k +33,903
60 Laurel Wealth Planning LLC 3.38% of their portfolio EDINA, MN 138,244138.2k $6.1m $6.1m 3.38% Reduced -3.5k -3,503
61 Stanich Group LLC 4.55% of their portfolio MONTAUK, NY 136,668136.7k $6.0m $6.0m 4.55% Added +5.9k +5,933
62 Alesco Advisors, LLC, An ESL Co 0.15% of their portfolio Pittsford, NY 130,514130.5k $5.8m $5.8m 0.15% Reduced -614 -614
63 3EDGE Asset Management, LP 0.30% of their portfolio Naples, FL 128,787128.8k $5.7m $5.7m 0.30% Reduced -3.2k -3,166
64 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 126,725126.7k $5.6m $5.6m 0.00% Unchanged
65 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 122,760122.8k $5.4m $5.4m 0.01% Reduced -533 -533
66 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 118,374118.4k $5.2m $5.2m 0.01% Reduced -942 -942
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 117,559117.6k $5.2m $5.2m 0.01% Added +23.1k +23,109
68 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 116,498116.5k $5.1m $5.1m 0.03% Added +10.8k +10,846
69 Quent Capital, LLC 0.37% of their portfolio NEW YORK, NY 114,840114.8k $5.1m $5.1m 0.37% Added +382 +382
70 BAILARD, INC. 0.11% of their portfolio Foster City, CA 114,349114.3k $5.1m $5.1m 0.11% Added +7.6k +7,629
71 Wealthspire Advisors, LLC 0.04% of their portfolio NEW YORK, NY 113,661113.7k $5.0m $5.0m 0.04% Reduced -6.8k -6,830
72 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 112,370112.4k $5.0m $5.0m 0.01% Unchanged
73 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 111,337111.3k $4.9m $4.9m 0.02% Reduced -2.3k -2,274
74 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 109,898109.9k $4.9m $4.9m 0.00% Added +68.8k +68,831
75 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 108,665108.7k $4.8m $4.8m 0.01% Added +13.9k +13,917
76 Sand Hill Global Advisors, LLC 0.17% of their portfolio Palo Alto, CA 108,348108.3k $4.8m $4.8m 0.17% Reduced -2.1k -2,107
77 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 104,419104.4k $4.6m $4.6m 0.00% Added +9.2k +9,222
78 EVOKE WEALTH, LLC 0.08% of their portfolio Los Angeles, CA 97,88197.9k $4.3m $4.3m 0.08% Reduced -1.2k -1,168
79 High Note Wealth, LLC 0.82% of their portfolio DEEPHAVEN, MN 94,98395.0k $4.2m $4.2m 0.82% Reduced -10 -10
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 90,14890.1k $4.0m $4.0m 0.00% Reduced -33.7k -33,651
81 GeoWealth Management, LLC 0.14% of their portfolio CHICAGO, IL 86,70886.7k $3.8m $3.8m 0.14% Reduced -4.1k -4,051
82 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 86,44086.4k $3.8m $3.8m 0.01% Added +15.2k +15,243
83 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 83,46983.5k $3.7m $3.7m 0.00% Reduced -3.8k -3,848
84 COMERICA BANK 0.01% of their portfolio DALLAS, TX 83,31283.3k $3.7m $3.7m 0.01% Added +1.9k +1,882
85 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 83,25383.3k $3.7m $3.7m 0.01% Added +3.2k +3,244
86 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 81,41681.4k $3.6m $3.6m 0.01% Added +6.6k +6,589
87 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 80,35780.4k $3.5m $3.5m 0.02% Reduced -20.8k -20,839
88 rebel Financial LLC 1.46% of their portfolio GROVEPORT, OH 77,38977.4k $3.4m $3.4m 1.46% Added +77.4k +77,389
89 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 76,38176.4k $3.4m $3.4m 0.02% Added +14.1k +14,072
90 Litman Gregory Wealth Management LLC 0.24% of their portfolio LARKSPUR, CA 74,66774.7k $3.3m $3.3m 0.24% Reduced -3.7k -3,664
91 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 73,53473.5k $3.2m $3.2m 0.01% Reduced -3.4k -3,351
92 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 72,87672.9k $3.2m $3.2m 0.05% Added +5.1k +5,135
93 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 71,53571.5k $3.2m $3.2m 0.06% Added +2.3k +2,261
94 BAROMETER CAPITAL MANAGEMENT INC. 0.27% of their portfolio TORONTO, A6 71,20071.2k $1.1m $1.1m 0.27% Added +62.4k +62,400
95 Avise Financial Cooperative, Inc. 2.76% of their portfolio LOS ANGELES, CA 69,26269.3k $3.1m $3.1m 2.76% First filing
96 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 68,15268.2k $3.0m $3.0m 0.00% Added +1.0k +1,007
97 RAFFA WEALTH MANAGEMENT, LLC 0.46% of their portfolio WASHINGTON, DC 67,90167.9k $3.0m $3.0m 0.46% Added +4.7k +4,661
98 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 66,54866.5k $2.9m $2.9m 0.02% Added +9.9k +9,950
99 AlTi Global, Inc. 0.06% of their portfolio NEW YORK, NY 64,72364.7k $2.9m $2.9m 0.06% Added +3.6k +3,588
100 Wescott Financial Advisory Group, LLC 0.24% of their portfolio Philadelphia, PA 63,10363.1k $2.8m $2.8m 0.24% Added +907 +907