Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

608 institutional holders +15 vs Q4 2025
94,784,71494.8m shares reported held*
$4.3bnreported value*
51 new 208 added 232 reduced 30 sold out net sold ≈ $15.3m (-385.0k 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 ($53.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.45.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 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: 593Q1 26: 608608Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026608

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 257 bought or addedQ2 25: 228 cut or sold outQ3 25: 240 bought or addedQ3 25: 234 cut or sold outQ3 25Q4 25: 298 bought or addedQ4 25: 213 cut or sold outQ1 26: 259 bought or addedQ1 26: 262 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024244210
Q3 2024230211
Q4 2024235228
Q1 2025211254
Q2 2025257228
Q3 2025240234
Q4 2025298213
Q1 2026259262

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +2,683,830+2.7m
MORGAN STANLEY Added +766,073+766.1k
BlackRock, Inc. Added +756,018+756.0k
WIT, LLC Added +580,431+580.4k
FLPUTNAM INVESTMENT MANAGEMENT CO New +557,433+557.4k
NATIONAL BANK OF CANADA /FI/ Added +346,778+346.8k
NORTHERN TRUST CORP Added +324,140+324.1k
PARK AVENUE SECURITIES LLC New +313,840+313.8k
US BANCORP \DE\ Added +300,071+300.1k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC New +283,275+283.3k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -4,175,395-4.2m
Empower Advisory Group, LLC Reduced -1,153,599-1.2m
WELLS FARGO & COMPANY/MN Reduced -612,898-612.9k
OLD MISSION CAPITAL LLC Sold out -555,947-555.9k
CITADEL ADVISORS LLC Sold out -418,881-418.9k
Corient Private Wealth LP Reduced -306,164-306.2k
JANE STREET GROUP, LLC Sold out -297,361-297.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -287,431-287.4k
SigFig Wealth Management, LLC Reduced -270,785-270.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -221,629-221.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 16,718,54416.7m $760.2m $760.2m 0.06% Added +2.7m +2,683,830
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,651,9305.7m $257.0m $257.0m 0.02% Added +766.1k +766,073
3 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 5,518,4235.5m $250.9m $250.9m 0.03% Added +324.1k +324,140
4 Empower Advisory Group, LLC 0.62% of their portfolio Greenwood Village, CO 5,223,1495.2m $237.5m $237.5m 0.62% Reduced -1.2m -1,153,599
5 WIT, LLC 4.45% of their portfolio DISTRICT OF COLUMBIA, DC 5,181,7555.2m $235.6m $235.6m 4.45% Added +580.4k +580,431
6 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,328,7643.3m $151.4m $151.4m 0.04% Reduced -221.6k -221,629
7 Betterment LLC 0.27% of their portfolio NEW YORK, NY 3,182,5303.2m $144.7m $144.7m 0.27% Reduced -71.8k -71,793
8 TIAA Wealth Investment Management LLC 0.99% of their portfolio New York, NY 2,961,5223.0m $129.7m $129.7m 0.99% First filing
9 FMR LLC 0.01% of their portfolio BOSTON, MA 2,886,0302.9m $131.2m $131.2m 0.01% Reduced -34.9k -34,891
10 Wealthfront Advisers LLC 0.25% of their portfolio Palo Alto, CA 2,504,5242.5m $113.9m $113.9m 0.25% Reduced -63.5k -63,548
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,412,6642.4m $105.7m $105.7m 0.01% Added +15.4k +15,450
12 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,103,9352.1m $95.7m $95.7m 0.00% Added +756.0k +756,018
13 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 2,014,2022.0m $91.6m $91.6m 0.06% Added +51.7k +51,686
14 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,732,8331.7m $78.8m $78.8m 0.02% Reduced -612.9k -612,898
15 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,683,2781.7m $76.5m $76.5m 0.02% Added +168.9k +168,859
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,411,2961.4m $64.2m $64.2m 0.01% Reduced -39.7k -39,707
17 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,326,8881.3m $60.3m $60.3m 0.01% Added +48.7k +48,703
18 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,254,2771.3m $57.0m $57.0m 0.03% Added +38.5k +38,505
19 Acorns Advisers, LLC 0.41% of their portfolio IRVINE, CA 1,215,3831.2m $55.3m $55.3m 0.41% Reduced -32.7k -32,687
20 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 1,206,8381.2m $60.1m $60.1m 0.07% Added +300.1k +300,071
21 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.18% of their portfolio CHARLOTTE, NC 1,044,8951.0m $47.5m $47.5m 0.18% First filing
22 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 937,064937.1k $42.6m $42.6m 0.06% Reduced -8.6k -8,603
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 799,904799.9k $36.4m $36.4m 0.02% Added +32.6k +32,605
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 754,484754.5k $34.3m $34.3m 0.01% Added +9.3k +9,313
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 715,454715.5k $32.5m $32.5m 0.00% Added +73.8k +73,766
26 MISSION WEALTH MANAGEMENT, LP 0.56% of their portfolio Santa Barbara, CA 585,790585.8k $26.6m $26.6m 0.56% Reduced -13.9k -13,874
27 FIFTH THIRD BANCORP 0.05% of their portfolio CINCINNATI, OH 574,551574.6k $26.1m $26.1m 0.05% Added +124.0k +124,049
28 M&T Bank Corp 0.09% of their portfolio BUFFALO, NY 573,247573.2k $26.1m $26.1m 0.09% Reduced -116.5k -116,548
29 Envestnet Portfolio Solutions, Inc. 0.14% of their portfolio BERWYN, PA 564,830564.8k $25.7m $25.7m 0.14% Reduced -65.7k -65,663
30 FLPUTNAM INVESTMENT MANAGEMENT CO 0.38% of their portfolio PORTLAND, ME 557,433557.4k $25.3m $25.3m 0.38% New
31 IMPACTfolio, LLC 9.38% of their portfolio DENVER, CO 485,629485.6k $22.1m $22.1m 9.38% Added +37.2k +37,185
32 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.14% of their portfolio NEW YORK, NY 470,600470.6k $21.4m $21.4m 0.14% First filing
33 Fiduciary Trust Co 0.23% of their portfolio Boston, MA 425,038425.0k $19.3m $19.3m 0.23% Added +14.8k +14,804
34 Forefront Analytics, LLC 15.28% of their portfolio WEST CONSHOHOCKEN, PA 369,453369.5k $16.8m $16.8m 15.28% Added +5.7k +5,725
35 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 364,413364.4k $16.6m $16.6m 0.02% Reduced -15.4k -15,364
36 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 363,309363.3k $16.5m $16.5m 0.02% Added +5.6k +5,598
37 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 351,620351.6k $16.0m $16.0m 0.02% Reduced -19.7k -19,655
38 EASTERN BANK 0.27% of their portfolio BOSTON, MA 348,586348.6k $15.9m $15.9m 0.27% Added +5.7k +5,706
39 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 346,800346.8k $15.8m $15.8m 0.02% Added +346.8k +346,778
40 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 337,965338.0k $15.4m $15.4m 0.01% Reduced -14.6k -14,646
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 326,033326.0k $14.8m $14.8m 0.00% Reduced -13.0k -13,046
42 Mariner, LLC 0.02% of their portfolio Overland Park, KS 324,716324.7k $14.8m $14.8m 0.02% Added +13.4k +13,388
43 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 313,840313.8k $14.3m $14.3m 0.11% New
44 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 312,930312.9k $14.2m $14.2m 0.08% Added +82.9k +82,853
45 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.18% of their portfolio PORTLAND, OR 283,275283.3k $12.9m $12.9m 0.18% New
46 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% of their portfolio Seattle, WA 271,331271.3k $12.3m $12.3m 0.21% Reduced -6.6k -6,572
47 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 270,273270.3k $12.3m $12.3m 0.03% Added +19.1k +19,131
48 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 248,024248.0k $11.3m $11.3m 0.02% Reduced -306.2k -306,164
49 Nearwater Capital Markets, Ltd 0.21% of their portfolio NEW YORK, NY 200,000200.0k $9.1m $9.1m 0.21% New
50 Composition Wealth, LLC 0.12% of their portfolio LOS ANGELES, CA 198,455198.5k $9.0m $9.0m 0.12% Added +4.3k +4,307
51 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 183,335183.3k $8.3m $8.3m 0.02% Reduced -53.7k -53,725
52 Ally Invest Advisors Inc. 0.53% of their portfolio CHARLOTTE, NC 173,536173.5k $7.9m $7.9m 0.53% Added +227 +227
53 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 168,124168.1k $7.6m $7.6m 0.01% Added +84.7k +84,655
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 167,888167.9k $7.6m $7.6m 0.00% Reduced -24.5k -24,484
55 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 166,631166.6k $7.6m $7.6m 0.00% Added +39.9k +39,906
56 Intergy Private Wealth, LLC 2.17% of their portfolio COLORADO SPRINGS, CO 162,446162.4k $7.4m $7.4m 2.17% Reduced -1.8k -1,792
57 OXFORD FINANCIAL GROUP, LTD. LLC 0.39% of their portfolio INDIANAPOLIS, IN 157,424157.4k $7.2m $7.2m 0.39% Reduced -5.2k -5,167
58 MATHER GROUP, LLC. 0.07% of their portfolio CHICAGO, IL 157,147157.1k $7.1m $7.1m 0.07% Reduced -880 -880
59 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 155,824155.8k $6.9m $6.9m 0.00% Added +51.4k +51,405
60 Modera Wealth Management, LLC 0.08% of their portfolio WESTWOOD, NJ 155,372155.4k $7.1m $7.1m 0.08% Added +2.8k +2,811
61 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 144,636144.6k $6.6m $6.6m 0.00% Added +54.5k +54,488
62 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 143,596143.6k $6.5m $6.5m 0.01% Added +20.8k +20,836
63 Stanich Group LLC 4.92% of their portfolio MONTAUK, NY 141,849141.8k $6.4m $6.4m 4.92% Added +5.2k +5,181
64 Laurel Wealth Planning LLC 3.17% of their portfolio EDINA, MN 132,209132.2k $6.0m $6.0m 3.17% Reduced -6.0k -6,035
65 BALDWIN WEALTH PARTNERS LLC/MA 0.42% of their portfolio Marion, MA 127,953128.0k $5.8m $5.8m 0.42% New
66 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 127,754127.8k $5.8m $5.8m 0.00% Added +17.9k +17,856
67 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 127,246127.2k $5.8m $5.8m 0.03% Added +10.7k +10,748
68 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 125,952126.0k $5.7m $5.7m 0.01% Reduced -13.9k -13,904
69 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 123,954124.0k $5.6m $5.6m 0.01% Added +5.6k +5,580
70 Alesco Advisors, LLC, An ESL Co 0.14% of their portfolio Pittsford, NY 121,367121.4k $5.5m $5.5m 0.14% Reduced -9.1k -9,147
71 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 115,684115.7k $5.3m $5.3m 0.02% Added +32.4k +32,431
72 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 112,698112.7k $5.1m $5.1m 0.02% Added +1.4k +1,361
73 Wealthspire Advisors, LLC 0.04% of their portfolio NEW YORK, NY 111,059111.1k $5.0m $5.0m 0.04% Reduced -2.6k -2,602
74 Quent Capital, LLC 0.35% of their portfolio NEW YORK, NY 109,765109.8k $5.0m $5.0m 0.35% Reduced -5.1k -5,075
75 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 107,240107.2k $4.9m $4.9m 0.01% Reduced -10.3k -10,319
76 BAILARD, INC. 0.11% of their portfolio Foster City, CA 107,136107.1k $4.9m $4.9m 0.11% Reduced -7.2k -7,213
77 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 105,070105.1k $4.8m $4.8m 0.01% Reduced -7.3k -7,300
78 Sand Hill Global Advisors, LLC 0.16% of their portfolio Palo Alto, CA 104,434104.4k $4.7m $4.7m 0.16% Reduced -3.9k -3,914
79 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 101,318101.3k $4.6m $4.6m 0.01% Reduced -7.3k -7,347
80 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 100,117100.1k $4.6m $4.6m 0.01% New
81 EVOKE WEALTH, LLC 0.08% of their portfolio Los Angeles, CA 97,88197.9k $4.5m $4.5m 0.08% Unchanged
82 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 96,89096.9k $4.4m $4.4m 0.01% Added +15.5k +15,474
83 High Note Wealth, LLC 0.85% of their portfolio DEEPHAVEN, MN 94,63894.6k $4.3m $4.3m 0.85% Reduced -345 -345
84 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 90,12290.1k $4.1m $4.1m 0.01% Added +3.7k +3,682
85 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 89,92589.9k $4.1m $4.1m 0.02% Added +9.6k +9,568
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 87,41387.4k $4.0m $4.0m 0.01% Reduced -287.4k -287,431
87 Centennial Bank/AR/ 1.30% of their portfolio CONWAY, AR 79,40079.4k $3.6m $3.6m 1.30% Added +39.0k +39,025
88 NORTHSTAR ASSET MANAGEMENT INC 1.11% of their portfolio Boston, MA 79,38179.4k $3.6m $3.6m 1.11% Added +41.2k +41,162
89 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 78,62678.6k $3.5m $3.5m 0.00% Added +23.8k +23,768
90 GeoWealth Management, LLC 0.13% of their portfolio CHICAGO, IL 77,27877.3k $3.5m $3.5m 0.13% Reduced -9.4k -9,430
91 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 76,30076.3k $3.5m $3.5m 0.01% Added +67.4k +67,400
92 Avise Financial Cooperative, Inc. 2.79% of their portfolio LOS ANGELES, CA 74,21874.2k $3.4m $3.4m 2.79% Added +5.0k +4,956
93 RAFFA WEALTH MANAGEMENT, LLC 0.53% of their portfolio WASHINGTON, DC 74,13674.1k $3.4m $3.4m 0.53% Added +6.2k +6,235
94 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 74,10174.1k $3.4m $3.4m 0.00% Added +5.9k +5,949
95 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 72,11772.1k $3.3m $3.3m 0.01% Reduced -1.4k -1,417
96 Apella Capital, LLC 0.05% of their portfolio WEST HARTFORD, CT 71,38771.4k $3.6m $3.6m 0.05% Reduced -148 -148
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 70,60270.6k $3.2m $3.2m 0.01% Added +41.8k +41,823
98 rebel Financial LLC 1.37% of their portfolio GROVEPORT, OH 69,27469.3k $3.1m $3.1m 1.37% Reduced -8.1k -8,115
99 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 66,33666.3k $3.0m $3.0m 0.01% Reduced -212 -212
100 Robertson Stephens Wealth Management, LLC 0.08% of their portfolio San Francisco, CA 65,25765.3k $3.0m $3.0m 0.08% Added +5.2k +5,180