ESGE Institutional Ownership
iShares ESG Aware MSCI EM ETF
1W: -0.4%
1M: +1.4%
3M: +1.6%
YTD: +20.9%
1Y: +27.6%
3Y: +95.1%
5Y: +48.7%
$54.93
+0.73 (+1.36%)
Weekly Expected Move ±3.1%
$51
$53
$55
$57
$58
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — ESGE
675
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
74
New Positions
184
Increased
310
Reduced
36
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (705 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 16,489,651 | $906M | -228,893 | -1.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,936,258 | $326M | +284,328 | +5.0% | 36Q | SEC ↗ |
| 3 | NORTHERN TRUST CORP | 5,462,480 | $300M | -55,943 | -1.0% | 27Q | SEC ↗ |
| 4 | Empower Advisory Group, LLC | 4,655,004 | $256M | -568,145 | -10.9% | 14Q | SEC ↗ |
| 5 | WIT, LLC | 4,518,911 | $248M | -662,844 | -12.8% | 21Q | SEC ↗ |
| 6 | FMR LLC | 3,292,738 | $181M | +406,708 | +14.1% | 26Q | SEC ↗ |
| 7 | Betterment LLC | 3,042,236 | $167M | -140,294 | -4.4% | 32Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 2,822,780 | $155M | +410,116 | +17.0% | 35Q | SEC ↗ |
| 9 | TIAA Wealth Investment Management LLC | 2,776,338 | $153M | -185,184 | -6.3% | 2Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,621,901 | $144M | -706,863 | -21.2% | 32Q | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 2,516,931 | $138M | +12,407 | +0.5% | 21Q | SEC ↗ |
| 12 | Creative Planning | 2,026,010 | $111M | +11,808 | +0.6% | 31Q | SEC ↗ |
| 13 | US BANCORP \DE | 1,907,808 | $105M | +700,970 | +58.1% | 28Q | SEC ↗ |
| 14 | LPL Financial LLC | 1,781,398 | $98M | +98,120 | +5.8% | 37Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,718,903 | $94M | -13,930 | -0.8% | 36Q | SEC ↗ |
| 16 | BlackRock, Inc. | 1,703,590 | $94M | -400,345 | -19.0% | 8Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 1,299,752 | $71M | -111,544 | -7.9% | 16Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 1,288,929 | $71M | +34,652 | +2.8% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 1,283,116 | $70M | -43,772 | -3.3% | 38Q | SEC ↗ |
| 20 | Acorns Advisers, LLC | 1,187,994 | $65M | -27,389 | -2.3% | 21Q | SEC ↗ |
| 21 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,041,491 | $57M | -3,404 | -0.3% | 2Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 932,491 | $51M | -4,573 | -0.5% | 30Q | SEC ↗ |
| 23 | FLPUTNAM INVESTMENT MANAGEMENT CO | 734,756 | $40M | +177,323 | +31.8% | 2Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 730,940 | $40M | -68,964 | -8.6% | 31Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 718,646 | $39M | +3,192 | +0.4% | 15Q | SEC ↗ |
| 26 | M&T Bank Corp | 693,861 | $38M | +29,673 | +4.5% | 20Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 665,440 | $37M | -89,044 | -11.8% | 38Q | SEC ↗ |
| 28 | MISSION WEALTH MANAGEMENT, LP | 622,173 | $34M | +36,383 | +6.2% | 34Q | SEC ↗ |
| 29 | FIFTH THIRD BANCORP | 564,283 | $31M | -10,268 | -1.8% | 26Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC NEW | 500,000 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 31 | IMPACTfolio, LLC | 498,176 | $27M | +12,547 | +2.6% | 19Q | SEC ↗ |
| 32 | Envestnet Portfolio Solutions, Inc. | 425,195 | $23M | -139,635 | -24.7% | 12Q | SEC ↗ |
| 33 | Fiduciary Trust Co | 407,888 | $22M | -17,150 | -4.0% | 16Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 363,923 | $20M | +12,303 | +3.5% | 34Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 349,451 | $19M | -13,858 | -3.8% | 29Q | SEC ↗ |
| 36 | Beacon Pointe Advisors, LLC | 339,722 | $19M | +26,792 | +8.6% | 31Q | SEC ↗ |
| 37 | EASTERN BANK | 339,094 | $19M | -9,492 | -2.7% | 8Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 331,003 | $18M | +4,970 | +1.5% | 7Q | SEC ↗ |
| 39 | SEI INVESTMENTS CO | 322,945 | $18M | -15,020 | -4.4% | 15Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 319,148 | $18M | -45,265 | -12.4% | 23Q | SEC ↗ |
| 41 | Mariner, LLC | 312,630 | $17M | -12,086 | -3.7% | 19Q | SEC ↗ |
| 42 | ALLIANCEBERNSTEIN L.P. | 282,277 | $16M | +203,651 | +259.0% | 19Q | SEC ↗ |
| 43 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 281,749 | $15M | -1,526 | -0.5% | 2Q | SEC ↗ |
| 44 | Empirical Financial Services, LLC d.b. | 262,736 | $14M | -8,595 | -3.2% | 27Q | SEC ↗ |
| 45 | PARK AVENUE SECURITIES LLC | 249,207 | $14M | -64,633 | -20.6% | 2Q | SEC ↗ |
| 46 | TRUIST FINANCIAL CORP | 205,792 | $11M | +37,668 | +22.4% | 27Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 193,007 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Forefront Analytics, LLC | 192,398 | $11M | -177,055 | -47.9% | 5Q | SEC ↗ |
| 49 | Composition Wealth, LLC | 186,685 | $10M | -11,770 | -5.9% | 5Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 174,125 | $10M | -9,210 | -5.0% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 500,000 | $27M |
| Global Retirement Partners, LLC | 193,007 | $11M |
| Ellevest, Inc. | 169,106 | $9M |
| CITADEL ADVISORS LLC | 50,519 | $3M |
| Wealth Advisory Team LLC | 32,895 | $2M |
| CANANDAIGUA NATIONAL CORP | 28,249 | $2M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 26,652 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 23,493 | $1M |
| Columbia Bank | 20,210 | $1M |
| Diversify Advisory Services, LLC | 17,403 | $956K |
| ZENITH SOLUTIONS, INC. | 12,174 | $669K |
| Mountain Capital Investment Advisor | 11,971 | $658K |
| Advisory Solutions Group, LLC | 11,559 | $635K |
| TRUST CO OF TOLEDO NA /OH | 10,424 | $573K |
| OPPENHEIMER & CO INC | 9,293 | $510K |
| SEVEN MILE ADVISORY | 8,103 | $445K |
| Noble Wealth Partners LLC | 6,960 | $382K |
| Daiwa Securities Group Inc. | 6,700 | $368K |
| Winter & Associates, Inc. | 6,524 | $358K |
| AQR CAPITAL MANAGEMENT LLC | 5,766 | $317K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 555,947 | $31M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 470,600 | $26M |
| NATIONAL BANK OF CANADA /FI | 346,800 | $19M |
| Nearwater Capital Markets, Ltd | 200,000 | $11M |
| 3EDGE Asset Management, LP | 128,787 | $7M |
| EVOKE WEALTH, LLC | 97,881 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 87,413 | $5M |
| BAROMETER CAPITAL MANAGEMENT INC. | 71,200 | $4M |
| TrueWealth Financial Partners | 44,341 | $2M |
| DRW Securities, LLC | 43,732 | $2M |
| Ethic Inc. | 36,340 | $2M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 34,980 | $2M |
| Neumann Capital Management, LLC | 34,055 | $2M |
| Engineers Gate Manager LP | 30,289 | $2M |
| TWO SIGMA SECURITIES, LLC | 29,667 | $2M |
| Y-Intercept (Hong Kong) Ltd | 24,913 | $1M |
| Investor's Fiduciary Advisor Networ | 23,582 | $1M |
| HRT FINANCIAL LP | 18,949 | $1M |
| Squarepoint Ops LLC | 18,552 | $1M |
| Independent Advisor Alliance | 8,432 | $463K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| US BANCORP \DE | +700,970 | +58.1% | 1,907,808 |
| JPMORGAN CHASE & CO | +410,116 | +17.0% | 2,822,780 |
| FMR LLC | +406,708 | +14.1% | 3,292,738 |
| MORGAN STANLEY | +284,328 | +5.0% | 5,936,258 |
| ALLIANCEBERNSTEIN L.P. | +203,651 | +259.0% | 282,277 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | +177,323 | +31.8% | 734,756 |
| MARSHALL WACE, LLP | +158,810 | +1409.6% | 170,076 |
| LPL Financial LLC | +98,120 | +5.8% | 1,781,398 |
| MAI Capital Management | +98,021 | +851.0% | 109,539 |
| Atomic Invest LLC | +67,090 | +2130.5% | 70,239 |
| TRUIST FINANCIAL CORP | +37,668 | +22.4% | 205,792 |
| MISSION WEALTH MANAGEMENT, LP | +36,383 | +6.2% | 622,173 |
| PNC Financial Services Group, Inc. | +34,652 | +2.8% | 1,288,929 |
| Vise Technologies, Inc. | +33,494 | +507.3% | 40,097 |
| STIFEL FINANCIAL CORP | +32,070 | +43.3% | 106,171 |
| M&T Bank Corp | +29,673 | +4.5% | 693,861 |
| Beacon Pointe Advisors, LLC | +26,792 | +8.6% | 339,722 |
| CABOT WEALTH MANAGEMENT INC | +24,998 | +39.2% | 88,811 |
| NewEdge Advisors, LLC | +23,942 | +20.7% | 139,626 |
| North Berkeley Wealth Management, L | +23,795 | +44.0% | 77,840 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -706,863 | -21.2% | 2,621,901 |
| WIT, LLC | -662,844 | -12.8% | 4,518,911 |
| Empower Advisory Group, LLC | -568,145 | -10.9% | 4,655,004 |
| BlackRock, Inc. | -400,345 | -19.0% | 1,703,590 |
| BANK OF AMERICA CORP /DE | -228,893 | -1.4% | 16,489,651 |
| TIAA Wealth Investment Management L | -185,184 | -6.3% | 2,776,338 |
| Forefront Analytics, LLC | -177,055 | -47.9% | 192,398 |
| Corient Private Wealth LP | -156,011 | -62.9% | 92,013 |
| Betterment LLC | -140,294 | -4.4% | 3,042,236 |
| Envestnet Portfolio Solutions, Inc. | -139,635 | -24.7% | 425,195 |
| Cambridge Investment Research Advis | -121,391 | -44.9% | 148,882 |
| AMERIPRISE FINANCIAL INC | -111,544 | -7.9% | 1,299,752 |
| ROYAL BANK OF CANADA | -89,044 | -11.8% | 665,440 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -68,964 | -8.6% | 730,940 |
| PARK AVENUE SECURITIES LLC | -64,633 | -20.6% | 249,207 |
| NORTHERN TRUST CORP | -55,943 | -1.0% | 5,462,480 |
| RENAISSANCE TECHNOLOGIES LLC | -48,700 | -63.8% | 27,600 |
| Cetera Investment Advisers | -45,265 | -12.4% | 319,148 |
| UBS Group AG | -43,772 | -3.3% | 1,283,116 |
| Acorns Advisers, LLC | -27,389 | -2.3% | 1,187,994 |