ESGE · iShares ESG Aware MSCI EM ETF ETF
$55.54
+1.05 (+1.93%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $9,111,733
Total Shares: 166,607
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
55.2%
−41.1 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,045
Highly concentrated−5,246
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
2
Decreased
1
Sold Out
1
Unchanged
1
Holder count:
+1
Institutional value:
-70.9%
Shares held:
-75.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +701 | 11,241 | |
| Small Cornerstone Financial Management LLC | +207 | 6,730 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −1,882 | 6,091 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 92,013 | $5,032,190 | |
| Mega CITADEL ADVISORS LLC | 50,519 | $2,762,884 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 664,188 | $30,200,626 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ESGE | $5,032,190 | 55.23% | 92,013 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC ESGE | $2,762,884 | 30.32% | 50,519 | Shares | 2026-09-02 | |
| Small Range Advisory, LLC ESGE | $614,770 | 6.75% | 11,241 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC ESGE | $368,063 | 4.04% | 6,730 | Shares | 2026-08-28 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group ESGE | $333,116 | 3.66% | 6,091 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC ESGE | $710 | 0.01% | 13 | Shares | 2026-08-27 |