ESGE — Ishares Inc Institutional Holders · Q3 2026

Name: Who Owns ESGE? 31 Institutions Hold $57.5M (Q3 2026)
Creator: ko.io

Who owns Ishares Inc (ESGE)? 31 institutions reported holding $57.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eastern Bank ($18.2M), Ferguson Wellman Capital Management, Inc ($15.2M), Farther Finance Advisors, LLC ($4.1M).

Rank	Institution	Value	Shares	Change
1	EASTERN BANK	$18.2M	336,114	Trimmed
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$15.2M	280,372	Trimmed
3	Farther Finance Advisors, LLC	$4.1M	75,793	Added
4	Apella Capital, LLC	$4.0M	72,532	Added
5	Midwest Financial Partners Investments, Inc.	$2.1M	38,902	Trimmed
6	Baron Financial Group, LLC	$1.8M	33,631	Trimmed
7	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.4M	26,526	Trimmed
8	SigFig Wealth Management, LLC	$1.4M	24,974	Trimmed
9	RTD Financial Advisors, Inc.	$1.3M	23,924	Trimmed
10	Trust Co	$1.1M	21,106	Added
11	Prism Advisors, Inc.	$947,358	17,668	Trimmed
12	MassMutual Private Wealth & Trust, FSB	$901,764	16,650	Trimmed
13	Boston Standard Wealth Management, LLC	$829,460	15,314	Trimmed
14	ELEVATION WEALTH PARTNERS, LLC	$634,320	11,712	Added
15	Cambridge Financial Group, LLC	$605,140	11,065	Hold
16	Montecito Bank & Trust	$478,612	8,837	Hold
17	Williams & Novak, LLC	$449,311	8,296	Added
18	Valeo Financial Advisors, LLC	$434,634	8,025	Hold
19	CoreCap Advisors, LLC	$378,127	6,981	Added
20	Leverty Financial Group, LLC	$309,958	5,723	Added
21	Asempa Wealth Advisors	$253,274	4,673	Trimmed
22	Bangor Savings Bank	$212,903	3,931	Trimmed
23	Plan A Wealth LLC	$202,288	3,735	Trimmed
24	Rosenberg Matthew Hamilton	$105,395	1,946	Hold
25	AMERICAN NATIONAL BANK & TRUST	$59,576	1,100	Hold

Source: SEC Form 13F filings · as of 2026-09-30