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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$131.50 -0.39 (-0.30%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Number of
Institutional Buyers
(last 12 months)
430
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
456
Total
Institutional Outflows
(last 12 months)
$1.37B
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ESGU Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/6/2025 eCIO Inc.1,367$167K0.1%N/A0.001%
6/2/2025 Modern Wealth Management LLC11,853$1.45M0.0%+69.9%0.011%
5/21/2025 Acadian Asset Management LLC24,443$2.98M0.0%+112.7%0.024%
5/20/2025 Acorns Advisers LLC2,400,608$292.66M2.8%+3.8%2.315%
5/20/2025 Belpointe Asset Management LLC5,606$684K0.0%-35.8%0.005%
5/20/2025 Fortis Capital Advisors LLC1,746$213K0.0%-29.1%0.002%
5/20/2025 Focus Partners Wealth50,552$6.16M0.0%+6.1%0.049%
5/20/2025 Nepc LLC13,905$1.70M0.0%+60.5%0.013%
5/19/2025 Jane Street Group LLC42,429$5.17M0.0%N/A0.041%
5/19/2025 SageView Advisory Group LLC9,034$1.10M0.0%+2.9%0.009%
5/19/2025 Advisory Alpha LLC10,607$1.29M0.0%-1.2%0.010%
5/19/2025 Client 1ST Advisory Group LLC97,113$11.84M4.6%-0.9%0.094%
5/16/2025 Ascent Group LLC8,235$1.00M0.0%-26.8%0.008%
5/16/2025 Bell Investment Advisors Inc6,146$749K0.1%-11.4%0.006%
5/16/2025 Ashton Thomas Private Wealth LLC171,671$20.93M0.8%-0.1%0.166%
5/16/2025 Goldman Sachs Group Inc.3,892,537$474.54M0.1%+6.5%3.754%
5/16/2025 Jones Financial Companies Lllp44,492$5.42M0.0%+1,967.5%0.043%
5/16/2025 Plancorp LLC79,363$9.68M0.4%-10.3%0.077%
5/16/2025 Nepc LLC13,905$1.70M0.0%+60.5%0.013%
5/16/2025 NewEdge Advisors LLC119,728$14.60M0.1%-21.6%0.115%
5/16/2025 Integrated Wealth Concepts LLC128,265$15.64M0.2%-3.1%0.124%
5/16/2025 Copperleaf Capital LLC3,862$471K0.3%-15.5%0.004%
5/16/2025 Alliancebernstein L.P.157,649$19.22M0.0%+8.4%0.152%
5/16/2025 AQR Capital Management LLC6,763$824K0.0%N/A0.007%
5/16/2025 AlTi Global Inc.122,379$14.92M0.4%+0.9%0.118%
5/16/2025 Aprio Wealth Management LLC8,146$993K0.1%+408.8%0.008%
5/15/2025 EP Wealth Advisors LLC10,167$1.24M0.0%+13.3%0.010%
5/15/2025 Focus Partners Advisor Solutions LLC19,423$2.37M0.0%+78.3%0.019%
5/15/2025 One Wealth Capital Management LLC5,829$711K0.4%-62.7%0.006%
5/15/2025 Flputnam Investment Management Co.125,735$15.33M0.3%+13.6%0.121%
5/15/2025 Royal Bank of Canada530,490$64.67M0.0%+1.2%0.512%
5/15/2025 MAI Capital Management5,918$721K0.0%-11.0%0.006%
5/15/2025 Baird Financial Group Inc.12,603$1.54M0.0%-1.0%0.012%
5/15/2025 Vident Advisory LLC7,902$963K0.0%-1.0%0.008%
5/15/2025 Tortoise Investment Management LLC1,705$208K0.0%+4.9%0.002%
5/15/2025 Gerber Kawasaki Wealth & Investment Management8,246$1.01M0.0%+3.1%0.008%
5/15/2025 Clarity Asset Management Inc.91,632$11.17M7.2%+13.4%0.088%
5/14/2025 KilterHowling LLC7,359$908K0.6%-3.3%0.007%
5/14/2025 CreativeOne Wealth LLC26,752$3.26M0.1%-2.9%0.026%
5/14/2025 Quadcap Wealth Management LLC2,017$246K0.0%-8.9%0.002%
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5/14/2025 Redwood Investment Management LLC1,728$211K0.0%-5.6%0.002%
5/14/2025 Talisman Wealth Advisors LLC4,729$576K0.6%-5.5%0.005%
5/14/2025 Comerica Bank11,558$1.41M0.0%-6.9%0.011%
5/14/2025 Freedom Investment Management Inc.2,505$305K0.0%+22.7%0.002%
5/14/2025 Synovus Financial Corp1,718$209K0.0%-61.1%0.002%
5/14/2025 Ally Invest Advisors Inc.326,447$39.80M3.4%-0.7%0.315%
5/14/2025 Smartleaf Asset Management LLC4,356$528K0.1%N/A0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.907,475$110.63M0.1%+9.7%0.875%
5/14/2025 Van Hulzen Asset Management LLC87,000$10.61M1.0%-2.6%0.084%
5/14/2025 Kestra Advisory Services LLC80,472$9.81M0.0%-3.1%0.078%
5/14/2025 Compound Planning Inc.14,142$1.72M0.1%-19.4%0.014%
5/14/2025 Ameriprise Financial Inc.351,495$42.85M0.0%-3.2%0.339%
5/14/2025 Bragg Financial Advisors Inc1,723$210K0.0%N/A0.002%
5/14/2025 CW Advisors LLC10,494$1.28M0.0%+7.0%0.010%
5/14/2025 Partners Capital Investment Group LLP583,245$71.10M1.2%+6.4%0.562%
5/14/2025 PGIM Custom Harvest LLC3,150$384K0.0%-6.3%0.003%
5/14/2025 Banco BTG Pactual S.A.7,800$951K0.2%-4.9%0.008%
5/14/2025 Capital Analysts LLC2,176$266K0.0%+38.9%0.002%
5/14/2025 Vertex Planning Partners LLC1,912$233K0.1%-8.5%0.002%
5/14/2025 RWA Wealth Partners LLC4,043$493K0.0%-6.5%0.004%
5/13/2025 Sand Hill Global Advisors LLC171,541$20.91M0.9%+1.7%0.165%
5/13/2025 Aptus Capital Advisors LLC40,967$4.99M0.1%-4.8%0.040%
5/13/2025 Northern Trust Corp6,824,650$831.99M0.1%+3.5%6.581%
5/13/2025 Blue Edge Capital LLC97,907$11.94M1.9%-1.7%0.094%
5/13/2025 Freestone Capital Holdings LLC3,134$382K0.0%N/A0.003%
5/13/2025 Moment Partners LLC23,883$2.91M0.6%-1.6%0.023%
5/13/2025 Cresset Asset Management LLC7,068$862K0.0%+42.4%0.007%
5/13/2025 Gen Wealth Partners Inc2,815$343K0.1%-74.6%0.003%
5/13/2025 EverSource Wealth Advisors LLC6,760$824K0.0%+5.7%0.007%
5/13/2025 High Falls Advisors Inc19,437$2.37M0.6%-26.3%0.019%
5/13/2025 Waypoint Wealth Partners Inc.58,618$7.15M2.0%+26.5%0.057%
5/13/2025 Kovitz Investment Group Partners LLC10,353$1.26M0.0%-3.6%0.010%
5/13/2025 Brooklyn FI LLC11,533$1.41M0.4%+5.0%0.011%
5/13/2025 Rock Creek Group LP161,100$19.64M2.3%-20.9%0.155%
5/13/2025 Russell Investments Group Ltd.1,511$184K0.0%-7.2%0.001%
5/13/2025 HighTower Advisors LLC317,442$38.70M0.1%-2.1%0.306%
5/12/2025 Financial Engines Advisors L.L.C.1,681$205K0.0%-46.5%0.002%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,725$2.66M0.2%-5.8%0.021%
5/12/2025 Meridian Wealth Management LLC6,065$739K0.0%-8.1%0.006%
5/12/2025 Maia Wealth LLC42,214$4.95M1.1%-7.6%0.041%
5/12/2025 Staley Capital Advisers Inc.90,000$10.97M0.5%-10.1%0.087%
5/12/2025 Cooper Financial Group5,572$679K0.1%-17.9%0.005%
5/12/2025 White Lighthouse Investment Management Inc.16,604$2.02M0.4%-2.5%0.016%
5/12/2025 JPMorgan Chase & Co.11,362,022$1.39B0.1%-4.6%10.957%
5/12/2025 Balanced Rock Investment Advisors LLC25,891$3.16M2.5%+5.6%0.025%
5/12/2025 Townsquare Capital LLC13,530$1.65M0.0%-52.6%0.013%
5/12/2025 Founders Financial Alliance LLC2,674$326K0.1%-16.3%0.003%
5/12/2025 Savvy Advisors Inc.5,071$618K0.1%+50.2%0.005%
5/12/2025 National Bank of Canada FI113,825$13.88M0.0%+45.5%0.110%
5/12/2025 Citigroup Inc.306,199$37.33M0.0%-43.8%0.295%
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5/12/2025 AlphaCore Capital LLC12,231$1.49M0.1%N/A0.012%
5/12/2025 Alesco Advisors LLC281,036$34.26M1.1%-4.1%0.271%
5/9/2025 Headlands Technologies LLC749$91K0.0%N/A0.001%
5/9/2025 Citizens Financial Group Inc. RI2,964$361K0.0%-15.2%0.003%
5/9/2025 Strategy Asset Managers LLC7,447$908K0.2%-1.4%0.007%
5/9/2025 WealthShield Partners LLC6,989$852K0.1%-40.1%0.007%
5/9/2025 Goldman Sachs Group Inc.3,892,537$474.54M0.1%+6.5%3.754%
5/9/2025 Planning Alternatives Ltd. ADV31,276$3.81M0.6%+5.4%0.030%
5/9/2025 Wealthspire Advisors LLC69,894$8.52M0.1%-2.0%0.067%
5/9/2025 McClarren Financial Advisors Inc.4,967$606K0.4%-30.9%0.005%
(Data available from 1/1/2016 forward)

ESGU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGU shares?

During the previous two years, 877 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.69B), JPMorgan Chase & Co. ($1.39B), Northern Trust Corp ($831.99M), TIAA Trust National Association ($712.05M), BlackRock Inc. ($593.30M), Goldman Sachs Group Inc. ($474.54M), and TIAA FSB ($445.07M).Learn more on ESGU's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI USA ETF stock?

Of the 658 institutional investors that purchased iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($5.56M), Northern Trust Corp ($4.75M), Mizuho Bank Ltd. ($2.50M), International Assets Investment Management LLC ($2.24M), JPMorgan Chase & Co. ($1.91M), Envestnet Portfolio Solutions Inc. ($1.89M), and Sumitomo Mitsui Financial Group Inc. ($1.16M).

How much institutional buying is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have bought a total of 35,201,248 shares in the last 24 months. This purchase volume represents approximately $3.77B in transactions.

Which iShares ESG Aware MSCI USA ETF major shareholders have been selling company stock?

Of the 608 institutional investors that sold iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($13.34M), LPL Financial LLC ($3.38M), Park Avenue Securities LLC ($2.11M), Envestnet Portfolio Solutions Inc. ($1.59M), BlackRock Inc. ($1.53M), Northern Trust Corp ($1.46M), and CWM LLC ($1.42M).

How much institutional selling is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have sold a total of 46,010,924 shares in the last 24 months. This volume of shares sold represents approximately $4.83B in transactions.



This page (NASDAQ:ESGU) was last updated on 6/12/2025 by MarketBeat.com Staff
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