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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$144.48 -0.86 (-0.59%)
Closing price 10/16/2025 04:00 PM Eastern
Extended Trading
$144.73 +0.25 (+0.17%)
As of 10/16/2025 07:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
462
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$1.20B
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Skip Chart & View Institutional Buying and Selling Data

ESGU Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025OLIO Financial Planning8,532$1.24M0.4%+4.4%0.008%
10/16/2025Lowe Wealth Advisors LLC1,243$181K0.1%+15.6%0.001%
10/16/2025Halbert Hargrove Global Advisors LLC42,057$6.12M0.3%+0.8%0.041%
10/16/2025Syntegra Private Wealth Group LLC3,947$575K0.1%+6.9%0.004%
10/16/2025Blue Trust Inc.23,019$3.35M0.0%-0.7%0.022%
10/16/2025Horst & Graben Wealth Management LLC33,887$4.93M0.8%+24.0%0.033%
10/15/2025 CWM LLC291,722$42.48M0.1%-8.0%0.284%
10/15/2025 Higgins & Schmidt Wealth Strategies LLC12,706$1.85M0.9%-1.9%0.012%
10/15/2025 World Investment Advisors11,867$1.73M0.0%+13.9%0.012%
10/15/2025 Brookstone Capital Management206,262$30.03M0.4%+15.0%0.201%
10/15/2025 Private Trust Co. NA7,107$1.04M0.1%-4.2%0.007%
10/15/2025 Level Financial Advisors2,191$319K0.1%-50.6%0.002%
10/15/2025 Symmetry Partners LLC8,027$1.17M0.1%-15.8%0.008%
10/15/2025 McClarren Financial Advisors Inc.4,797$698K0.4%-33.6%0.005%
10/15/2025 Cypress Wealth Services LLC58,505$8.52M1.4%+0.7%0.057%
10/15/2025 DAVENPORT & Co LLC13,216$1.92M0.0%-3.1%0.013%
10/15/2025 Plancorp LLC76,913$11.20M0.4%-2.4%0.075%
10/15/2025 Integris Wealth Management LLC23,736$3.46M0.8%-2.1%0.023%
10/14/2025 Apeiron RIA LLC1,919$278K0.1%N/A0.002%
10/14/2025 RTD Financial Advisors Inc.9,875$1.44M0.2%-10.6%0.010%
10/14/2025 Farther Finance Advisors LLC44,657$6.50M0.1%+2.2%0.044%
10/14/2025 Cranbrook Wealth Management LLC12,539$1.83M0.4%+12.3%0.012%
10/14/2025 Elevation Wealth Partners LLC24,159$3.52M1.3%+1.8%0.024%
10/14/2025 Retirement Income Solutions Inc.49,051$7.14M1.2%-1.5%0.048%
10/14/2025 Brighton Jones LLC3,591$523K0.0%-9.9%0.003%
10/14/2025 Foster Group Inc.21,759$3.17M0.1%+1.6%0.021%
10/14/2025 Pioneer Wealth Management Group18,008$2.62M0.8%+3.4%0.018%
10/14/2025 Clarius Group LLC170,160$24.78M1.5%-0.5%0.166%
10/10/2025 Sound Income Strategies LLC2,267$333K0.0%-11.2%0.002%
10/10/2025 Ridgeline Wealth LLC25,799$3.76M2.8%-0.5%0.025%
10/10/2025 Flputnam Investment Management Co.124,151$18.08M0.3%-1.4%0.121%
10/10/2025 Sharkey Howes & Javer114,393$16.66M2.1%+2.8%0.111%
10/10/2025 Signal Advisors Wealth LLC3,450$502K0.0%-11.9%0.003%
10/9/2025 CGN Advisors LLC19,240$2.80M0.2%+8.4%0.019%
10/9/2025 AdvisorNet Financial Inc3,657$532K0.0%+4.6%0.004%
10/9/2025 Centurion Wealth Management LLC1,425$207K0.0%N/A0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC4,769$694K0.0%+14.4%0.005%
10/9/2025 Affinity Capital Advisors LLC151,722$22.22M3.4%+0.1%0.148%
10/9/2025 Dynamic Advisor Solutions LLC25,336$3.69M0.1%-5.6%0.025%
10/9/2025 Long Run Wealth Advisors LLC35,166$5.12M1.0%-5.9%0.034%
10/8/2025 Sterling Manor Financial LLC1,658$241K0.2%N/A0.002%
10/8/2025 Patriot Financial Group Insurance Agency LLC5,620$818K0.1%+4.0%0.005%
10/8/2025 Silvia Mccoll Wealth Management LLC5,879$856K0.6%-7.1%0.006%
10/8/2025 Beacon Financial Group14,588$2.12M0.2%-4.9%0.014%
10/7/2025 Montecito Bank & Trust13,067$1.90M0.3%N/A0.013%
10/7/2025 Heritage Family Offices LLP4,509$657K0.3%-12.9%0.004%
10/7/2025 Traphagen Investment Advisors LLC6,187$901K0.1%-3.3%0.006%
10/7/2025 Salem Investment Counselors Inc.1,050$153K0.0%+496.6%0.001%
10/7/2025 Graves Light Lenhart Wealth Inc.1,579$230K0.0%-40.5%0.002%
10/6/2025 HF Advisory Group LLC20,023$2.92M1.1%+1.9%0.020%
10/3/2025 Horizons Wealth Management1,991$290K0.2%-3.4%0.002%
10/3/2025 Aaron Wealth Advisors LLC7,055$1.03M0.1%+15.0%0.007%
10/3/2025 IMPACTfolio LLC291,549$42.45M18.3%+4.7%0.288%
10/2/2025 Capital Asset Advisory Services LLC3,668$534K0.0%+43.2%0.004%
10/1/2025 Hobart Private Capital LLC1,394$203K0.0%N/A0.001%
9/30/2025Gilbert Capital Group Inc.22,933$3.10M2.6%N/A0.023%
9/26/2025Corient Private Wealth LLC121,708$16.47M0.0%-3.8%0.120%
9/19/2025Watts Gwilliam & Co. LLC1,410$204K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC48,298$6.54M0.1%+8.5%0.048%
9/10/2025WT Wealth Management29,984$4.06M1.2%+10.1%0.030%
9/9/2025NWF Advisory Services Inc.3,367$456K0.1%+5.5%0.003%
9/4/2025Osaic Holdings Inc.208,350$28.13M0.1%-10.8%0.206%
8/27/2025Orion Porfolio Solutions LLC27,681$3.75M0.0%+2.5%0.027%
8/26/2025Thrivent Financial for Lutherans6,683$904K0.0%-84.2%0.007%
8/20/2025Coppell Advisory Solutions LLC2,133$286K0.0%N/A0.002%
8/19/2025B. Riley Wealth Advisors Inc.4,771$645K0.0%N/A0.005%
8/19/2025Advisory Services Network LLC51,431$7.11M0.1%+8.2%0.051%
8/18/2025Geneos Wealth Management Inc.2,219$300K0.0%+54.4%0.002%
8/16/2025Evergreen Capital Management LLC3,061$414K0.0%-2.4%0.003%
8/16/2025Headlands Technologies LLC562$76K0.0%-25.0%0.001%
8/15/2025High Falls Advisors Inc17,174$2.32M0.5%-11.6%0.017%
8/15/2025Blue Edge Capital LLC95,766$12.96M1.9%-2.2%0.095%
8/15/2025Corient Private Wealth LLC121,708$16.47M0.0%-3.8%0.120%
8/15/2025Equitable Holdings Inc.24,910$3.37M0.0%-10.8%0.025%
8/15/2025Captrust Financial Advisors54,659$7.40M0.0%-1.2%0.054%
8/15/2025Vident Advisory LLC6,989$946K0.0%-11.6%0.007%
8/15/2025Smartleaf Asset Management LLC10,102$1.36M0.1%+131.9%0.010%
8/15/2025Redwood Investment Management LLC2,227$301K0.0%+28.9%0.002%
8/15/2025Orion Porfolio Solutions LLC123,980$16.77M0.1%+358.9%0.122%
8/15/2025MML Investors Services LLC179,781$24.32M0.1%-8.7%0.178%
8/15/2025Modern Wealth Management LLC6,682$904K0.0%-43.6%0.007%
8/15/2025Great Valley Advisor Group Inc.3,879$525K0.0%-8.6%0.004%
8/15/2025EP Wealth Advisors LLC10,008$1.35M0.0%-1.6%0.010%
8/15/2025BNP Paribas Financial Markets41,026$5.55M0.0%+406.3%0.041%
8/15/2025Balanced Rock Investment Advisors LLC33,974$4.60M3.6%+31.2%0.034%
8/15/2025Bank of America Corp DE13,068,165$1.77B0.1%-0.2%12.907%
8/15/2025Ameriprise Financial Inc.329,752$44.73M0.0%-6.2%0.326%
8/14/2025Raymond James Financial Inc.188,404$25.49M0.0%-7.4%0.186%
8/14/2025Banco BTG Pactual S.A.10,650$1.44M0.3%+36.5%0.011%
8/14/2025Quantinno Capital Management LP2,309$312K0.0%+23.7%0.002%
8/14/2025Diversify Wealth Management LLC2,033$286K0.0%-4.8%0.002%
8/14/2025Diversify Advisory Services LLC18,304$2.57M0.1%+17.4%0.018%
8/14/2025Alliancebernstein L.P.172,102$23.29M0.0%+9.2%0.170%
8/14/2025Ieq Capital LLC28,146$3.81M0.0%-33.4%0.028%
8/14/2025Clarity Asset Management Inc.84,368$11.42M6.8%-7.9%0.083%
8/14/2025Sand Hill Global Advisors LLC169,381$22.92M0.9%-1.3%0.167%
8/14/2025Sei Investments Co.93,756$12.69M0.0%-2.1%0.093%
8/14/2025NewEdge Advisors LLC122,366$16.56M0.1%+2.2%0.121%
8/14/2025Pecaut & CO.1,535$208K0.1%N/A0.002%
8/14/2025Qube Research & Technologies Ltd1,187$161K0.0%-75.8%0.001%
(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, 866 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 ($1.77B), JPMorgan Chase & Co. ($1.36B), TIAA Trust National Association ($843.98M), Northern Trust Corp ($831.99M), Goldman Sachs Group Inc. ($474.54M), Acorns Advisers LLC ($341.69M), and Wealthfront Advisers LLC ($316.93M).Learn more on iShares ESG Aware MSCI USA ETF's institutional investors.

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

Of the 657 institutional investors that purchased iShares ESG Aware MSCI USA ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($6.00M), International Assets Investment Management LLC ($2.24M), Northern Trust Corp ($1.98M), Envestnet Portfolio Solutions Inc. ($1.89M), JPMorgan Chase & Co. ($1.54M), Sumitomo Mitsui Financial Group Inc. ($1.16M), and Financial Gravity Asset Management Inc. ($942.89K).

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

Institutional investors have bought a total of 10,926,888 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 452 institutional investors that sold iShares ESG Aware MSCI USA ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.87M), Envestnet Asset Management Inc. ($1.17M), Citigroup Inc. ($808.61K), LPL Financial LLC ($636.88K), Bank of America Corp DE ($479.84K), Commonwealth Equity Services LLC ($474.56K), and Mirae Asset Global Investments Co. Ltd. ($268.12K).

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

Institutional investors have sold a total of 9,413,106 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


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This page (NASDAQ:ESGU) was last updated on 10/17/2025 by MarketBeat.com Staff
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