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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$147.06 +0.60 (+0.41%)
As of 02:09 PM 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)
461
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
456
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
10/3/2025 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%
8/14/2025Sentinus LLC4,907$664K0.2%-9.1%0.005%
8/14/2025Goodwin Investment Advisory35,470$4.80M5.5%-3.7%0.035%
8/14/2025Gerber Kawasaki Wealth & Investment Management8,685$1.18M0.0%+5.3%0.009%
8/14/2025Obsidian Personal Planning Solutions LLC1,529$207K0.1%N/A0.002%
8/14/2025Ally Invest Advisors Inc.332,448$44.98M3.5%+1.8%0.328%
8/14/2025Baker Avenue Asset Management LP3,418$462K0.0%-5.8%0.003%
8/14/2025Balance Wealth LLC23,570$3.19M1.9%-2.4%0.023%
8/14/2025Cary Street Partners Financial LLC4,682$633K0.0%-22.0%0.005%
8/14/2025Cerity Partners LLC87,477$11.89M0.0%+24.4%0.086%
8/13/2025PGIM Custom Harvest LLC2,994$405K0.0%-5.0%0.003%
8/13/2025StoneX Group Inc.8,457$1.14M0.1%+24.6%0.008%
8/13/2025Flow Traders U.S. LLC14,786$2.00M0.1%N/A0.015%
8/13/2025SageView Advisory Group LLC2,306$321K0.0%-74.5%0.002%
8/13/2025Gateway Wealth Partners LLC1,501$203K0.0%N/A0.001%
8/13/2025Brown Advisory Inc.3,843$520K0.0%N/A0.004%
8/13/2025North Berkeley Wealth Management LLC3,845$520K0.5%N/A0.004%
8/13/2025Milestone Investment Advisors LLC2,609$353K0.1%-9.4%0.003%
8/13/2025GeoWealth Management LLC19,248$2.60M0.1%+57.0%0.019%
8/13/2025Great Diamond Partners LLC4,974$673K0.1%-3.2%0.005%
8/13/2025Baird Financial Group Inc.12,861$1.74M0.0%+2.0%0.013%
8/13/2025First Trust Advisors LP6,463$874K0.0%+15.5%0.006%
8/13/2025Trek Financial LLC2,486$336K0.0%-24.0%0.002%
8/13/2025CW Advisors LLC11,035$1.49M0.0%+5.2%0.011%
8/13/2025Acorns Advisers LLC2,525,401$341.69M2.9%+5.2%2.494%
8/13/2025Elios Financial Group Inc.10,615$1.44M0.7%+19.3%0.010%
8/13/2025Twin Peaks Wealth Advisors LLC1,122$158K0.1%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC6,225$842K0.0%-5.5%0.006%
8/13/2025M&T Bank Corp6,554$887K0.0%-14.9%0.006%
8/13/2025Van Hulzen Asset Management LLC87,413$11.83M1.0%+0.5%0.086%
8/13/2025Fisher Asset Management LLC68,103$9.21M0.0%-12.7%0.067%
8/13/2025VestGen Advisors LLC11,188$1.55M0.1%-5.6%0.011%
8/13/2025Schroder Investment Management Group74,610$10.02M0.0%-29.5%0.074%
8/13/2025Northwestern Mutual Wealth Management Co.950,921$128.66M0.1%+4.8%0.939%
8/13/2025Elevation Point Wealth Partners LLC4,987$675K0.1%-23.5%0.005%
8/13/2025Vermillion & White Wealth Management Group LLC2,211$299K0.2%-16.9%0.002%
8/13/2025Choreo LLC134,027$18.13M0.2%-12.1%0.132%
8/13/2025Russell Investments Group Ltd.1,228$166K0.0%-18.7%0.001%
8/13/2025Maia Wealth LLC40,239$5.44M1.0%-4.7%0.040%
8/12/2025Financial Advocates Investment Management3,004$406K0.0%-10.4%0.003%
8/12/2025Steward Partners Investment Advisory LLC24,873$3.37M0.0%-0.9%0.025%
8/12/2025CreativeOne Wealth LLC26,330$3.56M0.1%-1.6%0.026%
8/12/2025Maripau Wealth Management LLC1,586$215K0.1%-30.8%0.002%
8/12/2025Jefferies Financial Group Inc.1,927$261K0.0%-19.4%0.002%
8/12/2025Global Retirement Partners LLC10,318$1.40M0.0%N/A0.010%
8/12/2025Erickson Financial Group LLC129,612$17.54M11.8%-0.1%0.128%
8/12/2025Tableaux LLC11,748$1.59M0.1%+261.9%0.012%
8/12/2025AlphaCore Capital LLC6,810$921K0.0%-44.3%0.007%
8/12/2025Franklin Resources Inc.14,675$1.99M0.0%+14.3%0.014%
8/12/2025Journey Strategic Wealth LLC37,849$5.12M0.2%-75.5%0.037%
8/12/2025MAI Capital Management6,149$832K0.0%+3.9%0.006%
(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, 869 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 653 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 10,903,080 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 456 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 9,465,361 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 10/6/2025 by MarketBeat.com Staff
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