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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$141.43 +0.40 (+0.28%)
Closing price 04:00 PM Eastern
Extended Trading
$141.28 -0.15 (-0.10%)
As of 04:15 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)
459
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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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
8/27/2025 Orion Porfolio Solutions LLC27,681$3.75M0.0%+2.5%0.027%
8/26/2025 Thrivent Financial for Lutherans6,683$904K0.0%-84.2%0.007%
8/20/2025 Coppell Advisory Solutions LLC2,133$286K0.0%N/A0.002%
8/19/2025 B. Riley Wealth Advisors Inc.4,771$645K0.0%N/A0.005%
8/19/2025 Advisory Services Network LLC51,431$7.11M0.1%+8.2%0.051%
8/18/2025 Geneos Wealth Management Inc.2,219$300K0.0%+54.4%0.002%
8/16/2025 Evergreen Capital Management LLC3,061$414K0.0%-2.4%0.003%
8/16/2025 Headlands Technologies LLC562$76K0.0%-25.0%0.001%
8/15/2025 High Falls Advisors Inc17,174$2.32M0.5%-11.6%0.017%
8/15/2025 Blue Edge Capital LLC95,766$12.96M1.9%-2.2%0.095%
8/15/2025 Corient Private Wealth LLC121,708$16.47M0.0%-3.8%0.120%
8/15/2025 Equitable Holdings Inc.24,910$3.37M0.0%-10.8%0.025%
8/15/2025 Captrust Financial Advisors54,659$7.40M0.0%-1.2%0.054%
8/15/2025 Vident Advisory LLC6,989$946K0.0%-11.6%0.007%
8/15/2025 Smartleaf Asset Management LLC10,102$1.36M0.1%+131.9%0.010%
8/15/2025 Redwood Investment Management LLC2,227$301K0.0%+28.9%0.002%
8/15/2025 Orion Porfolio Solutions LLC123,980$16.77M0.1%+358.9%0.122%
8/15/2025 MML Investors Services LLC179,781$24.32M0.1%-8.7%0.178%
8/15/2025 Modern Wealth Management LLC6,682$904K0.0%-43.6%0.007%
8/15/2025 Great Valley Advisor Group Inc.3,879$525K0.0%-8.6%0.004%
8/15/2025 EP Wealth Advisors LLC10,008$1.35M0.0%-1.6%0.010%
8/15/2025 BNP Paribas Financial Markets41,026$5.55M0.0%+406.3%0.041%
8/15/2025 Balanced Rock Investment Advisors LLC33,974$4.60M3.6%+31.2%0.034%
8/15/2025 Bank of America Corp DE13,068,165$1.77B0.1%-0.2%12.907%
8/15/2025 Ameriprise Financial Inc.329,752$44.73M0.0%-6.2%0.326%
8/14/2025 Raymond James Financial Inc.188,404$25.49M0.0%-7.4%0.186%
8/14/2025 Banco BTG Pactual S.A.10,650$1.44M0.3%+36.5%0.011%
8/14/2025 Quantinno Capital Management LP2,309$312K0.0%+23.7%0.002%
8/14/2025 Diversify Wealth Management LLC2,033$286K0.0%-4.8%0.002%
8/14/2025 Diversify Advisory Services LLC18,304$2.57M0.1%+17.4%0.018%
8/14/2025 Alliancebernstein L.P.172,102$23.29M0.0%+9.2%0.170%
8/14/2025 Ieq Capital LLC28,146$3.81M0.0%-33.4%0.028%
8/14/2025 Clarity Asset Management Inc.84,368$11.42M6.8%-7.9%0.083%
8/14/2025 Sand Hill Global Advisors LLC169,381$22.92M0.9%-1.3%0.167%
8/14/2025 Sei Investments Co.93,756$12.69M0.0%-2.1%0.093%
8/14/2025 NewEdge Advisors LLC122,366$16.56M0.1%+2.2%0.121%
8/14/2025 Pecaut & CO.1,535$208K0.1%N/A0.002%
8/14/2025 Qube Research & Technologies Ltd1,187$161K0.0%-75.8%0.001%
8/14/2025 Sentinus LLC4,907$664K0.2%-9.1%0.005%
8/14/2025 Goodwin Investment Advisory35,470$4.80M5.5%-3.7%0.035%
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8/14/2025 Gerber Kawasaki Wealth & Investment Management8,685$1.18M0.0%+5.3%0.009%
8/14/2025 Obsidian Personal Planning Solutions LLC1,529$207K0.1%N/A0.002%
8/14/2025 Ally Invest Advisors Inc.332,448$44.98M3.5%+1.8%0.328%
8/14/2025 Baker Avenue Asset Management LP3,418$462K0.0%-5.8%0.003%
8/14/2025 Balance Wealth LLC23,570$3.19M1.9%-2.4%0.023%
8/14/2025 Cary Street Partners Financial LLC4,682$633K0.0%-22.0%0.005%
8/14/2025 Cerity Partners LLC87,477$11.89M0.0%+24.4%0.086%
8/13/2025 PGIM Custom Harvest LLC2,994$405K0.0%-5.0%0.003%
8/13/2025 StoneX Group Inc.8,457$1.14M0.1%+24.6%0.008%
8/13/2025 Flow Traders U.S. LLC14,786$2.00M0.1%N/A0.015%
8/13/2025 SageView Advisory Group LLC2,306$321K0.0%-74.5%0.002%
8/13/2025 Gateway Wealth Partners LLC1,501$203K0.0%N/A0.001%
8/13/2025 Brown Advisory Inc.3,843$520K0.0%N/A0.004%
8/13/2025 North Berkeley Wealth Management LLC3,845$520K0.5%N/A0.004%
8/13/2025 Milestone Investment Advisors LLC2,609$353K0.1%-9.4%0.003%
8/13/2025 GeoWealth Management LLC19,248$2.60M0.1%+57.0%0.019%
8/13/2025 Great Diamond Partners LLC4,974$673K0.1%-3.2%0.005%
8/13/2025 Baird Financial Group Inc.12,861$1.74M0.0%+2.0%0.013%
8/13/2025 First Trust Advisors LP6,463$874K0.0%+15.5%0.006%
8/13/2025 Trek Financial LLC2,486$336K0.0%-24.0%0.002%
8/13/2025 CW Advisors LLC11,035$1.49M0.0%+5.2%0.011%
8/13/2025 Acorns Advisers LLC2,525,401$341.69M2.9%+5.2%2.494%
8/13/2025 Elios Financial Group Inc.10,615$1.44M0.7%+19.3%0.010%
8/13/2025 Twin Peaks Wealth Advisors LLC1,122$158K0.1%N/A0.001%
8/13/2025 Beacon Pointe Advisors LLC6,225$842K0.0%-5.5%0.006%
8/13/2025 M&T Bank Corp6,554$887K0.0%-14.9%0.006%
8/13/2025 Van Hulzen Asset Management LLC87,413$11.83M1.0%+0.5%0.086%
8/13/2025 Fisher Asset Management LLC68,103$9.21M0.0%-12.7%0.067%
8/13/2025 VestGen Advisors LLC11,188$1.55M0.1%-5.6%0.011%
8/13/2025 Schroder Investment Management Group74,610$10.02M0.0%-29.5%0.074%
8/13/2025 Northwestern Mutual Wealth Management Co.950,921$128.66M0.1%+4.8%0.939%
8/13/2025 Elevation Point Wealth Partners LLC4,987$675K0.1%-23.5%0.005%
8/13/2025 Vermillion & White Wealth Management Group LLC2,211$299K0.2%-16.9%0.002%
8/13/2025 Choreo LLC134,027$18.13M0.2%-12.1%0.132%
8/13/2025 Russell Investments Group Ltd.1,228$166K0.0%-18.7%0.001%
8/13/2025 Maia Wealth LLC40,239$5.44M1.0%-4.7%0.040%
8/12/2025 Financial Advocates Investment Management3,004$406K0.0%-10.4%0.003%
8/12/2025 Steward Partners Investment Advisory LLC24,873$3.37M0.0%-0.9%0.025%
8/12/2025 CreativeOne Wealth LLC26,330$3.56M0.1%-1.6%0.026%
8/12/2025 Maripau Wealth Management LLC1,586$215K0.1%-30.8%0.002%
8/12/2025Jefferies Financial Group Inc.1,927$261K0.0%-19.4%0.002%
8/12/2025 Global Retirement Partners LLC10,318$1.40M0.0%N/A0.010%
8/12/2025 Erickson Financial Group LLC129,612$17.54M11.8%-0.1%0.128%
8/12/2025 Tableaux LLC11,748$1.59M0.1%+261.9%0.012%
8/12/2025 AlphaCore Capital LLC6,810$921K0.0%-44.3%0.007%
8/12/2025 Franklin Resources Inc.14,675$1.99M0.0%+14.3%0.014%
8/12/2025 Journey Strategic Wealth LLC37,849$5.12M0.2%-75.5%0.037%
8/12/2025 MAI Capital Management6,149$832K0.0%+3.9%0.006%
8/12/2025 JPMorgan Chase & Co.10,030,388$1.36B0.1%-11.7%9.907%
8/12/2025 Tarbox Family Office Inc.11,278$1.53M0.2%+34.6%0.011%
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8/11/2025 TD Waterhouse Canada Inc.17,310$2.34M0.0%-4.4%0.017%
8/11/2025 Morling Financial Advisors LLC12,400$1.68M0.5%+14.9%0.012%
8/11/2025 Rothschild Investment LLC269$36K0.0%+63.0%0.000%
8/11/2025 Sofi Wealth LLC10,330$1.40M0.1%+68.4%0.010%
8/11/2025 Bell Investment Advisors Inc5,893$797K0.1%-4.1%0.006%
8/8/2025 Financial Gravity Companies Inc.5,305$718K0.1%N/A0.005%
8/8/2025 Tortoise Investment Management LLC1,862$252K0.0%+9.2%0.002%
8/8/2025 Rockefeller Capital Management L.P.30,297$4.10M0.0%-0.3%0.030%
8/8/2025 Kingsview Wealth Management LLC4,697$636K0.0%-4.4%0.005%
8/8/2025 Avantax Advisory Services Inc.39,300$5.32M0.0%-1.8%0.039%
(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, 867 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 649 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 10,927,226 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 9,446,442 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 8/27/2025 by MarketBeat.com Staff
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