Free Trial
→ This Signal Only Flashes Once Every 4 Years – And It Just Triggered (From Crypto Swap Profits) (Ad) Free ESGU Stock Alerts

iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$137.09 +0.88 (+0.65%)
Closing price 04:00 PM Eastern
Extended Trading
$137.00 -0.09 (-0.06%)
As of 04:15 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.
Compare

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Number of
Institutional Buyers
(last 12 months)
433
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
452
Total
Institutional Outflows
(last 12 months)
$1.30B
Get ESGU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware MSCI USA ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025HB Wealth Management LLC29,824$4.04M0.0%-0.6%0.029%
7/17/2025Janney Montgomery Scott LLC96,073$13.00M0.0%+0.2%0.095%
7/17/2025Baron Silver Stevens Financial Advisors LLC1,674$226K0.0%N/A0.002%
7/17/2025GC Wealth Management RIA LLC1,609$218K0.0%N/A0.002%
7/17/2025Sound Income Strategies LLC2,552$345K0.0%+16.8%0.003%
7/17/2025Symmetry Partners LLC9,537$1.29M0.2%-17.5%0.009%
7/17/2025Worth Financial Advisory Group LLC2,080$281K0.2%-12.8%0.002%
7/17/2025XY Planning Network Inc.5,987$810K0.3%N/A0.006%
7/17/2025SC&H Financial Advisors Inc.1,577$213K0.0%N/A0.002%
7/17/2025Tempus Wealth Planning LLC10,891$1.47M0.4%+7.0%0.011%
7/16/2025Diversified Enterprises LLC4,296$581K0.0%-19.8%0.004%
7/16/2025Signaturefd LLC4,272$578K0.0%-2.7%0.004%
7/16/2025Vision Capital Management Inc.18,275$2.47M0.3%+7.5%0.018%
7/16/2025Destiny Wealth Partners LLC5,923$801K0.1%-1.9%0.006%
7/16/2025Crown Wealth Group LLC8,388$1.14M0.4%-9.0%0.008%
7/16/2025Traveka Wealth LLC4,393$594K0.3%+42.2%0.004%
7/16/2025MBE Wealth Management LLC4,320$584K0.3%+4.6%0.004%
7/16/2025Perigon Wealth Management LLC36,185$4.90M0.1%-8.2%0.036%
7/16/2025Plancorp LLC78,808$10.66M0.4%-0.7%0.078%
7/15/2025 Oxinas Partners Wealth Management LLC2,809$380K0.2%-12.6%0.003%
7/15/2025 Spectrum Planning & Advisory Services Inc.2,369$321K0.2%+11.6%0.002%
7/15/2025 TD Private Client Wealth LLC4,880$660K0.0%-3.1%0.005%
7/15/2025 Mather Group LLC.2,945$398K0.0%-19.8%0.003%
7/15/2025 Brewster Financial Planning LLC4,802$650K0.4%-3.1%0.005%
7/15/2025 Axis Wealth Partners LLC7,412$1.00M0.7%+12.8%0.007%
7/15/2025 Cranbrook Wealth Management LLC11,169$1.51M0.3%+2.3%0.011%
7/15/2025 Retirement Income Solutions Inc49,777$6.74M1.2%-29.1%0.049%
7/15/2025 RTD Financial Advisors Inc.11,040$1.49M0.2%-8.6%0.011%
7/15/2025 CGN Advisors LLC17,750$2.40M0.2%-0.6%0.017%
7/15/2025 GSB Wealth Management LLC13,683$1.85M0.5%-3.0%0.013%
7/14/2025 AdvisorNet Financial Inc3,495$473K0.0%-10.7%0.003%
7/14/2025 Foster Group Inc.21,414$2.90M0.1%+5.4%0.021%
7/14/2025 Acropolis Investment Management LLC12,220$1.65M0.1%+4.1%0.012%
7/14/2025 ABLE Financial Group LLC2,836$384K0.1%-11.5%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC4,169$564K0.0%-14.8%0.004%
7/14/2025 Enzi Wealth1,609$219K0.1%N/A0.002%
7/14/2025 Park Avenue Securities LLC166,132$22.48M0.2%-0.3%0.164%
7/14/2025 Sowell Financial Services LLC11,333$1.53M0.1%-2.7%0.011%
7/14/2025 Physician Wealth Advisors Inc.32,300$4.37M0.7%-0.6%0.032%
7/11/2025 Scott Capital Advisors LLC10,425$1.42M0.4%+11.4%0.010%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
7/11/2025 Ridgeline Wealth LLC25,924$3.51M2.9%-0.5%0.026%
7/11/2025 Farther Finance Advisors LLC43,695$5.91M0.1%-6.4%0.043%
7/11/2025 UMB Bank n.a.38,336$5.19M0.1%+28.5%0.038%
7/11/2025 My Legacy Advisors LLC8,549$1.17M0.4%-10.3%0.008%
7/11/2025 Diversified Trust Co18,391$2.49M0.1%-14.9%0.018%
7/11/2025 Pioneer Wealth Management Group17,414$2.36M0.9%+8.8%0.017%
7/10/2025 Oliver Lagore Vanvalin Investment Group420$57K0.0%N/A0.000%
7/10/2025 Ryan Investment Management Inc.11,956$1.62M1.0%N/A0.012%
7/10/2025 IMPACTfolio LLC278,413$37.67M17.9%+1.6%0.274%
7/10/2025 HF Advisory Group LLC19,644$2.66M1.1%-0.5%0.019%
7/10/2025 Klaas Financial Asset Advisors LLC64,235$8.69M1.4%+9.4%0.063%
7/10/2025 Ferguson Wellman Capital Management Inc.55,886$7.56M0.1%+6.0%0.055%
7/10/2025 Waypoint Wealth Partners Inc.46,205$6.25M1.5%-21.2%0.046%
7/10/2025 Wealth Enhancement Advisory Services LLC209,748$28.65M0.0%+2.2%0.207%
7/10/2025 Atticus Wealth Management LLC2,353$318K0.1%+7.4%0.002%
7/10/2025 Sharkey Howes & Javer111,297$15.06M2.0%-10.7%0.110%
7/10/2025 Brooklyn FI LLC18,799$2.54M0.7%+63.0%0.019%
7/10/2025 Signal Advisors Wealth LLC3,916$530K0.0%-2.4%0.004%
7/10/2025 Focus Financial Network Inc.19,783$2.68M0.1%-5.8%0.019%
7/10/2025 Sovran Advisors LLC8,134$1.10M0.1%-34.2%0.008%
7/10/2025 Financial Management Network Inc.2,975$406K0.1%+11.3%0.003%
7/9/2025 Dynamic Advisor Solutions LLC26,843$3.63M0.1%-15.7%0.026%
7/9/2025 OLIO Financial Planning8,172$1.11M0.3%+1.9%0.008%
7/9/2025 Graves Light Lenhart Wealth Inc.2,655$359K0.0%-12.1%0.003%
7/9/2025 Pallas Capital Advisors LLC5,944$804K0.0%-6.9%0.006%
7/9/2025 Affinity Capital Advisors LLC151,619$20.51M3.5%-0.6%0.148%
7/9/2025 Aaron Wealth Advisors LLC6,133$830K0.1%-4.6%0.006%
7/9/2025 Keystone Wealth Services LLC32,265$4.37M1.1%-3.2%0.032%
7/9/2025 Alesco Advisors LLC277,563$37.55M1.1%-1.2%0.272%
7/9/2025 Bank of New Hampshire1,320$179K0.0%-13.2%0.001%
7/9/2025 Parkside Advisors LLC70,855$9.59M2.1%+2.1%0.069%
7/8/2025 Elevation Wealth Partners LLC23,738$3.21M1.3%-43.4%0.023%
7/8/2025 Apella Capital LLC95,998$13.01M0.4%-4.9%0.094%
7/8/2025 Parallel Advisors LLC59,470$8.05M0.2%+3.5%0.058%
7/7/2025 Investors Research Corp1,281$173K0.0%+12.7%0.001%
7/7/2025 Capital Asset Advisory Services LLC2,562$346K0.0%+35.6%0.003%
7/7/2025 Shotwell Rutter Baer Inc5,465$746K0.5%-2.4%0.005%
7/7/2025 OMNI 360 Wealth Inc.5,970$808K0.4%-1.3%0.006%
7/7/2025 Bangor Savings Bank6,093$824K0.1%-1.4%0.006%
7/7/2025 Life Line Wealth Management LLC3,190$432K0.1%-8.1%0.003%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC12,950$1.75M1.0%+6.8%0.013%
7/3/2025 Garde Capital Inc.22,615$3.06M0.2%+48.5%0.022%
6/6/2025eCIO Inc.1,367$167K0.1%N/A0.001%
6/2/2025Modern Wealth Management LLC11,853$1.45M0.0%+69.9%0.011%
5/21/2025Acadian Asset Management LLC24,443$2.98M0.0%+112.7%0.024%
5/20/2025Acorns Advisers LLC2,400,608$292.66M2.8%+3.8%2.315%
5/20/2025Belpointe Asset Management LLC5,606$684K0.0%-35.8%0.005%
5/20/2025Fortis Capital Advisors LLC1,746$213K0.0%-29.1%0.002%
5/20/2025Focus Partners Wealth50,552$6.16M0.0%+6.1%0.049%
5/20/2025Nepc LLC13,905$1.70M0.0%+60.5%0.013%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
5/19/2025Jane Street Group LLC42,429$5.17M0.0%N/A0.041%
5/19/2025SageView Advisory Group LLC9,034$1.10M0.0%+2.9%0.009%
5/19/2025Advisory Alpha LLC10,607$1.29M0.0%-1.2%0.010%
5/19/2025Client 1ST Advisory Group LLC97,113$11.84M4.6%-0.9%0.094%
5/16/2025Ascent Group LLC8,235$1.00M0.0%-26.8%0.008%
5/16/2025Bell Investment Advisors Inc6,146$749K0.1%-11.4%0.006%
5/16/2025Ashton Thomas Private Wealth LLC171,671$20.93M0.8%-0.1%0.166%
5/16/2025Goldman Sachs Group Inc.3,892,537$474.54M0.1%+6.5%3.754%
5/16/2025Jones Financial Companies Lllp44,492$5.42M0.0%+1,967.5%0.043%
5/16/2025Plancorp LLC79,363$9.68M0.4%-10.3%0.077%
(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, 879 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 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 660 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 ($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 10,777,174 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 450 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: Envestnet Asset Management Inc. ($2.88M), LPL Financial LLC ($1.20M), Citigroup Inc. ($808.61K), JPMorgan Chase & Co. ($542.00K), Commonwealth Equity Services LLC ($486.21K), Bank of America Corp DE ($457.41K), and Cetera Investment Advisers ($219.74K).

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

Institutional investors have sold a total of 10,557,123 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


Related Companies

This page (NASDAQ:ESGU) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored