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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$121.73 +0.65 (+0.54%)
Closing price 04:00 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)
412
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$1.59B
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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
5/1/2025Gould Asset Management LLC CA11,872$1.45M0.3%-2.2%0.011%
5/1/2025Prudent Man Advisors LLC71,254$8.69M3.2%-22.3%0.069%
5/1/2025Asset Dedication LLC766$93K0.0%-23.1%0.001%
5/1/2025CWM LLC369,293$45.02M0.2%-6.6%0.356%
5/1/2025Hughes Financial Services LLC6,926$848K0.2%-5.7%0.007%
5/1/2025Pittenger & Anderson Inc.5,244$639K0.0%+49.0%0.005%
5/1/2025Stephens Inc. AR8,714$1.06M0.0%-4.7%0.008%
5/1/2025Sentinel Trust Co. LBA7,685$937K0.1%-1.1%0.007%
5/1/2025Northwest Capital Management Inc45,325$5.53M2.3%-41.2%0.044%
5/1/2025Diversify Wealth Management LLC2,135$258K0.0%N/A0.002%
5/1/2025Fingerlakes Wealth Management Inc.17,968$2.19M1.9%-8.9%0.017%
4/30/2025 Weil Company Inc.28,617$3.49M1.0%+411.7%0.028%
4/30/2025 Sharkey Howes & Javer124,600$15.19M2.2%-26.1%0.120%
4/30/2025 Cerity Partners LLC70,311$8.57M0.0%+0.7%0.068%
4/30/2025 Vision Capital Management Inc.17,004$2.07M0.3%-1.6%0.016%
4/30/2025 Financial Gravity Asset Management Inc.5,490$669K0.1%N/A0.005%
4/30/2025 Allworth Financial LP14,282$1.70M0.0%-1.5%0.014%
4/30/2025 Axxcess Wealth Management LLC19,344$2.36M0.1%-4.4%0.019%
4/30/2025 Rehmann Capital Advisory Group9,260$1.13M0.1%-1.9%0.009%
4/30/2025 Cornerstone Planning Group LLC596$70K0.0%+45.7%0.001%
4/30/2025 OMNI 360 Wealth Inc.6,049$737K0.4%-5.9%0.006%
4/30/2025 Valeo Financial Advisors LLC44,501$5.43M0.1%+6.8%0.043%
4/30/2025 M&T Bank Corp7,703$939K0.0%-11.5%0.007%
4/30/2025 Stratos Wealth Partners LTD.36,538$4.45M0.1%-2.6%0.035%
4/30/2025 Horst & Graben Wealth Management LLC27,969$3.41M0.6%+8.9%0.027%
4/29/2025 U.S. Capital Wealth Advisors LLC4,896$597K0.0%+10.2%0.005%
4/29/2025 Jordan Park Group LLC24,487$2.99M0.2%+2.3%0.024%
4/29/2025 Financial Counselors Inc.4,591$560K0.0%-5.0%0.004%
4/29/2025 TD Private Client Wealth LLC5,037$614K0.0%-23.5%0.005%
4/29/2025 Envestnet Asset Management Inc.1,844,223$224.83M0.1%-38.3%1.780%
4/29/2025 Investor s Fiduciary Advisor Network LLC11,219$1.37M0.6%+5.0%0.011%
4/29/2025 Traveka Wealth LLC3,090$377K0.2%-17.1%0.003%
4/29/2025 Sutton Place Investors LLC5,771$704K0.5%-4.1%0.006%
4/29/2025 Macroview Investment Management LLC14,334$1.75M1.6%-8.2%0.014%
4/29/2025 Bank of New York Mellon Corp60,460$7.37M0.0%-14.4%0.058%
4/29/2025 World Investment Advisors10,462$1.28M0.0%+8.3%0.010%
4/29/2025 Capital Investment Advisory Services LLC17,879$2.18M0.2%-0.9%0.017%
4/29/2025 Strategic Blueprint LLC69,049$8.42M0.5%-0.2%0.067%
4/29/2025 Brookstone Capital Management175,040$21.34M0.3%+0.5%0.169%
4/29/2025 OneDigital Investment Advisors LLC100,067$12.20M0.1%-5.5%0.097%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/28/2025 Boulder Wealth Advisors LLC32,056$3.91M2.3%-81.7%0.031%
4/28/2025 D.A. Davidson & CO.7,644$932K0.0%-17.8%0.007%
4/28/2025 Mutual Advisors LLC43,712$5.25M0.1%-10.4%0.042%
4/28/2025 Axis Wealth Partners LLC6,573$801K0.6%+1.6%0.006%
4/28/2025 First Horizon Advisors Inc.12,714$1.55M0.0%-38.0%0.012%
4/28/2025 Arlington Trust Co LLC1,520$185K0.0%+85.4%0.001%
4/28/2025 Sensible Financial Planning & Management LLC.11,714$1.43M0.3%+0.9%0.011%
4/28/2025 Physician Wealth Advisors Inc.32,490$3.96M0.7%-1.7%0.031%
4/28/2025 ArborFi Advisors LLC1,844$225K0.2%+5.8%0.002%
4/28/2025 Aaron Wealth Advisors LLC6,430$784K0.1%-22.2%0.006%
4/28/2025 Detalus Advisors LLC5,132$626K0.2%+1.9%0.005%
4/28/2025 Oregon Pacific Wealth Management LLC3,533$431K0.4%+42.2%0.003%
4/28/2025 Keybank National Association OH317,836$38.75M0.2%+8.7%0.307%
4/28/2025 Money Design Co. Ltd.98,534$12.01M0.6%-30.0%0.095%
4/28/2025 Yukon Wealth Management Inc.49,940$6.09M2.5%N/A0.048%
4/28/2025 Rossby Financial LCC75,920$9.11M3.8%-21.7%0.073%
4/28/2025 DAVENPORT & Co LLC11,796$1.44M0.0%+1.1%0.011%
4/28/2025 BLB&B Advisors LLC10,141$1.24M0.1%+9.8%0.010%
4/25/2025 Lodestar Private Asset Management LLC2,393$292K0.0%+18.7%0.002%
4/25/2025 IMPACTfolio LLC273,923$33.39M17.5%-0.3%0.264%
4/25/2025 Spinnaker Trust39,280$4.79M0.3%+13.5%0.038%
4/25/2025 Northwest Wealth Management LLC1,712$209K0.0%+8.9%0.002%
4/25/2025 Crown Wealth Group LLC9,217$1.12M0.6%-1.3%0.009%
4/25/2025 Life Line Wealth Management LLC3,473$423K0.2%+3.7%0.003%
4/25/2025 Avidian Wealth Enterprises LLC14,314$1.75M0.1%+10.2%0.014%
4/25/2025 Root Financial Partners LLC3,775$460K0.0%-6.8%0.004%
4/25/2025 Sovran Advisors LLC12,360$1.42M0.2%+1.2%0.012%
4/25/2025 Joel Isaacson & Co. LLC175,742$21.43M1.0%+6.1%0.169%
4/25/2025 RCS Financial Planning LLC6,135$748K0.4%-22.3%0.006%
4/24/2025 Laurel Wealth Planning LLC80,562$9.82M6.5%-7.7%0.078%
4/24/2025 Golden State Wealth Management LLC4,340$529K0.1%-29.8%0.004%
4/24/2025 Mendel Capital Management LLC14,012$1.71M1.0%-1.3%0.014%
4/24/2025 Villere ST Denis J & Co. LLC3,000$366K0.0%-31.1%0.003%
4/24/2025 Mascoma Wealth Management LLC28,684$3.50M0.9%+1,287.7%0.028%
4/24/2025 Mirae Asset Global Investments Co. Ltd.351,180$42.57M0.1%-14.6%0.339%
4/24/2025 Klaas Financial Asset Advisors LLC58,702$7.16M1.2%-0.9%0.057%
4/24/2025 Bartlett & CO. Wealth Management LLC1,355$165K0.0%+23.3%0.001%
4/24/2025 Transcend Capital Advisors LLC16,859$2.06M0.1%-21.8%0.016%
4/24/2025 Diversified Trust Co21,606$2.63M0.1%-19.7%0.021%
4/24/2025 Tanager Wealth Management LLP4,003$488K0.1%+13.0%0.004%
4/24/2025 Capasso Planning Partners LLC6,704$817K0.3%-5.0%0.006%
4/23/2025 GenTrust LLC16,378$2.00M0.1%+14.5%0.016%
4/23/2025 KPP Advisory Services LLC36,364$4.43M0.8%N/A0.035%
4/23/2025 Western Wealth Management LLC5,209$635K0.0%-6.9%0.005%
4/23/2025 Creative Financial Designs Inc. ADV1,605$196K0.0%-6.5%0.002%
4/23/2025 Sequoia Financial Advisors LLC11,948$1.46M0.0%+3.2%0.012%
4/23/2025 Pure Financial Advisors LLC10,769$1.31M0.0%+7.8%0.010%
4/23/2025 Lifelong Wealth Advisors Inc.20,252$2.47M1.2%+5.0%0.020%
4/23/2025 Perigon Wealth Management LLC39,419$4.81M0.1%-8.9%0.038%
4/23/2025 Golden State Wealth Management LLC8,674$1.06M0.1%+40.4%0.008%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/23/2025 Balance Wealth LLC24,139$2.94M1.9%N/A0.023%
4/23/2025 Keystone Financial Services6,918$843K0.3%+46.0%0.007%
4/23/2025 Integris Wealth Management LLC24,055$2.93M0.8%-2.9%0.023%
4/23/2025 Oppenheimer & Co. Inc.3,187$389K0.0%+28.6%0.003%
4/23/2025 Valmark Advisers Inc.11,995$1.46M0.0%-1.7%0.012%
4/23/2025 Continuum Advisory LLC578$70K0.0%+34.4%0.001%
4/22/2025 XML Financial LLC2,959$361K0.0%-40.7%0.003%
4/22/2025 JFS Wealth Advisors LLC1,114$136K0.0%+43.7%0.001%
4/22/2025 5T Wealth LLC5,796$707K0.4%-9.1%0.006%
4/22/2025 Flagship Harbor Advisors LLC7,299$890K0.0%+3.6%0.007%
(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, 885 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. ($1.53B), Northern Trust Corp ($849.05M), TIAA Trust National Association ($719.74M), BlackRock Inc. ($593.30M), Scissortail Wealth Management LLC ($554.29M), 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 663 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 ($5.29M), Summit Wealth Group LLC ($4.90M), Northern Trust Corp ($4.51M), Mizuho Bank Ltd. ($2.50M), International Assets Investment Management LLC ($2.24M), Sumitomo Mitsui Financial Group Inc. ($2.13M), and JPMorgan Chase & Co. ($1.91M).

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

Institutional investors have bought a total of 42,099,149 shares in the last 24 months. This purchase volume represents approximately $5.12B in transactions.

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

Of the 601 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. ($43.70M), LPL Financial LLC ($8.92M), CWM LLC ($5.87M), Park Avenue Securities LLC ($2.11M), MML Investors Services LLC ($2.02M), Envestnet Portfolio Solutions Inc. ($1.59M), and BlackRock Inc. ($1.53M).

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

Institutional investors have sold a total of 94,744,188 shares in the last 24 months. This volume of shares sold represents approximately $13.77B in transactions.


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This page (NASDAQ:ESGU) was last updated on 5/1/2025 by MarketBeat.com Staff
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