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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$165.63 +0.59 (+0.36%)
As of 01:20 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)
498
Total
Institutional Inflows
(last 12 months)
$991.70M
Number of
Institutional Sellers
(last 12 months)
446
Total
Institutional Outflows
(last 12 months)
$1.04B
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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
6/3/2026 Parallel Advisors LLC58,616$8.29M0.1%+10.0%0.055%
6/3/2026 NewEdge Advisors LLC104,455$14.77M0.1%-10.7%0.099%
6/2/2026 Blue Edge Capital LLC84,923$12.01M1.6%-7.0%0.080%
6/1/2026 Flagship Wealth Advisors LLC531$72K0.0%+29.2%0.001%
5/29/2026 Ipsen Advisor Group LLC11,529$1.63M1.1%-1.9%0.011%
5/27/2026 Alpha Capital Advisors Inc. ADV3,538$500K0.5%-3.3%0.003%
5/27/2026 Capasso Planning Partners LLC4,425$626K0.3%-2.2%0.004%
5/22/2026 WNY Asset Management LLC9,880$1.40M0.1%N/A0.009%
5/22/2026 Wellington Grp LLC304$43K0.0%+74.7%0.000%
5/22/2026 Verus Capital Partners LLC2,977$421K0.0%-41.6%0.003%
5/20/2026 J. Mark Nickell & Co.3,427$485K0.4%-42.2%0.003%
5/19/2026 Front Row Advisors LLC5,657$800K0.3%-2.3%0.005%
5/19/2026 Western Wealth Management LLC5,951$842K0.0%-2.3%0.006%
5/19/2026 GTS Financial LLC6,074$859K0.6%N/A0.006%
5/19/2026 Bank of America Corp DE13,803,021$1.95B0.1%+3.5%13.059%
5/19/2026 Chesapeake Wealth Management1,865$264K0.1%-27.3%0.002%
5/19/2026 Arkadios Wealth Advisors14,956$2.12M0.0%+11.2%0.014%
5/18/2026 EverSource Wealth Advisors LLC10,391$1.47M0.0%+29.8%0.010%
5/18/2026 Royal Bank of Canada521,795$73.79M0.0%-1.4%0.494%
5/18/2026 Estate Counselors LLC1,455$206K0.0%-60.7%0.001%
5/16/2026 Quantinno Capital Management LP2,754$389K0.0%+19.3%0.003%
5/15/2026 Gateway Wealth Partners LLC10,973$1.55M0.1%+206.0%0.010%
5/15/2026 Quadcap Wealth Management LLC1,877$265K0.0%-5.8%0.002%
5/15/2026 Wealth Alliance LLC8,898$1.26M0.1%+4.2%0.008%
5/14/2026 GC Wealth Management RIA LLC10,660$1.51M0.1%+7.2%0.010%
5/14/2026 Compound Planning Inc.20,375$2.88M0.1%+21.4%0.019%
5/14/2026 Modern Wealth Management LLC9,551$1.36M0.0%-1.1%0.009%
5/14/2026 Keebeck Wealth Management73,206$10.35M1.2%-2.0%0.069%
5/14/2026 Sei Investments Co.83,821$11.85M0.0%-1.1%0.079%
5/14/2026 Davis R M Inc.1,894$268K0.0%N/A0.002%
5/13/2026 Cetera Investment Advisers276,082$39.04M0.0%+0.1%0.261%
5/13/2026 NewEdge Wealth LLC5,505$779K0.0%+161.8%0.005%
5/13/2026 Alesco Advisors LLC An ESL Co241,553$34.16M0.9%-2.9%0.229%
5/13/2026 CI Investments Inc.6,600$933K0.0%+14.8%0.006%
5/13/2026 First Trust Advisors LP5,630$796K0.0%-10.2%0.005%
5/8/2026 PNC Financial Services Group Inc.2,850$403K0.0%+20.1%0.003%
5/8/2026 JMG Financial Group Ltd.10,300$1.46M0.0%-1.0%0.010%
5/7/2026 Legacy Wealth Managment LLC ID4,040$571K0.3%+6.1%0.004%
5/7/2026 AlTi Global Inc.123,498$17.47M0.4%+4.3%0.117%
5/7/2026 Scarborough Advisors LLC3,324$470K0.1%+94.3%0.003%
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5/7/2026 Parallel Advisors LLC58,616$8.29M0.1%+10.0%0.055%
5/7/2026 Sentinel Trust Co. LBA7,502$1.06M0.1%+1.2%0.007%
5/7/2026 Planning Alternatives Ltd. ADV32,560$4.61M0.6%-9.0%0.031%
5/7/2026 Vision Retirement LLC3,056$432K0.1%-10.2%0.003%
5/7/2026 Precision Wealth Strategies LLC3,216$455K0.2%+5.9%0.003%
5/6/2026 Quadrant Private Wealth Management LLC5,632$797K0.1%-1.8%0.005%
5/6/2026 Bartlett & CO. Wealth Management LLC3,412$534K0.0%+163.7%0.003%
5/6/2026 Cornerstone Planning Group LLC4,257$602K0.1%+825.4%0.004%
5/6/2026 Modera Wealth Management LLC56,516$7.99M0.1%-1.2%0.053%
5/6/2026 Morling Financial Advisors LLC12,789$1.81M0.6%+2.1%0.012%
5/6/2026 Assetmark Inc.53,836$7.61M0.0%+3.9%0.051%
5/6/2026 Gould Asset Management LLC CA10,341$1.46M0.3%-1.1%0.010%
5/6/2026 Bessemer Group Inc.9,884$1.40M0.0%-16.9%0.009%
5/6/2026 Sofi Wealth LLC23,132$3.27M0.2%+24.5%0.022%
5/6/2026 Independent Financial Group LLC5,884$832K0.0%N/A0.006%
5/6/2026 Birchwood Financial Partners Inc.47,593$6.73M6.5%-1.0%0.045%
5/5/2026 Wealthfront Advisers LLC2,646,197$374.23M0.8%+2.1%2.503%
5/5/2026 D.A. Davidson & CO.6,994$989K0.0%+1.6%0.007%
5/5/2026 Navigation Group LLC5,090$720K0.2%N/A0.005%
5/5/2026 NerdWallet Wealth Partners LLC2,406$340K0.1%-8.8%0.002%
5/5/2026 Bank of New York Mellon Corp22,561$3.19M0.0%-59.2%0.021%
5/5/2026 Sherman Asset Management Inc.2,950$417K0.4%-21.4%0.003%
5/5/2026 Theory Financial LLC4,983$705K0.2%-5.5%0.005%
5/5/2026 Sanctuary Advisors LLC55,111$7.79M0.0%-1.6%0.052%
5/5/2026 1ST Source Bank14,470$2.05M0.1%-2.6%0.014%
5/4/2026 Summit Wealth Group LLC40,269$5.70M1.3%-2.9%0.038%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,280$9.52M0.2%+7.7%0.064%
5/4/2026 Chicago Partners Investment Group LLC11,324$1.75M0.0%+0.6%0.011%
5/4/2026 Uptick Partners LLC1,822$258K0.1%+8.8%0.002%
5/4/2026 Moment Partners LLC24,857$3.52M0.6%-0.4%0.024%
5/2/2026 International Assets Investment Management LLC1,724$246K0.0%-79.0%0.002%
5/2/2026 Keener Financial Planning LLC6,971$985K0.4%+1.9%0.007%
5/2/2026 Diversify Wealth Management LLC21,228$3.29M0.1%+283.5%0.020%
5/2/2026 Pittenger & Anderson Inc.9,426$1.33M0.1%+1.6%0.009%
5/2/2026 Carnegie Investment Counsel4,310$610K0.0%+111.8%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.61,049$8.63M0.1%+1.3%0.058%
5/1/2026 Citizens Financial Group Inc. RI2,711$383K0.0%-3.1%0.003%
5/1/2026 Midwest Trust Co3,828$541K0.0%-4.3%0.004%
5/1/2026 Fifth Third Bancorp9,638$1.36M0.0%+831.2%0.009%
5/1/2026 Sovran Advisors LLC7,653$1.20M0.1%-4.1%0.007%
5/1/2026 WealthShield Partners LLC4,945$699K0.1%-19.0%0.005%
5/1/2026 Simplicity Wealth LLC12,201$1.73M0.1%-6.7%0.012%
5/1/2026 Sequoia Financial Advisors LLC15,655$2.21M0.0%+22.8%0.015%
5/1/2026 Mascoma Wealth Management LLC35,077$4.96M1.0%+7.9%0.033%
5/1/2026 Villere ST Denis J & Co. LLC2,500$354K0.0%-16.7%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC78,418$11.09M1.1%+0.3%0.074%
5/1/2026 Manning & Napier Advisors LLC6,195$876K0.0%-11.4%0.006%
4/30/2026 Yukon Wealth Management Inc.42,100$5.95M3.6%-0.2%0.040%
4/30/2026 IMPACTfolio LLC261,453$36.98M15.7%-9.6%0.248%
4/30/2026 Beacon Financial Group14,821$2.10M0.2%+1.3%0.014%
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4/30/2026 First Horizon Corp18,491$2.62M0.1%-3.0%0.018%
4/30/2026 Kestra Advisory Services LLC79,173$11.20M0.0%+15.9%0.075%
4/30/2026 CFS Investment Advisory Services LLC48,638$7.51M0.5%-2.3%0.046%
4/30/2026 W Advisors LLC8,042$1.14M0.6%-6.4%0.008%
4/29/2026 Broussard Financial Group LLC2,668$377K0.3%-13.3%0.003%
4/29/2026 Orin Green Financial LLC8,953$1.27M0.5%+12.2%0.008%
4/29/2026 American Capital Advisory LLC6,958$984K0.4%-1.6%0.007%
4/29/2026 Horst & Graben Wealth Management LLC33,213$5.17M0.7%-1.5%0.031%
4/29/2026 Integrated Advisors Network LLC2,124$300K0.0%-91.2%0.002%
4/28/2026 Bogart Wealth LLC10,773$1.52M0.1%-22.6%0.010%


ESGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 889 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 ($1.95B), JPMorgan Chase & Co. ($1.53B), TIAA Trust National Association ($897.32M), Northern Trust Corp ($768.63M), Goldman Sachs Group Inc. ($598.19M), Morgan Stanley ($389.53M), and Acorns Advisers LLC ($382.26M).Learn more on iShares ESG Aware MSCI USA ETF's institutional investors.

Of the 692 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: Northern Trust Corp ($1.83M), JPMorgan Chase & Co. ($1.59M), TIAA Trust National Association ($1.46M), Bank of America Corp DE ($888.61K), Brooklyn FI LLC ($684.74K), Wealthfront Advisers LLC ($643.93K), and BNP Paribas Financial Markets ($500.05K).

Institutional investors have bought a total of 6,897,766 shares in the last 24 months. This purchase volume represents approximately $991.70M in transactions.

Of the 446 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. ($1.48M), Northwestern Mutual Wealth Management Co. ($973.19K), Morgan Stanley ($678.82K), Northern Trust Corp ($361.15K), TIAA Trust National Association ($335.93K), Mirae Asset Global Investments Co. Ltd. ($304.20K), and Capitolis Liquid Global Markets LLC ($300.50K).

Institutional investors have sold a total of 7,246,686 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NASDAQ:ESGU) was last updated on 6/4/2026 by MarketBeat.com Staff.
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