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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$168.46 +1.16 (+0.69%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$168.62 +0.16 (+0.10%)
As of 10/2/2026 07:30 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 Massive. Learn more.
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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)
460
Total
Institutional Inflows
(last 12 months)
$833.24M
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$739.52M
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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
10/2/2026Private Client Services LLC2,371$396K0.1%N/A0.002%
10/1/2026 Montecito Bank & Trust9,055$1.51M0.2%-5.1%0.008%
9/25/2026Atomic Invest LLC205,231$33.35M2.9%+3,385.6%0.190%
9/23/2026Envestnet Portfolio Solutions Inc.328,566$53.78M0.2%-0.7%0.305%
9/23/2026Envestnet Asset Management Inc.2,064,131$337.84M0.1%-1.6%1.915%
9/18/2026Security National Bank of Sioux City Iowa IA153$25K0.0%N/A0.000%
9/9/2026Tarbox Family Office Inc.3,793$621K0.1%-1.6%0.003%
9/9/2026Blue Edge Capital LLC83,906$13.73M1.6%-1.2%0.077%
9/9/2026Sequoia Financial Advisors LLC14,464$2.37M0.0%-7.6%0.013%
9/9/2026Van Hulzen Asset Management LLC79,800$13.06M0.9%-11.2%0.074%
9/9/2026Capital Analysts LLC4,212$690K0.0%+24.1%0.004%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,365$223K0.0%N/A0.001%
9/9/2026NorthRock Partners LLC65,741$10.76M0.2%-2.9%0.061%
9/9/2026Integrated Wealth Concepts LLC129,466$21.19M0.1%+7.1%0.119%
9/9/2026NewEdge Advisors LLC127,139$20.81M0.1%+21.7%0.117%
9/9/2026IFP Advisors Inc5,444$891K0.0%-1.9%0.005%
9/9/2026Baird Financial Group Inc.10,240$1.68M0.0%-2.8%0.009%
9/9/2026XY Planning Network Inc.5,834$955K0.1%+4.0%0.005%
9/8/2026Allworth Financial LP12,372$2.03M0.0%-2.8%0.011%
9/8/2026Waverly Advisors LLC6,115$1.00M0.0%+8.8%0.006%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group8,619$1.41M0.1%-3.9%0.008%
9/2/2026Range Advisory LLC3,225$528K0.1%+25.9%0.003%
9/2/2026Citadel Advisors LLC22,696$3.72M0.0%N/A0.021%
8/27/2026Corient Private Wealth LP57,214$9.37M0.0%-60.3%0.053%
8/23/2026IMPACTfolio LLC259,848$42.53M16.0%-0.6%0.240%
8/23/2026Ameritas Advisory Services LLC1,420$232K0.0%N/A0.001%
8/23/2026Wedmont Private Capital2,086$346K0.0%N/A0.002%
8/23/2026Kintra Wealth LLC1,812$309K0.0%-24.6%0.002%
8/23/2026Morling Financial Advisors LLC12,727$2.08M0.6%-0.5%0.012%
8/23/2026Endeavor Private Wealth Inc.3,775$618K0.1%+82.5%0.003%
8/23/2026HB Wealth Management LLC24,534$4.02M0.0%+4.1%0.023%
8/23/2026Semitam Bonam LLC2,134$349K0.3%-2.8%0.002%
8/22/2026Noble Wealth Partners LLC13,474$2.21M1.9%N/A0.012%
8/22/2026Advisory Solutions Group LLC12,925$2.12M0.7%N/A0.012%
8/22/2026Highland Investment Advisors LLC203$33K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC547$89K0.1%N/A0.001%
8/22/2026Cassilly Financial Group LLC1,319$216K0.2%N/A0.001%
8/22/2026Hopwood Nicholas Hunter1,623$266K0.1%N/A0.001%
8/22/2026Aureum Wealth Management LLC2,556$418K0.3%+8.8%0.002%
8/22/2026Investor s Fiduciary Advisor Network LLC1,368$223K0.1%-88.3%0.001%
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8/22/2026LifePlan Investment Advisors Inc.5,498$900K0.3%-4.9%0.005%
8/22/2026NWF Advisory Services Inc.3,494$572K0.1%+5.9%0.003%
8/22/2026TD Waterhouse Canada Inc.16,792$2.75M0.0%+1.5%0.015%
8/22/2026Concurrent Investment Advisors LLC19,206$3.14M0.0%+12.4%0.018%
8/22/2026Prosperitas Financial LLC3,422$560K0.2%+19.2%0.003%
8/21/2026Continuum Advisory LLC742$121K0.0%N/A0.001%
8/21/2026Williams Financial LLC1,834$300K0.2%N/A0.002%
8/21/2026Emergent Wealth Advisors LLC3,275$536K0.3%-9.6%0.003%
8/21/2026Atticus Wealth Management LLC1,858$304K0.1%-8.0%0.002%
8/21/2026Natural Investments LLC1,960$320K0.1%N/A0.002%
8/21/2026XML Financial LLC6,169$1.01M0.1%+5.1%0.006%
8/20/2026Rehmann Capital Advisory Group8,531$1.40M0.1%-1.4%0.008%
8/15/2026First Bancorp Inc ME807$132K0.1%N/A0.001%
7/10/2026Abound Wealth Management900$147K0.0%-17.7%0.001%
7/10/2026Leverty Financial Group LLC2,209$362K0.1%+3.2%0.002%
7/10/2026JFS Wealth Advisors LLC1,336$219K0.0%-10.2%0.001%
7/10/2026Farrell Financial LLC5,471$895K0.5%-1.3%0.005%
7/10/2026Scott Capital Advisors LLC10,607$1.74M0.3%+1.1%0.010%
7/10/2026FC Advisory LLC4,786$783K0.2%+2.5%0.004%
7/10/2026Wealthcare Advisory Partners LLC2,650$434K0.0%-12.9%0.002%
7/9/2026Focus Financial Network Inc.18,529$3.03M0.1%+1.8%0.017%
7/9/2026HF Advisory Group LLC20,485$3.35M1.0%+2.1%0.019%
7/9/2026Strategic Point Investment Advisors LLC12,390$2.03M0.3%+0.8%0.011%
7/9/2026Affinity Capital Advisors LLC146,606$24.19M3.0%-1.9%0.135%
7/8/2026Ryan Investment Management Inc.8,960$1.47M0.7%+93.1%0.008%
7/8/2026DWR Wealth Management LLC2,463$400K0.3%+3.1%0.002%
7/8/2026NerdWallet Wealth Partners LLC2,800$458K0.2%+16.4%0.003%
7/8/2026Elevation Wealth Partners LLC25,008$4.09M1.2%+1.6%0.023%
7/8/2026Apella Capital LLC70,792$11.62M0.2%-1.5%0.065%
7/8/2026Archer Investment Management LLC33,187$5.43M1.9%+2.1%0.031%
7/7/2026Pioneer Wealth Management Group25,232$4.13M1.0%+24.1%0.023%
7/7/2026Fermata Advisors LLC1,752$287K0.1%-5.9%0.002%
7/7/2026Foster Group Inc.24,599$4.03M0.1%-0.3%0.023%
7/7/2026Greenfield Savings Bank1,400$229K0.1%N/A0.001%
7/7/2026Ridgeline Wealth LLC18,213$2.98M1.7%-0.8%0.017%
7/7/2026CoreCap Advisors LLC8,464$1.39M0.0%+2.8%0.008%
7/7/2026Pacific Excel Wealth Advisors Inc.2,647$433K0.2%N/A0.002%
7/6/2026Bangor Savings Bank6,931$1.13M0.1%+10.5%0.006%
6/24/2026Basecamp Wealth Advisors LLC4,660$659K0.1%+29.4%0.004%
6/18/2026Western Wealth Management LLC5,951$842K0.0%-2.3%0.006%
6/10/2026Curry Webb Wealth Management LLC1,499$212K0.1%N/A0.001%
6/9/2026Contango Wealth Management LLC11,912$1.69M2.0%+25.7%0.011%
6/8/2026Pine Valley Investments Ltd Liability Co2,084$295K0.0%+19.2%0.002%
6/3/2026Parallel Advisors LLC58,616$8.29M0.1%+10.0%0.055%
6/3/2026NewEdge Advisors LLC104,455$14.77M0.1%-10.7%0.099%
6/2/2026Blue Edge Capital LLC84,923$12.01M1.6%-7.0%0.080%
6/1/2026Flagship Wealth Advisors LLC531$72K0.0%+29.2%0.001%
5/29/2026Ipsen Advisor Group LLC11,529$1.63M1.1%-1.9%0.011%
5/27/2026Alpha Capital Advisors Inc. ADV3,538$500K0.5%-3.3%0.003%
5/27/2026Capasso Planning Partners LLC4,425$626K0.3%-2.2%0.004%
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5/22/2026WNY Asset Management LLC9,880$1.40M0.1%N/A0.009%
5/22/2026Wellington Grp LLC304$43K0.0%+74.7%0.000%
5/22/2026Verus Capital Partners LLC2,977$421K0.0%-41.6%0.003%
5/20/2026J. Mark Nickell & Co.3,427$485K0.4%-42.2%0.003%
5/19/2026Front Row Advisors LLC5,657$800K0.3%-2.3%0.005%
5/19/2026Western Wealth Management LLC5,951$842K0.0%-2.3%0.006%
5/19/2026GTS Financial LLC6,074$859K0.6%N/A0.006%
5/19/2026Bank of America Corp DE13,803,021$1.95B0.1%+3.5%13.059%
5/19/2026Chesapeake Wealth Management1,865$264K0.1%-27.3%0.002%
5/19/2026Arkadios Wealth Advisors14,956$2.12M0.0%+11.2%0.014%


ESGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 880 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 694 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), Bank of America Corp DE ($888.61K), TIAA Trust National Association ($754.56K), Brooklyn FI LLC ($683.65K), Wealthfront Advisers LLC ($643.93K), and BNP Paribas Financial Markets ($500.05K).

Institutional investors have bought a total of 5,660,053 shares in the last 24 months. This purchase volume represents approximately $833.24M in transactions.

Of the 382 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: Northwestern Mutual Wealth Management Co. ($973.19K), Morgan Stanley ($678.82K), Northern Trust Corp ($361.15K), TIAA Trust National Association ($335.93K), Capitolis Liquid Global Markets LLC ($300.50K), Mirae Asset Global Investments Co. Ltd. ($205.60K), and JPMorgan Chase & Co. ($152.74K).

Institutional investors have sold a total of 4,998,242 shares in the last 24 months. This volume of shares sold represents approximately $739.52M in transactions.


Related Companies

Institutional ownership data for NASDAQ:ESGU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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