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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$165.23 +0.70 (+0.43%)
As of 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
504
Total
Institutional Inflows
(last 12 months)
$986.29M
Number of
Institutional Sellers
(last 12 months)
444
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
7/10/2026 Abound Wealth Management900$147K0.0%-17.7%0.001%
7/10/2026 Leverty Financial Group LLC2,209$362K0.1%+3.2%0.002%
7/10/2026 JFS Wealth Advisors LLC1,336$219K0.0%-10.2%0.001%
7/10/2026 Farrell Financial LLC5,471$895K0.5%-1.3%0.005%
7/10/2026 Scott Capital Advisors LLC10,607$1.74M0.3%+1.1%0.010%
7/10/2026 FC Advisory LLC4,786$783K0.2%+2.5%0.004%
7/10/2026 Wealthcare Advisory Partners LLC2,650$434K0.0%-12.9%0.002%
7/9/2026 Focus Financial Network Inc.18,529$3.03M0.1%+1.8%0.017%
7/9/2026 HF Advisory Group LLC20,485$3.35M1.0%+2.1%0.019%
7/9/2026 Strategic Point Investment Advisors LLC12,390$2.03M0.3%+0.8%0.011%
7/9/2026 Affinity Capital Advisors LLC146,606$24.19M3.0%-1.9%0.135%
7/8/2026 Ryan Investment Management Inc.8,960$1.47M0.7%+93.1%0.008%
7/8/2026 DWR Wealth Management LLC2,463$400K0.3%+3.1%0.002%
7/8/2026 NerdWallet Wealth Partners LLC2,800$458K0.2%+16.4%0.003%
7/8/2026 Elevation Wealth Partners LLC25,008$4.09M1.2%+1.6%0.023%
7/8/2026 Apella Capital LLC70,792$11.62M0.2%-1.5%0.065%
7/8/2026 Archer Investment Management LLC33,187$5.43M1.9%+2.1%0.031%
7/7/2026 Pioneer Wealth Management Group25,232$4.13M1.0%+24.1%0.023%
7/7/2026 Fermata Advisors LLC1,752$287K0.1%-5.9%0.002%
7/7/2026 Foster Group Inc.24,599$4.03M0.1%-0.3%0.023%
7/7/2026 Greenfield Savings Bank1,400$229K0.1%N/A0.001%
7/7/2026 Ridgeline Wealth LLC18,213$2.98M1.7%-0.8%0.017%
7/7/2026 CoreCap Advisors LLC8,464$1.39M0.0%+2.8%0.008%
7/7/2026 Pacific Excel Wealth Advisors Inc.2,647$433K0.2%N/A0.002%
7/6/2026 Bangor 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%
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%
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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%
5/18/2026EverSource Wealth Advisors LLC10,391$1.47M0.0%+29.8%0.010%
5/18/2026Royal Bank of Canada521,795$73.79M0.0%-1.4%0.494%
5/18/2026Estate Counselors LLC1,455$206K0.0%-60.7%0.001%
5/16/2026Quantinno Capital Management LP2,754$389K0.0%+19.3%0.003%
5/15/2026Gateway Wealth Partners LLC10,973$1.55M0.1%+206.0%0.010%
5/15/2026Quadcap Wealth Management LLC1,877$265K0.0%-5.8%0.002%
5/15/2026Wealth Alliance LLC8,898$1.26M0.1%+4.2%0.008%
5/14/2026GC Wealth Management RIA LLC10,660$1.51M0.1%+7.2%0.010%
5/14/2026Compound Planning Inc.20,375$2.88M0.1%+21.4%0.019%
5/14/2026Modern Wealth Management LLC9,551$1.36M0.0%-1.1%0.009%
5/14/2026Keebeck Wealth Management73,206$10.35M1.2%-2.0%0.069%
5/14/2026Sei Investments Co.83,821$11.85M0.0%-1.1%0.079%
5/14/2026Davis R M Inc.1,894$268K0.0%N/A0.002%
5/13/2026Cetera Investment Advisers276,082$39.04M0.0%+0.1%0.261%
5/13/2026NewEdge Wealth LLC5,505$779K0.0%+161.8%0.005%
5/13/2026Alesco Advisors LLC An ESL Co241,553$34.16M0.9%-2.9%0.229%
5/13/2026CI Investments Inc.6,600$933K0.0%+14.8%0.006%
5/13/2026First Trust Advisors LP5,630$796K0.0%-10.2%0.005%
5/8/2026PNC Financial Services Group Inc.2,850$403K0.0%+20.1%0.003%
5/8/2026JMG Financial Group Ltd.10,300$1.46M0.0%-1.0%0.010%
5/7/2026Legacy Wealth Managment LLC ID4,040$571K0.3%+6.1%0.004%
5/7/2026AlTi Global Inc.123,498$17.47M0.4%+4.3%0.117%
5/7/2026Scarborough Advisors LLC3,324$470K0.1%+94.3%0.003%
5/7/2026Parallel Advisors LLC58,616$8.29M0.1%+10.0%0.055%
5/7/2026Sentinel Trust Co. LBA7,502$1.06M0.1%+1.2%0.007%
5/7/2026Planning Alternatives Ltd. ADV32,560$4.61M0.6%-9.0%0.031%
5/7/2026Vision Retirement LLC3,056$432K0.1%-10.2%0.003%
5/7/2026Precision Wealth Strategies LLC3,216$455K0.2%+5.9%0.003%
5/6/2026Quadrant Private Wealth Management LLC5,632$797K0.1%-1.8%0.005%
5/6/2026Bartlett & CO. Wealth Management LLC3,412$534K0.0%+163.7%0.003%
5/6/2026Cornerstone Planning Group LLC4,257$602K0.1%+825.4%0.004%
5/6/2026Modera Wealth Management LLC56,516$7.99M0.1%-1.2%0.053%
5/6/2026Morling Financial Advisors LLC12,789$1.81M0.6%+2.1%0.012%
5/6/2026Assetmark Inc.53,836$7.61M0.0%+3.9%0.051%
5/6/2026Gould Asset Management LLC CA10,341$1.46M0.3%-1.1%0.010%
5/6/2026Bessemer Group Inc.9,884$1.40M0.0%-16.9%0.009%
5/6/2026Sofi Wealth LLC23,132$3.27M0.2%+24.5%0.022%
5/6/2026Independent Financial Group LLC5,884$832K0.0%N/A0.006%
5/6/2026Birchwood Financial Partners Inc.47,593$6.73M6.5%-1.0%0.045%
5/5/2026Wealthfront Advisers LLC2,646,197$374.23M0.8%+2.1%2.503%
5/5/2026D.A. Davidson & CO.6,994$989K0.0%+1.6%0.007%
5/5/2026Navigation Group LLC5,090$720K0.2%N/A0.005%
5/5/2026 NerdWallet Wealth Partners LLC2,406$340K0.1%-8.8%0.002%
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5/5/2026Bank of New York Mellon Corp22,561$3.19M0.0%-59.2%0.021%
5/5/2026Sherman Asset Management Inc.2,950$417K0.4%-21.4%0.003%
5/5/2026Theory Financial LLC4,983$705K0.2%-5.5%0.005%
5/5/2026Sanctuary Advisors LLC55,111$7.79M0.0%-1.6%0.052%
5/5/20261ST Source Bank14,470$2.05M0.1%-2.6%0.014%
5/4/2026Summit Wealth Group LLC40,269$5.70M1.3%-2.9%0.038%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,280$9.52M0.2%+7.7%0.064%
5/4/2026Chicago Partners Investment Group LLC11,324$1.75M0.0%+0.6%0.011%
5/4/2026Uptick Partners LLC1,822$258K0.1%+8.8%0.002%
5/4/2026Moment Partners LLC24,857$3.52M0.6%-0.4%0.024%


ESGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 892 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 696 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 6,853,898 shares in the last 24 months. This purchase volume represents approximately $986.29M in transactions.

Of the 441 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 7,175,205 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NASDAQ:ESGU) was last updated on 7/14/2026 by MarketBeat.com Staff.
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