Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free ESGU Stock Alerts

iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$167.15 +1.32 (+0.80%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$167.17 +0.02 (+0.01%)
As of 09/11/2026 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
459
Total
Institutional Inflows
(last 12 months)
$805.90M
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$734.08M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tarbox Family Office Inc.3,793$621K0.1%-1.6%0.003%
9/9/2026 Blue Edge Capital LLC83,906$13.73M1.6%-1.2%0.077%
9/9/2026 Sequoia Financial Advisors LLC14,464$2.37M0.0%-7.6%0.013%
9/9/2026 Van Hulzen Asset Management LLC79,800$13.06M0.9%-11.2%0.074%
9/9/2026 Capital Analysts LLC4,212$690K0.0%+24.1%0.004%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC1,365$223K0.0%N/A0.001%
9/9/2026 NorthRock Partners LLC65,741$10.76M0.2%-2.9%0.061%
9/9/2026 Integrated Wealth Concepts LLC129,466$21.19M0.1%+7.1%0.119%
9/9/2026 NewEdge Advisors LLC127,139$20.81M0.1%+21.7%0.117%
9/9/2026 IFP Advisors Inc5,444$891K0.0%-1.9%0.005%
9/9/2026 Baird Financial Group Inc.10,240$1.68M0.0%-2.8%0.009%
9/9/2026 XY Planning Network Inc.5,834$955K0.1%+4.0%0.005%
9/8/2026 Allworth Financial LP12,372$2.03M0.0%-2.8%0.011%
9/8/2026 Waverly Advisors LLC6,115$1.00M0.0%+8.8%0.006%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group8,619$1.41M0.1%-3.9%0.008%
9/2/2026 Range Advisory LLC3,225$528K0.1%+25.9%0.003%
9/2/2026 Citadel Advisors LLC22,696$3.72M0.0%N/A0.021%
8/27/2026 Corient Private Wealth LP57,214$9.37M0.0%-60.3%0.053%
8/23/2026 IMPACTfolio LLC259,848$42.53M16.0%-0.6%0.240%
8/23/2026 Ameritas Advisory Services LLC1,420$232K0.0%N/A0.001%
8/23/2026 Wedmont Private Capital2,086$346K0.0%N/A0.002%
8/23/2026 Kintra Wealth LLC1,812$309K0.0%-24.6%0.002%
8/23/2026 Morling Financial Advisors LLC12,727$2.08M0.6%-0.5%0.012%
8/23/2026 Endeavor Private Wealth Inc.3,775$618K0.1%+82.5%0.003%
8/23/2026 HB Wealth Management LLC24,534$4.02M0.0%+4.1%0.023%
8/23/2026 Semitam Bonam LLC2,134$349K0.3%-2.8%0.002%
8/22/2026 Noble Wealth Partners LLC13,474$2.21M1.9%N/A0.012%
8/22/2026 Advisory Solutions Group LLC12,925$2.12M0.7%N/A0.012%
8/22/2026 Highland Investment Advisors LLC203$33K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC547$89K0.1%N/A0.001%
8/22/2026 Cassilly Financial Group LLC1,319$216K0.2%N/A0.001%
8/22/2026 Hopwood Nicholas Hunter1,623$266K0.1%N/A0.001%
8/22/2026 Aureum Wealth Management LLC2,556$418K0.3%+8.8%0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,368$223K0.1%-88.3%0.001%
8/22/2026 LifePlan Investment Advisors Inc.5,498$900K0.3%-4.9%0.005%
8/22/2026 NWF Advisory Services Inc.3,494$572K0.1%+5.9%0.003%
8/22/2026 TD Waterhouse Canada Inc.16,792$2.75M0.0%+1.5%0.015%
8/22/2026 Concurrent Investment Advisors LLC19,206$3.14M0.0%+12.4%0.018%
8/22/2026 Prosperitas Financial LLC3,422$560K0.2%+19.2%0.003%
8/21/2026 Continuum Advisory LLC742$121K0.0%N/A0.001%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
8/21/2026 Williams Financial LLC1,834$300K0.2%N/A0.002%
8/21/2026 Emergent Wealth Advisors LLC3,275$536K0.3%-9.6%0.003%
8/21/2026 Atticus Wealth Management LLC1,858$304K0.1%-8.0%0.002%
8/21/2026 Natural Investments LLC1,960$320K0.1%N/A0.002%
8/21/2026 XML Financial LLC6,169$1.01M0.1%+5.1%0.006%
8/20/2026 Rehmann Capital Advisory Group8,531$1.40M0.1%-1.4%0.008%
8/15/2026 First Bancorp Inc ME807$132K0.1%N/A0.001%
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%
6/24/2026 Basecamp Wealth Advisors LLC4,660$659K0.1%+29.4%0.004%
6/18/2026 Western Wealth Management LLC5,951$842K0.0%-2.3%0.006%
6/10/2026 Curry Webb Wealth Management LLC1,499$212K0.1%N/A0.001%
6/9/2026Contango Wealth Management LLC11,912$1.69M2.0%+25.7%0.011%
6/8/2026 Pine Valley Investments Ltd Liability Co2,084$295K0.0%+19.2%0.002%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%


ESGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 878 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 691 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 5,499,087 shares in the last 24 months. This purchase volume represents approximately $805.90M 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 4,965,872 shares in the last 24 months. This volume of shares sold represents approximately $734.08M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel