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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$167.74 +0.75 (+0.45%)
As of 08/21/2026 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)
457
Total
Institutional Inflows
(last 12 months)
$805.75M
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$725.54M
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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
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%
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%
8/18/2026 Pin Oak Investment Advisors Inc.183$40K0.0%N/A0.000%
8/17/2026 Blue Edge Capital LLC50,304$11.04M1.3%N/A0.046%
8/15/2026 First Bancorp Inc ME 807$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%
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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%
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%
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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%


ESGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 876 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 5,499,452 shares in the last 24 months. This purchase volume represents approximately $805.75M in transactions.

Of the 377 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 4,924,225 shares in the last 24 months. This volume of shares sold represents approximately $725.54M in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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