S&P 500   3,998.29
DOW   32,548.68
QQQ   309.95
Game-Changing News For Tesla Investors 
Lithium Could Be 2023's Next Big Surprise (Ad)
3 Dividend Contenders to Buy Now for Long-Term Gains Later
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Lithium Could Be 2023's Next Big Surprise (Ad)
DOW New Hghs Coming Sooner Than Later
On Holding AG Sprints Higher on Margin Expansion and Guidance
Stocks Positioned For The Year (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
S&P 500   3,998.29
DOW   32,548.68
QQQ   309.95
Game-Changing News For Tesla Investors 
Lithium Could Be 2023's Next Big Surprise (Ad)
3 Dividend Contenders to Buy Now for Long-Term Gains Later
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Lithium Could Be 2023's Next Big Surprise (Ad)
DOW New Hghs Coming Sooner Than Later
On Holding AG Sprints Higher on Margin Expansion and Guidance
Stocks Positioned For The Year (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
S&P 500   3,998.29
DOW   32,548.68
QQQ   309.95
Game-Changing News For Tesla Investors 
Lithium Could Be 2023's Next Big Surprise (Ad)
3 Dividend Contenders to Buy Now for Long-Term Gains Later
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Lithium Could Be 2023's Next Big Surprise (Ad)
DOW New Hghs Coming Sooner Than Later
On Holding AG Sprints Higher on Margin Expansion and Guidance
Stocks Positioned For The Year (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
S&P 500   3,998.29
DOW   32,548.68
QQQ   309.95
Game-Changing News For Tesla Investors 
Lithium Could Be 2023's Next Big Surprise (Ad)
3 Dividend Contenders to Buy Now for Long-Term Gains Later
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Lithium Could Be 2023's Next Big Surprise (Ad)
DOW New Hghs Coming Sooner Than Later
On Holding AG Sprints Higher on Margin Expansion and Guidance
Stocks Positioned For The Year (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
NASDAQ:ESGU

iShares ESG Aware MSCI USA ETF - ESGU Institutional Ownership

$88.58
+1.25 (+1.43%)
(As of 03/21/2023 12:00 AM ET)
Add
Compare
Today's Range
$87.84
▼
$88.67
50-Day Range
$85.25
▼
$92.64
52-Week Range
$77.28
▼
$103.76
Volume
2.40 million shs
Average Volume
2.23 million shs
Market Capitalization
$19.67 billion
Assets Under Management
$10.62 billion
Dividend Yield
1.51%
Net Expense Ratio
0.15%

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

Number of
Institutional Buyers
(last 12 months)
583
Total
Institutional Inflows
(last 12 months)
$14.03 B
Number of
Institutional Sellers
(last 12 months)
415
Total
Institutional Outflows
(last 12 months)
$8.09 B
Skip Chart & View Institutional Buying and Selling Data

ESGU Institutional Buying and Selling by Quarter

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.

iShares ESG Aware MSCI USA ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023Milestone Investment Advisors LLC2,494$0.21M0.1%N/A0.001%
3/15/2023B. Riley Wealth Advisors Inc.274,702$23.28M0.6%-9.4%0.124%
3/10/2023Mather Group LLC.2,451$0.21M0.0%-6.3%0.001%
3/8/2023Capital Asset Advisory Services LLC14,599$1.24M0.1%+48,563.3%0.007%
3/6/2023Rockefeller Capital Management L.P.113,554$9.62M0.0%+7.0%0.051%
3/6/2023OLD Mission Capital LLC18,700$1.59M0.0%-39.9%0.008%
3/2/2023Oliver Lagore Vanvalin Investment Group10,786$0.91M0.5%-45.5%0.005%
3/1/2023Regal Investment Advisors LLC131,480$11.14M1.1%-7.7%0.059%
2/27/2023Gallagher Benefit Services Inc.3,280$0.28M0.1%N/A0.001%
2/24/2023Garde Capital Inc.21,071$1.79M0.2%+502.7%0.009%
2/23/2023Centurion Wealth Management LLC3,199$0.27M0.2%N/A0.001%
2/22/2023Kovack Advisors Inc.7,949$0.67M0.1%-37.7%0.004%
2/22/2023CVA Family Office LLC492$42K0.0%N/A0.000%
2/21/2023Northwestern Mutual Wealth Management Co.793,655$67.26M0.1%+5.2%0.357%
2/21/2023Boulder Wealth Advisors LLC141,105$11.96M10.7%N/A0.064%
2/21/2023B. Riley Wealth Advisors Inc.274,702$23.28M0.6%-9.4%0.124%
2/17/2023Truist Financial Corp366,619$31.07M0.1%-1.4%0.165%
2/17/2023Ascent Group LLC97,212$8.24M1.0%+16.7%0.044%
2/16/2023GHP Investment Advisors Inc.1,349$0.11M0.0%+11.8%0.001%
2/16/2023WealthPLAN Partners LLC15,467$1.42M0.1%N/A0.007%
2/16/2023GSB Wealth Management LLC54,977$4.66M1.7%-5.9%0.025%
2/16/2023Alliancebernstein L.P.50,572$4.29M0.0%-15.7%0.023%
2/16/2023CreativeOne Wealth LLC618,620$52.43M2.9%-18.9%0.279%
2/16/2023Financial Advocates Investment Management48,703$4.13M0.3%+426.3%0.022%
2/16/2023Pacific Financial Group Inc.65,872$5.58M4.2%-6.7%0.030%
2/16/2023Personal Capital Advisors Corp840,339$71.22M0.3%+4.9%0.378%
2/16/2023RFG Advisory LLC166,304$15.23M0.8%+1.4%0.075%
2/16/2023Resurgent Financial Advisors LLC5,503$0.47M0.2%-15.5%0.002%
2/16/2023United Capital Financial Advisers LLC69,709$5.91M0.0%+13.8%0.031%
2/16/2023Harbour Investments Inc.136,401$11.56M0.7%-9.6%0.061%
2/16/2023Live Oak Investment Partners3,535$0.30M0.3%N/A0.002%
2/16/2023IMA Wealth Inc.4,000$0.34M0.1%N/A0.002%
2/16/2023Gateway Wealth Partners LLC37,762$3.20M0.5%N/A0.017%
2/15/2023Steward Partners Investment Advisory LLC197,179$16.71M0.3%-5.8%0.089%
2/15/2023CI Private Wealth LLC36,618$3.10M0.0%N/A0.016%
2/15/2023WealthPlan Investment Management LLC15,467$1.41M0.1%+6.5%0.007%
2/15/2023Sentinus LLC148,919$12.63M7.4%-5.6%0.067%
2/15/2023Simplicity Wealth LLC28,228$2.39M2.1%N/A0.013%
2/15/2023Apollon Wealth Management LLC147,232$12.48M0.9%+106.8%0.066%
2/15/2023MBM Wealth Consultants LLC1,356$0.12M0.1%N/A0.001%
2/15/2023Captrust Financial Advisors91,429$7.75M0.0%-18.2%0.041%
2/15/2023IHT Wealth Management LLC10,778$0.91M0.1%-50.2%0.005%
2/15/2023Jane Street Group LLC39,652$3.36M0.0%-70.4%0.018%
2/15/2023SageView Advisory Group LLC5,866$0.50M0.0%N/A0.003%
2/15/2023Treynor Bancshares Inc.15,228$1.29M0.9%-2.8%0.007%
2/15/2023PFS Investments Inc.25,208$2.14M0.0%-3.2%0.011%
2/15/2023Cahill Financial Advisors Inc.200,962$17.03M3.3%-24.7%0.091%
2/15/2023Talisman Wealth Advisors LLC5,912$0.50M1.1%N/A0.003%
2/15/2023Cerity Partners LLC40,780$3.46M0.0%+50.5%0.018%
2/15/2023Staley Capital Advisers Inc.100,000$8.48M0.5%N/A0.045%
2/15/2023Swmg LLC163,745$13.88M8.4%-8.1%0.074%
2/15/2023Sovereign Financial Group Inc.34,007$2.88M1.1%+63.8%0.015%
2/15/2023Money Concepts Capital Corp27,224$2.31M0.1%+3.6%0.012%
2/15/2023Morgan Stanley6,770,070$573.76M0.1%-21.0%3.049%
2/15/2023Mariner LLC181,577$15.39M0.0%+142.6%0.082%
2/15/2023Meridian Wealth Management LLC15,082$1.28M0.1%+1.3%0.007%
2/15/2023ERn Financial LLC6,661$0.57M0.1%+9.9%0.003%
2/15/2023Equitable Holdings Inc.27,414$2.32M0.0%+1.9%0.012%
2/15/2023Facet Wealth Inc.49,110$4.44M0.3%N/A0.022%
2/15/2023FinTrust Capital Advisors LLC14,887$1.26M0.3%-19.8%0.007%
2/15/2023Financial Partners Group Inc10,661$0.98M0.2%-17.4%0.005%
2/15/2023Fortis Advisors LLC2,577$0.22M0.2%-11.6%0.001%
2/15/2023Fortis Capital Advisors LLC2,909$0.25M0.1%N/A0.001%
2/15/2023AlphaCore Capital LLC6,816$0.58M0.2%+28.6%0.003%
2/15/2023Ancora Advisors LLC25,841$2.19M0.1%+0.7%0.012%
2/15/2023Apexium Financial LP10,268$0.87M0.1%-79.3%0.005%
2/15/2023Aspire Private Capital LLC16,545$1,402.18B0.5%-19.9%0.007%
2/15/2023Jefferies Financial Group Inc.3,213$0.27M0.0%N/A0.001%
2/15/2023ICA Group Wealth Management LLC11,313$0.96M0.2%-2.8%0.005%
2/14/2023Vident Investment Advisory LLC10,262$0.87M0.0%N/A0.005%
2/14/2023Advisor Partners II LLC9,413$0.80M0.0%+2.6%0.004%
2/14/2023Susquehanna International Group LLP46,962$3.98M0.0%-61.1%0.021%
2/14/2023Interchange Capital Partners LLC27,724$2.35M2.4%+5.7%0.012%
2/14/2023Lumature Wealth Partners LLC7,028$0.60M0.3%-8.9%0.003%
2/14/2023Cetera Advisor Networks LLC752,711$63.79M0.5%+220.2%0.339%
2/14/2023Cetera Investment Advisers1,709,030$144.84M1.3%+300.9%0.770%
2/14/2023Cetera Advisors LLC405,450$34.36M0.6%+189.3%0.183%
2/14/2023Laurel Wealth Advisors Inc.19,678$1.67M0.2%-12.7%0.009%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC879$75K0.0%-71.3%0.000%
2/14/2023Two Sigma Investments LP4,500$0.38M0.0%-76.4%0.002%
2/14/2023Townsquare Capital LLC11,941$1.01M0.0%-6.5%0.005%
2/13/2023Beverly Hills Private Wealth LLC9,572$0.81M0.4%N/A0.004%
2/13/2023CFS Investment Advisory Services LLC513,708$43.54M9.9%-14.6%0.231%
2/13/2023First Republic Investment Management Inc.800,307$67.83M0.2%+1,266.9%0.360%
2/13/2023Brown Advisory Inc.21,903$1.86M0.0%N/A0.010%
2/13/2023Johnson Financial Group Inc.654$55K0.0%-36.9%0.000%
2/13/2023GeoWealth Management LLC4,462$0.38M0.0%+220.5%0.002%
2/13/2023Brooklyn FI LLC4$0.44M0.3%-99.9%0.000%
2/13/2023Baird Financial Group Inc.79,455$6.73M0.0%-8.7%0.036%
2/13/2023Kingsview Wealth Management LLC4,270$0.36M0.0%-15.0%0.002%
2/13/2023Wealthcare Advisory Partners LLC7,613$0.65M0.0%+5.0%0.003%
2/13/2023Bessemer Group Inc.77,368$6.56M0.0%-0.4%0.035%
2/13/2023Integrated Wealth Concepts LLC430,131$36.45M1.0%-0.6%0.194%
2/13/2023Wealth Alliance236,553$20.05M3.6%-9.3%0.107%
2/13/2023Tcwp LLC123,580$10.47M2.1%-20.9%0.056%
2/13/2023Alterna Wealth Management Inc.34,414$2.92M3.3%-3.4%0.015%
2/13/2023Client 1ST Advisory Group LLC261,291$22.14M12.9%-3.6%0.118%
2/13/2023Wells Fargo & Company MN3,011,522$255.23M0.1%-3.8%1.356%
2/13/2023Heritage Wealth Management LLC33,108$2.81M0.4%+98.0%0.015%
2/13/2023Renaissance Technologies LLC5,100$0.43M0.0%+4.1%0.002%
(Data available from 1/1/2016 forward)













ESGU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGU shares?

During the previous two years, 815 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($4,275.03B), Aspire Private Capital LLC ($1,402.18B), Private Advisor Group LLC ($7.36B), Envestnet Asset Management Inc. ($4.50B), Bank of America Corp DE ($1.25B), BlackRock Inc. ($1.11B), and LPL Financial LLC ($992.45M).Learn more on ESGU's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI USA ETF stock?

Of the 775 institutional investors that purchased iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($111.44M), Liberty Wealth Management LLC ($14.13M), Envestnet Asset Management Inc. ($12.62M), JPMorgan Chase & Co. ($10.83M), CWM LLC ($9.16M), Bank of America Corp DE ($4.57M), and GSB Wealth Management LLC ($4.45M).

How much institutional buying is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have bought a total of 244,679,119 shares in the last 24 months. This purchase volume represents approximately $23.14B in transactions.

Which iShares ESG Aware MSCI USA ETF major shareholders have been selling company stock?

Of the 478 institutional investors that sold iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($63.79M), Envestnet Asset Management Inc. ($10.05M), GSB Wealth Management LLC ($4.40M), CWM LLC ($1.93M), Thrivent Financial for Lutherans ($1.84M), Morgan Stanley ($1.80M), and Bank of America Corp DE ($1.72M).

How much institutional selling is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have sold a total of 105,803,370 shares in the last 24 months. This volume of shares sold represents approximately $9.03B in transactions.

This page (NASDAQ:ESGU) was last updated on 3/22/2023 by MarketBeat.com Staff