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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$136.60 +1.00 (+0.74%)
Closing price 07/3/2025 01:15 PM Eastern
Extended Trading
$135.54 -1.06 (-0.78%)
As of 07/3/2025 04:09 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 Polygon.io. 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)
431
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
7/3/2025 Higgins & Schmidt Wealth Strategies LLC12,950$1.75M1.0%+6.8%0.013%
7/3/2025 Garde Capital Inc.22,615$3.06M0.2%+48.5%0.022%
6/6/2025eCIO Inc.1,367$167K0.1%N/A0.001%
6/2/2025Modern Wealth Management LLC11,853$1.45M0.0%+69.9%0.011%
5/21/2025Acadian Asset Management LLC24,443$2.98M0.0%+112.7%0.024%
5/20/2025Acorns Advisers LLC2,400,608$292.66M2.8%+3.8%2.315%
5/20/2025Belpointe Asset Management LLC5,606$684K0.0%-35.8%0.005%
5/20/2025Fortis Capital Advisors LLC1,746$213K0.0%-29.1%0.002%
5/20/2025Focus Partners Wealth50,552$6.16M0.0%+6.1%0.049%
5/20/2025Nepc LLC13,905$1.70M0.0%+60.5%0.013%
5/19/2025Jane Street Group LLC42,429$5.17M0.0%N/A0.041%
5/19/2025SageView Advisory Group LLC9,034$1.10M0.0%+2.9%0.009%
5/19/2025Advisory Alpha LLC10,607$1.29M0.0%-1.2%0.010%
5/19/2025Client 1ST Advisory Group LLC97,113$11.84M4.6%-0.9%0.094%
5/16/2025Ascent Group LLC8,235$1.00M0.0%-26.8%0.008%
5/16/2025Bell Investment Advisors Inc6,146$749K0.1%-11.4%0.006%
5/16/2025Ashton Thomas Private Wealth LLC171,671$20.93M0.8%-0.1%0.166%
5/16/2025Goldman Sachs Group Inc.3,892,537$474.54M0.1%+6.5%3.754%
5/16/2025Jones Financial Companies Lllp44,492$5.42M0.0%+1,967.5%0.043%
5/16/2025Plancorp LLC79,363$9.68M0.4%-10.3%0.077%
5/16/2025Nepc LLC13,905$1.70M0.0%+60.5%0.013%
5/16/2025NewEdge Advisors LLC119,728$14.60M0.1%-21.6%0.115%
5/16/2025Integrated Wealth Concepts LLC128,265$15.64M0.2%-3.1%0.124%
5/16/2025Copperleaf Capital LLC3,862$471K0.3%-15.5%0.004%
5/16/2025Alliancebernstein L.P.157,649$19.22M0.0%+8.4%0.152%
5/16/2025AQR Capital Management LLC6,763$824K0.0%N/A0.007%
5/16/2025AlTi Global Inc.122,379$14.92M0.4%+0.9%0.118%
5/16/2025Aprio Wealth Management LLC8,146$993K0.1%+408.8%0.008%
5/15/2025EP Wealth Advisors LLC10,167$1.24M0.0%+13.3%0.010%
5/15/2025Focus Partners Advisor Solutions LLC19,423$2.37M0.0%+78.3%0.019%
5/15/2025One Wealth Capital Management LLC5,829$711K0.4%-62.7%0.006%
5/15/2025Flputnam Investment Management Co.125,735$15.33M0.3%+13.6%0.121%
5/15/2025Royal Bank of Canada530,490$64.67M0.0%+1.2%0.512%
5/15/2025MAI Capital Management5,918$721K0.0%-11.0%0.006%
5/15/2025Baird Financial Group Inc.12,603$1.54M0.0%-1.0%0.012%
5/15/2025Vident Advisory LLC7,902$963K0.0%-1.0%0.008%
5/15/2025Tortoise Investment Management LLC1,705$208K0.0%+4.9%0.002%
5/15/2025Gerber Kawasaki Wealth & Investment Management8,246$1.01M0.0%+3.1%0.008%
5/15/2025Clarity Asset Management Inc.91,632$11.17M7.2%+13.4%0.088%
5/14/2025KilterHowling LLC7,359$908K0.6%-3.3%0.007%
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5/14/2025CreativeOne Wealth LLC26,752$3.26M0.1%-2.9%0.026%
5/14/2025Quadcap Wealth Management LLC2,017$246K0.0%-8.9%0.002%
5/14/2025Redwood Investment Management LLC1,728$211K0.0%-5.6%0.002%
5/14/2025Talisman Wealth Advisors LLC4,729$576K0.6%-5.5%0.005%
5/14/2025Comerica Bank11,558$1.41M0.0%-6.9%0.011%
5/14/2025Freedom Investment Management Inc.2,505$305K0.0%+22.7%0.002%
5/14/2025Synovus Financial Corp1,718$209K0.0%-61.1%0.002%
5/14/2025Ally Invest Advisors Inc.326,447$39.80M3.4%-0.7%0.315%
5/14/2025Smartleaf Asset Management LLC4,356$528K0.1%N/A0.004%
5/14/2025Northwestern Mutual Wealth Management Co.907,475$110.63M0.1%+9.7%0.875%
5/14/2025Van Hulzen Asset Management LLC87,000$10.61M1.0%-2.6%0.084%
5/14/2025Kestra Advisory Services LLC80,472$9.81M0.0%-3.1%0.078%
5/14/2025Compound Planning Inc.14,142$1.72M0.1%-19.4%0.014%
5/14/2025Ameriprise Financial Inc.351,495$42.85M0.0%-3.2%0.339%
5/14/2025Bragg Financial Advisors Inc1,723$210K0.0%N/A0.002%
5/14/2025CW Advisors LLC10,494$1.28M0.0%+7.0%0.010%
5/14/2025Partners Capital Investment Group LLP583,245$71.10M1.2%+6.4%0.562%
5/14/2025PGIM Custom Harvest LLC3,150$384K0.0%-6.3%0.003%
5/14/2025Banco BTG Pactual S.A.7,800$951K0.2%-4.9%0.008%
5/14/2025Capital Analysts LLC2,176$266K0.0%+38.9%0.002%
5/14/2025Vertex Planning Partners LLC1,912$233K0.1%-8.5%0.002%
5/14/2025RWA Wealth Partners LLC4,043$493K0.0%-6.5%0.004%
5/13/2025Sand Hill Global Advisors LLC171,541$20.91M0.9%+1.7%0.165%
5/13/2025Aptus Capital Advisors LLC40,967$4.99M0.1%-4.8%0.040%
5/13/2025Northern Trust Corp6,824,650$831.99M0.1%+3.5%6.581%
5/13/2025Blue Edge Capital LLC97,907$11.94M1.9%-1.7%0.094%
5/13/2025Freestone Capital Holdings LLC3,134$382K0.0%N/A0.003%
5/13/2025Moment Partners LLC23,883$2.91M0.6%-1.6%0.023%
5/13/2025Cresset Asset Management LLC7,068$862K0.0%+42.4%0.007%
5/13/2025Gen Wealth Partners Inc2,815$343K0.1%-74.6%0.003%
5/13/2025EverSource Wealth Advisors LLC6,760$824K0.0%+5.7%0.007%
5/13/2025High Falls Advisors Inc19,437$2.37M0.6%-26.3%0.019%
5/13/2025Waypoint Wealth Partners Inc.58,618$7.15M2.0%+26.5%0.057%
5/13/2025Kovitz Investment Group Partners LLC10,353$1.26M0.0%-3.6%0.010%
5/13/2025Brooklyn FI LLC11,533$1.41M0.4%+5.0%0.011%
5/13/2025Rock Creek Group LP161,100$19.64M2.3%-20.9%0.155%
5/13/2025Russell Investments Group Ltd.1,511$184K0.0%-7.2%0.001%
5/13/2025HighTower Advisors LLC317,442$38.70M0.1%-2.1%0.306%
5/12/2025Financial Engines Advisors L.L.C.1,681$205K0.0%-46.5%0.002%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,725$2.66M0.2%-5.8%0.021%
5/12/2025Meridian Wealth Management LLC6,065$739K0.0%-8.1%0.006%
5/12/2025Maia Wealth LLC42,214$4.95M1.1%-7.6%0.041%
5/12/2025Staley Capital Advisers Inc.90,000$10.97M0.5%-10.1%0.087%
5/12/2025Cooper Financial Group5,572$679K0.1%-17.9%0.005%
5/12/2025White Lighthouse Investment Management Inc.16,604$2.02M0.4%-2.5%0.016%
5/12/2025JPMorgan Chase & Co.11,362,022$1.39B0.1%-4.6%10.957%
5/12/2025Balanced Rock Investment Advisors LLC25,891$3.16M2.5%+5.6%0.025%
5/12/2025Townsquare Capital LLC13,530$1.65M0.0%-52.6%0.013%
5/12/2025Founders Financial Alliance LLC2,674$326K0.1%-16.3%0.003%
5/12/2025Savvy Advisors Inc.5,071$618K0.1%+50.2%0.005%
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5/12/2025National Bank of Canada FI113,825$13.88M0.0%+45.5%0.110%
5/12/2025Citigroup Inc.306,199$37.33M0.0%-43.8%0.295%
5/12/2025AlphaCore Capital LLC12,231$1.49M0.1%N/A0.012%
5/12/2025Alesco Advisors LLC281,036$34.26M1.1%-4.1%0.271%
5/9/2025Headlands Technologies LLC749$91K0.0%N/A0.001%
5/9/2025Citizens Financial Group Inc. RI2,964$361K0.0%-15.2%0.003%
5/9/2025Strategy Asset Managers LLC7,447$908K0.2%-1.4%0.007%
5/9/2025WealthShield Partners LLC6,989$852K0.1%-40.1%0.007%
5/9/2025Goldman Sachs Group Inc.3,892,537$474.54M0.1%+6.5%3.754%
5/9/2025Planning Alternatives Ltd. ADV31,276$3.81M0.6%+5.4%0.030%
(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, 877 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 ($1.69B), JPMorgan Chase & Co. ($1.39B), Northern Trust Corp ($831.99M), TIAA Trust National Association ($712.05M), BlackRock Inc. ($593.30M), Goldman Sachs Group Inc. ($474.54M), and TIAA FSB ($445.07M).Learn more on iShares ESG Aware MSCI USA ETF's institutional investors.

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

Of the 658 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: TIAA Trust National Association ($5.56M), Northern Trust Corp ($4.75M), Mizuho Bank Ltd. ($2.50M), International Assets Investment Management LLC ($2.24M), JPMorgan Chase & Co. ($1.91M), Envestnet Portfolio Solutions Inc. ($1.89M), and Sumitomo Mitsui Financial Group Inc. ($1.16M).

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

Institutional investors have bought a total of 10,810,935 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 452 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: Envestnet Asset Management Inc. ($2.88M), LPL Financial LLC ($1.20M), Citigroup Inc. ($808.61K), JPMorgan Chase & Co. ($542.00K), Commonwealth Equity Services LLC ($486.21K), Envestnet Portfolio Solutions Inc. ($464.13K), and Bank of America Corp DE ($457.41K).

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

Institutional investors have sold a total of 11,164,341 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NASDAQ:ESGU) was last updated on 7/5/2025 by MarketBeat.com Staff
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