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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

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$116.47
+0.15 (+0.13%)
(As of 05/17/2024 08:53 PM ET)
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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)
401
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$3.43B
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI3,221$370K0.0%-69.4%0.003%
5/17/2024 XML Financial LLC4,541$522K0.1%+4.0%0.004%
5/17/2024 Comerica Bank13,998$1.61M0.0%-11.4%0.013%
5/17/2024 Coppell Advisory Solutions Corp.2,617$301K0.1%N/A0.002%
5/16/2024 Redwood Investment Management LLC8,026$923K0.1%+31.7%0.007%
5/16/2024 Global Financial Private Client LLC395$45K0.0%-26.2%0.000%
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5/16/2024 B. Riley Wealth Advisors Inc.87,574$10.07M0.2%+27.5%0.079%
5/16/2024 Ancora Advisors LLC9,399$1.08M0.0%-12.3%0.009%
5/16/2024 High Falls Advisors Inc49,360$5.67M1.4%-38.5%0.045%
5/16/2024 Icon Wealth Advisors LLC119,480$13.74M1.3%-43.8%0.108%
5/15/2024 Ascent Group LLC23,076$2.65M0.2%+0.6%0.021%
5/15/2024 SVB Wealth LLC2,974$342K0.0%-50.0%0.003%
5/15/2024 Flow Traders U.S. LLC48,527$5.58M0.3%N/A0.044%
5/15/2024 Mount Yale Investment Advisors LLC12,480$1.44M0.1%-64.3%0.011%
5/15/2024 Talisman Wealth Advisors LLC3,474$399K0.5%+2.5%0.003%
5/15/2024 Blue Edge Capital LLC100,232$11.52M1.9%+14.1%0.091%
5/14/2024 Toronto Dominion Bank243,000$27.94M0.0%N/A0.220%
5/14/2024 Axxcess Wealth Management LLC17,232$1.98M0.1%+5.3%0.016%
5/14/2024 EP Wealth Advisors LLC9,850$1.13M0.0%-1.5%0.009%
5/14/2024 OLD Mission Capital LLC96,445$11.09M0.2%N/A0.087%
5/14/2024 CreativeOne Wealth LLC30,088$3.46M0.1%+331.7%0.027%
5/14/2024 InterOcean Capital Group LLC3,189$367K0.0%-10.4%0.003%
5/14/2024 Lake Street Advisors Group LLC52,946$6.09M0.3%+52.7%0.048%
5/13/2024 Balanced Rock Investment Advisors LLC24,781$2.85M2.4%+49.4%0.022%
5/13/2024 O Shaughnessy Asset Management LLC776$89K0.0%+16.2%0.001%
5/11/2024 Resurgent Financial Advisors LLC1,985$228K0.1%-22.9%0.002%
5/10/2024 Osaic Holdings Inc.306,855$35.30M0.1%-76.4%0.275%
5/10/2024 TIAA Trust National Association4,583,976$526.97M1.6%+0.0%4.102%
5/10/2024 JPMorgan Chase & Co.11,029,932$1.27B0.1%+3.3%9.870%
5/10/2024 1ST Source Bank13,003$1.50M0.1%+6.4%0.012%
5/10/2024 Nwam LLC3,579$407K0.0%-49.1%0.003%
5/9/2024 Blair William & Co. IL11,479$1.32M0.0%-10.7%0.010%
5/9/2024 Orion Portfolio Solutions LLC54,681$6.29M0.1%-47.4%0.049%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,260$720K0.0%N/A0.006%
5/8/2024 Bell Investment Advisors Inc6,337$729K0.1%-5.1%0.006%
5/8/2024 West Wealth Group LLC20,578$2.37M0.9%-82.7%0.018%
5/8/2024 TSA Wealth Managment LLC7,422$853K0.4%-74.4%0.007%
5/8/2024 Avantax Advisory Services Inc.75,434$8.67M0.1%-30.9%0.068%
5/8/2024 US Bancorp DE9,897$1.14M0.0%-87.7%0.009%
5/8/2024 Cornerstone Planning Group LLC3,163$356K0.1%-42.9%0.003%
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5/8/2024 QRG Capital Management Inc.1,855$213K0.0%N/A0.002%
5/7/2024 Verus Capital Partners LLC19,477$2.24M0.2%-24.7%0.017%
5/7/2024 WNY Asset Management LLC4,904$564K0.1%-5.4%0.004%
5/7/2024 Sei Investments Co.118,710$13.65M0.0%-27.1%0.106%
5/7/2024 Concurrent Investment Advisors LLC7,978$917K0.0%-17.0%0.007%
5/7/2024 Atomi Financial Group Inc.4,287$493K0.0%N/A0.004%
5/7/2024 Facet Wealth Inc.54,456$6.18M0.2%-0.6%0.049%
5/7/2024 Shared Vision Wealth Group LLC15,133$1.74M1.1%-36.0%0.014%
5/7/2024 Oppenheimer & Co. Inc.2,223$256K0.0%N/A0.002%
5/7/2024 PFG Advisors5,723$658K0.0%+2.5%0.005%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management61,501$7.07M0.2%-1.4%0.055%
5/7/2024 Wealthspire Advisors LLC16,789$1.93M0.0%-6.2%0.015%
5/7/2024 SG Americas Securities LLC415,857$47.81M0.2%N/A0.372%
5/6/2024 Envestnet Portfolio Solutions Inc.757,806$87.12M0.3%-59.8%0.678%
5/6/2024 SYM FINANCIAL Corp7,982$918K0.2%+44.4%0.007%
5/6/2024 Gallacher Capital Management LLC1,866$215K0.1%N/A0.002%
5/6/2024 Advisory Services Network LLC65,032$7.48M0.2%-17.2%0.058%
5/6/2024 W.H. Cornerstone Investments Inc.6,513$749K0.5%-14.2%0.006%
5/6/2024 Advisory Alpha LLC12,127$1.39M0.1%-6.9%0.011%
5/4/2024 McClarren Financial Advisors Inc.1,035$119K0.0%-83.3%0.001%
5/4/2024 Keener Financial Planning LLC6,234$717K0.5%-1.7%0.006%
5/4/2024 Geneos Wealth Management Inc.1,297$149K0.0%+28.9%0.001%
5/4/2024 Gould Asset Management LLC CA15,346$1.76M0.4%-3.7%0.014%
5/4/2024 Buck Wealth Strategies LLC3,308$380K0.1%N/A0.003%
5/4/2024 Csenge Advisory Group18,002$2.07M0.1%-44.0%0.016%
5/3/2024 Catalina Capital Group LLC3,559$409K0.2%-32.6%0.003%
5/3/2024 Avidian Wealth Solutions LLC16,746$1.93M0.1%-44.5%0.015%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,761$3.08M0.4%-93.8%0.024%
5/3/2024 Rehmann Capital Advisory Group10,458$1.20M0.1%-5.0%0.009%
5/3/2024 BCU Wealth Advisors LLC3,116$358K0.3%-49.8%0.003%
5/3/2024 Liberty Wealth Management LLC8,463$985K0.2%-68.3%0.008%
5/3/2024 Whittier Trust Co.2,265$260K0.0%+13.3%0.002%
5/2/2024 Mutual Advisors LLC49,436$5.68M0.2%-23.8%0.045%
5/2/2024 USAdvisors Wealth Management LLC1,760$202K0.1%N/A0.002%
5/2/2024 Financial Counselors Inc.6,173$710K0.0%+14.8%0.006%
5/2/2024 Pittenger & Anderson Inc.3,465$398K0.0%+5.6%0.003%
5/2/2024 Lincoln National Corp63,424$7.29M0.1%-9.7%0.057%
5/2/2024 Choreo LLC171,792$19.75M0.5%-0.9%0.156%
5/2/2024 Presilium Private Wealth LLC6,191$712K0.2%-7.1%0.006%
5/2/2024 Crown Wealth Group LLC10,127$1.16M0.6%-6.9%0.009%
5/2/2024 PDS Planning Inc2,472$284K0.0%-8.3%0.002%
5/1/2024 StoneX Group Inc.11,989$1.38M0.2%-1.3%0.011%
5/1/2024 Resonant Capital Advisors LLC9,107$1.05M0.1%N/A0.008%
5/1/2024 Janney Montgomery Scott LLC204,743$23.54M0.1%-67.7%0.185%
5/1/2024 BNP Paribas Financial Markets450,787$51.82M0.0%+386.8%0.408%
5/1/2024 Blue Trust Inc.26,243$3.02M0.0%-72.2%0.024%
5/1/2024 Klingman & Associates LLC1,826$210K0.0%N/A0.002%
5/1/2024 Summit Wealth Group LLC45,769$5.26M3.6%-4.1%0.041%
5/1/2024 Mirae Asset Global Investments Co. Ltd.526,300$60.50M0.1%-18.0%0.477%
5/1/2024 Concourse Financial Group Securities Inc.19,315$2.22M0.1%-51.7%0.017%
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5/1/2024 BOK Financial Private Wealth Inc.849$98K0.0%-17.3%0.001%
5/1/2024 Mission Wealth Management LP165,601$19.04M0.5%-1.1%0.150%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.4,900$563K0.0%-24.0%0.004%
5/1/2024 Sequoia Financial Advisors LLC15,919$1.83M0.0%-8.4%0.014%
5/1/2024 Lineweaver Wealth Advisors LLC92,981$10.69M2.5%-0.8%0.084%
5/1/2024 Diversify Advisory Services LLC27,222$3.12M0.2%N/A0.025%
4/30/2024 Private Advisor Group LLC55,729$6.41M0.0%-15.6%0.050%
4/30/2024 J.W. Cole Advisors Inc.11,083$1.27M0.1%+13.2%0.010%
4/30/2024 MA Private Wealth50,910$5.85M1.2%-32.5%0.046%
4/30/2024 HB Wealth Management LLC25,340$2.91M0.0%+0.6%0.023%
(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, 841 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.33B), Bank of America Corp DE ($1.28B), JPMorgan Chase & Co. ($1.27B), BlackRock Inc. ($593.30M), Scissortail Wealth Management LLC ($554.29M), TIAA Trust National Association ($526.97M), and TIAA FSB ($445.07M).Learn more on ESGU's institutional investors.

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

Of the 695 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 ($110.86M), Summit Wealth Group LLC ($4.91M), TIAA Trust National Association ($4.58M), TIAA FSB ($4.45M), Northern Trust Corp ($3.02M), Sumitomo Mitsui Financial Group Inc. ($3.02M), and International Assets Investment Management LLC ($2.99M).

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

Institutional investors have bought a total of 168,198,436 shares in the last 24 months. This purchase volume represents approximately $28.49B in transactions.

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

Of the 579 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 ($64.06M), Envestnet Asset Management Inc. ($49.67M), LPL Financial LLC ($9.28M), CWM LLC ($7.63M), Park Avenue Securities LLC ($5.62M), Janney Montgomery Scott LLC ($3.27M), and BlackRock Inc. ($2.92M).

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

Institutional investors have sold a total of 187,700,842 shares in the last 24 months. This volume of shares sold represents approximately $29.93B in transactions.


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This page (NASDAQ:ESGU) was last updated on 5/20/2024 by MarketBeat.com Staff

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