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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$131.23 +0.34 (+0.26%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
376
Total
Institutional Inflows
(last 12 months)
$993.82M
Number of
Institutional Sellers
(last 12 months)
399
Total
Institutional Outflows
(last 12 months)
$1.62B
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ESGU Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC11,899$1.50M0.0%-23.7%0.011%
11/18/2024 Rehmann Capital Advisory Group9,030$1.14M0.1%-7.7%0.008%
11/18/2024 Coldstream Capital Management Inc.9,829$1.24M0.0%-2.0%0.009%
11/15/2024 Clarity Asset Management Inc.83,573$10.55M7.3%-3.0%0.079%
11/15/2024 High Falls Advisors Inc26,692$3.37M0.8%+3.5%0.025%
11/15/2024 M&T Bank Corp10,313$1.30M0.0%-1.3%0.010%
11/15/2024 Barclays PLC11,899$1.50M0.0%-23.7%0.011%
11/15/2024 Continuum Advisory LLC479$63K0.0%-14.0%0.000%
11/15/2024 Drucker Wealth 3.0 LLC2,084$263K0.1%+12.7%0.002%
11/15/2024 MML Investors Services LLC315,684$39.83M0.1%+0.8%0.297%
11/15/2024 Orion Portfolio Solutions LLC42,016$5.30M0.1%-40.9%0.040%
11/15/2024 EP Wealth Advisors LLC8,588$1.08M0.0%-22.4%0.008%
11/15/2024 Jane Street Group LLC6,900$871K0.0%-76.8%0.006%
11/15/2024 Kovitz Investment Group Partners LLC10,443$1.32M0.0%N/A0.010%
11/15/2024 Stifel Financial Corp62,741$7.92M0.0%+7.1%0.059%
11/15/2024 Swmg LLC1,774$233K0.1%+5.8%0.002%
11/15/2024 SYM FINANCIAL Corp9,805$1.24M0.2%+12.8%0.009%
11/15/2024 SageView Advisory Group LLC8,771$1.11M0.1%-1.6%0.008%
11/15/2024 Redwood Investment Management LLC1,775$225K0.0%-6.2%0.002%
11/15/2024 IHT Wealth Management LLC4,925$621K0.0%+8.1%0.005%
11/15/2024 Integrated Wealth Concepts LLC156,235$19.71M0.2%+15.7%0.147%
11/15/2024 HighTower Advisors LLC309,508$39.06M0.1%-1.6%0.291%
11/15/2024 Ascent Group LLC12,895$1.63M0.1%-3.6%0.012%
11/15/2024 Benjamin Edwards Inc.5,659$714K0.0%N/A0.005%
11/14/2024 Edgestream Partners L.P.1,688$213K0.0%N/A0.002%
11/14/2024 Acropolis Investment Management LLC11,320$1.43M0.1%+5.7%0.011%
11/14/2024 Captrust Financial Advisors47,338$5.97M0.0%-2.4%0.045%
11/14/2024 Icon Wealth Advisors LLC62,178$7.85M0.7%-1.0%0.058%
11/14/2024 Rockefeller Capital Management L.P.25,765$3.25M0.0%+8.0%0.024%
11/14/2024 Financial Counselors Inc.4,862$613K0.0%-4.7%0.005%
11/14/2024 Fiduciary Trust Co522,016$65.87M0.9%+4.5%0.491%
11/14/2024 Bell Investment Advisors Inc6,616$835K0.2%+2.1%0.006%
11/14/2024 True Vision MN LLC4,933$622K0.4%+2.9%0.005%
11/14/2024 CreativeOne Wealth LLC27,174$3.43M0.1%+465.4%0.026%
11/13/2024 Townsquare Capital LLC27,709$3.50M0.0%+6.0%0.026%
11/13/2024 BNP Paribas Financial Markets597,003$75.33M0.1%+15.5%0.562%
11/13/2024 FMR LLC69,197$8.73M0.0%+22.6%0.065%
11/13/2024 Elios Financial Group Inc.9,041$1.14M0.5%N/A0.009%
11/13/2024 Private Trust Co. NA8,396$1.06M0.1%-15.3%0.008%
11/13/2024 Diversified LLC7,255$915K0.1%+8.7%0.007%
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11/13/2024Fisher Asset Management LLC95,467$12.05M0.0%-1.0%0.090%
11/12/2024 Cerity Partners LLC57,479$7.25M0.0%+2.5%0.054%
11/12/2024 Alesco Advisors LLC295,608$37.30M1.2%-2.7%0.278%
11/12/2024 Great Valley Advisor Group Inc.4,328$546K0.0%-8.0%0.004%
11/12/2024 GenTrust LLC14,293$1.80M0.1%+18.2%0.013%
11/12/2024 Nwam LLC2,736$345K0.0%N/A0.003%
11/12/2024 Meridian Wealth Management LLC6,729$849K0.0%+3.5%0.006%
11/12/2024 Icon Wealth Advisors LLC11,329$1.43M0.1%-82.0%0.011%
11/12/2024 Planning Alternatives Ltd. ADV28,157$3.55M0.5%+4.7%0.026%
11/12/2024 CFS Investment Advisory Services LLC57,942$7.31M0.6%-3.4%0.055%
11/12/2024 Citigroup Inc.552,247$69.68M0.0%-50.8%0.520%
11/12/2024 Concorde Asset Management LLC4,878$615K0.3%-3.9%0.005%
11/12/2024 Investors Research Corp810$102K0.0%+22.9%0.001%
11/12/2024 Smithfield Trust Co3,180$401K0.0%+16.3%0.003%
11/9/2024 LPL Financial LLC1,448,809$182.81M0.1%+0.4%1.363%
11/8/2024 Citizens Financial Group Inc. RI3,214$406K0.0%+5.9%0.003%
11/8/2024 First Horizon Advisors Inc.25,592$3.23M0.1%+2.0%0.024%
11/8/2024 Howe & Rusling Inc.369$47K0.0%N/A0.000%
11/8/2024 Strategy Asset Managers LLC7,961$1.00M0.2%-3.3%0.007%
11/8/2024 Spectrum Planning & Advisory Services Inc.1,967$248K0.2%-65.1%0.002%
11/8/2024 Summit Wealth Group LLC44,757$5.65M1.6%+1.6%0.042%
11/8/2024 Prospera Financial Services Inc3,328$420K0.0%+10.3%0.003%
11/7/2024 Vertex Planning Partners LLC2,096$264K0.1%+9.3%0.002%
11/7/2024 Pathstone Holdings LLC21,148$2.67M0.0%-4.9%0.020%
11/7/2024 Cassaday & Co Wealth Management LLC11,935$1.51M0.0%N/A0.011%
11/7/2024 MAI Capital Management7,218$911K0.0%-8.5%0.007%
11/7/2024 Theory Financial LLC3,842$479K0.2%+12.3%0.004%
11/7/2024 EQ LLC2,596$328K0.2%N/A0.002%
11/7/2024 Prudent Man Advisors LLC100,422$12.67M4.3%-2.4%0.094%
11/7/2024 Thrivent Financial for Lutherans43,907$5.54M0.0%+49.0%0.041%
11/7/2024 Obsidian Personal Planning Solutions LLC1,615$201K0.1%-4.8%0.002%
11/6/2024 OneDigital Investment Advisors LLC124,747$15.74M0.2%-8.1%0.117%
11/6/2024 Palo Alto Wealth Advisors LLC1,599$205K0.1%N/A0.002%
11/6/2024 Ferguson Wellman Capital Management Inc.48,188$6.08M0.1%+1.7%0.045%
11/6/2024 Metis Global Partners LLC6,032$761K0.0%+82.8%0.006%
11/6/2024 D Orazio & Associates Inc.1,593$201K0.0%N/A0.001%
11/6/2024 Oppenheimer & Co. Inc.2,460$310K0.0%-9.8%0.002%
11/6/2024 Cornerstone Planning Group LLC409$52K0.0%-67.5%0.000%
11/5/2024 Empower Advisory Group LLC755,734$95.36M0.3%-1.7%0.711%
11/5/2024 Aptus Capital Advisors LLC40,290$5.08M0.1%-2.5%0.038%
11/5/2024 Savvy Advisors Inc.6,798$858K0.2%+2.0%0.006%
11/5/2024 Verus Capital Partners LLC15,543$1.96M0.2%+3.2%0.015%
11/5/2024 Harbour Investments Inc.90,121$11.37M0.3%+2.7%0.085%
11/5/2024 Apollon Wealth Management LLC16,661$2.10M0.1%+1.4%0.016%
11/4/2024 Maiden Cove Capital LLC5,911$707K1.4%N/A0.006%
11/4/2024 Mayflower Financial Advisors LLC17,709$2.24M0.3%-54.8%0.017%
11/4/2024 Axxcess Wealth Management LLC16,870$2.13M0.1%-10.3%0.016%
11/4/2024 Sigma Planning Corp3,394$428K0.0%-12.2%0.003%
11/2/2024 XML Financial LLC4,994$630K0.1%+10.0%0.005%
11/1/2024 Atria Investments Inc13,205$1.67M0.0%-10.6%0.012%
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11/1/2024 Assetmark Inc.26,172$3.30M0.0%+27.7%0.025%
11/1/2024 Villere ST Denis J & Co. LLC4,352$549K0.0%-15.5%0.004%
10/31/2024 JB Capital LLC4,217$532K0.0%-6.7%0.004%
10/31/2024 Montecito Bank & Trust31,268$3.95M0.7%-11.0%0.029%
10/31/2024 US Financial Advisors LLC3,720$469K0.1%-11.5%0.003%
10/31/2024 Wealth Architects LLC45,888$5.79M0.7%+4.1%0.043%
10/31/2024 Spinnaker Trust35,367$4.46M0.3%+17.2%0.033%
10/30/2024 RTD Financial Advisors Inc.12,490$1.58M0.2%+4.0%0.012%
10/30/2024 Maia Wealth LLC44,103$5.61M1.3%-8.9%0.041%
10/30/2024 Avidian Wealth Enterprises LLC12,966$1.64M0.1%+6.1%0.012%
(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, 832 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 ($1.28B), JPMorgan Chase & Co. ($1.27B), TIAA Trust National Association ($633.27M), BlackRock Inc. ($593.30M), Scissortail Wealth Management LLC ($554.29M), TIAA FSB ($445.07M), and Advisor Group Holdings Inc. ($437.88M).Learn more on ESGU's institutional investors.

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

Of the 621 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: TIAA Trust National Association ($5.29M), Summit Wealth Group LLC ($4.90M), International Assets Investment Management LLC ($2.99M), Northern Trust Corp ($2.92M), Mizuho Bank Ltd. ($2.50M), Sumitomo Mitsui Financial Group Inc. ($2.13M), and Envestnet Portfolio Solutions Inc. ($1.89M).

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

Institutional investors have bought a total of 42,552,150 shares in the last 24 months. This purchase volume represents approximately $5.49B in transactions.

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

Of the 581 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: Envestnet Asset Management Inc. ($48.87M), LPL Financial LLC ($9.83M), CWM LLC ($7.55M), Park Avenue Securities LLC ($5.63M), Janney Montgomery Scott LLC ($3.09M), Bank of America Corp DE ($2.34M), and MML Investors Services LLC ($2.02M).

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

Institutional investors have sold a total of 119,476,142 shares in the last 24 months. This volume of shares sold represents approximately $18.25B in transactions.



This page (NASDAQ:ESGU) was last updated on 11/23/2024 by MarketBeat.com Staff
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