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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$110.23 -6.93 (-5.91%)
Closing price 04:00 PM Eastern
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$110.00 -0.23 (-0.20%)
As of 05:57 PM Eastern
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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)
391
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
428
Total
Institutional Outflows
(last 12 months)
$1.57B
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ESGU Institutional Buying and Selling by Quarter

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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
4/4/2025Quent Capital LLC4,397$536K0.1%-2.7%0.004%
4/1/2025 MassMutual Private Wealth & Trust FSB780$95K0.0%-16.5%0.001%
3/27/2025Milestone Asset Management Group LLC9,810$1.26M1.1%N/A0.009%
3/25/2025Higgins & Schmidt Wealth Strategies LLC12,237$1.58M1.0%N/A0.011%
3/18/2025CWC Advisors LLC.9,493$1.22M1.2%-3.1%0.009%
3/17/2025Wealth Enhancement Advisory Services LLC202,143$26.04M0.0%-1.6%0.188%
3/14/2025Tableaux LLC3,708$478K0.4%N/A0.003%
3/12/2025Northstar Financial Companies Inc.2,278$293K0.3%N/A0.002%
2/28/2025BridgePort Financial Solutions LLC1,575$201K0.1%N/A0.001%
2/28/2025Brooklyn FI LLC10,987$1.42M0.2%+5.7%0.010%
2/27/2025Jefferies Financial Group Inc.3,471$447K0.0%-3.7%0.003%
2/25/2025B. Riley Wealth Advisors Inc.14,166$1.83M0.1%-54.5%0.013%
2/25/2025Armis Advisers LLC1,983$255K0.0%N/A0.002%
2/25/2025Integrated Advisors Network LLC33,925$4.37M0.2%-1.5%0.032%
2/25/2025Garde Capital Inc.15,736$2.03M0.1%-1.3%0.015%
2/21/2025Ascent Group LLC11,256$1.45M0.1%-12.7%0.010%
2/20/2025Forum Financial Management LP2,512$324K0.0%N/A0.002%
2/20/2025Drucker Wealth 3.0 LLC2,237$288K0.1%+7.3%0.002%
2/19/2025ARQ Wealth Advisors LLC1,781$229K0.1%-46.4%0.002%
2/18/2025Nepc LLC8,664$1.12M0.0%N/A0.008%
2/18/2025Focus Partners Advisor Solutions LLC10,893$1.40M0.0%+27.5%0.010%
2/18/2025Note Advisors LLC1,999$258K0.2%N/A0.002%
2/18/2025Talisman Wealth Advisors LLC5,006$645K0.7%-1.9%0.005%
2/17/2025US Financial Advisors LLC3,510$452K0.1%-5.6%0.003%
2/17/2025Waverly Advisors LLC2,234$288K0.0%+24.0%0.002%
2/17/2025Vident Advisory LLC7,984$1.03M0.0%-3.7%0.007%
2/17/2025Two Sigma Investments LP302,300$38.94M0.1%+248.3%0.282%
2/17/2025Sentinus LLC5,488$707K0.2%-67.1%0.005%
2/17/2025Snowden Capital Advisors LLC14,433$1.86M0.1%-4.5%0.013%
2/17/2025Royal Bank of Canada524,117$67.52M0.0%-0.5%0.488%
2/17/2025Quadcap Wealth Management LLC2,215$285K0.0%-38.9%0.002%
2/17/2025Laird Norton Wetherby Wealth Management LLC35,405$4.56M0.2%+0.2%0.033%
2/17/2025LifePlan Investment Advisors Inc.3,565$459K0.3%+21.6%0.003%
2/17/2025Investor s Fiduciary Advisor Network LLC10,684$1.38M0.5%N/A0.010%
2/17/2025Jefferies Financial Group Inc.3,471$447K0.0%-3.7%0.003%
2/17/2025Guardian Wealth Advisors LLC NC2,665$343K0.0%N/A0.002%
2/17/2025Gen Wealth Partners Inc11,102$1.43M0.6%-1.8%0.010%
2/17/2025Focus Partners Wealth47,665$6.14M0.0%+297.1%0.044%
2/17/2025Ethic Inc.1,925$248K0.0%-61.3%0.002%
2/17/2025Fiduciary Trust Co553,899$71.35M0.9%+6.1%0.516%
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2/17/2025Clarity Asset Management Inc.80,792$10.41M6.8%-3.3%0.075%
2/17/2025EP Wealth Advisors LLC8,977$1.16M0.0%+4.5%0.008%
2/17/2025CoreCap Advisors LLC8,275$1.07M0.0%-58.5%0.008%
2/17/2025Cornerstone Financial Group LLC NE 5,627$725K0.7%N/A0.005%
2/17/2025Cambridge Investment Research Advisors Inc.217,470$28.01M0.1%-12.3%0.203%
2/17/2025Cetera Investment Advisers313,065$40.33M0.1%-0.7%0.292%
2/17/2025Citadel Advisors LLC6,199$799K0.0%N/A0.006%
2/17/2025Cary Street Partners Financial LLC6,044$779K0.0%N/A0.006%
2/17/2025Baird Financial Group Inc.12,732$1.64M0.0%+4.7%0.012%
2/17/2025Bank of America Corp DE13,105,862$1.69B0.1%-3.4%12.214%
2/17/2025BNP Paribas Financial Markets859,394$110.71M0.1%+44.0%0.801%
2/17/2025Ameriprise Financial Inc.363,279$46.80M0.0%-0.9%0.339%
2/17/2025Ancora Advisors LLC4,274$551K0.0%-13.5%0.004%
2/17/2025Aptus Capital Advisors LLC43,046$5.55M0.1%+6.8%0.040%
2/17/2025Accredited Wealth Management LLC1,090$140K0.1%N/A0.001%
2/17/2025AlTi Global Inc.121,230$15.62M0.4%-0.9%0.113%
2/14/2025ArborFi Advisors LLC1,743$225K0.2%N/A0.002%
2/14/2025Mercer Global Advisors Inc. ADV319,219$41.12M0.1%-5.3%0.298%
2/14/2025Keel Point LLC7,258$935K0.1%+2.1%0.007%
2/14/2025Rehmann Capital Advisory Group9,444$1.22M0.1%+4.6%0.009%
2/14/2025Lido Advisors LLC5,065$652K0.0%-1.9%0.005%
2/14/2025Northern Trust Corp6,591,007$849.05M0.1%+31.8%6.143%
2/14/2025Beacon Pointe Advisors LLC7,170$924K0.0%-2.0%0.007%
2/14/2025Gerber Kawasaki Wealth & Investment Management7,995$1.03M0.0%-3.4%0.007%
2/14/2025Johnson Financial Group Inc.310$41K0.0%-34.5%0.000%
2/14/2025Coldstream Capital Management Inc.9,367$1.21M0.0%-4.7%0.009%
2/14/2025Capital Analysts LLC1,567$202K0.0%+21.3%0.001%
2/14/2025Two Sigma Securities LLC11,149$1.44M0.2%+7.3%0.010%
2/14/2025Kovitz Investment Group Partners LLC10,739$1.38M0.0%+2.8%0.010%
2/14/2025Integrated Wealth Concepts LLC132,319$17.05M0.2%-15.3%0.123%
2/14/2025Coppell Advisory Solutions LLC2,966$384K0.1%+25.0%0.003%
2/14/2025MGO One Seven LLC9,876$1.27M0.0%+4.9%0.009%
2/14/2025IHT Wealth Management LLC4,537$584K0.0%-7.9%0.004%
2/14/2025Stifel Financial Corp65,113$8.39M0.0%+3.8%0.061%
2/14/2025OneDigital Investment Advisors LLC105,849$13.64M0.2%-15.1%0.099%
2/14/2025TD Waterhouse Canada Inc.18,570$2.39M0.0%-1.7%0.017%
2/14/2025Transce3nd LLC617$79K0.0%N/A0.001%
2/14/2025MML Investors Services LLC325,352$41.91M0.1%+3.1%0.303%
2/14/2025First Trust Advisors LP5,640$727K0.0%N/A0.005%
2/14/2025Freedom Investment Management Inc.2,042$263K0.0%N/A0.002%
2/14/2025Forum Financial Management LP2,512$324K0.0%N/A0.002%
2/14/2025Frederick Financial Consultants LLC1,581$204K0.2%N/A0.001%
2/14/2025GeoWealth Management LLC4,671$602K0.0%-20.2%0.004%
2/14/2025Balanced Rock Investment Advisors LLC24,514$3.16M2.5%-2.4%0.023%
2/14/2025Concourse Financial Group Securities Inc.12,019$1.61M0.1%+7.9%0.011%
2/13/2025Foster Dykema Cabot & Partners LLC1,740$224K0.0%-30.4%0.002%
2/13/2025KilterHowling LLC7,610$1.01M0.6%-21.5%0.007%
2/13/2025NewEdge Advisors LLC152,774$19.68M0.1%+33.7%0.142%
2/13/2025Lifelong Wealth Advisors Inc.19,285$2.48M1.1%N/A0.018%
2/13/2025Acorns Advisers LLC2,311,775$297.80M2.9%+0.0%2.154%
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2/13/2025Ally Invest Advisors Inc.328,656$42.34M3.7%+0.8%0.306%
2/13/2025United Capital Financial Advisors LLC57,726$7.44M0.1%-12.3%0.054%
2/13/2025Rossby Financial LCC96,903$12.48M7.7%N/A0.090%
2/13/2025LaSalle St. Investment Advisors LLC1,578$203K0.1%N/A0.001%
2/13/2025Belpointe Asset Management LLC8,731$1.08M0.1%+2.7%0.008%
2/13/2025CreativeOne Wealth LLC27,557$3.55M0.1%+1.4%0.026%
2/13/2025Mariner LLC94,951$12.23M0.0%-7.2%0.088%
2/13/2025Barclays PLC6,899$889K0.0%-42.0%0.006%
2/13/2025Savvy Advisors Inc.3,376$435K0.1%-50.3%0.003%
2/13/2025Synovus Financial Corp4,417$569K0.0%-8.3%0.004%
(Data available from 1/1/2016 forward)

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ESGU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGU shares?

During the previous two years, 882 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. ($1.53B), Northern Trust Corp ($849.05M), TIAA Trust National Association ($719.74M), BlackRock Inc. ($593.30M), Scissortail Wealth Management LLC ($554.29M), 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 662 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), Northern Trust Corp ($4.51M), Mizuho Bank Ltd. ($2.50M), International Assets Investment Management LLC ($2.24M), Sumitomo Mitsui Financial Group Inc. ($2.13M), and JPMorgan Chase & Co. ($1.91M).

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

Institutional investors have bought a total of 42,479,308 shares in the last 24 months. This purchase volume represents approximately $5.22B in transactions.

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

Of the 600 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. ($42.55M), LPL Financial LLC ($8.92M), CWM LLC ($5.85M), Park Avenue Securities LLC ($4.93M), Janney Montgomery Scott LLC ($2.64M), MML Investors Services LLC ($2.02M), and BlackRock Inc. ($1.53M).

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

Institutional investors have sold a total of 102,773,501 shares in the last 24 months. This volume of shares sold represents approximately $15.34B in transactions.


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This page (NASDAQ:ESGU) was last updated on 4/4/2025 by MarketBeat.com Staff
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