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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$119.99 +0.89 (+0.75%)
Closing price 04:00 PM Eastern
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$119.97 -0.02 (-0.02%)
As of 04:08 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)
410
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$1.45B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025Lodestar Private Asset Management LLC2,393$292K0.0%+18.7%0.002%
4/25/2025IMPACTfolio LLC273,923$33.39M17.5%-0.3%0.264%
4/25/2025Spinnaker Trust39,280$4.79M0.3%+13.5%0.038%
4/25/2025Northwest Wealth Management LLC1,712$209K0.0%+8.9%0.002%
4/25/2025Crown Wealth Group LLC9,217$1.12M0.6%-1.3%0.009%
4/25/2025Life Line Wealth Management LLC3,473$423K0.2%+3.7%0.003%
4/25/2025Avidian Wealth Enterprises LLC14,314$1.75M0.1%+10.2%0.014%
4/25/2025Root Financial Partners LLC3,775$460K0.0%-6.8%0.004%
4/25/2025Sovran Advisors LLC12,360$1.42M0.2%+1.2%0.012%
4/25/2025Joel Isaacson & Co. LLC175,742$21.43M1.0%+6.1%0.169%
4/25/2025RCS Financial Planning LLC6,135$748K0.4%-22.3%0.006%
4/24/2025 Laurel Wealth Planning LLC80,562$9.82M6.5%-7.7%0.078%
4/24/2025 Golden State Wealth Management LLC4,340$529K0.1%-29.8%0.004%
4/24/2025 Mendel Capital Management LLC14,012$1.71M1.0%-1.3%0.014%
4/24/2025 Villere ST Denis J & Co. LLC3,000$366K0.0%-31.1%0.003%
4/24/2025 Mascoma Wealth Management LLC28,684$3.50M0.9%+1,287.7%0.028%
4/24/2025 Mirae Asset Global Investments Co. Ltd.351,180$42.57M0.1%-14.6%0.339%
4/24/2025 Klaas Financial Asset Advisors LLC58,702$7.16M1.2%-0.9%0.057%
4/24/2025 Bartlett & CO. Wealth Management LLC1,355$165K0.0%+23.3%0.001%
4/24/2025 Transcend Capital Advisors LLC16,859$2.06M0.1%-21.8%0.016%
4/24/2025 Diversified Trust Co21,606$2.63M0.1%-19.7%0.021%
4/24/2025 Tanager Wealth Management LLP4,003$488K0.1%+13.0%0.004%
4/24/2025 Capasso Planning Partners LLC6,704$817K0.3%-5.0%0.006%
4/23/2025 GenTrust LLC16,378$2.00M0.1%+14.5%0.016%
4/23/2025 KPP Advisory Services LLC36,364$4.43M0.8%N/A0.035%
4/23/2025 Western Wealth Management LLC5,209$635K0.0%-6.9%0.005%
4/23/2025 Creative Financial Designs Inc. ADV1,605$196K0.0%-6.5%0.002%
4/23/2025 Sequoia Financial Advisors LLC11,948$1.46M0.0%+3.2%0.012%
4/23/2025 Pure Financial Advisors LLC10,769$1.31M0.0%+7.8%0.010%
4/23/2025 Lifelong Wealth Advisors Inc.20,252$2.47M1.2%+5.0%0.020%
4/23/2025 Perigon Wealth Management LLC39,419$4.81M0.1%-8.9%0.038%
4/23/2025 Golden State Wealth Management LLC8,674$1.06M0.1%+40.4%0.008%
4/23/2025 Balance Wealth LLC24,139$2.94M1.9%N/A0.023%
4/23/2025 Keystone Financial Services6,918$843K0.3%+46.0%0.007%
4/23/2025 Integris Wealth Management LLC24,055$2.93M0.8%-2.9%0.023%
4/23/2025 Oppenheimer & Co. Inc.3,187$389K0.0%+28.6%0.003%
4/23/2025 Valmark Advisers Inc.11,995$1.46M0.0%-1.7%0.012%
4/23/2025 Continuum Advisory LLC578$70K0.0%+34.4%0.001%
4/22/2025 XML Financial LLC2,959$361K0.0%-40.7%0.003%
4/22/2025 JFS Wealth Advisors LLC1,114$136K0.0%+43.7%0.001%
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4/22/2025 5T Wealth LLC5,796$707K0.4%-9.1%0.006%
4/22/2025 Flagship Harbor Advisors LLC7,299$890K0.0%+3.6%0.007%
4/22/2025 Cambridge Investment Research Advisors Inc.208,351$25.40M0.1%-4.2%0.201%
4/22/2025 Veridan Wealth LLC4,453$543K0.2%-19.1%0.004%
4/22/2025 Cherry Creek Investment Advisors Inc.2,438$297K0.2%N/A0.002%
4/22/2025 MBE Wealth Management LLC4,131$504K0.2%+42.1%0.004%
4/22/2025 Manning & Napier Advisors LLC8,789$1.07M0.0%-26.2%0.008%
4/22/2025 FSC Wealth Advisors LLC677$83K0.1%N/A0.001%
4/22/2025 Merkkuri Wealth Advisors LLC5,379$656K0.6%-21.9%0.005%
4/22/2025 Garde Capital Inc.15,231$1.86M0.1%-3.2%0.015%
4/22/2025 Spectrum Planning & Advisory Services Inc.2,122$259K0.2%-12.4%0.002%
4/22/2025 Worth Financial Advisory Group LLC2,385$291K0.2%-8.3%0.002%
4/22/2025 PFG Investments LLC18,162$2.21M0.1%+28.4%0.018%
4/21/2025 Riverwater Partners LLC6,826$832K0.4%+38.7%0.007%
4/21/2025 ERn Financial LLC7,234$882K0.1%-1.9%0.007%
4/21/2025 Envestnet Portfolio Solutions Inc.299,362$36.50M0.1%-40.7%0.289%
4/21/2025 Higgins & Schmidt Wealth Strategies LLC12,130$1.48M0.9%-0.9%0.012%
4/21/2025 Institute for Wealth Management LLC.50,322$6.14M0.8%-0.7%0.049%
4/21/2025 Bigelow Investment Advisors LLC7,030$857K0.4%-2.5%0.007%
4/21/2025 Sofi Wealth LLC6,135$748K0.1%+637.4%0.006%
4/21/2025 Kingswood Wealth Advisors LLC27,083$3.31M0.1%+4.5%0.026%
4/18/2025 Cornerstone Wealth Management LLC2,778$339K0.0%-21.4%0.003%
4/18/2025 Clarius Group LLC174,564$21.28M1.3%+8.5%0.168%
4/18/2025 GSB Wealth Management LLC14,110$1.72M0.5%-14.1%0.014%
4/18/2025 CENTRAL TRUST Co6,642$810K0.0%-2.3%0.006%
4/18/2025 Halbert Hargrove Global Advisors LLC46,010$5.61M0.3%-0.4%0.044%
4/17/2025 NBT Bank N A NY9,143$1.12M0.1%-4.5%0.009%
4/17/2025 Robertson Stephens Wealth Management LLC10,547$1.29M0.0%-29.7%0.010%
4/17/2025 QRG Capital Management Inc.2,487$303K0.0%-18.8%0.002%
4/17/2025 Sagespring Wealth Partners LLC27,608$3.37M0.0%+6.2%0.027%
4/17/2025 Montecito Bank & Trust27,473$3.35M0.6%-3.1%0.026%
4/17/2025 Janney Montgomery Scott LLC95,890$11.69M0.0%+0.9%0.092%
4/17/2025 Mission Wealth Management LP187,489$22.86M0.6%+8.6%0.181%
4/17/2025 Traphagen Investment Advisors LLC7,220$880K0.1%-2.9%0.007%
4/17/2025 Keystone Wealth Services LLC33,324$4.06M1.1%-4.2%0.032%
4/17/2025 RHS Financial LLC31,122$3.79M2.1%-29.4%0.030%
4/17/2025 D Orazio & Associates Inc.1,798$219K0.0%+8.4%0.002%
4/17/2025 Brighton Jones LLC3,125$381K0.0%-4.0%0.003%
4/17/2025 Scott Capital Advisors LLC9,354$1.14M0.3%-45.3%0.009%
4/17/2025 Affinity Capital Advisors LLC152,476$17.71M3.5%+0.8%0.147%
4/17/2025 Dynamic Advisor Solutions LLC31,860$3.88M0.1%-36.3%0.031%
4/17/2025 Dohj LLC157,426$19.19M4.4%-11.1%0.152%
4/16/2025 Wealth Enhancement Advisory Services LLC205,203$25.02M0.0%+1.5%0.198%
4/16/2025 Matauro LLC4,291$523K0.1%+36.2%0.004%
4/16/2025 Relyea Zuckerberg Hanson LLC81,946$9.99M1.3%+9.3%0.079%
4/16/2025 Patriot Investment Management Group Inc.1,694$207K0.0%-33.5%0.002%
4/16/2025 Spectrum Asset Management Inc. NB CA 12,716$1.55M0.7%-35.5%0.012%
4/16/2025 Ferguson Wellman Capital Management Inc.52,721$6.43M0.1%+6.7%0.051%
4/15/2025 Erickson Financial Group LLC129,685$15.81M11.8%+0.1%0.125%
4/15/2025 Fifth Third Bancorp372$45K0.0%-36.6%0.000%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

4/15/2025 Two West Capital Advisors LLC6,442$748K0.6%+2.6%0.006%
4/15/2025 McKinley Carter Wealth Services Inc.37,372$4.56M0.3%-9.2%0.036%
4/15/2025 Focus Financial Network Inc.20,990$2.56M0.1%-1.7%0.020%
4/15/2025 My Legacy Advisors LLC9,531$1.16M0.4%-23.4%0.009%
4/15/2025 CX Institutional3,262$398K0.0%N/A0.003%
4/15/2025 Integrated Advisors Network LLC32,438$3.96M0.2%-4.4%0.031%
4/15/2025 Ipsen Advisor Group LLC14,034$1.71M1.5%-3.4%0.014%
4/15/2025 Fiduciary Financial Group LLC4,589$524K0.1%N/A0.004%
4/15/2025 Simplicity Wealth LLC2,283$278K0.0%N/A0.002%
4/15/2025 GAMMA Investing LLC604$74K0.0%+28.5%0.001%
(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, 883 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 667 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 42,327,139 shares in the last 24 months. This purchase volume represents approximately $5.17B 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), Janney Montgomery Scott LLC ($2.64M), Park Avenue Securities LLC ($2.11M), MML Investors Services LLC ($2.02M), and Envestnet Portfolio Solutions Inc. ($1.59M).

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

Institutional investors have sold a total of 97,162,440 shares in the last 24 months. This volume of shares sold represents approximately $14.29B in transactions.



This page (NASDAQ:ESGU) was last updated on 4/25/2025 by MarketBeat.com Staff
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