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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$125.19
-0.21 (-0.17%)
(As of 11/4/2024 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)
379
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
415
Total
Institutional Outflows
(last 12 months)
$2.80B
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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
11/4/2024Maiden Cove Capital LLC5,911$707K1.4%N/A0.006%
11/4/2024Mayflower Financial Advisors LLC17,709$2.24M0.3%-54.8%0.017%
11/4/2024Axxcess Wealth Management LLC16,870$2.13M0.1%-10.3%0.016%
11/4/2024Sigma 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%
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%
10/30/2024 Balentine LLC871$110K0.0%N/A0.001%
10/30/2024 Long Run Wealth Advisors LLC42,121$5.32M1.3%-1.1%0.040%
10/30/2024 Financial Partners Group Inc7,263$916K0.1%-1.3%0.007%
10/30/2024 Austin Private Wealth LLC11,154$1.41M0.1%-1.0%0.010%
10/30/2024 W.H. Cornerstone Investments Inc.3,392$428K0.3%-33.4%0.003%
10/30/2024 Alterna Wealth Management Inc.2,579$325K0.3%-16.2%0.002%
10/30/2024 PDS Planning Inc2,975$375K0.0%+20.8%0.003%
10/30/2024 QRG Capital Management Inc.2,064$260K0.0%-11.1%0.002%
10/29/2024 Opes Wealth Management LLC19,636$2.48M0.5%+2.0%0.018%
10/29/2024 GFS Advisors LLC13,995$1.77M0.4%+39,885.7%0.013%
10/29/2024 Janney Montgomery Scott LLC186,199$23.50M0.1%N/A0.175%
10/29/2024 Pure Financial Advisors LLC9,511$1.20M0.0%+40.2%0.009%
10/29/2024 Clear Creek Financial Management LLC17,032$2.15M0.2%-7.1%0.016%
10/29/2024 Brooklyn FI LLC10,395$1.31M0.5%+0.8%0.010%
10/29/2024 Chicago Partners Investment Group LLC11,676$1.48M0.0%-3.1%0.011%
10/29/2024 Farther Finance Advisors LLC46,829$5.91M0.2%-4.4%0.044%
10/28/2024 W Advisors LLC10,735$1.36M0.8%-4.8%0.010%
10/28/2024 Sensible Financial Planning & Management LLC.8,770$1.11M0.2%N/A0.008%
10/28/2024 Laurel Wealth Planning LLC92,675$11.69M7.6%-6.2%0.087%
10/28/2024 Creative Financial Designs Inc. ADV1,894$239K0.0%-42.7%0.002%
10/28/2024 Focus Financial Network Inc.21,583$2.72M0.1%-2.8%0.020%
10/28/2024 US Bancorp DE5,509$695K0.0%-7.6%0.005%
10/25/2024 Financial Advocates Investment Management125,313$15.81M0.9%+1,428.2%0.118%
10/25/2024 TNF LLC52,753$6.70M2.4%-0.4%0.050%
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10/25/2024 First Trust Direct Indexing L.P.4,955$625K0.0%+39.9%0.005%
10/25/2024 Highline Wealth Partners LLC644$81K0.0%N/A0.001%
10/25/2024 GSB Wealth Management LLC16,571$2.09M0.5%+2.3%0.016%
10/25/2024 Mutual Advisors LLC52,259$6.64M0.2%-3.2%0.049%
10/25/2024 Great Diamond Partners LLC5,337$673K0.2%-3.5%0.005%
10/25/2024 Lodestar Private Asset Management LLC1,913$241K0.0%N/A0.002%
10/25/2024 Valmark Advisers Inc.11,969$1.51M0.0%-3.5%0.011%
10/25/2024 Strategic Blueprint LLC71,837$9.06M0.6%-5.0%0.068%
10/25/2024 MONECO Advisors LLC2,321$293K0.0%+6.1%0.002%
10/25/2024 Diversify Advisory Services LLC17,218$2.20M0.1%-1.8%0.016%
10/25/2024 Integrated Advisors Network LLC34,425$4.34M0.2%-2.2%0.032%
10/25/2024 Gateway Wealth Partners LLC1,771$223K0.1%N/A0.002%
10/25/2024 Boston Financial Mangement LLC9,155$1.16M0.0%-6.2%0.009%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.4,232$534K0.0%-6.3%0.004%
10/25/2024 Pallas Capital Advisors LLC6,386$812K0.0%-23.5%0.006%
10/24/2024 Patriot Financial Group Insurance Agency LLC16,420$2.07M0.3%-5.4%0.015%
10/24/2024 Baker Tilly Wealth Management LLC4,158$525K0.2%-19.9%0.004%
10/24/2024 OMNI 360 Wealth Inc.6,806$859K0.6%-10.5%0.006%
10/24/2024 J.W. Cole Advisors Inc.10,402$1.31M0.1%-6.1%0.010%
10/24/2024 Modera Wealth Management LLC56,285$7.10M0.1%-3.2%0.053%
10/24/2024 Wealth Enhancement Advisory Services LLC205,346$25.91M0.1%+21.1%0.193%
10/24/2024 Consolidated Portfolio Review Corp2,302$290K0.1%-10.5%0.002%
10/24/2024 PFG Investments LLC13,984$1.77M0.1%+2.2%0.013%
10/24/2024 Arkadios Wealth Advisors1,872$236K0.0%-12.7%0.002%
10/23/2024 Osborne Partners Capital Management LLC4,073$514K0.0%-2.5%0.004%
10/23/2024 Allworth Financial LP13,907$1.76M0.0%-5.0%0.013%
10/23/2024 CWC Advisors LLC.9,795$1.24M1.2%N/A0.009%
10/23/2024 Joel Isaacson & Co. LLC161,994$20.44M1.0%+11.5%0.152%
10/23/2024 Pettinga Financial Advisors LLC3,334$421K0.1%-15.0%0.003%
10/23/2024 Lake Street Advisors Group LLC53,296$6.73M0.3%+0.2%0.050%
10/23/2024 West Wealth Group LLC14,532$1.83M0.6%-11.1%0.014%
10/23/2024 MA Private Wealth30,164$3.81M0.7%-37.9%0.028%
10/23/2024 Merkkuri Wealth Advisors LLC9,893$1.25M1.0%-30.8%0.009%
10/23/2024 Mount Yale Investment Advisors LLC6,273$792K0.1%-46.1%0.006%
10/23/2024 Klaas Financial Asset Advisors LLC57,045$7.20M1.2%+0.6%0.054%
10/23/2024 Bogart Wealth LLC12,186$1.54M0.1%-68.4%0.011%
10/23/2024 CENTRAL TRUST Co7,008$884K0.0%-4.4%0.007%
10/23/2024 Grey Fox Wealth Advisors LLC2,537$320K0.1%N/A0.002%
10/23/2024 Spectrum Asset Management Inc. NB CA19,346$2.44M1.0%-1.3%0.018%
10/22/2024 Detalus Advisors LLC5,029$635K0.2%-6.4%0.005%
10/22/2024 Syntegra Private Wealth Group LLC4,542$573K0.1%+14.5%0.004%
10/22/2024 Macroview Investment Management LLC15,504$1.96M1.9%-5.1%0.015%
10/22/2024 RCS Financial Planning LLC8,465$1.07M0.6%-3.5%0.008%
10/22/2024 Private Advisor Group LLC39,650$5.00M0.0%-8.9%0.037%
10/22/2024 BLB&B Advisors LLC9,415$1.19M0.1%+30.7%0.009%
10/22/2024 Tempus Wealth Planning LLC15,630$1.97M0.7%-5.8%0.015%
10/22/2024 Leo Wealth LLC18,719$2.36M0.2%-1.3%0.018%
10/22/2024 WT Wealth Management31,036$3.98M1.0%+1.8%0.029%
10/22/2024 Eastern Bank8,766$1.11M0.0%N/A0.008%
10/22/2024 My Legacy Advisors LLC12,811$1.62M0.6%-23.6%0.012%
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10/22/2024 Signaturefd LLC4,069$513K0.0%+7.9%0.004%
10/22/2024 Sequoia Financial Advisors LLC12,227$1.54M0.0%-3.1%0.012%
10/21/2024 Traphagen Investment Advisors LLC7,451$940K0.1%-1.2%0.007%
10/21/2024 Foundations Investment Advisors LLC4,735$598K0.0%+8.3%0.004%
10/21/2024 Horst & Graben Wealth Management LLC25,093$3.17M0.6%-0.8%0.024%
10/21/2024 Sharkey Howes & Javer174,396$22.01M3.1%-2.5%0.164%
10/21/2024 Trilogy Capital Inc.47,153$5.95M0.3%+2.0%0.044%
10/19/2024McClarren Financial Advisors Inc.3,904$493K0.3%+263.8%0.004%
10/19/2024Cedrus LLC3,239$409K0.2%-16.6%0.003%
10/18/2024Resonant Capital Advisors LLC5,048$637K0.0%-27.1%0.005%
(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, 836 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 641 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 45,322,659 shares in the last 24 months. This purchase volume represents approximately $5.94B in transactions.

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

Of the 576 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), BlackRock Inc. ($2.92M), and Bank of America Corp DE ($2.34M).

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

Institutional investors have sold a total of 120,531,239 shares in the last 24 months. This volume of shares sold represents approximately $18.44B in transactions.


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This page (NASDAQ:ESGU) was last updated on 11/5/2024 by MarketBeat.com Staff
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