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iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$126.68 +0.64 (+0.51%)
As of 01:19 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)
$1.33B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$1.57B
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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
2/28/2025 BridgePort Financial Solutions LLC1,575$201K0.1%N/A0.001%
2/28/2025 Brooklyn FI LLC10,987$1.42M0.2%+5.7%0.010%
2/27/2025Jefferies Financial Group Inc.3,471$447K0.0%-3.7%0.003%
2/25/2025 B. Riley Wealth Advisors Inc.14,166$1.83M0.1%-54.5%0.013%
2/25/2025 Armis Advisers LLC1,983$255K0.0%N/A0.002%
2/25/2025 Integrated Advisors Network LLC33,925$4.37M0.2%-1.5%0.032%
2/25/2025 Garde Capital Inc.15,736$2.03M0.1%-1.3%0.015%
2/21/2025 Ascent Group LLC11,256$1.45M0.1%-12.7%0.010%
2/20/2025 Forum Financial Management LP2,512$324K0.0%N/A0.002%
2/20/2025 Drucker Wealth 3.0 LLC2,237$288K0.1%+7.3%0.002%
2/19/2025 ARQ Wealth Advisors LLC1,781$229K0.1%-46.4%0.002%
2/18/2025 Nepc LLC8,664$1.12M0.0%N/A0.008%
2/18/2025 Focus Partners Advisor Solutions LLC10,893$1.40M0.0%+27.5%0.010%
2/18/2025 Note Advisors LLC1,999$258K0.2%N/A0.002%
2/18/2025 Talisman Wealth Advisors LLC5,006$645K0.7%-1.9%0.005%
2/17/2025 US Financial Advisors LLC3,510$452K0.1%-5.6%0.003%
2/17/2025 Waverly Advisors LLC2,234$288K0.0%+24.0%0.002%
2/17/2025 Vident Advisory LLC7,984$1.03M0.0%-3.7%0.007%
2/17/2025 Two Sigma Investments LP302,300$38.94M0.1%+248.3%0.282%
2/17/2025 Sentinus LLC5,488$707K0.2%-67.1%0.005%
2/17/2025 Snowden Capital Advisors LLC14,433$1.86M0.1%-4.5%0.013%
2/17/2025 Royal Bank of Canada524,117$67.52M0.0%-0.5%0.488%
2/17/2025 Quadcap Wealth Management LLC2,215$285K0.0%-38.9%0.002%
2/17/2025 Laird Norton Wetherby Wealth Management LLC35,405$4.56M0.2%+0.2%0.033%
2/17/2025 LifePlan Investment Advisors Inc.3,565$459K0.3%+21.6%0.003%
2/17/2025 Investor 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%
2/17/2025 Guardian Wealth Advisors LLC NC2,665$343K0.0%N/A0.002%
2/17/2025 Gen Wealth Partners Inc11,102$1.43M0.6%-1.8%0.010%
2/17/2025 Focus Partners Wealth47,665$6.14M0.0%+297.1%0.044%
2/17/2025 Ethic Inc.1,925$248K0.0%-61.3%0.002%
2/17/2025 Fiduciary Trust Co553,899$71.35M0.9%+6.1%0.516%
2/17/2025 Clarity Asset Management Inc.80,792$10.41M6.8%-3.3%0.075%
2/17/2025 EP Wealth Advisors LLC8,977$1.16M0.0%+4.5%0.008%
2/17/2025 CoreCap Advisors LLC8,275$1.07M0.0%-58.5%0.008%
2/17/2025 Cornerstone Financial Group LLC NE 5,627$725K0.7%N/A0.005%
2/17/2025 Cambridge Investment Research Advisors Inc.217,470$28.01M0.1%-12.3%0.203%
2/17/2025 Cetera Investment Advisers313,065$40.33M0.1%-0.7%0.292%
2/17/2025 Citadel Advisors LLC6,199$799K0.0%N/A0.006%
2/17/2025 Cary Street Partners Financial LLC6,044$779K0.0%N/A0.006%
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2/17/2025 Baird Financial Group Inc.12,732$1.64M0.0%+4.7%0.012%
2/17/2025 Bank of America Corp DE13,105,862$1.69B0.1%-3.4%12.214%
2/17/2025 BNP Paribas Financial Markets859,394$110.71M0.1%+44.0%0.801%
2/17/2025 Ameriprise Financial Inc.363,279$46.80M0.0%-0.9%0.339%
2/17/2025 Ancora Advisors LLC4,274$551K0.0%-13.5%0.004%
2/17/2025 Aptus Capital Advisors LLC43,046$5.55M0.1%+6.8%0.040%
2/17/2025 Accredited Wealth Management LLC1,090$140K0.1%N/A0.001%
2/17/2025 AlTi Global Inc.121,230$15.62M0.4%-0.9%0.113%
2/14/2025 ArborFi Advisors LLC1,743$225K0.2%N/A0.002%
2/14/2025 Mercer Global Advisors Inc. ADV319,219$41.12M0.1%-5.3%0.298%
2/14/2025 Keel Point LLC7,258$935K0.1%+2.1%0.007%
2/14/2025 Rehmann Capital Advisory Group9,444$1.22M0.1%+4.6%0.009%
2/14/2025 Lido Advisors LLC5,065$652K0.0%-1.9%0.005%
2/14/2025 Northern Trust Corp6,591,007$849.05M0.1%+31.8%6.143%
2/14/2025 Beacon Pointe Advisors LLC7,170$924K0.0%-2.0%0.007%
2/14/2025 Gerber Kawasaki Wealth & Investment Management7,995$1.03M0.0%-3.4%0.007%
2/14/2025 Johnson Financial Group Inc.310$41K0.0%-34.5%0.000%
2/14/2025 Coldstream Capital Management Inc.9,367$1.21M0.0%-4.7%0.009%
2/14/2025 Capital Analysts LLC1,567$202K0.0%+21.3%0.001%
2/14/2025 Two Sigma Securities LLC11,149$1.44M0.2%+7.3%0.010%
2/14/2025 Kovitz Investment Group Partners LLC10,739$1.38M0.0%+2.8%0.010%
2/14/2025 Integrated Wealth Concepts LLC132,319$17.05M0.2%-15.3%0.123%
2/14/2025 Coppell Advisory Solutions LLC2,966$384K0.1%+25.0%0.003%
2/14/2025 MGO One Seven LLC9,876$1.27M0.0%+4.9%0.009%
2/14/2025 IHT Wealth Management LLC4,537$584K0.0%-7.9%0.004%
2/14/2025 Stifel Financial Corp65,113$8.39M0.0%+3.8%0.061%
2/14/2025 OneDigital Investment Advisors LLC105,849$13.64M0.2%-15.1%0.099%
2/14/2025 TD Waterhouse Canada Inc.18,570$2.39M0.0%-1.7%0.017%
2/14/2025 Transce3nd LLC617$79K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC325,352$41.91M0.1%+3.1%0.303%
2/14/2025 First Trust Advisors LP5,640$727K0.0%N/A0.005%
2/14/2025 Freedom Investment Management Inc.2,042$263K0.0%N/A0.002%
2/14/2025 Forum Financial Management LP2,512$324K0.0%N/A0.002%
2/14/2025 Frederick Financial Consultants LLC1,581$204K0.2%N/A0.001%
2/14/2025 GeoWealth Management LLC4,671$602K0.0%-20.2%0.004%
2/14/2025 Balanced Rock Investment Advisors LLC24,514$3.16M2.5%-2.4%0.023%
2/14/2025 Concourse Financial Group Securities Inc.12,019$1.61M0.1%+7.9%0.011%
2/13/2025 Foster Dykema Cabot & Partners LLC1,740$224K0.0%-30.4%0.002%
2/13/2025 KilterHowling LLC7,610$1.01M0.6%-21.5%0.007%
2/13/2025 NewEdge Advisors LLC152,774$19.68M0.1%+33.7%0.142%
2/13/2025 Lifelong Wealth Advisors Inc.19,285$2.48M1.1%N/A0.018%
2/13/2025 Acorns Advisers LLC2,311,775$297.80M2.9%+0.0%2.154%
2/13/2025 Ally Invest Advisors Inc.328,656$42.34M3.7%+0.8%0.306%
2/13/2025 United Capital Financial Advisors LLC57,726$7.44M0.1%-12.3%0.054%
2/13/2025 Rossby Financial LCC96,903$12.48M7.7%N/A0.090%
2/13/2025 LaSalle St. Investment Advisors LLC1,578$203K0.1%N/A0.001%
2/13/2025 Belpointe Asset Management LLC8,731$1.08M0.1%+2.7%0.008%
2/13/2025 CreativeOne Wealth LLC27,557$3.55M0.1%+1.4%0.026%
2/13/2025 Mariner LLC94,951$12.23M0.0%-7.2%0.088%
2/13/2025 Barclays PLC6,899$889K0.0%-42.0%0.006%
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2/13/2025 Savvy Advisors Inc.3,376$435K0.1%-50.3%0.003%
2/13/2025 Synovus Financial Corp4,417$569K0.0%-8.3%0.004%
2/13/2025 Sagespring Wealth Partners LLC25,990$3.35M0.0%N/A0.024%
2/13/2025 Townsquare Capital LLC28,534$3.68M0.0%+3.0%0.027%
2/13/2025 Fortis Capital Advisors LLC2,464$305K0.1%+8.4%0.002%
2/13/2025 Rockefeller Capital Management L.P.29,813$3.84M0.0%+15.7%0.028%
2/13/2025 Elios Financial Group Inc.8,882$1.14M0.5%-1.8%0.008%
2/13/2025 Blue Edge Capital LLC99,604$12.83M2.0%+1.5%0.093%
2/13/2025 Bessemer Group Inc.10,514$1.35M0.0%+1.9%0.010%
2/13/2025 Raymond James Financial Inc.203,383$26.20M0.0%N/A0.190%
(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, 880 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 660 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 42,579,426 shares in the last 24 months. This purchase volume represents approximately $5.23B in transactions.

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

Of the 598 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 102,810,635 shares in the last 24 months. This volume of shares sold represents approximately $15.35B in transactions.


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This page (NASDAQ:ESGU) was last updated on 3/5/2025 by MarketBeat.com Staff
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