Free Trial
→ Better than Bitcoin – and potentially more profitable (From Brownstone Research) (Ad) Free ESGU Stock Alerts

iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

iShares ESG Aware MSCI USA ETF logo
$133.01 +0.69 (+0.52%)
Closing price 04:00 PM Eastern
Extended Trading
$132.69 -0.32 (-0.24%)
As of 06:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$803.02M
Number of
Institutional Sellers
(last 12 months)
404
Total
Institutional Outflows
(last 12 months)
$1.62B
Get ESGU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware MSCI USA ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Opes Wealth Management LLC18,712$2.41M0.5%-4.7%0.017%
1/30/2025Valmark Advisers Inc.12,206$1.57M0.0%+2.0%0.011%
1/30/2025Copperleaf Capital LLC4,571$589K0.4%-13.4%0.004%
1/30/2025Waypoint Wealth Partners Inc.46,348$5.97M1.6%-1.4%0.043%
1/30/2025 Strategic Financial Concepts LLC2,342$302K0.0%N/A0.002%
1/30/2025Allworth Financial LP14,506$1.94M0.0%+4.3%0.014%
1/30/2025Erickson Financial Group LLC129,554$16.69M11.9%+0.2%0.121%
1/30/2025WealthPlan Investment Management LLC3,289$424K0.0%+4.3%0.003%
1/30/2025Spinnaker Trust34,613$4.46M0.3%-2.1%0.032%
1/30/2025 Blue Trust Inc.23,201$2.99M0.0%-9.5%0.022%
1/30/2025Bright Futures Wealth Management LLC.1,830$242K0.2%N/A0.002%
1/30/2025Root Financial Partners LLC4,049$522K0.1%-2.5%0.004%
1/30/2025Walkner Condon Financial Advisors LLC6,370$821K0.2%+1.5%0.006%
1/30/2025Figure 8 Investment Strategies LLC1,875$242K0.2%N/A0.002%
1/30/2025Bogart Wealth LLC14,334$1.85M0.1%+17.6%0.013%
1/29/2025 Kickstand Ventures LLC.11,435$1.47M0.4%-7.5%0.011%
1/29/2025 PrairieView Partners LLC455$58K0.0%+56.4%0.000%
1/29/2025 McClarren Financial Advisors Inc.7,183$925K2.5%+84.0%0.007%
1/29/2025 MontVue Capital Management Inc.3,278$422K0.3%-12.1%0.003%
1/29/2025 Keener Financial Planning LLC5,525$711K0.4%-8.9%0.005%
1/29/2025 Quent Capital LLC4,517$582K0.1%-10.6%0.004%
1/29/2025 JSF Financial LLC6,591$849K0.2%-4.2%0.006%
1/29/2025 Single Point Partners LLC2,525$325K0.1%+3.5%0.002%
1/29/2025 True Vision MN LLC5,331$687K0.4%+8.1%0.005%
1/29/2025 Sovran Advisors LLC12,208$1.57M0.2%N/A0.011%
1/29/2025 Stonebridge Financial Group LLC625$81K0.0%N/A0.001%
1/29/2025 Essex Financial Services Inc.2,605$336K0.0%+9.3%0.002%
1/29/2025 Focus Financial Network Inc.21,356$2.75M0.1%-1.1%0.020%
1/29/2025 Elevation Wealth Partners LLC41,247$5.31M2.2%+34.2%0.039%
1/29/2025 Ferguson Wellman Capital Management Inc.49,409$6.37M0.1%+2.5%0.046%
1/29/2025 Savant Capital LLC25,716$3.31M0.0%-2.2%0.024%
1/28/2025 Compass Financial Services Inc265$34K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC13,912$1.79M0.0%-5.9%0.013%
1/28/2025 American Capital Advisory LLC7,311$942K0.5%-1.6%0.007%
1/28/2025 Kingsview Wealth Management LLC4,886$629K0.0%-4.1%0.005%
1/28/2025 Apollon Wealth Management LLC16,166$2.08M0.0%-3.0%0.015%
1/28/2025 SC&H Financial Advisors Inc.1,618$208K0.0%N/A0.002%
1/28/2025 Joel Isaacson & Co. LLC165,598$21.33M1.0%+2.2%0.155%
1/28/2025 BLB&B Advisors LLC9,237$1.19M0.1%-1.9%0.009%
1/28/2025 Golden State Wealth Management LLC6,179$796K0.1%N/A0.006%
Is this the pin that pops the bubble? (Ad)

CEO Jensen Huang does not want you knowing this dirty little secret about Nvidia… In fact, any day now we’re expecting a cease and desist from Nvidia’s lawyers. Go here now before it’s too late to find out why Nvidia shares are slumping so hard.

Go Here Now Before It’s Too Late
1/28/2025 Lodestar Private Asset Management LLC2,016$260K0.0%+5.4%0.002%
1/28/2025 Spectrum Asset Management Inc. NB CA 19,703$2.54M1.1%+1.8%0.018%
1/28/2025 Strategic Financial Concepts LLC2,342$302K0.0%N/A0.002%
1/28/2025 Leo Wealth LLC18,824$2.43M0.2%+0.6%0.018%
1/27/2025 Financial Advocates Investment Management8,949$1.15M0.1%-92.9%0.008%
1/27/2025 Long Run Wealth Advisors LLC39,653$5.11M1.2%-5.9%0.037%
1/27/2025 Vision Capital Management Inc.17,274$2.23M0.3%+1.4%0.016%
1/27/2025 Trilogy Capital Inc.45,329$5.84M0.3%-3.9%0.042%
1/27/2025 Robertson Stephens Wealth Management LLC15,009$1.93M0.1%+186.0%0.014%
1/27/2025 Syntegra Private Wealth Group LLC4,371$563K0.1%-3.8%0.004%
1/27/2025 Choreo LLC161,731$20.84M0.3%-2.9%0.151%
1/27/2025 Mirae Asset Global Investments Co. Ltd.411,000$53.17M0.2%-21.1%0.385%
1/27/2025 Stratos Investment Management LLC1,573$203K0.0%N/A0.001%
1/27/2025 Stratos Wealth Partners LTD.37,529$4.84M0.1%-2.8%0.035%
1/27/2025 Tanager Wealth Management LLP3,542$456K0.1%-17.6%0.003%
1/24/2025 Tempus Wealth Planning LLC12,659$1.63M0.5%-19.0%0.012%
1/24/2025 One Wealth Advisors LLC116,965$15.07M2.2%-0.5%0.110%
1/24/2025 Financial Partners Group Inc6,624$853K0.1%-8.8%0.006%
1/24/2025 JB Capital LLC6,375$821K0.0%+51.2%0.006%
1/24/2025 Oregon Pacific Wealth Management LLC2,485$320K0.3%N/A0.002%
1/24/2025 Cook Wealth LLC18,903$2.54M1.2%-1.7%0.018%
1/24/2025 GPS Wealth Strategies Group LLC1,130$146K0.0%+67.7%0.001%
1/24/2025 Horst & Graben Wealth Management LLC25,683$3.31M0.6%+2.4%0.024%
1/24/2025 CGC Financial Services LLC2,987$385K0.2%+2,887.0%0.003%
1/24/2025 CENTRAL TRUST Co6,801$876K0.0%-3.0%0.006%
1/24/2025 MA Private Wealth29,369$3.78M0.7%-2.6%0.028%
1/24/2025 Avantra Family Wealth Inc.1,815$234K0.2%N/A0.002%
1/24/2025 Spire Wealth Management5,483$706K0.0%-10.0%0.005%
1/24/2025 Journey Strategic Wealth LLC246,594$31.77M1.2%+9.4%0.231%
1/24/2025 Osborne Partners Capital Management LLC3,883$500K0.0%-4.7%0.004%
1/24/2025 SYM FINANCIAL Corp12,819$1.65M0.2%+30.7%0.012%
1/24/2025 DAVENPORT & Co LLC11,668$1.50M0.0%+16.2%0.011%
1/24/2025 Clearview Wealth Advisors LLC12,072$1.56M1.2%+0.7%0.011%
1/24/2025 Dohj LLC176,998$22.80M5.3%-0.5%0.166%
1/24/2025 Destiny Wealth Partners LLC6,035$777K0.1%-1.6%0.006%
1/24/2025 Chicago Partners Investment Group LLC11,784$1.53M0.1%+0.9%0.011%
1/24/2025 Brewster Financial Planning LLC4,954$638K0.5%-6.6%0.005%
1/24/2025 RHS Financial LLC44,107$5.68M2.9%+12.8%0.041%
1/24/2025 Clear Creek Financial Management LLC14,052$1.81M0.2%-17.5%0.013%
1/23/2025 Arcadia Wealth Management LLC4,317$556K0.3%+40.7%0.004%
1/23/2025 Institute for Wealth Management LLC.50,689$6.53M0.8%+6.8%0.048%
1/23/2025 Integris Wealth Management LLC24,767$3.19M0.9%-7.7%0.023%
1/23/2025 Strategic Point Investment Advisors LLC13,645$1.76M0.3%+0.9%0.013%
1/23/2025 Capital Investment Advisory Services LLC18,049$2.33M0.2%-12.4%0.017%
1/23/2025 Synergy Asset Management LLC488$62K0.0%N/A0.000%
1/23/2025 Manning & Napier Advisors LLC11,915$1.54M0.0%-6.5%0.011%
1/23/2025 Strategic Blueprint LLC69,209$8.92M0.5%-3.7%0.065%
1/23/2025 McKinley Carter Wealth Services Inc.41,146$5.30M0.3%-1.0%0.039%
1/23/2025 Wade Financial Advisory Inc4,200$541K0.2%-3.4%0.004%
1/23/2025 Asset Dedication LLC996$128K0.0%-24.7%0.001%
Urgent Bitcoin alert for RIGHT NOW (Ad)

Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 40-year career. During the presentation, Larry reveals a strategy every trader and investor needs to understand. He calls it “Bitcoin Skimming.”

So please… click here to watch now.
1/23/2025 Money Design Co. Ltd.140,768$18.21M0.9%-2.5%0.132%
1/23/2025 Foster Group Inc.20,331$2.62M0.1%+1.4%0.019%
1/23/2025 RCS Financial Planning LLC7,891$1.02M0.5%-6.8%0.007%
1/22/2025 Mayflower Financial Advisors LLC17,431$2.25M0.3%-1.6%0.016%
1/22/2025 Spectrum Planning & Advisory Services Inc.2,422$312K0.3%+23.1%0.002%
1/22/2025 Patriot Financial Group Insurance Agency LLC5,540$714K0.1%-66.3%0.005%
1/22/2025 Perigon Wealth Management LLC43,255$5.64M0.1%+4.5%0.041%
1/22/2025 Hutchens & Kramer Investment Management Group LLC2,608$336K0.2%+4.4%0.002%
1/22/2025 MBE Wealth Management LLC2,907$374K0.2%+17.5%0.003%
1/22/2025 W Advisors LLC9,992$1.29M0.8%-6.9%0.009%
(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, 839 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.38B), Bank of America Corp DE ($1.28B), 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 629 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 ($2.92M), International Assets Investment Management LLC ($2.62M), 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 42,316,494 shares in the last 24 months. This purchase volume represents approximately $5.42B in transactions.

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

Of the 586 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 ($4.93M), Janney Montgomery Scott LLC ($3.18M), 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 117,288,501 shares in the last 24 months. This volume of shares sold represents approximately $17.85B in transactions.


Related Companies

This page (NASDAQ:ESGU) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Trump’s New AI Move Could Trigger Massive Melt UP
In his first week in office, President Trump already revoked President Biden's disastrous AI executive order.....
InvestorPlace | Sponsored