ISHARES ESG AWARE MSCI USA ESGU
$163.40
-0.1% 52w: $128.64 – $166.01
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data128.64147.33166.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
807
-22 QoQ
13F value
$10.95B
-6.9% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ESGU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.8M | $1.95B | 0.1% | +3.5% |
| JPMORGAN CHASE & CO | Bank broker | 10.0M | $1.37B | 0.1% | -2.7% |
| NORTHERN TRUST CORP | Index provider | 5.1M | $726.4M | 0.1% | -0.4% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 4.9M | $673.2M | 5.1% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.0M | $572.3M | 0.1% | +0.8% |
| Betterment LLC | Wealth advisor | 4.0M | $571.6M | 1.1% | +3.0% |
| Acorns Advisers, LLC | Wealth advisor | 2.7M | $375.1M | 2.8% | +3.4% |
| Wealthfront Advisers LLC | Wealth advisor | 2.6M | $374.2M | 0.8% | +2.1% |
| BlackRock, Inc. | Index provider | 2.4M | $333.3M | 0.0% | +12.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $296.8M | 0.1% | +8.4% |
| MORGAN STANLEY | Bank broker | 1.8M | $252.1M | 0.0% | -31.8% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.3M | $185.0M | 0.7% | — |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $182.9M | 0.0% | -37.3% |
| LPL Financial LLC | Bank broker | 1.2M | $167.4M | 0.0% | +1.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $151.8M | 0.1% | +4.5% |
| Fiduciary Trust Co | Other | 697.2K | $98.6M | 1.2% | +2.8% |
| ROYAL BANK OF CANADA | Bank broker | 521.8K | $73.8M | 0.0% | -1.4% |
| Empower Advisory Group, LLC | Wealth advisor | 503.6K | $71.2M | 0.2% | -33.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 369.7K | $52.3M | 0.1% | -1.8% |
| Ally Invest Advisors Inc. | Wealth advisor | 348.2K | $49.2M | 3.3% | +3.8% |
| Composition Wealth, LLC | Wealth advisor | 344.5K | $48.7M | 0.7% | +10.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 342.4K | $48.4M | 0.0% | -5.4% |
| Clearstead Advisors, LLC | Wealth advisor | 337.9K | $47.8M | 0.4% | +12916.0% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 330.9K | $46.8M | 0.3% | -0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 325.2K | $46.0M | 0.0% | +6.1% |
| Creative Planning | Wealth advisor | 313.4K | $44.3M | 0.0% | +1.2% |
| CITIGROUP INC | Bank broker | 302.0K | $42.7M | 0.0% | -34.5% |
| UBS Group AG | Bank broker | 299.5K | $42.4M | 0.0% | +1.7% |
| Cetera Investment Advisers | Wealth advisor | 276.1K | $39.0M | 0.0% | +0.1% |
| FMR LLC | Long only active | 275.9K | $39.0M | 0.0% | +18.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 270.2K | $38.2M | 0.1% | +0.1% |
| CWM, LLC | Wealth advisor | 263.8K | $37.3M | 0.1% | -5.0% |
| IMPACTfolio, LLC | Wealth advisor | 261.5K | $37.0M | 15.7% | -9.6% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 243.5K | $36.3M | 0.0% | +39.8% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 241.6K | $34.2M | 0.9% | -2.9% |
| Brookstone Capital Management | Wealth advisor | 241.5K | $34.1M | 0.4% | +7.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 239.9K | $33.9M | 0.1% | +24.9% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 222.4K | $31.4M | 0.7% | -1.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 205.6K | $29.1M | 0.2% | -0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 197.4K | $27.9M | 0.0% | -11.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 192.4K | $27.4M | 0.1% | -8.6% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 186.0K | $26.3M | 0.6% | -0.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 177.7K | $25.1M | 0.1% | +50.9% |
| Joel Isaacson & Co., LLC | Wealth advisor | 177.0K | $25.0M | 0.8% | +0.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 165.0K | $23.3M | 0.1% | -27.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 161.4K | $22.8M | 0.1% | -11.6% |
| Rock Creek Group LLC | Wealth advisor | 161.1K | $22.8M | 2.3% | Held |
| Sand Hill Global Advisors, LLC | Wealth advisor | 157.3K | $22.2M | 0.7% | +1.5% |
| Affinity Capital Advisors, LLC | Wealth advisor | 149.4K | $21.1M | 3.0% | -0.8% |
| Corient Private Wealth LLC | Diversified mechanical | 144.2K | $20.4M | 0.0% | -45.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.