iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2026 (June 30)867holders +51
80new positions
30sold out
5famous investors
$163.22avg. 13F price*
At the end of Q2 2026, 867 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 51 from Q1 2026. 80 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($2.2B), JPMorgan Chase & Co. ($1.9B) and Northern Trust Corp. ($914.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $50.7M |
| Exits | 30 | $10.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,486,696 shares bought and 1,417,435 shares sold, net +3,069,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 867 holders
| Bank of America Corp. | 0.14% | Reduce -1.0% | 13,667,632 | $2.2B |
| JPMorgan Chase & Co. | 0.11% | Add +17.5% | 11,759,389 | $1.9B |
| Northern Trust Corp. | 0.11% | Add +8.8% | 5,586,428 | $914.3M |
| TIAA Wealth Investment Management LLC | 5.10% | Reduce -4.1% | 4,697,103 | $763.5M |
| Betterment LLC | 1.12% | Add +0.4% | 4,058,596 | $664.3M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.3% | 3,914,328 | $640.7M |
| Wealthfront Advisers LLC | 0.86% | Add +3.9% | 2,748,033 | $449.8M |
| Morgan Stanley | 0.02% | Add +50.2% | 2,678,106 | $438.3M |
| Acorns Advisers, LLC | 2.82% | Reduce -0.2% | 2,646,512 | $433.2M |
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 2,343,264 | $383.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.6% | 2,064,131 | $337.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.75% | Add +2.2% | 1,336,785 | $218.8M |
| LPL Financial LLC | 0.05% | Add +9.2% | 1,291,785 | $211.4M |
| Wells Fargo & Company | 0.04% | Reduce -1.1% | 1,279,895 | $209.5M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -0.3% | 1,070,042 | $175.1M |
| Fiduciary Trust Co | 1.26% | Add +1.6% | 708,529 | $116.0M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 16.43% | — | 519,600 | $85.0M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 514,461 | $84.2M |
| Empower Advisory Group, LLC | 0.20% | Add +1.3% | 510,183 | $83.5M |
| Composition Wealth, LLC | 0.73% | Add +10.4% | 380,376 | $62.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.8% | 362,915 | $59.4M |
| Ally Invest Advisors Inc. | 3.46% | Add +0.7% | 350,467 | $57.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 340,370 | $55.7M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -0.7% | 328,566 | $53.8M |
| Creative Planning | 0.03% | Add +1.3% | 317,597 | $52.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +16.5% | 314,851 | $51.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -3.9% | 312,666 | $51.2M |
| UBS Group AG | 0.01% | Add +1.6% | 304,149 | $49.8M |
| Alliancebernstein L.P. | 0.02% | Add +40.5% | 342,065 | $48.4M |
| FMR LLC | 0.00% | Add +1.9% | 281,229 | $46.0M |
| Cetera Investment Advisers | 0.04% | Add +0.2% | 276,693 | $45.3M |
| Citigroup Inc. | 0.02% | Reduce -9.4% | 273,754 | $44.8M |
| Brookstone Capital Management | 0.44% | Add +10.9% | 267,702 | $43.8M |
| IMPACTfolio, LLC | 16.02% | Reduce -0.6% | 259,848 | $42.5M |
| Alesco Advisors, LLC, An ESL Co | 0.90% | Reduce -0.2% | 241,166 | $39.5M |
| Mission Wealth Management, LP | 0.47% | Add +4.4% | 232,232 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +6.7% | 205,158 | $33.8M |
| Park Avenue Securities LLC | 0.21% | Reduce -2.0% | 201,434 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 199,418 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Add +37.0% | 196,199 | $32.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.1% | 194,181 | $31.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +3.9% | 184,713 | $30.2M |
| Bank of Montreal | 0.01% | Add +115.1% | 184,616 | $30.2M |
| MML Investors Services, LLC | 0.06% | Add +13.9% | 183,780 | $30.1M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Reduce -1.7% | 182,890 | $29.9M |
| Joel Isaacson & Co., LLC | 0.85% | Add +1.1% | 178,905 | $29.3M |
| Rock Creek Group LLC | 2.65% | No change | 161,100 | $26.4M |
| Sand Hill Global Advisors, LLC | 0.76% | Reduce -1.5% | 154,912 | $25.4M |
| Keybank National Association | 0.08% | Reduce -7.1% | 153,263 | $25.1M |
| Affinity Capital Advisors, LLC | 2.99% | Reduce -1.9% | 146,606 | $24.2M |
| Clearstead Advisors, LLC | 0.23% | Reduce -56.4% | 147,226 | $24.1M |
| Erickson Financial Group, LLC | 12.05% | Add +0.7% | 137,404 | $22.5M |
| Flputnam Investment Management Co. | 0.26% | Add +3.0% | 132,064 | $21.6M |
| Integrated Wealth Concepts LLC | 0.14% | Add +7.1% | 129,466 | $21.2M |
| NewEdge Advisors, LLC | 0.06% | Add +21.7% | 127,139 | $20.8M |
| Cerity Partners LLC | 0.03% | Add +8.6% | 126,597 | $20.7M |
| AlTi Global, Inc. | 0.42% | Reduce -0.3% | 123,135 | $20.2M |
| Choreo, LLC | 0.21% | Reduce -3.7% | 116,519 | $19.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.8% | 104,841 | $17.2M |
| Harbour Investments, Inc. | 0.23% | Add +5.8% | 102,610 | $16.8M |
| One Wealth Advisors, LLC | 1.83% | Reduce -0.1% | 101,285 | $16.6M |
| Sharkey, Howes & Javer | 1.96% | Reduce -2.5% | 99,194 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -17.9% | 96,975 | $15.9M |
| Facet Wealth, Inc. | 0.20% | Reduce -7.1% | 84,286 | $13.8M |
| Blue Edge Capital, LLC | 1.65% | Reduce -1.2% | 83,906 | $13.7M |
| Client 1ST Advisory Group, LLC | 3.63% | Reduce -2.7% | 82,557 | $13.5M |
| Sei Investments Co. | 0.01% | Reduce -3.7% | 80,721 | $13.2M |
| Staley Capital Advisers Inc. | 0.51% | No change | 80,000 | $13.1M |
| Van Hulzen Asset Management, LLC | 0.93% | Reduce -11.2% | 79,800 | $13.1M |
| Relyea Zuckerberg Hanson LLC | 1.07% | Add +0.3% | 78,634 | $12.9M |
| Apella Capital, LLC | 0.16% | Reduce -1.4% | 70,792 | $11.6M |
| Laurel Wealth Planning LLC | 5.12% | Add +0.5% | 70,642 | $11.6M |
| Plancorp, LLC | 0.28% | Reduce -3.9% | 69,531 | $11.4M |
| Wealth Architects, LLC | 0.90% | Reduce -0.1% | 69,767 | $11.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -2.0% | 69,207 | $11.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -12.8% | 69,012 | $11.3M |
| Fisher Asset Management | 0.00% | Add +4.5% | 67,897 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +0.1% | 67,340 | $11.0M |
| NorthRock Partners, LLC | 0.16% | Reduce -2.9% | 65,741 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +14.4% | 65,598 | $10.7M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Add +3.1% | 62,952 | $10.3M |
| Strategic Blueprint, LLC | 0.51% | Reduce -3.6% | 62,223 | $10.2M |
| &partners | 0.04% | Add +9.8% | 62,304 | $10.2M |
| Schroder Investment Management Group | 0.01% | No change | 61,615 | $10.0M |
| Klaas Financial Asset Advisors, LLC | 1.25% | Reduce -0.8% | 61,121 | $10.0M |
| Parallel Advisors, LLC | 0.15% | Add +3.2% | 60,483 | $9.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -6.6% | 60,173 | $9.9M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.5% | 59,809 | $9.8M |
| Clarity Asset Management, Inc. | 4.78% | Reduce -12.5% | 59,611 | $9.8M |
| Decker Retirement Planning Inc. | 3.27% | Add +15.4% | 58,583 | $9.6M |
| Prudent Man Advisors, LLC | 2.19% | Reduce -10.0% | 58,312 | $9.5M |
| Keebeck Wealth Management | 0.93% | Reduce -20.5% | 58,228 | $9.5M |
| Focus Partners Wealth | 0.01% | Reduce -4.2% | 57,996 | $9.5M |
| Modera Wealth Management, LLC | 0.10% | Add +1.9% | 57,618 | $9.4M |
| Corient Private Wealth LP | 0.01% | Reduce -60.3% | 57,214 | $9.4M |
| Axxcess Wealth Management, LLC | 0.15% | New | 57,114 | $9.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.1% | 56,830 | $9.3M |
| Cypress Wealth Services, LLC | 1.13% | Reduce -0.6% | 56,035 | $9.2M |
| One Capital Management, LLC | 0.26% | No change | 64,783 | $9.2M |
| UMB Bank, n.a. | 0.11% | Reduce -1.2% | 54,672 | $8.9M |
"% of holder's portfolio" is ESGU's weight in each manager's 13F, not the share of iShares ESG Aware MSCI USA the manager owns.