iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2024 (March 31)739holders
4famous investors
$114.90avg. 13F price*
At the end of Q1 2024, 739 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings. The largest holders were Bank of America Corp. ($1.5B), JPMorgan Chase & Co. ($1.3B) and Envestnet Asset Management Inc. ($533.1M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $132.4M |
| Exits | 66 | $79.7M |
Ownership 739 holders
| Bank of America Corp. | 0.15% | Reduce -0.4% | 13,478,482 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +3.3% | 11,029,932 | $1.3B |
| Envestnet Asset Management Inc. | 0.20% | Reduce -63.5% | 4,637,372 | $533.1M |
| Tiaa Trust, National Association | 1.61% | Add +0.0% | 4,583,976 | $527.0M |
| BlackRock Inc. | 0.01% | Reduce -15.5% | 4,463,448 | $513.1M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.1% | 3,723,250 | $428.0M |
| Northern Trust Corp. | 0.07% | Add +16.8% | 3,621,342 | $416.3M |
| Morgan Stanley | 0.03% | Reduce -14.0% | 2,737,679 | $314.7M |
| Betterment LLC | 0.79% | Add +0.3% | 2,562,322 | $294.6M |
| Wells Fargo & Company | 0.07% | Reduce -2.8% | 2,347,354 | $269.9M |
| Acorns Advisers, LLC | 2.86% | Add +1.7% | 2,228,941 | $256.2M |
| Bank of Italy | 6.58% | No change | 2,068,908 | $237.8M |
| LPL Financial LLC | 0.12% | Reduce -40.5% | 2,000,926 | $230.0M |
| Wealthfront Advisers LLC | 0.67% | Add +8.5% | 1,671,008 | $192.1M |
| Sumitomo Mitsui Financial Group, Inc. | 4.14% | No change | 1,160,614 | $133.4M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -10.0% | 951,194 | $109.3M |
| Empower Advisory Group, LLC | 0.34% | Reduce -4.0% | 792,773 | $91.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 771,648 | $88.7M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Reduce -59.8% | 757,806 | $87.1M |
| Royal Bank of Canada | 0.02% | Add +31.9% | 656,561 | $75.5M |
| Citigroup Inc. | 0.08% | Add +17.7% | 620,297 | $71.3M |
| Cwm, LLC | 0.30% | Reduce -64.9% | 534,583 | $61.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.7% | 524,330 | $60.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -18.0% | 526,300 | $60.5M |
| Partners Capital Investment Group, LLP | 1.74% | Reduce -4.4% | 505,134 | $58.1M |
| MML Investors Services, LLC | 0.24% | Reduce -56.1% | 500,693 | $57.6M |
| Cetera Investment Advisers | 0.13% | Add +22.1% | 476,189 | $54.7M |
| Fiduciary Trust Co | 0.83% | Add +4.0% | 469,968 | $54.0M |
| Park Avenue Securities LLC | 0.68% | Reduce -68.5% | 461,008 | $53.0M |
| BNP Paribas Financial Markets | 0.06% | Add +386.8% | 450,787 | $51.8M |
| SG Americas Securities, LLC | 0.25% | New | 415,857 | $47.8M |
| UBS Group AG | 0.01% | Reduce -6.6% | 382,399 | $44.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +14.8% | 357,305 | $41.1M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.6% | 317,497 | $36.5M |
| Ally Invest Advisors Inc. | 3.59% | Reduce -0.2% | 314,910 | $36.2M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -2.5% | 314,160 | $36.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -76.4% | 306,855 | $35.3M |
| Keybank National Association | 0.13% | Add +17.9% | 277,780 | $31.9M |
| IMPACTfolio, LLC | 18.20% | Add +31.8% | 261,982 | $30.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -25.2% | 259,119 | $29.8M |
| Creative Planning | 0.03% | Add +4.4% | 257,512 | $29.6M |
| Toronto Dominion Bank | 0.04% | New | 243,000 | $27.9M |
| Sharkey, Howes & Javer | 3.87% | Reduce -8.4% | 205,742 | $23.7M |
| Brookstone Capital Management | 0.42% | Reduce -10.8% | 204,811 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -67.8% | 204,743 | $23.5M |
| Two Sigma Advisers, LP | 0.05% | Add +181.7% | 193,800 | $22.3M |
| Journey Strategic Wealth LLC | 0.95% | Add +1.9% | 187,052 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -10.4% | 185,455 | $21.3M |
| Choreo, LLC | 0.51% | Reduce -0.9% | 171,792 | $19.7M |
| Dohj, LLC | 5.22% | Reduce -9.6% | 171,194 | $19.7M |
| Boulder Wealth Advisors, LLC | 12.07% | — | 169,546 | $19.5M |
| Money Design Co.,Ltd. | 1.05% | Reduce -4.2% | 167,336 | $19.2M |
| Mission Wealth Management, LP | 0.51% | Reduce -1.1% | 165,601 | $19.0M |
| Raymond James & Associates | 0.01% | Reduce -6.5% | 159,023 | $18.3M |
| Susquehanna International Group, LLP | 0.03% | Add +97.6% | 158,826 | $18.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.5% | 158,794 | $18.3M |
| Sand Hill Global Advisors, LLC | 0.86% | Reduce -4.8% | 157,358 | $18.1M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -11.8% | 152,440 | $17.5M |
| Two Sigma Investments, LP | 0.04% | Add +10.4% | 146,500 | $16.8M |
| Joel Isaacson & Co., LLC | 0.91% | Add +5.0% | 144,804 | $16.6M |
| Van Hulzen Asset Management, LLC | 1.06% | Reduce -3.4% | 139,311 | $16.0M |
| One Wealth Advisors, LLC | 2.73% | Reduce -23.6% | 136,395 | $15.7M |
| Erickson Financial Group, LLC | 11.93% | Add +0.5% | 132,378 | $15.2M |
| National Bank of Canada | 0.03% | Reduce -27.4% | 132,600 | $15.2M |
| Northwest Capital Management Inc | 4.85% | Reduce -1.7% | 131,882 | $15.2M |
| Affinity Capital Advisors, LLC | 3.31% | Add +13.7% | 129,157 | $14.8M |
| NewEdge Advisors, LLC | 0.12% | Reduce -64.6% | 123,508 | $14.2M |
| Spinnaker Trust | 0.90% | Reduce -0.9% | 120,925 | $13.9M |
| Apella Capital, LLC | 0.69% | Add +0.6% | 120,597 | $13.8M |
| Icon Wealth Advisors, LLC | 1.28% | Reduce -43.9% | 119,480 | $13.7M |
| Client 1ST Advisory Group, LLC | 6.14% | Reduce -11.5% | 118,964 | $13.7M |
| Sei Investments Co. | 0.02% | Reduce -27.1% | 118,710 | $13.6M |
| Schroder Investment Management Group | 0.02% | Reduce -3.0% | 116,221 | $13.4M |
| AlTi Global, Inc. | 0.36% | Add +42.0% | 111,634 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -41.7% | 103,756 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.7% | 102,560 | $11.8M |
| Mariner, LLC | 0.02% | Add +14.2% | 100,719 | $11.6M |
| Plancorp, LLC | 0.50% | Reduce -1.5% | 100,267 | $11.5M |
| Blue Edge Capital, LLC | 1.93% | Add +14.1% | 100,232 | $11.5M |
| Staley Capital Advisers Inc. | 0.54% | No change | 100,135 | $11.5M |
| Laurel Wealth Planning LLC | 7.58% | Add +3.7% | 99,299 | $11.4M |
| Flputnam Investment Management Co. | 0.24% | Add +16.9% | 98,154 | $11.3M |
| Corient Private Wealth LP | 0.02% | Add +4.8% | 97,654 | $11.2M |
| Old Mission Capital LLC | 0.27% | New | 96,445 | $11.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -17.8% | 94,016 | $10.8M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -51.1% | 93,684 | $10.8M |
| Spectrum Wealth Counsel, LLC | 1.31% | Add +1.4% | 93,004 | $10.7M |
| Lineweaver Wealth Advisors, LLC | 2.54% | Reduce -0.8% | 92,981 | $10.7M |
| Strategic Blueprint, LLC | 0.75% | Reduce -22.6% | 91,605 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -60.3% | 89,453 | $10.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.3% | 87,279 | $10.0M |
| Harbour Investments, Inc. | 0.35% | Reduce -15.5% | 87,083 | $10.0M |
| Keebeck Wealth Management | 1.47% | Reduce -28.9% | 86,657 | $10.0M |
| Fisher Asset Management | 0.00% | Add +0.6% | 85,926 | $9.9M |
| Clarity Asset Management, Inc. | 6.61% | Reduce -62.7% | 83,277 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -73.9% | 78,191 | $9.0M |
| Prudent Man Advisors, LLC | 3.31% | Reduce -2.2% | 76,532 | $8.8M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -30.9% | 75,434 | $8.7M |
| TNF LLC | 3.39% | Reduce -17.0% | 77,134 | $8.6M |
| Federation des caisses Desjardins du Quebec | 0.06% | New | 74,140 | $8.5M |
"% 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.