iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2024 (June 30)748holders +9
44new positions
40sold out
5famous investors
$119.28avg. 13F price*
At the end of Q2 2024, 748 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 9 from Q1 2024. 44 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($1.8B), JPMorgan Chase & Co. ($1.3B) and Tiaa Trust, National Association ($633.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $55.1M |
| Exits | 40 | $494.0M |
All 13F filers, Q1 2024 → Q2 2024: 6,322,940 shares bought and 10,860,894 shares sold, net −4,537,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Bank of America Corp. | 0.17% | Add +9.8% | 14,801,195 | $1.8B |
| JPMorgan Chase & Co. | 0.11% | Reduce -2.8% | 10,723,884 | $1.3B |
| Tiaa Trust, National Association | 1.95% | Add +15.4% | 5,291,135 | $633.3M |
| Northern Trust Corp. | 0.10% | Add +30.6% | 4,730,873 | $564.5M |
| BlackRock Inc. | 0.01% | Reduce -10.9% | 3,977,849 | $474.6M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -8.2% | 3,419,269 | $408.0M |
| Betterment LLC | 1.00% | Add +26.0% | 3,228,147 | $385.2M |
| Morgan Stanley | 0.03% | Add +17.8% | 3,224,812 | $384.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -37.4% | 2,903,724 | $346.5M |
| Acorns Advisers, LLC | 2.90% | Add +2.0% | 2,273,763 | $271.3M |
| Wells Fargo & Company | 0.07% | Reduce -3.6% | 2,262,884 | $270.0M |
| Wealthfront Advisers LLC | 0.68% | Add +1.6% | 1,697,904 | $202.6M |
| LPL Financial LLC | 0.09% | Reduce -27.9% | 1,442,337 | $172.1M |
| Citigroup Inc. | 0.13% | Add +80.9% | 1,122,062 | $133.9M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -5.3% | 900,333 | $107.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -0.1% | 770,924 | $92.0M |
| Empower Advisory Group, LLC | 0.34% | Reduce -3.0% | 768,565 | $91.7M |
| Royal Bank of Canada | 0.02% | Reduce -18.3% | 536,155 | $64.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.31% | Reduce -1.1% | 520,700 | $62.3M |
| BNP Paribas Financial Markets | 0.07% | Add +14.7% | 516,841 | $61.7M |
| Partners Capital Investment Group, LLP | 1.03% | Add +1.1% | 510,920 | $61.2M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -32.9% | 508,828 | $60.7M |
| Fiduciary Trust Co | 0.89% | Add +6.3% | 499,455 | $59.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.9% | 456,546 | $54.5M |
| Cwm, LLC | 0.25% | Reduce -15.8% | 450,223 | $53.7M |
| UBS Group AG | 0.01% | Add +1.7% | 388,924 | $46.4M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -1.7% | 351,094 | $41.9M |
| Cetera Investment Advisers | 0.09% | Reduce -29.4% | 336,317 | $40.1M |
| Ally Invest Advisors Inc. | 3.71% | Add +2.6% | 323,255 | $38.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.0% | 314,433 | $37.5M |
| MML Investors Services, LLC | 0.15% | Reduce -37.4% | 313,304 | $37.4M |
| Osaic Holdings, Inc. | 0.09% | Add +0.8% | 309,270 | $36.9M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -3.3% | 303,675 | $36.2M |
| Keybank National Association | 0.14% | Add +3.6% | 287,821 | $34.3M |
| Park Avenue Securities LLC | 0.41% | Reduce -39.7% | 278,100 | $33.2M |
| IMPACTfolio, LLC | 18.03% | Add +3.0% | 269,776 | $32.2M |
| Creative Planning | 0.03% | Add +3.3% | 266,093 | $31.8M |
| ING Groep NV | 0.19% | Add +428.4% | 264,200 | $31.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -4.5% | 247,352 | $29.5M |
| Journey Strategic Wealth LLC | 1.04% | Add +9.3% | 204,458 | $24.4M |
| Toronto Dominion Bank | 0.04% | Reduce -17.7% | 200,000 | $23.9M |
| Two Sigma Advisers, LP | 0.05% | Reduce -1.7% | 190,500 | $22.7M |
| Nisa Investment Advisors, LLC | 0.14% | New | 181,900 | $21.7M |
| Sharkey, Howes & Javer | 3.45% | Reduce -13.1% | 178,784 | $21.3M |
| Brookstone Capital Management | 0.34% | Reduce -17.2% | 169,506 | $20.7M |
| Boulder Wealth Advisors, LLC | 12.02% | Add +1.8% | 172,642 | $20.6M |
| Dohj, LLC | 5.14% | Add +0.8% | 172,498 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -8.6% | 169,535 | $20.2M |
| Choreo, LLC | 0.34% | Reduce -2.0% | 168,301 | $20.1M |
| National Bank of Canada | 0.03% | Add +25.1% | 165,900 | $19.8M |
| Mission Wealth Management, LP | 0.53% | Reduce -0.9% | 164,096 | $19.6M |
| Sand Hill Global Advisors, LLC | 0.86% | Add +0.5% | 158,065 | $18.9M |
| Money Design Co.,Ltd. | 0.94% | Reduce -12.8% | 145,855 | $17.4M |
| Joel Isaacson & Co., LLC | 0.91% | Add +0.4% | 145,340 | $17.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -8.6% | 145,090 | $17.3M |
| Affinity Capital Advisors, LLC | 3.56% | Add +10.0% | 142,128 | $17.0M |
| Two Sigma Investments, LP | 0.04% | Reduce -4.6% | 139,800 | $16.7M |
| OneDigital Investment Advisors LLC | 0.20% | Add +1175.6% | 135,720 | $16.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -11.4% | 135,080 | $16.1M |
| Erickson Financial Group, LLC | 11.95% | Reduce -0.8% | 131,331 | $15.7M |
| AlTi Global, Inc. | 0.39% | Add +9.0% | 121,648 | $14.5M |
| Apella Capital, LLC | 0.64% | Reduce -2.5% | 117,600 | $14.3M |
| GTS Securities LLC | 0.30% | New | 119,109 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Add +15.9% | 118,826 | $14.2M |
| Schroder Investment Management Group | 0.02% | No change | 116,221 | $13.9M |
| One Wealth Advisors, LLC | 2.95% | Reduce -13.8% | 117,550 | $13.7M |
| NewEdge Advisors, LLC | 0.10% | Reduce -6.7% | 115,193 | $13.7M |
| Sei Investments Co. | 0.02% | Reduce -9.7% | 107,179 | $12.8M |
| Flputnam Investment Management Co. | 0.24% | Add +7.5% | 105,468 | $12.6M |
| Client 1ST Advisory Group, LLC | 5.38% | Reduce -11.9% | 104,748 | $12.5M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -25.1% | 104,310 | $12.4M |
| Mariner, LLC | 0.02% | Add +2.4% | 103,090 | $12.3M |
| Prudent Man Advisors, LLC | 4.35% | Add +34.4% | 102,843 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +4.8% | 102,394 | $12.2M |
| Blue Edge Capital, LLC | 1.99% | Add +0.6% | 100,792 | $12.0M |
| Staley Capital Advisers Inc. | 0.55% | No change | 100,135 | $11.9M |
| Truist Financial Corp. | 0.02% | Reduce -4.0% | 99,584 | $11.9M |
| Laurel Wealth Planning LLC | 8.21% | Reduce -0.5% | 98,816 | $11.8M |
| Plancorp, LLC | 0.50% | Reduce -3.6% | 96,604 | $11.5M |
| Fisher Asset Management | 0.01% | Add +12.2% | 96,415 | $11.5M |
| Harbour Investments, Inc. | 0.35% | Add +0.8% | 87,743 | $10.5M |
| Spectrum Wealth Counsel, LLC | 1.31% | Reduce -6.8% | 86,710 | $10.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -7.9% | 86,586 | $10.3M |
| Northwest Capital Management Inc | 3.77% | Reduce -34.4% | 86,580 | $10.3M |
| Clarity Asset Management, Inc. | 7.30% | Add +3.5% | 86,165 | $10.3M |
| Keebeck Wealth Management | 1.49% | Reduce -1.7% | 85,197 | $10.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -6.9% | 81,266 | $9.7M |
| Strategic Blueprint, LLC | 0.61% | Reduce -17.5% | 75,588 | $9.0M |
| Federation des caisses Desjardins du Quebec | 0.05% | No change | 74,140 | $8.8M |
| Relyea Zuckerberg Hanson LLC | 1.45% | Add +2.4% | 72,625 | $8.7M |
| Parkside Advisors LLC | 2.19% | Add +0.6% | 71,759 | $8.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -2.0% | 68,915 | $8.2M |
| Raymond James & Associates | 0.01% | Reduce -58.0% | 66,768 | $8.0M |
| Cypress Wealth Services, LLC | 1.74% | Reduce -5.6% | 65,618 | $7.8M |
| Icon Wealth Advisors, LLC | 0.68% | Reduce -47.4% | 62,833 | $7.6M |
| Ieq Capital, LLC | 0.10% | Reduce -12.4% | 63,073 | $7.5M |
| Composition Wealth, LLC | 0.18% | Add +2.2% | 62,497 | $7.5M |
| Financial Advisors, LLC | 1.52% | Reduce -0.9% | 62,242 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.5% | 62,188 | $7.4M |
| Private Ocean, LLC | 0.65% | Add +0.1% | 61,381 | $7.3M |
"% 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.