iShares ESG Aware MSCI USAESGUETF
13F holders, Q3 2024 (September 30)741holders −7
43new positions
43sold out
3famous investors
$125.98avg. 13F price*
At the end of Q3 2024, 741 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 7 from Q2 2024. 43 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($1.7B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($716.0M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $53.2M |
| Exits | 43 | $131.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,482,770 shares bought and 5,292,372 shares sold, net −2,809,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| Bank of America Corp. | 0.15% | Reduce -8.4% | 13,563,274 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +2.3% | 10,973,235 | $1.4B |
| Tiaa Trust, National Association | 2.13% | Add +7.3% | 5,674,823 | $716.0M |
| Northern Trust Corp. | 0.10% | Add +5.7% | 5,001,066 | $631.0M |
| Goldman Sachs Group Inc. | 0.09% | Add +3.3% | 3,530,907 | $445.5M |
| Betterment LLC | 1.00% | Add +2.8% | 3,317,937 | $418.7M |
| BlackRock, Inc. | 0.01% | — | 3,284,967 | $414.5M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.4% | 2,944,253 | $371.5M |
| Acorns Advisers, LLC | 2.88% | Add +1.7% | 2,311,409 | $291.7M |
| Wells Fargo & Company | 0.07% | Add +0.0% | 2,262,956 | $285.5M |
| Morgan Stanley | 0.02% | Reduce -32.5% | 2,178,106 | $274.8M |
| Wealthfront Advisers LLC | 0.69% | Add +4.1% | 1,767,233 | $223.0M |
| LPL Financial LLC | 0.08% | Add +0.5% | 1,448,809 | $182.8M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.0% | 793,662 | $100.1M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -14.6% | 768,648 | $97.0M |
| Empower Advisory Group, LLC | 0.32% | Reduce -1.7% | 755,734 | $95.4M |
| BNP Paribas Financial Markets | 0.07% | Add +15.5% | 597,003 | $75.3M |
| Partners Capital Investment Group, LLP | 1.15% | Add +12.0% | 572,091 | $72.2M |
| Citigroup Inc. | 0.06% | Reduce -50.8% | 552,247 | $69.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 526,727 | $66.5M |
| Fiduciary Trust Co | 0.92% | Add +4.5% | 522,016 | $65.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | No change | 520,700 | $65.4M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +1.1% | 514,517 | $64.9M |
| Cwm, LLC | 0.21% | Reduce -13.8% | 388,245 | $49.0M |
| UBS Group AG | 0.01% | Reduce -3.2% | 376,534 | $47.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -19.7% | 366,477 | $46.2M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -4.0% | 337,059 | $42.2M |
| Ally Invest Advisors Inc. | 3.65% | Add +0.8% | 325,968 | $41.1M |
| MML Investors Services, LLC | 0.15% | Add +0.8% | 315,684 | $39.8M |
| Cetera Investment Advisers | 0.09% | Reduce -6.3% | 315,249 | $39.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 309,508 | $39.1M |
| Alesco Advisors, LLC, An ESL Co | 1.15% | Reduce -2.7% | 295,608 | $37.3M |
| Keybank National Association | 0.14% | Reduce -1.4% | 283,798 | $35.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -9.4% | 280,235 | $35.4M |
| IMPACTfolio, LLC | 18.05% | Add +2.7% | 277,161 | $35.0M |
| Park Avenue Securities LLC | 0.38% | Reduce -3.3% | 268,804 | $33.9M |
| Creative Planning | 0.03% | Reduce -1.0% | 263,429 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.3% | 248,023 | $31.3M |
| Journey Strategic Wealth LLC | 1.04% | Add +10.3% | 225,475 | $28.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +21.1% | 205,346 | $25.9M |
| Janney Montgomery Scott LLC | 0.07% | New | 186,199 | $23.5M |
| Brookstone Capital Management | 0.33% | Add +5.3% | 178,442 | $22.5M |
| Dohj, LLC | 5.18% | Add +3.1% | 177,825 | $22.2M |
| Sharkey, Howes & Javer | 3.13% | Reduce -2.5% | 174,396 | $22.0M |
| Boulder Wealth Advisors, LLC | 11.96% | Add +1.0% | 174,341 | $22.0M |
| Mission Wealth Management, LP | 0.54% | Add +5.8% | 173,656 | $21.9M |
| Choreo, LLC | 0.31% | Reduce -1.1% | 166,507 | $20.8M |
| Joel Isaacson & Co., LLC | 0.97% | Add +11.5% | 161,994 | $20.4M |
| Sand Hill Global Advisors, LLC | 0.85% | Add +1.0% | 159,675 | $20.1M |
| Integrated Wealth Concepts LLC | 0.24% | Add +15.7% | 156,235 | $19.7M |
| Affinity Capital Advisors, LLC | 3.70% | Add +6.6% | 151,458 | $19.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.7% | 148,999 | $18.8M |
| Money Design Co.,Ltd. | 0.91% | Reduce -1.0% | 144,404 | $18.2M |
| Erickson Financial Group, LLC | 11.69% | Reduce -1.6% | 129,278 | $16.3M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -8.1% | 124,747 | $15.7M |
| AlTi Global, Inc. | 0.37% | Add +0.5% | 122,273 | $15.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 119,778 | $15.1M |
| One Wealth Advisors, LLC | 2.28% | Add +0.0% | 117,558 | $14.8M |
| Apella Capital, LLC | 0.61% | Add +0.6% | 118,315 | $14.8M |
| NewEdge Advisors, LLC | 0.09% | Reduce -0.8% | 114,298 | $14.4M |
| Schroder Investment Management Group | 0.01% | Reduce -4.6% | 110,868 | $13.9M |
| Corient Private Wealth LP | 0.02% | Add +2.9% | 105,401 | $13.3M |
| Flputnam Investment Management Co. | 0.24% | Reduce -0.4% | 105,015 | $13.3M |
| Sei Investments Co. | 0.02% | Reduce -2.0% | 104,994 | $13.2M |
| Mariner, LLC | 0.02% | Reduce -0.8% | 102,298 | $12.9M |
| Client 1ST Advisory Group, LLC | 5.09% | Reduce -3.0% | 101,583 | $12.8M |
| Prudent Man Advisors, LLC | 4.23% | Reduce -2.4% | 100,422 | $12.7M |
| Staley Capital Advisers Inc. | 0.56% | No change | 100,135 | $12.6M |
| Blue Edge Capital, LLC | 1.93% | Reduce -2.6% | 98,159 | $12.4M |
| Plancorp, LLC | 0.49% | Reduce -1.1% | 95,506 | $12.1M |
| Fisher Asset Management | 0.00% | Reduce -1.0% | 95,467 | $12.0M |
| Laurel Wealth Planning LLC | 7.64% | Reduce -6.2% | 92,675 | $11.7M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -12.2% | 91,591 | $11.6M |
| Truist Financial Corp. | 0.02% | Reduce -8.3% | 91,286 | $11.5M |
| Harbour Investments, Inc. | 0.34% | Add +2.7% | 90,121 | $11.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -37.9% | 86,800 | $11.0M |
| Northwest Capital Management Inc | 3.85% | Reduce -2.3% | 84,588 | $10.7M |
| Clarity Asset Management, Inc. | 7.33% | Reduce -3.0% | 83,573 | $10.5M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.7% | 81,637 | $10.3M |
| Keebeck Wealth Management | 1.40% | Reduce -10.0% | 76,645 | $9.7M |
| Relyea Zuckerberg Hanson LLC | 1.45% | Add +3.7% | 75,309 | $9.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.7% | 73,350 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +16.4% | 72,368 | $9.1M |
| Strategic Blueprint, LLC | 0.56% | Reduce -5.0% | 71,837 | $9.1M |
| Wealthspire Advisors, LLC | 0.09% | Add +385.2% | 71,821 | $9.1M |
| Parkside Advisors LLC | 2.14% | Reduce -0.6% | 71,318 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +18.2% | 67,204 | $8.8M |
| FMR LLC | 0.00% | Add +22.6% | 69,197 | $8.7M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -4.5% | 65,818 | $8.3M |
| Composition Wealth, LLC | 0.19% | Add +4.4% | 65,232 | $8.2M |
| Cypress Wealth Services, LLC | 1.70% | Reduce -1.0% | 64,986 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +7.2% | 62,741 | $7.9M |
| Old Mission Capital LLC | 0.17% | New | 62,400 | $7.9M |
| Icon Wealth Advisors, LLC | 0.65% | Reduce -1.0% | 62,178 | $7.8M |
| Financial Advisors, LLC | 1.49% | Reduce -0.5% | 61,958 | $7.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.8% | 61,127 | $7.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -0.4% | 60,919 | $7.7M |
| CFS Investment Advisory Services, LLC | 0.61% | Reduce -3.4% | 57,942 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -2.0% | 57,511 | $7.3M |
| Cerity Partners LLC | 0.02% | Add +2.5% | 57,479 | $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.