iShares ESG Aware MSCI USAESGUETF
13F holders, Q4 2024 (December 31)790holders +49
46new positions
49sold out
3famous investors
$128.79avg. 13F price*
At the end of Q4 2024, 790 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 49 from Q3 2024. 46 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($1.7B), JPMorgan Chase & Co. ($1.5B) and Northern Trust Corp. ($849.1M). 3 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $75.8M |
| Exits | 49 | $29.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,325,476 shares bought and 3,270,465 shares sold, net +2,055,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 790 holders
| Bank of America Corp. | 0.16% | Reduce -3.4% | 13,105,862 | $1.7B |
| JPMorgan Chase & Co. | 0.12% | Add +8.5% | 11,904,019 | $1.5B |
| Northern Trust Corp. | 0.12% | Add +31.8% | 6,591,007 | $849.1M |
| Tiaa Trust, National Association | 2.19% | Reduce -1.9% | 5,567,375 | $719.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +3.5% | 3,654,403 | $470.8M |
| Betterment LLC | 1.01% | Reduce -1.2% | 3,277,272 | $422.2M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.5% | 2,988,225 | $384.9M |
| Morgan Stanley | 0.02% | Add +13.1% | 2,462,619 | $317.2M |
| Acorns Advisers, LLC | 2.89% | Add +0.0% | 2,311,775 | $297.8M |
| Wells Fargo & Company | 0.07% | Reduce -0.7% | 2,247,884 | $289.6M |
| BlackRock, Inc. | 0.01% | Reduce -34.6% | 2,149,141 | $276.9M |
| Wealthfront Advisers LLC | 0.75% | Add +13.3% | 2,002,265 | $257.9M |
| LPL Financial LLC | 0.09% | Add +16.5% | 1,688,041 | $217.5M |
| BNP Paribas Financial Markets | 0.09% | Add +44.0% | 859,394 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.3% | 827,429 | $106.6M |
| Empower Advisory Group, LLC | 0.32% | Reduce -1.0% | 748,472 | $96.4M |
| Fiduciary Trust Co | 0.94% | Add +6.1% | 553,899 | $71.4M |
| Partners Capital Investment Group, LLP | 1.94% | Reduce -4.2% | 547,958 | $70.6M |
| Citigroup Inc. | 0.07% | Reduce -1.3% | 544,989 | $70.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -29.7% | 540,290 | $69.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 524,117 | $67.5M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -1.9% | 504,724 | $65.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.22% | Reduce -21.1% | 411,000 | $53.2M |
| Cwm, LLC | 0.21% | Add +1.8% | 395,398 | $50.9M |
| UBS Group AG | 0.01% | Add +0.0% | 376,618 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 363,279 | $46.8M |
| Ally Invest Advisors Inc. | 3.67% | Add +0.8% | 328,656 | $42.3M |
| MML Investors Services, LLC | 0.14% | Add +3.1% | 325,352 | $41.9M |
| HighTower Advisors, LLC | 0.06% | Add +4.8% | 324,302 | $41.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -5.3% | 319,219 | $41.1M |
| Cetera Investment Advisers | 0.08% | Reduce -0.7% | 313,065 | $40.3M |
| Two Sigma Investments, LP | 0.09% | Add +248.3% | 302,300 | $38.9M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -0.9% | 292,955 | $37.7M |
| Keybank National Association | 0.14% | Add +3.1% | 292,527 | $37.7M |
| Park Avenue Securities LLC | 0.38% | Add +6.1% | 285,316 | $36.8M |
| IMPACTfolio, LLC | 18.36% | Reduce -0.9% | 274,643 | $35.4M |
| Creative Planning | 0.03% | Add +1.4% | 267,215 | $34.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -7.6% | 258,872 | $33.4M |
| Journey Strategic Wealth LLC | 1.19% | Add +9.4% | 246,594 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -12.3% | 217,470 | $28.0M |
| Rock Creek Group LLC | 2.84% | New | 203,700 | $27.0M |
| Raymond James Financial Inc. | 0.01% | — | 203,383 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.6% | 202,143 | $26.0M |
| Dohj, LLC | 5.27% | Reduce -0.5% | 176,998 | $22.8M |
| Boulder Wealth Advisors, LLC | 11.66% | Add +0.7% | 175,552 | $22.6M |
| Brookstone Capital Management | 0.33% | Reduce -2.4% | 174,139 | $22.4M |
| Mission Wealth Management, LP | 0.53% | Reduce -0.6% | 172,697 | $22.2M |
| Ashton Thomas Private Wealth, LLC | 0.86% | New | 171,877 | $22.1M |
| Sand Hill Global Advisors, LLC | 0.92% | Add +5.6% | 168,668 | $21.7M |
| Sharkey, Howes & Javer | 3.05% | Reduce -3.3% | 168,609 | $21.7M |
| Joel Isaacson & Co., LLC | 0.96% | Add +2.2% | 165,598 | $21.3M |
| Choreo, LLC | 0.30% | Reduce -2.9% | 161,731 | $20.8M |
| Clarius Group, LLC | 1.42% | Add +1458.7% | 160,932 | $20.7M |
| NewEdge Advisors, LLC | 0.12% | Add +33.7% | 152,774 | $19.7M |
| Affinity Capital Advisors, LLC | 3.68% | Reduce -0.1% | 151,284 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +21.4% | 145,434 | $18.7M |
| Money Design Co.,Ltd. | 0.93% | Reduce -2.5% | 140,768 | $18.2M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -15.3% | 132,319 | $17.0M |
| Erickson Financial Group, LLC | 11.88% | Add +0.2% | 129,554 | $16.7M |
| Corient Private Wealth LP | 0.03% | Add +18.5% | 124,866 | $16.1M |
| AlTi Global, Inc. | 0.38% | Reduce -0.8% | 121,230 | $15.6M |
| One Wealth Advisors, LLC | 2.24% | Reduce -0.5% | 116,965 | $15.1M |
| Apella Capital, LLC | 0.57% | Reduce -2.8% | 114,965 | $14.8M |
| Flputnam Investment Management Co. | 0.26% | Add +5.4% | 110,721 | $14.3M |
| Schroder Investment Management Group | 0.01% | Reduce -2.5% | 108,156 | $14.0M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -15.2% | 105,849 | $13.6M |
| Staley Capital Advisers Inc. | 0.57% | No change | 100,135 | $12.9M |
| Blue Edge Capital, LLC | 2.02% | Add +1.5% | 99,604 | $12.8M |
| Sei Investments Co. | 0.02% | Reduce -6.5% | 98,187 | $12.6M |
| Client 1ST Advisory Group, LLC | 4.86% | Reduce -3.5% | 98,009 | $12.6M |
| Rossby Financial, LCC | 7.92% | — | 96,903 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -49.0% | 95,010 | $12.2M |
| Mariner, LLC | 0.02% | Reduce -7.2% | 94,951 | $12.2M |
| Fisher Asset Management | 0.00% | Reduce -3.9% | 91,793 | $11.8M |
| Prudent Man Advisors, LLC | 4.30% | Reduce -8.7% | 91,707 | $11.8M |
| Harbour Investments, Inc. | 0.34% | Add +0.9% | 90,910 | $11.7M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -2.4% | 89,357 | $11.5M |
| Plancorp, LLC | 0.47% | Reduce -7.4% | 88,456 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -3.2% | 88,396 | $11.4M |
| Laurel Wealth Planning LLC | 7.25% | Reduce -5.8% | 87,259 | $11.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.7% | 83,019 | $10.7M |
| Clarity Asset Management, Inc. | 6.78% | Reduce -3.3% | 80,792 | $10.4M |
| National Bank of Canada | 0.01% | New | 78,225 | $10.1M |
| Northwest Capital Management Inc | 4.26% | Reduce -8.9% | 77,087 | $9.9M |
| Keebeck Wealth Management | 1.42% | Reduce -0.3% | 76,453 | $9.8M |
| Lake Street Advisors Group, LLC | 0.45% | Add +42.9% | 76,134 | $9.8M |
| Relyea Zuckerberg Hanson LLC | 1.30% | Reduce -0.4% | 75,002 | $9.7M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.7% | 71,349 | $9.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 70,591 | $9.1M |
| Retirement Income Solutions, Inc. | 1.83% | Add +37.8% | 70,313 | $9.1M |
| Parkside Advisors LLC | 2.12% | Reduce -1.9% | 69,982 | $9.0M |
| FMR LLC | 0.00% | Add +1.0% | 69,919 | $9.0M |
| Cerity Partners LLC | 0.02% | Add +21.4% | 69,804 | $9.0M |
| Strategic Blueprint, LLC | 0.53% | Reduce -3.7% | 69,209 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.9% | 66,117 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 65,113 | $8.4M |
| Composition Wealth, LLC | 0.17% | Reduce -0.3% | 65,045 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -6.6% | 62,763 | $8.3M |
| Cypress Wealth Services, LLC | 1.64% | Reduce -2.3% | 63,514 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +110.8% | 88,566 | $7.8M |
"% 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.