iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2025 (March 31)756holders −34
34new positions
63sold out
4famous investors
$121.89avg. 13F price*
At the end of Q1 2025, 756 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 34 from Q4 2024. 34 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.6B), JPMorgan Chase & Co. ($1.4B) and Northern Trust Corp. ($832.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $54.3M |
| Exits | 63 | $37.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,559,254 shares bought and 6,299,596 shares sold, net −3,740,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 756 holders
| Bank of America Corp. | 0.14% | Reduce -0.1% | 13,090,588 | $1.6B |
| JPMorgan Chase & Co. | 0.11% | Reduce -4.5% | 11,362,022 | $1.4B |
| Northern Trust Corp. | 0.12% | Add +3.5% | 6,824,650 | $832.0M |
| Tiaa Trust, National Association | 2.22% | Add +4.9% | 5,840,805 | $712.1M |
| Goldman Sachs Group Inc. | 0.09% | Add +6.5% | 3,892,537 | $474.5M |
| Betterment LLC | 0.99% | Add +4.2% | 3,414,311 | $416.2M |
| Acorns Advisers, LLC | 2.81% | Add +3.8% | 2,400,608 | $292.7M |
| Wells Fargo & Company | 0.07% | Add +2.2% | 2,297,171 | $280.0M |
| BlackRock, Inc. | 0.01% | Add +2.1% | 2,193,518 | $267.4M |
| Wealthfront Advisers LLC | 0.71% | Add +8.6% | 2,173,670 | $265.0M |
| Morgan Stanley | 0.02% | Reduce -18.4% | 2,008,232 | $244.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -38.3% | 1,844,223 | $224.8M |
| LPL Financial LLC | 0.05% | Reduce -37.7% | 1,051,161 | $128.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +9.7% | 907,475 | $110.6M |
| Empower Advisory Group, LLC | 0.28% | Reduce -7.4% | 692,883 | $84.5M |
| Fiduciary Trust Co | 1.06% | Add +19.4% | 661,128 | $80.6M |
| Partners Capital Investment Group, LLP | 1.20% | Add +6.4% | 583,245 | $71.1M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 530,490 | $64.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -13.9% | 464,980 | $56.7M |
| UBS Group AG | 0.01% | Add +1.4% | 382,048 | $46.6M |
| Cwm, LLC | 0.18% | Reduce -6.6% | 369,293 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.2% | 351,495 | $42.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -14.6% | 351,180 | $42.6M |
| Ally Invest Advisors Inc. | 3.41% | Reduce -0.7% | 326,447 | $39.8M |
| Keybank National Association | 0.16% | Add +8.7% | 317,836 | $38.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.1% | 317,442 | $38.7M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -3.3% | 308,693 | $37.6M |
| Citigroup Inc. | 0.03% | Reduce -43.8% | 306,199 | $37.3M |
| Creative Planning | 0.03% | Add +12.1% | 299,492 | $36.5M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -40.7% | 299,362 | $36.5M |
| Alesco Advisors, LLC, An ESL Co | 1.08% | Reduce -4.1% | 281,036 | $34.3M |
| IMPACTfolio, LLC | 17.55% | Reduce -0.3% | 273,923 | $33.4M |
| Capitolis Liquid Global Markets LLC | 0.29% | New | 269,800 | $32.8M |
| Two Sigma Investments, LP | 0.07% | Reduce -21.6% | 236,900 | $28.9M |
| Cetera Investment Advisers | 0.06% | Reduce -24.8% | 235,385 | $28.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -9.8% | 233,529 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -4.2% | 208,351 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.5% | 205,203 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.0% | 203,418 | $24.8M |
| MML Investors Services, LLC | 0.08% | Reduce -39.5% | 196,896 | $24.0M |
| Mission Wealth Management, LP | 0.57% | Add +8.6% | 187,489 | $22.9M |
| Joel Isaacson & Co., LLC | 0.97% | Add +6.1% | 175,742 | $21.4M |
| Brookstone Capital Management | 0.31% | Add +0.5% | 175,040 | $21.3M |
| Clarius Group, LLC | 1.34% | Add +8.5% | 174,564 | $21.3M |
| Ashton Thomas Private Wealth, LLC | 0.80% | Reduce -0.1% | 171,671 | $20.9M |
| Sand Hill Global Advisors, LLC | 0.86% | Add +1.7% | 171,541 | $20.9M |
| Park Avenue Securities LLC | 0.25% | Reduce -41.6% | 166,700 | $20.3M |
| Rock Creek Group LLC | 2.33% | Reduce -20.9% | 161,100 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +8.4% | 157,649 | $19.2M |
| Dohj, LLC | 4.38% | Reduce -11.1% | 157,426 | $19.2M |
| Journey Strategic Wealth LLC | 0.66% | Reduce -37.4% | 154,298 | $18.8M |
| Choreo, LLC | 0.29% | Reduce -5.7% | 152,475 | $18.6M |
| Affinity Capital Advisors, LLC | 3.51% | Add +0.8% | 152,476 | $17.7M |
| Erickson Financial Group, LLC | 11.80% | Add +0.1% | 129,685 | $15.8M |
| FMR LLC | 0.00% | Add +83.8% | 128,505 | $15.7M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -3.1% | 128,265 | $15.6M |
| Corient Private Wealth LP | 0.03% | Add +1.4% | 126,560 | $15.4M |
| Flputnam Investment Management Co. | 0.29% | Add +13.6% | 125,735 | $15.3M |
| Sharkey, Howes & Javer | 2.17% | Reduce -26.1% | 124,600 | $15.2M |
| AlTi Global, Inc. | 0.39% | Add +0.9% | 122,379 | $14.9M |
| NewEdge Advisors, LLC | 0.09% | Reduce -21.6% | 119,728 | $14.6M |
| National Bank of Canada | 0.02% | Add +45.5% | 113,825 | $13.9M |
| One Wealth Advisors, LLC | 1.97% | Reduce -7.3% | 108,410 | $13.2M |
| Schroder Investment Management Group | 0.01% | Reduce -2.2% | 105,818 | $12.8M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -5.5% | 100,067 | $12.2M |
| Money Design Co.,Ltd. | 0.60% | Reduce -30.0% | 98,534 | $12.0M |
| Apella Capital, LLC | 0.41% | Reduce -12.2% | 100,965 | $12.0M |
| Blue Edge Capital, LLC | 1.92% | Reduce -1.7% | 97,907 | $11.9M |
| Client 1ST Advisory Group, LLC | 4.61% | Reduce -0.9% | 97,113 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 95,890 | $11.7M |
| Sei Investments Co. | 0.01% | Reduce -2.5% | 95,786 | $11.7M |
| Clarity Asset Management, Inc. | 7.19% | Add +13.4% | 91,632 | $11.2M |
| Mariner, LLC | 0.02% | Reduce -4.3% | 90,830 | $11.1M |
| Staley Capital Advisers Inc. | 0.50% | Reduce -10.1% | 90,000 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -1.3% | 87,211 | $10.6M |
| Van Hulzen Asset Management, LLC | 0.97% | Reduce -2.6% | 87,000 | $10.6M |
| Harbour Investments, Inc. | 0.30% | Reduce -4.4% | 86,895 | $10.6M |
| Relyea Zuckerberg Hanson LLC | 1.35% | Add +9.3% | 81,946 | $10.0M |
| Laurel Wealth Planning LLC | 6.53% | Reduce -7.7% | 80,562 | $9.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -3.1% | 80,472 | $9.8M |
| Plancorp, LLC | 0.38% | Reduce -10.3% | 79,363 | $9.7M |
| Fisher Asset Management | 0.00% | Reduce -15.0% | 77,984 | $9.5M |
| Facet Wealth, Inc. | 0.24% | Add +32.9% | 75,795 | $9.3M |
| Keebeck Wealth Management | 1.37% | Reduce -0.5% | 76,084 | $9.3M |
| Rossby Financial, LCC | 3.93% | Reduce -21.6% | 75,920 | $9.1M |
| Prudent Man Advisors, LLC | 3.16% | Reduce -22.3% | 71,254 | $8.7M |
| Cerity Partners LLC | 0.02% | Add +0.7% | 70,311 | $8.6M |
| Retirement Income Solutions, Inc. | 1.79% | Reduce -0.2% | 70,173 | $8.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.0% | 69,894 | $8.5M |
| Parkside Advisors LLC | 2.04% | Reduce -0.8% | 69,401 | $8.5M |
| Strategic Blueprint, LLC | 0.46% | Reduce -0.2% | 69,049 | $8.4M |
| Composition Wealth, LLC | 0.16% | Reduce -1.2% | 64,256 | $7.8M |
| Trilogy Capital Inc. | 0.41% | Add +39.8% | 63,374 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.3% | 60,460 | $7.4M |
| Citadel Advisors | 0.01% | Add +874.3% | 60,399 | $7.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +4.5% | 60,343 | $7.4M |
| Cypress Wealth Services, LLC | 1.49% | Reduce -5.3% | 60,165 | $7.3M |
| Financial Advisors, LLC | 1.44% | Add +0.2% | 59,927 | $7.3M |
| Klaas Financial Asset Advisors, LLC | 1.23% | Reduce -0.9% | 58,702 | $7.2M |
| Waypoint Wealth Partners Inc. | 1.98% | Add +26.5% | 58,618 | $7.1M |
"% 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.