iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2025 (June 30)774holders +18
51new positions
31sold out
4famous investors
$135.21avg. 13F price*
At the end of Q2 2025, 774 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 18 from Q1 2025. 51 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($1.8B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($844.0M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $31.3M |
| Exits | 31 | $17.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,924,341 shares bought and 4,891,290 shares sold, net −1,966,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| Bank of America Corp. | 0.14% | Reduce -0.2% | 13,068,165 | $1.8B |
| JPMorgan Chase & Co. | 0.09% | Reduce -11.7% | 10,030,388 | $1.4B |
| Tiaa Trust, National Association | 2.20% | Add +7.4% | 6,274,672 | $844.0M |
| Northern Trust Corp. | 0.10% | Reduce -19.2% | 5,512,613 | $745.9M |
| Goldman Sachs Group Inc. | 0.09% | Add +7.5% | 4,182,812 | $565.9M |
| Betterment LLC | 1.11% | Add +12.5% | 3,840,238 | $519.6M |
| Acorns Advisers, LLC | 2.93% | Add +5.2% | 2,525,401 | $341.7M |
| Wealthfront Advisers LLC | 0.82% | Add +7.8% | 2,342,414 | $316.9M |
| Wells Fargo & Company | 0.07% | Reduce -1.3% | 2,266,357 | $306.6M |
| Morgan Stanley | 0.02% | Add +10.3% | 2,215,578 | $299.8M |
| BlackRock, Inc. | 0.01% | Reduce -9.4% | 1,987,274 | $268.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.5% | 1,815,932 | $245.7M |
| LPL Financial LLC | 0.05% | Reduce -0.7% | 1,044,180 | $141.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.8% | 950,921 | $128.7M |
| Empower Advisory Group, LLC | 0.28% | Add +0.2% | 694,149 | $93.9M |
| Fiduciary Trust Co | 1.10% | Add +0.2% | 662,408 | $89.6M |
| Royal Bank of Canada | 0.01% | Add +3.6% | 549,367 | $74.3M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -8.4% | 425,773 | $57.6M |
| UBS Group AG | 0.01% | Reduce -4.0% | 366,888 | $49.6M |
| Citigroup Inc. | 0.03% | Add +16.1% | 355,602 | $48.1M |
| Ally Invest Advisors Inc. | 3.51% | Add +1.8% | 332,448 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.2% | 329,752 | $44.7M |
| Cwm, LLC | 0.15% | Reduce -14.2% | 316,959 | $42.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.5% | 315,843 | $42.7M |
| Keybank National Association | 0.16% | Reduce -0.8% | 315,332 | $42.7M |
| Mercer Global Advisors Inc. | 0.09% | Add +0.1% | 308,867 | $41.8M |
| Creative Planning | 0.04% | Add +2.6% | 307,309 | $41.6M |
| Capitolis Liquid Global Markets LLC | 0.29% | Add +7.0% | 288,800 | $39.1M |
| IMPACTfolio, LLC | 17.86% | Add +1.6% | 278,413 | $37.7M |
| Alesco Advisors, LLC, An ESL Co | 1.08% | Reduce -1.2% | 277,563 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -9.2% | 271,912 | $36.8M |
| Composition Wealth, LLC | 0.59% | Add +302.7% | 258,750 | $35.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -28.1% | 252,580 | $34.2M |
| Mission Wealth Management, LP | 0.68% | Add +22.6% | 229,766 | $31.1M |
| FMR LLC | 0.00% | Add +78.3% | 229,153 | $31.0M |
| Cetera Investment Advisers | 0.05% | Reduce -6.1% | 220,992 | $29.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.2% | 209,748 | $28.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -10.8% | 208,350 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -6.8% | 194,132 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.4% | 188,404 | $25.5M |
| National Bank of Canada | 0.03% | Add +59.6% | 181,700 | $24.6M |
| MML Investors Services, LLC | 0.07% | Reduce -8.7% | 179,781 | $24.3M |
| Brookstone Capital Management | 0.32% | Add +2.5% | 179,345 | $24.3M |
| Joel Isaacson & Co., LLC | 0.97% | Add +0.1% | 175,932 | $23.8M |
| Alliancebernstein L.P. | 0.01% | Add +9.2% | 172,102 | $23.3M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Reduce -0.1% | 171,555 | $23.2M |
| Clarius Group, LLC | 1.35% | Reduce -2.1% | 170,946 | $23.1M |
| Sand Hill Global Advisors, LLC | 0.85% | Reduce -1.3% | 169,381 | $22.9M |
| Park Avenue Securities LLC | 0.21% | Reduce -0.3% | 166,132 | $22.5M |
| Rock Creek Group LLC | 2.47% | No change | 161,100 | $21.1M |
| Two Sigma Investments, LP | 0.04% | Reduce -35.4% | 153,100 | $20.7M |
| Affinity Capital Advisors, LLC | 3.53% | Reduce -0.6% | 151,619 | $20.5M |
| Acadian Asset Management LLC | 0.04% | Add +449.9% | 134,400 | $18.2M |
| Choreo, LLC | 0.25% | Reduce -12.1% | 134,027 | $18.1M |
| Erickson Financial Group, LLC | 11.85% | Reduce -0.1% | 129,612 | $17.5M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -0.2% | 128,066 | $17.3M |
| Flputnam Investment Management Co. | 0.29% | Add +0.1% | 125,868 | $17.0M |
| Dohj, LLC | 4.85% | Reduce -9.1% | 143,048 | $16.7M |
| NewEdge Advisors, LLC | 0.09% | Add +2.2% | 122,366 | $16.6M |
| Corient Private Wealth LP | 0.02% | Reduce -3.8% | 121,708 | $16.5M |
| AlTi Global, Inc. | 0.40% | Reduce -2.6% | 119,203 | $16.1M |
| Sharkey, Howes & Javer | 2.02% | Reduce -10.7% | 111,297 | $15.1M |
| One Wealth Advisors, LLC | 2.00% | Reduce -1.9% | 106,387 | $14.4M |
| Toronto Dominion Bank | 0.03% | New | 100,000 | $13.5M |
| Money Design Co.,Ltd. | 0.66% | Add +0.1% | 98,591 | $13.3M |
| Apella Capital, LLC | 0.35% | Reduce -4.9% | 95,998 | $13.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.2% | 96,073 | $13.0M |
| Blue Edge Capital, LLC | 1.93% | Reduce -2.2% | 95,766 | $13.0M |
| Client 1ST Advisory Group, LLC | 4.68% | Reduce -1.7% | 95,463 | $12.9M |
| Sei Investments Co. | 0.01% | Reduce -2.1% | 93,756 | $12.7M |
| Staley Capital Advisers Inc. | 0.52% | No change | 90,000 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +24.4% | 87,477 | $11.9M |
| Harbour Investments, Inc. | 0.30% | Add +1.2% | 87,900 | $11.9M |
| Mariner, LLC | 0.02% | Reduce -3.4% | 87,702 | $11.9M |
| Van Hulzen Asset Management, LLC | 0.99% | Add +0.5% | 87,413 | $11.8M |
| Clarity Asset Management, Inc. | 6.81% | Reduce -7.9% | 84,368 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -5.7% | 82,256 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.0% | 81,260 | $11.0M |
| Relyea Zuckerberg Hanson LLC | 1.27% | Reduce -2.5% | 79,912 | $10.8M |
| Plancorp, LLC | 0.37% | Reduce -0.7% | 78,808 | $10.7M |
| Keebeck Wealth Management | 1.35% | Add +0.3% | 76,284 | $10.3M |
| Laurel Wealth Planning LLC | 5.81% | Reduce -6.3% | 75,504 | $10.2M |
| Facet Wealth, Inc. | 0.23% | Reduce -2.5% | 73,874 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -25.9% | 74,100 | $10.0M |
| Schroder Investment Management Group | 0.01% | Reduce -29.5% | 74,610 | $10.0M |
| Prudent Man Advisors, LLC | 3.12% | Add +1.8% | 72,521 | $9.8M |
| Parkside Advisors LLC | 2.11% | Add +2.1% | 70,855 | $9.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.0% | 69,886 | $9.5M |
| Fisher Asset Management | 0.00% | Reduce -12.7% | 68,103 | $9.2M |
| Strategic Blueprint, LLC | 0.45% | Reduce -2.5% | 67,342 | $9.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +10.9% | 64,424 | $8.7M |
| Trilogy Capital Inc. | 0.42% | Add +1.4% | 64,263 | $8.7M |
| Klaas Financial Asset Advisors, LLC | 1.38% | Add +9.4% | 64,235 | $8.7M |
| Parallel Advisors, LLC | 0.16% | Add +3.5% | 59,470 | $8.0M |
| Wealth Architects, LLC | 0.82% | Add +27.9% | 59,457 | $8.0M |
| Cypress Wealth Services, LLC | 1.41% | Reduce -3.5% | 58,092 | $7.9M |
| Modera Wealth Management, LLC | 0.10% | Add +3.8% | 56,798 | $7.7M |
| Financial Advisors, LLC | 1.41% | Reduce -6.4% | 56,078 | $7.6M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Add +6.0% | 55,886 | $7.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.2% | 54,659 | $7.4M |
"% 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.