iShares ESG Aware MSCI USAESGUETF
13F holders, Q3 2025 (September 30)778holders +4
47new positions
36sold out
4famous investors
$145.59avg. 13F price*
At the end of Q3 2025, 778 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 4 from Q2 2025. 47 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($862.7M). 4 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $104.5M |
| Exits | 36 | $28.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,691,982 shares bought and 2,047,606 shares sold, net +2,644,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 778 holders
| Bank of America Corp. | 0.15% | Add +3.2% | 13,489,213 | $2.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -1.5% | 9,877,644 | $1.4B |
| Tiaa Trust, National Association | 2.09% | Reduce -5.3% | 5,938,745 | $862.7M |
| Northern Trust Corp. | 0.10% | Reduce -6.5% | 5,151,459 | $750.1M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -1.3% | 4,128,064 | $601.0M |
| Betterment LLC | 1.12% | Add +1.3% | 3,889,897 | $566.4M |
| Morgan Stanley | 0.03% | Add +48.6% | 3,293,469 | $479.5M |
| Acorns Advisers, LLC | 2.91% | Add +0.8% | 2,544,818 | $370.5M |
| Wealthfront Advisers LLC | 0.85% | Add +6.8% | 2,500,888 | $364.1M |
| Envestnet Asset Management Inc. | 0.09% | Add +24.5% | 2,260,765 | $329.2M |
| Wells Fargo & Company | 0.06% | Reduce -4.6% | 2,161,541 | $314.7M |
| BlackRock, Inc. | 0.01% | Add +4.4% | 2,074,021 | $302.0M |
| LPL Financial LLC | 0.05% | Add +13.4% | 1,184,521 | $172.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +3.6% | 984,934 | $143.4M |
| Empower Advisory Group, LLC | 0.28% | Reduce -1.7% | 682,386 | $99.4M |
| Fiduciary Trust Co | 1.10% | Add +0.4% | 664,789 | $96.8M |
| Citigroup Inc. | 0.06% | Add +74.1% | 618,989 | $90.1M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 570,715 | $83.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.17% | New | 406,790 | $59.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.9% | 400,467 | $58.3M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Add +36.0% | 369,798 | $53.8M |
| Capitolis Liquid Global Markets LLC | 0.42% | Add +26.0% | 364,000 | $53.0M |
| National Bank of Canada | 0.06% | Add +100.1% | 363,600 | $52.9M |
| UBS Group AG | 0.01% | Reduce -5.8% | 345,512 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +3.4% | 340,817 | $49.7M |
| Ally Invest Advisors Inc. | 3.49% | Add +0.5% | 333,935 | $48.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.0% | 309,468 | $45.1M |
| Creative Planning | 0.03% | Reduce -2.3% | 300,110 | $43.7M |
| Composition Wealth, LLC | 0.65% | Add +14.3% | 295,723 | $43.1M |
| Cwm, LLC | 0.13% | Reduce -8.0% | 291,722 | $42.5M |
| IMPACTfolio, LLC | 18.31% | Add +4.7% | 291,549 | $42.4M |
| Cetera Investment Advisers | 0.05% | Add +27.5% | 281,836 | $41.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -18.5% | 251,693 | $36.6M |
| Alesco Advisors, LLC, An ESL Co | 0.99% | Reduce -9.6% | 250,959 | $36.5M |
| Mission Wealth Management, LP | 0.69% | Add +0.2% | 230,151 | $33.5M |
| FMR LLC | 0.00% | Reduce -0.1% | 228,888 | $33.3M |
| Keybank National Association | 0.12% | Reduce -28.0% | 227,061 | $33.1M |
| Park Avenue Securities LLC | 0.25% | Add +34.2% | 222,934 | $32.5M |
| Osaic Holdings, Inc. | 0.05% | Add +8.1% | 225,189 | $32.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.5% | 210,749 | $30.8M |
| Brookstone Capital Management | 0.36% | Add +15.0% | 206,262 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.7% | 197,299 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.6% | 197,270 | $28.7M |
| Ashton Thomas Private Wealth, LLC | 0.71% | Add +9.1% | 187,215 | $27.3M |
| Bank of Nova Scotia | 0.05% | New | 185,900 | $27.1M |
| MML Investors Services, LLC | 0.07% | Add +1.5% | 182,468 | $26.6M |
| Joel Isaacson & Co., LLC | 0.93% | Add +0.2% | 176,241 | $25.7M |
| Alliancebernstein L.P. | 0.01% | Add +1.7% | 174,971 | $25.5M |
| Clarius Group, LLC | 1.47% | Reduce -0.5% | 170,160 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Add +303.6% | 165,599 | $24.1M |
| Sand Hill Global Advisors, LLC | 0.83% | Reduce -4.8% | 161,337 | $23.5M |
| Rock Creek Group LLC | 2.47% | No change | 161,100 | $23.5M |
| Affinity Capital Advisors, LLC | 3.41% | Add +0.1% | 151,722 | $22.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -6.4% | 143,300 | $20.9M |
| Erickson Financial Group, LLC | 12.09% | Add +2.0% | 132,192 | $19.2M |
| Choreo, LLC | 0.25% | Reduce -1.7% | 131,798 | $19.2M |
| Corient Private Wealth LP | 0.03% | Add +9.7% | 133,566 | $19.0M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -0.7% | 127,209 | $18.5M |
| Flputnam Investment Management Co. | 0.27% | Reduce -1.4% | 124,151 | $18.1M |
| NewEdge Advisors, LLC | 0.08% | Add +0.7% | 123,272 | $17.9M |
| AlTi Global, Inc. | 0.40% | Reduce -1.5% | 117,376 | $17.1M |
| One Wealth Advisors, LLC | 2.10% | Add +8.2% | 115,139 | $16.8M |
| Sharkey, Howes & Javer | 2.14% | Add +2.8% | 114,393 | $16.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +13.8% | 109,363 | $15.9M |
| Blue Edge Capital, LLC | 1.98% | Reduce -0.2% | 95,592 | $13.9M |
| Cerity Partners LLC | 0.02% | Add +9.4% | 95,683 | $13.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +1434.1% | 95,498 | $13.9M |
| Client 1ST Advisory Group, LLC | 4.56% | Reduce -1.1% | 94,427 | $13.7M |
| Staley Capital Advisers Inc. | 0.54% | No change | 90,000 | $13.1M |
| Harbour Investments, Inc. | 0.29% | Add +0.9% | 88,734 | $12.9M |
| Van Hulzen Asset Management, LLC | 0.95% | Add +0.5% | 87,848 | $12.8M |
| Sei Investments Co. | 0.01% | Reduce -7.6% | 86,616 | $12.6M |
| Clarity Asset Management, Inc. | 7.01% | Add +1.8% | 85,847 | $12.5M |
| Mariner, LLC | 0.02% | Reduce -2.7% | 85,311 | $12.4M |
| Apella Capital, LLC | 0.27% | Reduce -11.8% | 84,698 | $12.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.3% | 82,027 | $11.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -68.6% | 79,350 | $11.6M |
| Relyea Zuckerberg Hanson LLC | 1.19% | Reduce -3.0% | 77,485 | $11.3M |
| Plancorp, LLC | 0.35% | Reduce -2.4% | 76,913 | $11.2M |
| Keebeck Wealth Management | 1.31% | Reduce -0.4% | 75,997 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -8.5% | 74,329 | $10.8M |
| Prudent Man Advisors, LLC | 3.97% | Add +1.8% | 73,790 | $10.7M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.7% | 73,609 | $10.7M |
| Laurel Wealth Planning LLC | 5.64% | Reduce -3.0% | 73,250 | $10.7M |
| Facet Wealth, Inc. | 0.22% | Reduce -0.9% | 73,171 | $10.7M |
| Fisher Asset Management | 0.00% | Add +5.5% | 71,846 | $10.5M |
| Captrust Financial Advisors | 0.02% | Add +25.3% | 68,473 | $10.0M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -5.6% | 65,956 | $9.6M |
| Klaas Financial Asset Advisors, LLC | 1.44% | Add +2.4% | 65,763 | $9.6M |
| Strategic Blueprint, LLC | 0.42% | Reduce -2.4% | 65,728 | $9.6M |
| Trilogy Capital Inc. | 0.44% | Add +1.5% | 65,229 | $9.5M |
| Schroder Investment Management Group | 0.01% | Reduce -13.2% | 64,794 | $9.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -0.8% | 63,876 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +21.5% | 63,020 | $9.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +12.3% | 60,437 | $8.8M |
| Wealth Architects, LLC | 0.81% | Reduce -0.9% | 58,910 | $8.6M |
| Cypress Wealth Services, LLC | 1.40% | Add +0.7% | 58,505 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +11.1% | 57,648 | $8.4M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Add +2.9% | 57,526 | $8.4M |
| Modera Wealth Management, LLC | 0.10% | Add +0.4% | 57,023 | $8.3M |
"% 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.