iShares ESG Aware MSCI USAESGUETF
13F holders, Q4 2025 (December 31)836holders +58
60new positions
36sold out
3famous investors
$149.07avg. 13F price*
At the end of Q4 2025, 836 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 58 from Q3 2025. 60 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.5B) and Tiaa Trust, National Association ($897.3M). 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 Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $46.3M |
| Exits | 36 | $107.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,759,542 shares bought and 3,904,111 shares sold, net −2,144,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.14% | Reduce -1.1% | 13,335,463 | $2.0B |
| JPMorgan Chase & Co. | 0.10% | Add +4.2% | 10,288,654 | $1.5B |
| Tiaa Trust, National Association | 2.15% | Add +0.8% | 5,986,011 | $897.3M |
| Northern Trust Corp. | 0.10% | Add +0.1% | 5,159,275 | $768.6M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.7% | 4,015,236 | $598.2M |
| Betterment LLC | 1.11% | Add +0.9% | 3,924,596 | $584.7M |
| Morgan Stanley | 0.02% | Reduce -20.6% | 2,614,653 | $389.5M |
| Wealthfront Advisers LLC | 0.86% | Add +3.6% | 2,591,308 | $386.1M |
| Acorns Advisers, LLC | 2.87% | Add +0.8% | 2,565,822 | $382.3M |
| BlackRock, Inc. | 0.01% | Add +1.4% | 2,103,406 | $313.4M |
| Wells Fargo & Company | 0.06% | Reduce -4.6% | 2,062,052 | $307.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -14.4% | 1,935,702 | $288.4M |
| LPL Financial LLC | 0.05% | Reduce -1.9% | 1,162,088 | $173.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.3% | 1,027,351 | $153.1M |
| Empower Advisory Group, LLC | 0.31% | Add +11.7% | 761,908 | $113.5M |
| Fiduciary Trust Co | 1.15% | Add +2.1% | 678,480 | $101.1M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 529,305 | $78.9M |
| Citigroup Inc. | 0.05% | Reduce -25.5% | 460,875 | $68.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.0% | 376,284 | $56.1M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 362,050 | $53.9M |
| Ally Invest Advisors Inc. | 3.45% | Add +0.4% | 335,335 | $50.0M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -9.8% | 333,501 | $49.7M |
| Composition Wealth, LLC | 0.67% | Add +5.9% | 313,048 | $46.6M |
| Creative Planning | 0.03% | Add +3.2% | 309,687 | $46.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.0% | 306,448 | $45.7M |
| UBS Group AG | 0.01% | Reduce -14.8% | 294,359 | $43.9M |
| IMPACTfolio, LLC | 18.09% | Reduce -0.8% | 289,205 | $43.1M |
| Cwm, LLC | 0.11% | Reduce -4.8% | 277,685 | $41.4M |
| Cetera Investment Advisers | 0.04% | Reduce -2.2% | 275,687 | $41.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +7.3% | 270,045 | $40.2M |
| Alesco Advisors, LLC, An ESL Co | 0.96% | Reduce -0.9% | 248,808 | $37.1M |
| FMR LLC | 0.00% | Add +2.1% | 233,738 | $34.8M |
| Keybank National Association | 0.12% | Reduce -0.4% | 226,075 | $33.7M |
| Mission Wealth Management, LP | 0.68% | Reduce -2.1% | 225,333 | $33.6M |
| Brookstone Capital Management | 0.38% | Add +8.5% | 223,718 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.7% | 222,335 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.2% | 210,381 | $31.8M |
| Park Avenue Securities LLC | 0.26% | Reduce -7.6% | 205,942 | $30.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -10.3% | 202,015 | $30.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.6% | 192,113 | $28.6M |
| Ashton Thomas Private Wealth, LLC | 0.68% | Add +0.1% | 187,363 | $27.9M |
| Truist Financial Corp. | 0.04% | Add +122.9% | 182,808 | $27.2M |
| MML Investors Services, LLC | 0.07% | Add +0.0% | 182,511 | $27.2M |
| Joel Isaacson & Co., LLC | 0.87% | Add +0.2% | 176,599 | $26.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.5% | 174,141 | $25.9M |
| Clarius Group, LLC | 1.43% | Reduce -1.1% | 168,201 | $25.1M |
| Rock Creek Group LLC | 2.69% | No change | 161,100 | $24.0M |
| Sand Hill Global Advisors, LLC | 0.81% | Reduce -3.9% | 155,011 | $23.1M |
| Affinity Capital Advisors, LLC | 3.10% | Reduce -0.7% | 150,592 | $22.4M |
| Erickson Financial Group, LLC | 12.24% | Add +1.2% | 133,776 | $19.9M |
| Corient Private Wealth LP | 0.03% | Reduce -0.6% | 132,786 | $19.8M |
| Flputnam Investment Management Co. | 0.27% | Add +2.0% | 126,592 | $18.9M |
| Choreo, LLC | 0.24% | Reduce -5.8% | 124,142 | $18.6M |
| Mariner, LLC | 0.02% | Add +44.0% | 122,807 | $18.3M |
| AlTi Global, Inc. | 0.38% | Add +0.9% | 118,408 | $17.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +23.4% | 117,793 | $17.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -5.1% | 116,976 | $17.4M |
| Sharkey, Howes & Javer | 2.04% | Reduce -6.0% | 107,586 | $16.0M |
| One Wealth Advisors, LLC | 1.93% | Reduce -7.9% | 105,998 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.7% | 105,361 | $15.7M |
| Cerity Partners LLC | 0.02% | Add +0.1% | 95,748 | $14.3M |
| Harbour Investments, Inc. | 0.28% | Add +6.0% | 94,101 | $14.0M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -28.1% | 91,430 | $13.6M |
| Blue Edge Capital, LLC | 1.82% | Reduce -4.5% | 91,302 | $13.6M |
| Van Hulzen Asset Management, LLC | 0.98% | Add +2.3% | 89,903 | $13.4M |
| Client 1ST Advisory Group, LLC | 4.04% | Reduce -8.4% | 86,496 | $12.9M |
| Sei Investments Co. | 0.01% | Reduce -2.1% | 84,766 | $12.6M |
| Clarity Asset Management, Inc. | 6.85% | Reduce -2.6% | 83,604 | $12.5M |
| Staley Capital Advisers Inc. | 0.49% | Reduce -11.1% | 80,000 | $11.9M |
| Apella Capital, LLC | 0.23% | Reduce -6.0% | 79,606 | $11.9M |
| Relyea Zuckerberg Hanson LLC | 1.18% | Add +0.9% | 78,217 | $11.7M |
| Keebeck Wealth Management | 1.28% | Reduce -1.7% | 74,699 | $11.1M |
| Facet Wealth, Inc. | 0.19% | Reduce -1.4% | 72,116 | $10.9M |
| Plancorp, LLC | 0.33% | Reduce -5.0% | 73,059 | $10.9M |
| Laurel Wealth Planning LLC | 5.97% | Reduce -1.2% | 72,346 | $10.8M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -3.4% | 71,145 | $10.6M |
| Prudent Man Advisors, LLC | 3.85% | Reduce -3.9% | 70,919 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -50.8% | 70,500 | $10.5M |
| NorthRock Partners, LLC | 0.17% | New | 68,699 | $10.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -8.1% | 68,330 | $10.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +9.8% | 66,380 | $9.9M |
| Wealthspire Advisors, LLC | 0.08% | Add +0.5% | 66,254 | $9.9M |
| Wealth Architects, LLC | 0.88% | Add +11.8% | 65,846 | $9.8M |
| Schroder Investment Management Group | 0.01% | No change | 64,794 | $9.7M |
| Strategic Blueprint, LLC | 0.57% | Reduce -0.7% | 65,255 | $9.7M |
| Fisher Asset Management | 0.00% | Reduce -10.4% | 64,403 | $9.6M |
| Capitolis Liquid Global Markets LLC | 0.06% | Reduce -82.5% | 63,500 | $9.5M |
| Trilogy Capital Inc. | 0.42% | Reduce -3.5% | 62,979 | $9.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Reduce -2.2% | 62,473 | $9.3M |
| Klaas Financial Asset Advisors, LLC | 1.32% | Reduce -7.0% | 61,184 | $9.1M |
| Focus Partners Wealth | 0.01% | Add +17.0% | 60,578 | $9.0M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Add +4.8% | 60,289 | $9.0M |
| Axxcess Wealth Management, LLC | 0.15% | Add +310.6% | 58,080 | $8.7M |
| Cypress Wealth Services, LLC | 1.19% | Reduce -1.0% | 57,940 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.1% | 57,379 | $8.6M |
| Modera Wealth Management, LLC | 0.10% | Add +0.3% | 57,190 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.9% | 55,981 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.3% | 55,277 | $8.2M |
| Retirement Income Solutions, Inc. | 1.37% | Add +10.7% | 54,307 | $8.1M |
| Advisory Services Network, LLC | 0.11% | Add +2.5% | 54,171 | $8.1M |
"% 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.