iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2026 (March 31)816holders −20
37new positions
50sold out
2famous investors
$140.71avg. 13F price*
At the end of Q1 2026, 816 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 20 from Q4 2025. 37 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.4B) and Northern Trust Corp. ($726.4M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $17.8M |
| Exits | 50 | $45.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,592,254 shares bought and 9,448,505 shares sold, net −6,856,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 816 holders
| Bank of America Corp. | 0.14% | Add +3.5% | 13,803,021 | $2.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -2.7% | 10,007,080 | $1.4B |
| Northern Trust Corp. | 0.10% | Reduce -0.4% | 5,136,786 | $726.4M |
| TIAA Wealth Investment Management LLC | 5.14% | — | 4,900,171 | $673.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +0.8% | 4,046,469 | $572.3M |
| Betterment LLC | 1.08% | Add +3.0% | 4,041,916 | $571.6M |
| Acorns Advisers, LLC | 2.79% | Add +3.4% | 2,652,397 | $375.1M |
| Wealthfront Advisers LLC | 0.82% | Add +2.1% | 2,646,197 | $374.2M |
| BlackRock, Inc. | 0.01% | Add +12.1% | 2,356,917 | $333.3M |
| Envestnet Asset Management Inc. | 0.08% | Add +8.4% | 2,098,636 | $296.8M |
| Morgan Stanley | 0.02% | Reduce -31.8% | 1,782,800 | $252.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.71% | — | 1,308,152 | $185.0M |
| Wells Fargo & Company | 0.04% | Reduce -37.3% | 1,293,522 | $182.9M |
| LPL Financial LLC | 0.04% | Add +1.8% | 1,183,376 | $167.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.5% | 1,073,357 | $151.8M |
| Fiduciary Trust Co | 1.17% | Add +2.8% | 697,197 | $98.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 521,795 | $73.8M |
| Empower Advisory Group, LLC | 0.18% | Reduce -33.9% | 503,648 | $71.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.8% | 369,661 | $52.3M |
| Ally Invest Advisors Inc. | 3.31% | Add +3.8% | 348,203 | $49.2M |
| Composition Wealth, LLC | 0.67% | Add +10.1% | 344,533 | $48.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 342,392 | $48.4M |
| Clearstead Advisors, LLC | 0.44% | Add +12916.0% | 337,896 | $47.8M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -0.8% | 330,863 | $46.8M |
| HighTower Advisors, LLC | 0.05% | Add +6.1% | 325,209 | $46.0M |
| Creative Planning | 0.03% | Add +1.2% | 313,427 | $44.3M |
| Citigroup Inc. | 0.03% | Reduce -34.5% | 302,011 | $42.7M |
| UBS Group AG | 0.01% | Add +1.8% | 299,510 | $42.4M |
| Cetera Investment Advisers | 0.04% | Add +0.1% | 276,082 | $39.0M |
| FMR LLC | 0.00% | Add +18.0% | 275,852 | $39.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +0.1% | 270,189 | $38.2M |
| Cwm, LLC | 0.10% | Reduce -5.0% | 263,832 | $37.3M |
| IMPACTfolio, LLC | 15.71% | Reduce -9.6% | 261,453 | $37.0M |
| Alliancebernstein L.P. | 0.01% | Add +39.8% | 243,482 | $36.3M |
| Alesco Advisors, LLC, An ESL Co | 0.87% | Reduce -2.9% | 241,553 | $34.2M |
| Brookstone Capital Management | 0.39% | Add +7.9% | 241,479 | $34.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +24.9% | 239,938 | $33.9M |
| Mission Wealth Management, LP | 0.66% | Reduce -1.3% | 222,363 | $31.4M |
| Park Avenue Securities LLC | 0.23% | Reduce -0.1% | 205,632 | $29.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.2% | 197,413 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.6% | 192,355 | $27.4M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Reduce -0.7% | 186,049 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +50.9% | 177,705 | $25.1M |
| Joel Isaacson & Co., LLC | 0.83% | Add +0.2% | 176,960 | $25.0M |
| Keybank National Association | 0.09% | Reduce -27.0% | 165,014 | $23.3M |
| MML Investors Services, LLC | 0.06% | Reduce -11.6% | 161,406 | $22.8M |
| Rock Creek Group LLC | 2.31% | No change | 161,100 | $22.8M |
| Sand Hill Global Advisors, LLC | 0.75% | Add +1.5% | 157,309 | $22.2M |
| Affinity Capital Advisors, LLC | 2.96% | Reduce -0.8% | 149,450 | $21.1M |
| Corient Private Wealth LP | 0.03% | Add +8.6% | 144,193 | $20.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -29.1% | 143,191 | $20.3M |
| Erickson Financial Group, LLC | 12.09% | Add +2.0% | 136,408 | $19.3M |
| Flputnam Investment Management Co. | 0.27% | Add +1.3% | 128,256 | $18.1M |
| AlTi Global, Inc. | 0.38% | Add +4.3% | 123,498 | $17.5M |
| Choreo, LLC | 0.21% | Reduce -2.5% | 120,997 | $17.1M |
| Integrated Wealth Concepts LLC | 0.14% | Add +32.2% | 120,902 | $17.1M |
| Mariner, LLC | 0.02% | Reduce -3.8% | 118,126 | $16.7M |
| Cerity Partners LLC | 0.02% | Add +21.8% | 116,599 | $16.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.4% | 105,744 | $15.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -10.7% | 104,455 | $14.8M |
| Sharkey, Howes & Javer | 1.94% | Reduce -5.4% | 101,743 | $14.4M |
| One Wealth Advisors, LLC | 1.79% | Reduce -4.3% | 101,423 | $14.3M |
| Harbour Investments, Inc. | 0.21% | Add +3.1% | 96,995 | $13.7M |
| Facet Wealth, Inc. | 0.22% | Add +25.8% | 90,738 | $12.8M |
| Van Hulzen Asset Management, LLC | 0.95% | Reduce -0.1% | 89,844 | $12.7M |
| Bank of Montreal | 0.01% | Add +84.8% | 85,842 | $12.1M |
| Blue Edge Capital, LLC | 1.60% | Reduce -7.0% | 84,923 | $12.0M |
| Client 1ST Advisory Group, LLC | 3.65% | Reduce -1.9% | 84,819 | $12.0M |
| Sei Investments Co. | 0.01% | Reduce -1.1% | 83,821 | $11.9M |
| Staley Capital Advisers Inc. | 0.48% | No change | 80,000 | $11.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +15.9% | 79,173 | $11.2M |
| Apella Capital, LLC | 0.16% | Reduce -9.8% | 71,834 | $11.1M |
| Relyea Zuckerberg Hanson LLC | 1.11% | Add +0.3% | 78,418 | $11.1M |
| Plancorp, LLC | 0.30% | Reduce -0.9% | 72,386 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Add +78.8% | 74,909 | $10.6M |
| Keebeck Wealth Management | 1.16% | Reduce -2.0% | 73,206 | $10.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -0.7% | 70,640 | $10.0M |
| Laurel Wealth Planning LLC | 5.24% | Reduce -2.8% | 70,306 | $9.9M |
| Wealth Architects, LLC | 0.88% | Add +6.1% | 69,836 | $9.9M |
| Clarity Asset Management, Inc. | 4.88% | Reduce -18.5% | 68,154 | $9.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -3.8% | 67,800 | $9.6M |
| NorthRock Partners, LLC | 0.15% | Reduce -1.5% | 67,679 | $9.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Add +7.7% | 67,280 | $9.5M |
| Fisher Asset Management | 0.00% | Add +0.9% | 64,963 | $9.2M |
| One Capital Management, LLC | 0.25% | Add +58.5% | 64,783 | $9.2M |
| Prudent Man Advisors, LLC | 2.75% | Reduce -8.7% | 64,770 | $9.2M |
| Strategic Blueprint, LLC | 0.53% | Reduce -1.1% | 64,556 | $9.1M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -2.9% | 64,438 | $9.1M |
| Klaas Financial Asset Advisors, LLC | 1.20% | Add +0.7% | 61,618 | $8.7M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -7.4% | 61,372 | $8.7M |
| Ferguson Wellman Capital Management, Inc. | 0.12% | Add +1.3% | 61,049 | $8.6M |
| Focus Partners Wealth | 0.01% | Reduce -0.1% | 60,509 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -4.9% | 61,615 | $8.5M |
| Parallel Advisors, LLC | 0.15% | Add +10.0% | 58,616 | $8.3M |
| &partners | 0.04% | Add +15.2% | 56,755 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.1% | 57,322 | $8.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +6.6% | 56,208 | $8.0M |
| Modera Wealth Management, LLC | 0.10% | Reduce -1.2% | 56,516 | $8.0M |
| Cypress Wealth Services, LLC | 1.13% | Reduce -2.7% | 56,353 | $8.0M |
| UMB Bank, n.a. | 0.11% | Add +42.2% | 55,336 | $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.