iShares ESG Aware MSCI USA SESMLETF
13F holders, Q2 2026 (June 30)477holders +28
57new positions
26sold out
2famous investors
$55.87avg. 13F price*
At the end of Q2 2026, 477 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 28 from Q1 2026. 57 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($494.0M), FMR LLC ($194.9M) and Northern Trust Corp. ($120.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Aware MSCI USA S
- CUSIP
- 46435U663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $16.1M |
| Exits | 26 | $8.4M |
All 13F filers, Q1 2026 → Q2 2026: 8,165,691 shares bought and 1,008,104 shares sold, net +7,157,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 477 holders
| Bank of America Corp. | 0.03% | Add +327.7% | 8,831,944 | $494.0M |
| FMR LLC | 0.01% | Add +7.6% | 3,485,042 | $194.9M |
| Northern Trust Corp. | 0.01% | Add +2.1% | 2,151,372 | $120.3M |
| Betterment LLC | 0.17% | Reduce -0.7% | 1,776,129 | $99.3M |
| Creative Planning | 0.05% | Add +1.4% | 1,590,035 | $88.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.1% | 1,159,635 | $64.9M |
| TIAA Wealth Investment Management LLC | 0.38% | Add +0.2% | 1,026,609 | $56.9M |
| Fiduciary Trust Co | 0.52% | Reduce -0.1% | 853,551 | $47.7M |
| M&T Bank Corp | 0.13% | Add +3.8% | 804,008 | $45.0M |
| Vontobel Holding Ltd. | 0.15% | No change | 800,000 | $44.7M |
| BlackRock, Inc. | 0.00% | Reduce -8.9% | 677,361 | $37.9M |
| Wells Fargo & Company | 0.01% | Reduce -6.5% | 674,301 | $37.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | Reduce -8.3% | 650,274 | $36.4M |
| Acorns Advisers, LLC | 0.23% | Reduce -0.3% | 639,445 | $35.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.2% | 621,438 | $34.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.3% | 537,216 | $30.0M |
| UBS Group AG | 0.00% | Add +4.3% | 536,025 | $30.0M |
| LPL Financial LLC | 0.01% | Add +17.5% | 506,211 | $28.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.0% | 472,415 | $26.7M |
| Sand Hill Global Advisors, LLC | 0.77% | Reduce -3.3% | 457,065 | $25.6M |
| Sei Investments Co. | 0.02% | Reduce -0.5% | 450,960 | $25.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.4% | 391,008 | $21.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.0% | 346,255 | $19.4M |
| Accredited Investors Inc. | 0.73% | Add +1.0% | 302,150 | $16.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.8% | 296,359 | $16.6M |
| Modera Wealth Management, LLC | 0.17% | Add +0.3% | 288,299 | $16.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -39.9% | 277,449 | $15.5M |
| Wealth Architects, LLC | 1.23% | Reduce -2.0% | 277,437 | $15.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.3% | 265,479 | $14.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -0.9% | 260,272 | $14.6M |
| EP Wealth Advisors, LLC | 0.05% | Add +13.0% | 253,060 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.6% | 187,229 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 184,723 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +17.3% | 182,420 | $10.2M |
| Bailard, Inc. | 0.20% | Reduce -1.6% | 176,748 | $9.9M |
| Mission Wealth Management, LP | 0.12% | Add +3.9% | 172,992 | $9.7M |
| Flputnam Investment Management Co. | 0.11% | Reduce -5.5% | 167,157 | $9.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +42.8% | 165,549 | $9.3M |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 163,115 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 144,770 | $8.1M |
| Ally Invest Advisors Inc. | 0.49% | Reduce -0.2% | 144,256 | $8.1M |
| NorthRock Partners, LLC | 0.11% | Reduce -0.5% | 137,768 | $7.7M |
| Regatta Capital Group, LLC | 1.02% | Add +3.4% | 136,226 | $7.6M |
| Stanich Group LLC | 4.76% | Add +3.8% | 135,264 | $7.6M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -6.1% | 133,598 | $7.5M |
| Mather Group, Llc. | 0.06% | Add +10.4% | 123,856 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -31.0% | 122,898 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +5.9% | 119,435 | $6.7M |
| Alaska Wealth Advisors, LLC | 0.69% | Reduce -3.9% | 114,627 | $6.4M |
| Gemmer Asset Management LLC | 0.40% | Add +3.1% | 107,264 | $6.0M |
| Advisory Services Network, LLC | 0.07% | Add +1.3% | 107,246 | $6.0M |
| Apella Capital, LLC | 0.08% | Add +2.0% | 109,623 | $6.0M |
| Regions Financial Corp. | 0.04% | Reduce -26.2% | 105,918 | $5.9M |
| Bluestem Financial Advisors, LLC | 1.98% | Add +1.6% | 101,057 | $5.7M |
| Birchwood Financial Partners, Inc. | 4.59% | Add +1.3% | 100,267 | $5.6M |
| Global Retirement Partners, LLC | 0.09% | — | 100,207 | $5.6M |
| Mariner, LLC | 0.01% | Add +1.4% | 97,425 | $5.4M |
| Morgan Stanley | 0.00% | Add +46.0% | 88,490 | $4.9M |
| Savant Capital, LLC | 0.01% | Reduce -10.6% | 87,222 | $4.9M |
| MOR Wealth Management, LLC | 1.94% | Add +8.3% | 86,947 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 87,783 | $4.8M |
| Quent Capital, LLC | 0.29% | Add +10.1% | 85,136 | $4.8M |
| CBIZ Investment Advisory Services, LLC | 0.17% | No change | 99,939 | $4.7M |
| Harbour Investments, Inc. | 0.06% | Add +5.7% | 81,844 | $4.6M |
| TFC Financial Management, Inc. | 0.51% | Add +3.8% | 81,801 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +4.8% | 78,608 | $4.4M |
| Decker Retirement Planning Inc. | 1.45% | Add +13.2% | 76,149 | $4.3M |
| Gradient Investments LLC | 0.06% | Add +3.9% | 75,253 | $4.2M |
| Plum Street Advisors, LLC | 1.34% | Reduce -7.0% | 74,792 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 73,506 | $4.1M |
| Integris Wealth Management, LLC | 0.78% | Reduce -2.3% | 69,298 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +10.9% | 69,345 | $3.8M |
| Osaic Holdings, Inc. | 0.00% | Add +31.1% | 68,007 | $3.8M |
| Beacon Investment Advisory Services, Inc. | 0.13% | No change | 64,576 | $3.6M |
| eCIO, Inc. | 1.01% | Reduce -6.4% | 64,571 | $3.6M |
| Bond & Devick Financial Network, Inc. | 0.86% | Add +268.5% | 62,122 | $3.5M |
| Composition Wealth, LLC | 0.04% | Reduce -3.8% | 61,796 | $3.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.6% | 61,685 | $3.5M |
| Fsa Wealth Partners, Inc. | 0.86% | Add +181.5% | 61,433 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +128.6% | 60,131 | $3.4M |
| Clearstead Advisors, LLC | 0.03% | Reduce -56.6% | 59,532 | $3.3M |
| Laurel Wealth Planning LLC | 1.46% | Add +1.1% | 58,976 | $3.3M |
| Wesbanco Bank Inc. | 0.08% | Add +0.3% | 58,940 | $3.3M |
| Vision Capital Management, Inc. | 0.38% | Reduce -2.7% | 58,779 | $3.3M |
| Focus Partners Wealth | 0.00% | Add +5.9% | 55,101 | $3.1M |
| Tompkins Financial Corp. | 0.21% | New | 54,843 | $3.1M |
| Haverford Trust Co | 0.03% | Reduce -10.4% | 53,342 | $3.0M |
| Francis Financial, Inc. | 0.48% | Reduce -0.4% | 52,825 | $3.0M |
| Becker Capital Management Inc. | 0.07% | Reduce -3.6% | 48,716 | $2.7M |
| Omega Financial Group, LLC | 0.83% | Reduce -3.7% | 48,703 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.21% | Reduce -1.2% | 48,327 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +2.2% | 47,848 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.8% | 47,481 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 47,200 | $2.6M |
| Seeds Investor LLC | 0.27% | Add +17.9% | 46,902 | $2.6M |
| Pearl Planning LLC | 1.20% | Add +8.1% | 46,809 | $2.6M |
| Allworth Financial LP | 0.01% | Add +2.6% | 46,335 | $2.6M |
| Sage Financial Group Inc. | 0.14% | Add +2.6% | 46,334 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Reduce -16.9% | 45,383 | $2.5M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Reduce -1.0% | 44,855 | $2.5M |
"% of holder's portfolio" is ESML's weight in each manager's 13F, not the share of iShares ESG Aware MSCI USA S the manager owns.