iShares ESG Aware MSCI USA SESMLETF
13F holders, Q2 2025 (June 30)391holders +8
32new positions
22sold out
1famous investor
$41.34avg. 13F price*
At the end of Q2 2025, 391 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 8 from Q1 2025. 32 opened new positions and 22 sold out. The largest holders were FMR LLC ($97.4M), Tiaa Trust, National Association ($90.9M) and Northern Trust Corp. ($84.4M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $7.8M |
| Exits | 22 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,748,687 shares bought and 2,505,214 shares sold, net −756,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| FMR LLC | 0.01% | Add +4.0% | 2,357,731 | $97.4M |
| Tiaa Trust, National Association | 0.24% | Reduce -10.0% | 2,200,075 | $90.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 2,042,618 | $84.4M |
| Bank of America Corp. | 0.01% | Add +4.5% | 1,783,094 | $73.7M |
| Betterment LLC | 0.15% | Add +7.3% | 1,747,178 | $72.2M |
| Creative Planning | 0.05% | Add +3.1% | 1,499,023 | $62.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.8% | 1,323,097 | $54.7M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 1,081,506 | $44.7M |
| Fiduciary Trust Co | 0.45% | Reduce -8.2% | 893,345 | $36.9M |
| Vontobel Holding Ltd. | 0.12% | Add +10.0% | 880,000 | $36.4M |
| M&T Bank Corp | 0.10% | Add +3.9% | 681,931 | $28.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 654,766 | $27.1M |
| Acorns Advisers, LLC | 0.22% | Add +16.5% | 623,935 | $25.8M |
| Flputnam Investment Management Co. | 0.41% | Reduce -55.6% | 583,378 | $24.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.3% | 542,273 | $22.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.0% | 532,550 | $22.1M |
| Pathstone Holdings, LLC | 0.08% | Reduce -9.7% | 472,925 | $19.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 465,180 | $19.2M |
| UBS Group AG | 0.00% | Add +2.6% | 457,762 | $18.9M |
| Sei Investments Co. | 0.02% | Add +7.2% | 432,271 | $17.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.5% | 391,512 | $16.2M |
| Accredited Investors Inc. | 0.79% | Reduce -8.3% | 322,711 | $13.3M |
| Sand Hill Global Advisors, LLC | 0.47% | Reduce -3.2% | 304,235 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.9% | 297,907 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 291,087 | $12.0M |
| Modera Wealth Management, LLC | 0.14% | Reduce -1.0% | 283,427 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +1.4% | 260,921 | $10.8M |
| SigFig Wealth Management, LLC | 0.35% | Add +7.0% | 255,762 | $10.6M |
| LPL Financial LLC | 0.00% | Add +15.4% | 249,581 | $10.3M |
| Wealth Architects, LLC | 1.04% | Add +11.3% | 247,293 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +16.9% | 225,480 | $9.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +2.3% | 209,753 | $8.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +127945.6% | 204,873 | $8.5M |
| Bailard, Inc. | 0.18% | Add +2.1% | 186,475 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.7% | 182,580 | $7.5M |
| Alesco Advisors, LLC, An ESL Co | 0.19% | Add +4.2% | 161,907 | $6.7M |
| Litman Gregory Wealth Management LLC | 0.52% | Reduce -3.3% | 158,890 | $6.6M |
| Mission Wealth Management, LP | 0.14% | Add +47.9% | 156,739 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +13.3% | 143,879 | $5.9M |
| Ally Invest Advisors Inc. | 0.45% | Add +5.6% | 140,702 | $5.8M |
| Savant Capital, LLC | 0.04% | Reduce -11.6% | 134,571 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -5.3% | 134,276 | $5.5M |
| Alaska Wealth Advisors, LLC | 0.78% | Add +13.3% | 131,818 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 124,919 | $5.3M |
| Stanich Group LLC | 4.54% | Add +7.8% | 119,225 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.8% | 121,905 | $5.0M |
| Regions Financial Corp. | 0.03% | Reduce -0.6% | 119,592 | $4.9M |
| Regatta Capital Group, LLC | 0.85% | Add +5.8% | 119,325 | $4.9M |
| Parkside Advisors LLC | 1.07% | Reduce -0.9% | 117,432 | $4.9M |
| Citizens Financial Group Inc. | 0.08% | Add +0.8% | 114,100 | $4.7M |
| Advisory Services Network, LLC | 0.07% | Reduce -35.0% | 110,891 | $4.7M |
| Mather Group, Llc. | 0.05% | Add +1.8% | 109,605 | $4.5M |
| Willow Creek Wealth Management Inc. | 0.41% | Add +3.3% | 109,489 | $4.5M |
| Composition Wealth, LLC | 0.07% | Add +260.0% | 102,639 | $4.2M |
| Wrapmanager Inc. | 1.00% | Reduce -3.5% | 99,272 | $4.1M |
| Bluestem Financial Advisors, LLC | 1.71% | Add +1.1% | 96,462 | $4.0M |
| Moss Adams Wealth Advisors LLC | 0.33% | Add +2.1% | 89,165 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 88,908 | $3.7M |
| Invera Wealth Advisors, LLC | 2.34% | Reduce -1.9% | 86,686 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 86,248 | $3.6M |
| Vision Capital Management, Inc. | 0.42% | Add +12.6% | 77,552 | $3.2M |
| Harbour Investments, Inc. | 0.08% | Add +7.5% | 76,119 | $3.1M |
| Integris Wealth Management, LLC | 0.80% | Add +3.3% | 74,054 | $3.1M |
| Quent Capital, LLC | 0.29% | Add +17.7% | 72,532 | $3.0M |
| Apella Capital, LLC | 0.08% | Add +4.0% | 71,103 | $3.0M |
| Mariner, LLC | 0.00% | Add +11.4% | 70,185 | $2.9M |
| Gradient Investments LLC | 0.05% | Reduce -15.4% | 69,694 | $2.9M |
| Clarius Group, LLC | 0.17% | Reduce -1.1% | 68,800 | $2.8M |
| eCIO, Inc. | 1.17% | Add +83.2% | 67,340 | $2.8M |
| Decker Retirement Planning Inc. | 1.59% | Add +38994.7% | 66,461 | $2.7M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 64,511 | $2.7M |
| Financial Advisors, LLC | 0.49% | Reduce -3.0% | 64,037 | $2.6M |
| Wesbanco Bank Inc. | 0.08% | Reduce -1.7% | 63,882 | $2.6M |
| Haverford Trust Co | 0.02% | Add +7.2% | 62,458 | $2.6M |
| Dohj, LLC | 0.74% | Add +20.0% | 69,762 | $2.5M |
| Charter Oak Capital Management, LLC | 0.21% | Add +3.9% | 60,528 | $2.5M |
| Crestwood Advisors Group, LLC | 0.04% | Add +2.5% | 60,172 | $2.5M |
| Omega Financial Group, LLC | 0.89% | Add +0.4% | 59,689 | $2.5M |
| Laurel Wealth Planning LLC | 1.37% | Add +11.7% | 58,195 | $2.4M |
| Plum Street Advisors, LLC | 1.06% | Add +3.1% | 57,977 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 55,960 | $2.3M |
| rebel Financial LLC | 1.03% | — | 54,826 | $2.3M |
| Francis Financial, Inc. | 0.52% | Reduce -3.6% | 54,456 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -0.1% | 51,925 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.6% | 49,083 | $2.0M |
| Becker Capital Management Inc. | 0.06% | No change | 47,336 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -4.3% | 46,518 | $1.9M |
| Sage Financial Group Inc. | 0.14% | Add +1.6% | 45,855 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -2.0% | 45,608 | $1.9M |
| Stephens Consulting, LLC | 0.45% | Reduce -25.3% | 45,459 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -11.3% | 44,381 | $1.9M |
| Westfuller Advisors, LLC | 1.04% | No change | 44,207 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Add +28.5% | 44,198 | $1.8M |
| Asset Dedication, LLC | 0.13% | Reduce -1.3% | 43,360 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +29.8% | 42,107 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +3.2% | 41,912 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.4% | 41,322 | $1.7M |
| Addison Advisors LLC | 0.42% | Add +1.1% | 40,640 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -13.4% | 38,764 | $1.6M |
"% 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.