iShares ESG Aware MSCI USA SESMLETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 393 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 2 from Q2 2025. 30 opened new positions and 21 sold out. The largest holders were FMR LLC ($118.2M), Tiaa Trust, National Association ($100.2M) and Northern Trust Corp. ($91.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $11.7M |
| Exits | 21 | $6.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,272,783 shares bought and 2,051,837 shares sold, net −779,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| FMR LLC | 0.01% | Add +11.2% | 2,622,321 | $118.2M |
| Tiaa Trust, National Association | 0.24% | Add +1.1% | 2,225,333 | $100.2M |
| Northern Trust Corp. | 0.01% | Reduce -1.2% | 2,017,751 | $91.0M |
| Betterment LLC | 0.16% | Add +1.9% | 1,780,747 | $80.3M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 1,754,263 | $79.1M |
| Creative Planning | 0.05% | Reduce -1.7% | 1,473,334 | $66.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 1,252,351 | $56.5M |
| Vontobel Holding Ltd. | 0.12% | No change | 880,000 | $39.7M |
| Fiduciary Trust Co | 0.44% | Reduce -2.7% | 868,826 | $39.2M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 711,266 | $32.1M |
| M&T Bank Corp | 0.10% | Reduce -0.4% | 678,999 | $30.6M |
| Acorns Advisers, LLC | 0.23% | Add +1.7% | 634,691 | $28.6M |
| Wells Fargo & Company | 0.01% | Reduce -46.0% | 584,513 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.8% | 562,960 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 501,263 | $22.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.6% | 497,407 | $22.5M |
| Pathstone Holdings, LLC | 0.08% | Reduce -1.9% | 463,884 | $20.9M |
| UBS Group AG | 0.00% | Reduce -1.3% | 451,955 | $20.4M |
| Sei Investments Co. | 0.02% | Add +3.0% | 445,159 | $20.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +54.5% | 316,432 | $14.3M |
| Accredited Investors Inc. | 0.76% | Reduce -6.4% | 302,109 | $13.6M |
| Sand Hill Global Advisors, LLC | 0.48% | Reduce -0.9% | 301,505 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 298,124 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -27.7% | 283,055 | $12.8M |
| Modera Wealth Management, LLC | 0.15% | Reduce -1.3% | 279,663 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +2.5% | 267,417 | $12.1M |
| LPL Financial LLC | 0.00% | Add +3.2% | 257,514 | $11.6M |
| Wealth Architects, LLC | 1.09% | Add +4.0% | 257,218 | $11.6M |
| Flputnam Investment Management Co. | 0.14% | Reduce -64.3% | 208,439 | $9.4M |
| SigFig Wealth Management, LLC | 0.28% | Reduce -21.6% | 200,496 | $9.0M |
| Bailard, Inc. | 0.18% | Reduce -1.8% | 183,102 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.4% | 181,763 | $8.2M |
| Mission Wealth Management, LP | 0.16% | Add +10.8% | 173,750 | $7.8M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Reduce -8.6% | 147,982 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.6% | 146,229 | $6.6M |
| Ally Invest Advisors Inc. | 0.46% | Add +1.5% | 142,871 | $6.4M |
| Litman Gregory Wealth Management LLC | 0.48% | Reduce -10.6% | 142,035 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +4.5% | 140,391 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.2% | 139,060 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 137,858 | $6.2M |
| Regions Financial Corp. | 0.04% | Add +14.6% | 137,012 | $6.2M |
| Savant Capital, LLC | 0.04% | Reduce -3.3% | 130,087 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 129,135 | $5.8M |
| Stanich Group LLC | 3.38% | Add +2.6% | 122,367 | $5.5M |
| Regatta Capital Group, LLC | 0.87% | Add +2.0% | 121,753 | $5.5M |
| Alaska Wealth Advisors, LLC | 0.71% | Reduce -8.6% | 120,527 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.2% | 118,331 | $5.3M |
| Citizens Financial Group Inc. | 0.07% | Add +0.4% | 114,585 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.0% | 110,876 | $5.0M |
| Mather Group, Llc. | 0.05% | Reduce -0.2% | 109,392 | $4.9M |
| Willow Creek Wealth Management Inc. | 0.41% | Reduce -0.2% | 109,292 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 99,549 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 98,098 | $4.4M |
| Bluestem Financial Advisors, LLC | 1.72% | Add +1.0% | 97,434 | $4.4M |
| Moss Adams Wealth Advisors LLC | 0.32% | Add +3.2% | 91,989 | $4.1M |
| Mariner, LLC | 0.01% | Add +26.0% | 88,461 | $4.0M |
| Invera Wealth Advisors, LLC | 2.38% | Reduce -1.4% | 85,516 | $3.9M |
| Apella Capital, LLC | 0.08% | Add +8.8% | 77,389 | $3.5M |
| Harbour Investments, Inc. | 0.08% | Reduce -0.6% | 75,691 | $3.4M |
| Quent Capital, LLC | 0.28% | Add +1.9% | 73,883 | $3.3M |
| Integris Wealth Management, LLC | 0.80% | Reduce -1.0% | 73,292 | $3.3M |
| eCIO, Inc. | 1.22% | Add +7.9% | 72,635 | $3.3M |
| Vision Capital Management, Inc. | 0.40% | Reduce -6.6% | 72,417 | $3.3M |
| Composition Wealth, LLC | 0.05% | Reduce -30.9% | 70,941 | $3.2M |
| Gradient Investments LLC | 0.05% | Reduce -0.8% | 69,159 | $3.1M |
| Clarius Group, LLC | 0.18% | Reduce -0.2% | 68,684 | $3.1M |
| Wrapmanager Inc. | 0.95% | Reduce -31.0% | 68,462 | $3.1M |
| Plum Street Advisors, LLC | 1.19% | Add +17.5% | 68,149 | $3.1M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $2.9M |
| Financial Advisors, LLC | 0.50% | Reduce -1.4% | 63,112 | $2.8M |
| Haverford Trust Co | 0.03% | Add +0.3% | 62,623 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 62,550 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +47.5% | 62,112 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -3.3% | 61,787 | $2.8M |
| Decker Retirement Planning Inc. | 1.53% | Reduce -7.3% | 61,593 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.5% | 60,485 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 59,873 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +246.7% | 59,512 | $2.7M |
| Laurel Wealth Planning LLC | 1.39% | Add +0.1% | 58,278 | $2.6M |
| Charter Oak Capital Management, LLC | 0.21% | Reduce -4.0% | 58,090 | $2.6M |
| Omega Financial Group, LLC | 0.87% | Reduce -3.7% | 57,490 | $2.6M |
| Citadel Advisors | 0.00% | New | 53,441 | $2.4M |
| Francis Financial, Inc. | 0.43% | Reduce -2.8% | 52,914 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +6.4% | 50,346 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -3.2% | 50,245 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 49,295 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +16.5% | 48,819 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +61.1% | 48,342 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.22% | Add +6.2% | 46,955 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Add +0.5% | 46,103 | $2.1M |
| Allworth Financial LP | 0.01% | Add +0.0% | 45,619 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.2% | 45,011 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +323.3% | 42,954 | $1.9M |
| Asset Dedication, LLC | 0.13% | Reduce -2.7% | 42,197 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.0% | 41,742 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 39,989 | $1.8M |
| Addison Advisors LLC | 0.41% | Reduce -3.4% | 39,262 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -12.9% | 38,649 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.2% | 36,699 | $1.7M |
| Seeds Investor LLC | 0.34% | Add +114.4% | 35,832 | $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.