iShares ESG Aware MSCI USA SESMLETF

13F holders, Q3 2025 (September 30)
393holders +2
30new positions
21sold out
3famous investors
$45.16avg. 13F price*

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

0100200300400500 Q1 2024: 369Q1 2024Q2 2024: 369Q2 2024Q3 2024: 381Q3 2024Q4 2024: 405Q4 2024Q1 2025: 383Q1 2025Q2 2025: 391Q2 2025Q3 2025: 393Q3 2025Q4 2025: 421Q4 2025Q1 2026: 449Q1 2026Q2 2026: 477Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions30$11.7M
Exits21$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.

Show all 393 holders