iShares ESG Aware MSCI USA SESMLETF
13F holders, Q4 2025 (December 31)421holders +28
29new positions
20sold out
2famous investors
$46.03avg. 13F price*
At the end of Q4 2025, 421 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 28 from Q3 2025. 29 opened new positions and 20 sold out. The largest holders were FMR LLC ($134.9M), Tiaa Trust, National Association ($99.4M) and Northern Trust Corp. ($94.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $12.4M |
| Exits | 20 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,306,774 shares bought and 806,179 shares sold, net +1,500,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| FMR LLC | 0.01% | Add +11.9% | 2,933,728 | $134.9M |
| Tiaa Trust, National Association | 0.24% | Reduce -3.4% | 2,150,087 | $99.4M |
| Northern Trust Corp. | 0.01% | Add +2.3% | 2,064,589 | $94.9M |
| Bank of America Corp. | 0.01% | Add +4.0% | 1,823,512 | $83.8M |
| Betterment LLC | 0.16% | Add +0.1% | 1,783,423 | $82.0M |
| Creative Planning | 0.05% | Add +5.0% | 1,546,321 | $71.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.5% | 1,133,266 | $52.1M |
| Fiduciary Trust Co | 0.45% | Reduce -0.8% | 861,413 | $39.6M |
| Vontobel Holding Ltd. | 0.13% | Reduce -5.7% | 830,000 | $38.2M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 720,219 | $33.1M |
| Wells Fargo & Company | 0.01% | Add +17.8% | 688,265 | $31.6M |
| M&T Bank Corp | 0.10% | Add +1.1% | 686,681 | $31.6M |
| Acorns Advisers, LLC | 0.22% | Add +2.2% | 648,842 | $29.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.7% | 583,903 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Add +15.4% | 573,897 | $26.4M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 523,900 | $24.1M |
| Sand Hill Global Advisors, LLC | 0.76% | Add +57.4% | 474,591 | $21.8M |
| Pathstone Holdings, LLC | 0.08% | Reduce -0.0% | 463,737 | $21.3M |
| UBS Group AG | 0.00% | Add +2.4% | 462,676 | $21.3M |
| Sei Investments Co. | 0.02% | Add +2.0% | 454,167 | $20.9M |
| LPL Financial LLC | 0.00% | Add +50.6% | 387,828 | $17.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.7% | 331,276 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.5% | 305,646 | $14.1M |
| Accredited Investors Inc. | 0.73% | Reduce -0.4% | 300,948 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 286,524 | $13.2M |
| Modera Wealth Management, LLC | 0.15% | Add +2.4% | 286,275 | $13.2M |
| Wealth Architects, LLC | 1.16% | Add +8.8% | 279,907 | $12.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Add +0.1% | 267,772 | $12.3M |
| EP Wealth Advisors, LLC | 0.05% | — | 229,887 | $10.6M |
| Flputnam Investment Management Co. | 0.13% | Reduce -3.6% | 200,910 | $9.2M |
| SigFig Wealth Management, LLC | 0.27% | Reduce -1.3% | 197,887 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.0% | 185,417 | $8.5M |
| Truist Financial Corp. | 0.01% | Add +30.3% | 182,892 | $8.4M |
| Bailard, Inc. | 0.18% | Reduce -1.4% | 180,473 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +172.1% | 170,210 | $7.8M |
| Mission Wealth Management, LP | 0.16% | Reduce -2.6% | 169,146 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.0% | 158,491 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.9% | 149,645 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.8% | 151,838 | $7.0M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +0.2% | 148,229 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +4.5% | 143,200 | $6.6M |
| Ally Invest Advisors Inc. | 0.45% | Reduce -0.2% | 142,625 | $6.6M |
| NorthRock Partners, LLC | 0.11% | Add +1365.1% | 136,990 | $6.3M |
| Litman Gregory Wealth Management LLC | 0.45% | Reduce -5.2% | 134,653 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 128,986 | $5.9M |
| Stanich Group LLC | 4.38% | Add +3.3% | 126,344 | $5.8M |
| Regatta Capital Group, LLC | 0.87% | Add +3.2% | 125,628 | $5.8M |
| Alaska Wealth Advisors, LLC | 0.70% | Reduce -0.4% | 120,046 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +16.5% | 114,249 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Add +1.8% | 112,812 | $5.2M |
| Mather Group, Llc. | 0.05% | Add +2.5% | 112,151 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 111,342 | $5.1M |
| Savant Capital, LLC | 0.03% | Reduce -22.0% | 101,443 | $4.7M |
| Global Retirement Partners, LLC | 0.08% | Add +34262.0% | 100,337 | $4.6M |
| Bluestem Financial Advisors, LLC | 1.75% | Add +1.3% | 98,673 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -17.4% | 97,706 | $4.5M |
| Gemmer Asset Management LLC | 0.33% | New | 92,769 | $4.3M |
| Invera Wealth Advisors, LLC | 2.44% | Reduce -1.7% | 84,032 | $3.9M |
| Apella Capital, LLC | 0.08% | Add +8.6% | 84,018 | $3.9M |
| Plum Street Advisors, LLC | 1.33% | Add +19.2% | 81,217 | $3.7M |
| MOR Wealth Management, LLC | 1.68% | — | 80,147 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -11.1% | 78,619 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +203.3% | 76,534 | $3.5M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.0% | 74,958 | $3.4M |
| Quent Capital, LLC | 0.25% | Add +1.4% | 74,954 | $3.4M |
| Gradient Investments LLC | 0.05% | Add +7.2% | 74,108 | $3.4M |
| Integris Wealth Management, LLC | 0.76% | Reduce -0.4% | 73,021 | $3.4M |
| Vision Capital Management, Inc. | 0.40% | Reduce -0.5% | 72,078 | $3.3M |
| eCIO, Inc. | 1.53% | Reduce -1.6% | 71,501 | $3.3M |
| Composition Wealth, LLC | 0.05% | Reduce -1.5% | 69,892 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +16.8% | 69,484 | $3.2M |
| Clarius Group, LLC | 0.18% | Reduce -1.6% | 67,619 | $3.1M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 63,555 | $2.9M |
| Decker Retirement Planning Inc. | 1.44% | Add +2.3% | 62,993 | $2.9M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.4% | 60,721 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -2.6% | 60,191 | $2.8M |
| Haverford Trust Co | 0.02% | Reduce -4.2% | 59,980 | $2.8M |
| Laurel Wealth Planning LLC | 1.51% | Add +2.0% | 59,422 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 58,818 | $2.7M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -1.6% | 57,150 | $2.6M |
| Omega Financial Group, LLC | 0.85% | Reduce -2.9% | 55,828 | $2.6M |
| Wrapmanager Inc. | 0.86% | Reduce -19.0% | 55,471 | $2.6M |
| rebel Financial LLC | 1.09% | Add +0.0% | 55,450 | $2.5M |
| Birchwood Financial Partners, Inc. | 2.53% | — | 55,371 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -51.8% | 55,204 | $2.5M |
| Francis Financial, Inc. | 0.49% | Add +2.0% | 53,980 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +6.1% | 51,299 | $2.4M |
| Morgan Stanley | 0.00% | Add +84.3% | 50,692 | $2.3M |
| Focus Partners Wealth | 0.00% | Add +26.1% | 50,414 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +1.0% | 49,289 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -2.5% | 48,975 | $2.3M |
| Cwm, LLC | 0.01% | Add +41.1% | 47,748 | $2.2M |
| Becker Capital Management Inc. | 0.06% | Reduce -5.7% | 47,481 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +18.1% | 45,624 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Reduce -0.8% | 45,733 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 45,500 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Reduce -3.6% | 45,251 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 45,239 | $2.1M |
| Fsa Wealth Partners, Inc. | 0.74% | Add +95.0% | 44,916 | $2.1M |
"% 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.