iShares ESG Aware MSCI USA SESMLETF
13F holders, Q1 2026 (March 31)449holders +28
47new positions
15sold out
3famous investors
$47.00avg. 13F price*
At the end of Q1 2026, 449 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 28 from Q4 2025. 47 opened new positions and 15 sold out. The largest holders were FMR LLC ($152.3M), Northern Trust Corp. ($99.1M) and Bank of America Corp. ($97.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $22.5M |
| Exits | 15 | $12.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,311,530 shares bought and 3,116,120 shares sold, net −804,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| FMR LLC | 0.01% | Add +10.4% | 3,238,788 | $152.3M |
| Northern Trust Corp. | 0.01% | Add +2.1% | 2,107,110 | $99.1M |
| Bank of America Corp. | 0.01% | Add +13.2% | 2,064,849 | $97.1M |
| Betterment LLC | 0.16% | Add +0.3% | 1,789,266 | $84.1M |
| Creative Planning | 0.05% | Add +1.4% | 1,568,282 | $73.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.2% | 1,157,902 | $54.4M |
| TIAA Wealth Investment Management LLC | 0.36% | — | 1,024,984 | $46.7M |
| Fiduciary Trust Co | 0.47% | Reduce -0.8% | 854,219 | $40.2M |
| Vontobel Holding Ltd. | 0.13% | Reduce -3.6% | 800,000 | $37.6M |
| M&T Bank Corp | 0.12% | Add +12.8% | 774,890 | $36.4M |
| BlackRock, Inc. | 0.00% | Add +3.3% | 743,837 | $35.0M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 721,433 | $33.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | — | 708,994 | $33.3M |
| Acorns Advisers, LLC | 0.22% | Reduce -1.2% | 641,249 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.2% | 608,253 | $28.6M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 544,385 | $25.6M |
| UBS Group AG | 0.00% | Add +11.0% | 513,701 | $24.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.0% | 481,842 | $22.7M |
| Sand Hill Global Advisors, LLC | 0.75% | Reduce -0.5% | 472,402 | $22.2M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.5% | 461,532 | $21.7M |
| Sei Investments Co. | 0.02% | Reduce -0.2% | 453,338 | $21.3M |
| LPL Financial LLC | 0.01% | Add +11.1% | 430,739 | $20.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +15.3% | 381,872 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.1% | 329,737 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 308,007 | $14.5M |
| Accredited Investors Inc. | 0.76% | Reduce -0.6% | 299,191 | $14.1M |
| Modera Wealth Management, LLC | 0.16% | Add +0.4% | 287,377 | $13.5M |
| Wealth Architects, LLC | 1.19% | Add +1.2% | 283,141 | $13.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -2.0% | 262,528 | $12.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +277.1% | 262,028 | $12.3M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.6% | 223,883 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 182,045 | $8.6M |
| Bailard, Inc. | 0.19% | Reduce -0.4% | 179,698 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.0% | 178,049 | $8.4M |
| Flputnam Investment Management Co. | 0.12% | Reduce -12.0% | 176,801 | $8.3M |
| Mission Wealth Management, LP | 0.16% | Reduce -1.6% | 166,502 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 155,570 | $7.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.6% | 150,977 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 147,916 | $7.0M |
| Ally Invest Advisors Inc. | 0.46% | Add +1.4% | 144,606 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +0.2% | 143,519 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -4.0% | 142,291 | $6.7M |
| NorthRock Partners, LLC | 0.10% | Add +1.0% | 138,397 | $6.5M |
| Clearstead Advisors, LLC | 0.06% | Add +6968.5% | 137,059 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 138,384 | $6.4M |
| Regatta Capital Group, LLC | 0.94% | Add +4.9% | 131,796 | $6.2M |
| Stanich Group LLC | 4.67% | Add +3.1% | 130,308 | $6.1M |
| Alaska Wealth Advisors, LLC | 0.67% | Reduce -0.6% | 119,313 | $5.6M |
| Apella Capital, LLC | 0.08% | Add +27.9% | 107,468 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.6% | 115,914 | $5.5M |
| Cetera Investment Advisers | 0.01% | Reduce -1.3% | 112,794 | $5.3M |
| Mather Group, Llc. | 0.05% | Add +0.0% | 112,177 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -6.2% | 105,860 | $5.0M |
| Gemmer Asset Management LLC | 0.39% | Add +12.1% | 103,992 | $4.9M |
| CBIZ Investment Advisory Services, LLC | 0.17% | New | 99,939 | $4.7M |
| Bluestem Financial Advisors, LLC | 1.81% | Add +0.8% | 99,516 | $4.7M |
| Birchwood Financial Partners, Inc. | 4.49% | Add +78.8% | 99,013 | $4.7M |
| Savant Capital, LLC | 0.02% | Reduce -3.8% | 97,610 | $4.6M |
| Mariner, LLC | 0.01% | Add +22.2% | 96,063 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -40.5% | 88,999 | $4.2M |
| GTS Securities LLC | 0.15% | New | 87,593 | $4.1M |
| Plum Street Advisors, LLC | 1.31% | Reduce -1.0% | 80,395 | $3.8M |
| MOR Wealth Management, LLC | 1.73% | Add +0.1% | 80,270 | $3.8M |
| TFC Financial Management, Inc. | 0.46% | Add +1952.8% | 78,829 | $3.7M |
| Harbour Investments, Inc. | 0.06% | Add +3.3% | 77,422 | $3.6M |
| Quent Capital, LLC | 0.26% | Add +3.2% | 77,361 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -59.0% | 75,039 | $3.5M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 73,550 | $3.5M |
| Gradient Investments LLC | 0.05% | Reduce -2.2% | 72,449 | $3.4M |
| Integris Wealth Management, LLC | 0.77% | Reduce -2.8% | 70,944 | $3.3M |
| eCIO, Inc. | 1.43% | Reduce -3.5% | 69,010 | $3.2M |
| Decker Retirement Planning Inc. | 1.43% | Add +6.8% | 67,289 | $3.2M |
| Beacon Investment Advisory Services, Inc. | 0.13% | No change | 64,576 | $3.0M |
| Composition Wealth, LLC | 0.04% | Reduce -8.1% | 64,267 | $3.0M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.1% | 62,028 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 62,534 | $2.9M |
| Morgan Stanley | 0.00% | Add +19.6% | 60,602 | $2.8M |
| Vision Capital Management, Inc. | 0.36% | Reduce -16.2% | 60,406 | $2.8M |
| Haverford Trust Co | 0.03% | Reduce -0.7% | 59,542 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -2.4% | 58,777 | $2.8M |
| Laurel Wealth Planning LLC | 1.45% | Reduce -1.8% | 58,353 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | Reduce -1.1% | 54,584 | $2.6M |
| rebel Financial LLC | 1.09% | Reduce -3.5% | 53,515 | $2.5M |
| Francis Financial, Inc. | 0.46% | Reduce -1.8% | 53,017 | $2.5M |
| Charter Oak Capital Management, LLC | 0.19% | Reduce -7.4% | 52,932 | $2.5M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 52,041 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.8% | 51,869 | $2.4M |
| Omega Financial Group, LLC | 0.78% | Reduce -9.4% | 50,571 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +6.5% | 50,556 | $2.4M |
| Wescott Financial Advisory Group, LLC | 0.20% | Reduce -0.7% | 48,922 | $2.3M |
| Cwm, LLC | 0.01% | Add +1.1% | 48,295 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -8.1% | 47,121 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +2.6% | 46,816 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 46,383 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Add +0.1% | 45,308 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 45,166 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Reduce -1.3% | 45,152 | $2.1M |
| Midwest Financial Partners Investments, Inc. | 1.09% | Add +0.5% | 43,881 | $2.1M |
| Pearl Planning LLC | 1.09% | Add +3.2% | 43,298 | $2.0M |
| Asset Dedication, LLC | 0.14% | Reduce -2.7% | 42,913 | $2.0M |
"% 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.