iShares ESG Optimized MSCI UESMVETF
13F holders, Q3 2025 (September 30)10holders −2
0new positions
2sold out
1famous investor
$29.16avg. 13F price*
At the end of Q3 2025, 10 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($2.6M), Financial Advisors, LLC ($751K) and Tower Research Capital LLC (TRC) ($401K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $439K |
All 13F filers, Q2 2025 → Q3 2025: 3,320 shares bought and 61,046 shares sold, net −57,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| BlackRock, Inc. | 0.00% | No change | 90,000 | $2.6M |
| Financial Advisors, LLC | 0.13% | No change | 25,773 | $751K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -68.4% | 13,743 | $401K |
| Citadel Advisors | 0.00% | Add +42.6% | 11,069 | $323K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -43.7% | 7,691 | $224K |
| Portfolio Design Labs, LLC | 0.04% | Reduce -41.2% | 7,230 | $211K |
| Ascent Group, LLC | 0.01% | Reduce -41.2% | 7,230 | $211K |
| Redwood Park Advisors LLC | 0.08% | Add +0.4% | 3,480 | $101K |
| Cwm, LLC | 0.00% | No change | 371 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 131 | $4K |
"% of holder's portfolio" is ESMV's weight in each manager's 13F, not the share of iShares ESG Optimized MSCI U the manager owns.