iShares ESG Optimized MSCI UESMVETF
13F holders, Q4 2025 (December 31)9holders −1
1new positions
1sold out
1famous investor
$31.27avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were BlackRock, Inc. ($2.6M), Virtue Capital Management, LLC ($1.6M) and Tower Research Capital LLC (TRC) ($520K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 1 | $224K |
All 13F filers, Q3 2025 → Q4 2025: 45,758 shares bought and 7,695 shares sold, net +38,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BlackRock, Inc. | 0.00% | No change | 90,000 | $2.6M |
| Virtue Capital Management, LLC | 0.24% | New | 40,063 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.01% | Add +31.2% | 18,027 | $520K |
| Citadel Advisors | 0.00% | Add +12.6% | 12,464 | $359K |
| Portfolio Design Labs, LLC | 0.03% | No change | 7,230 | $208K |
| Ascent Group, LLC | 0.01% | No change | 7,230 | $208K |
| Redwood Park Advisors LLC | 0.07% | Add +0.5% | 3,496 | $101K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 368 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 130 | $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.