iShares ESG Aware MSCI USA ETF (ESGU) Institutional Ownership

$113.69
-0.03 (-0.03%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$3.77B
Number of
Institutional Sellers
(last 12 months)
451
Total
Institutional Outflows
(last 12 months)
$11.35B
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ESGU Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bell Investment Advisors Inc6,337$729K0.1%-5.1%0.006%
5/8/2024West Wealth Group LLC20,578$2.37M0.9%-82.7%0.018%
5/8/2024TSA Wealth Managment LLC7,422$853K0.4%-74.4%0.007%
5/8/2024Avantax Advisory Services Inc.75,434$8.67M0.1%-30.9%0.068%
5/8/2024US Bancorp DE9,897$1.14M0.0%-87.7%0.009%
5/8/2024Cornerstone Planning Group LLC3,163$356K0.1%-42.9%0.003%
5/8/2024QRG Capital Management Inc.1,855$213K0.0%N/A0.002%
5/7/2024Verus Capital Partners LLC19,477$2.24M0.2%-24.7%0.017%
5/7/2024WNY Asset Management LLC4,904$564K0.1%-5.4%0.004%
5/7/2024Sei Investments Co.118,710$13.65M0.0%-27.1%0.106%
5/7/2024Concurrent Investment Advisors LLC7,978$917K0.0%-17.0%0.007%
5/7/2024Atomi Financial Group Inc.4,287$493K0.0%N/A0.004%
5/7/2024Facet Wealth Inc.54,456$6.18M0.2%-0.6%0.049%
5/7/2024Shared Vision Wealth Group LLC15,133$1.74M1.1%-36.0%0.014%
5/7/2024Oppenheimer & Co. Inc.2,223$256K0.0%N/A0.002%
5/7/2024PFG Advisors5,723$658K0.0%+2.5%0.005%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management61,501$7.07M0.2%-1.4%0.055%
5/7/2024 Wealthspire Advisors LLC16,789$1.93M0.0%-6.2%0.015%
5/7/2024 SG Americas Securities LLC415,857$47.81M0.2%N/A0.372%
5/6/2024 Envestnet Portfolio Solutions Inc.757,806$87.12M0.3%-59.8%0.678%
5/6/2024 SYM FINANCIAL Corp7,982$918K0.2%+44.4%0.007%
5/6/2024 Gallacher Capital Management LLC1,866$215K0.1%N/A0.002%
5/6/2024 Advisory Services Network LLC65,032$7.48M0.2%-17.2%0.058%
5/6/2024 W.H. Cornerstone Investments Inc.6,513$749K0.5%-14.2%0.006%
5/6/2024 Advisory Alpha LLC12,127$1.39M0.1%-6.9%0.011%
5/4/2024 McClarren Financial Advisors Inc.1,035$119K0.0%-83.3%0.001%
5/4/2024 Keener Financial Planning LLC6,234$717K0.5%-1.7%0.006%
5/4/2024 Geneos Wealth Management Inc.1,297$149K0.0%+28.9%0.001%
5/4/2024 Gould Asset Management LLC CA15,346$1.76M0.4%-3.7%0.014%
5/4/2024 Buck Wealth Strategies LLC3,308$380K0.1%N/A0.003%
5/4/2024 Csenge Advisory Group18,002$2.07M0.1%-44.0%0.016%
5/3/2024 Catalina Capital Group LLC3,559$409K0.2%-32.6%0.003%
5/3/2024 Avidian Wealth Solutions LLC16,746$1.93M0.1%-44.5%0.015%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,761$3.08M0.4%-93.8%0.024%
5/3/2024 Rehmann Capital Advisory Group10,458$1.20M0.1%-5.0%0.009%
5/3/2024 BCU Wealth Advisors LLC3,116$358K0.3%-49.8%0.003%
5/3/2024 Liberty Wealth Management LLC8,463$985K0.2%-68.3%0.008%
5/3/2024 Whittier Trust Co.2,265$260K0.0%+13.3%0.002%
5/2/2024 Mutual Advisors LLC49,436$5.68M0.2%-23.8%0.045%
5/2/2024 USAdvisors Wealth Management LLC1,760$202K0.1%N/A0.002%
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5/2/2024 Financial Counselors Inc.6,173$710K0.0%+14.8%0.006%
5/2/2024 Pittenger & Anderson Inc.3,465$398K0.0%+5.6%0.003%
5/2/2024 Lincoln National Corp63,424$7.29M0.1%-9.7%0.057%
5/2/2024 Choreo LLC171,792$19.75M0.5%-0.9%0.156%
5/2/2024 Presilium Private Wealth LLC6,191$712K0.2%-7.1%0.006%
5/2/2024 Crown Wealth Group LLC10,127$1.16M0.6%-6.9%0.009%
5/2/2024 PDS Planning Inc2,472$284K0.0%-8.3%0.002%
5/1/2024 StoneX Group Inc.11,989$1.38M0.2%-1.3%0.011%
5/1/2024 Resonant Capital Advisors LLC9,107$1.05M0.1%N/A0.008%
5/1/2024 Janney Montgomery Scott LLC204,743$23.54M0.1%-67.7%0.185%
5/1/2024 BNP Paribas Financial Markets450,787$51.82M0.0%+386.8%0.408%
5/1/2024 Blue Trust Inc.26,243$3.02M0.0%-72.2%0.024%
5/1/2024 Klingman & Associates LLC1,826$210K0.0%N/A0.002%
5/1/2024 Summit Wealth Group LLC45,769$5.26M3.6%-4.1%0.041%
5/1/2024 Mirae Asset Global Investments Co. Ltd.526,300$60.50M0.1%-18.0%0.477%
5/1/2024 Concourse Financial Group Securities Inc.19,315$2.22M0.1%-51.7%0.017%
5/1/2024 BOK Financial Private Wealth Inc.849$98K0.0%-17.3%0.001%
5/1/2024 Mission Wealth Management LP165,601$19.04M0.5%-1.1%0.150%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.4,900$563K0.0%-24.0%0.004%
5/1/2024 Sequoia Financial Advisors LLC15,919$1.83M0.0%-8.4%0.014%
5/1/2024 Lineweaver Wealth Advisors LLC92,981$10.69M2.5%-0.8%0.084%
5/1/2024 Diversify Advisory Services LLC27,222$3.12M0.2%N/A0.025%
4/30/2024 Private Advisor Group LLC55,729$6.41M0.0%-15.6%0.050%
4/30/2024 J.W. Cole Advisors Inc.11,083$1.27M0.1%+13.2%0.010%
4/30/2024 MA Private Wealth50,910$5.85M1.2%-32.5%0.046%
4/30/2024 HB Wealth Management LLC25,340$2.91M0.0%+0.6%0.023%
4/30/2024 BlueChip Wealth Advisors LLC1,888$217K0.1%N/A0.002%
4/30/2024Concord Wealth Partners385$44K0.0%-76.5%0.000%
4/30/2024 JMG Financial Group Ltd.11,693$1.34M0.1%-4.5%0.011%
4/30/2024 True Vision MN LLC12,448$1.39M1.0%-36.1%0.011%
4/30/2024 Macroview Investment Management LLC21,088$2.42M2.7%-28.2%0.019%
4/30/2024 Joel Isaacson & Co. LLC144,804$16.65M0.9%+5.0%0.131%
4/30/2024 Arkadios Wealth Advisors1,884$217K0.0%-35.3%0.002%
4/30/2024 Caprock Group LLC3,559$409K0.0%+5.3%0.003%
4/30/2024 Perigon Wealth Management LLC43,777$5.03M0.2%-27.2%0.040%
4/30/2024 Hutchens & Kramer Investment Management Group LLC2,669$306K0.2%-47.1%0.002%
4/30/2024 Valtinson Bruner Financial Planning LLC2,101$242K0.1%-32.6%0.002%
4/30/2024 Mayflower Financial Advisors LLC43,117$4.96M0.4%-20.3%0.039%
4/29/2024Commonwealth Equity Services LLC951,194$109.35M0.2%-10.0%0.862%
4/29/2024 Benjamin F. Edwards & Company Inc.14,010$1.61M0.0%-1.7%0.013%
4/29/2024 Aspire Wealth Management Corp622$72K0.0%-92.4%0.001%
4/29/2024 RWA Wealth Partners LLC1,903$219K0.0%N/A0.002%
4/27/2024 Riverwater Partners LLC5,214$599K0.4%-7.7%0.005%
4/26/2024 RCS Financial Planning LLC11,325$1.30M0.8%-33.7%0.010%
4/26/2024 YHB Investment Advisors Inc.385$44K0.0%N/A0.000%
4/26/2024 McKinley Carter Wealth Services Inc.42,223$4.85M0.3%-2.7%0.038%
4/26/2024 Clear Creek Financial Management LLC33,266$3.82M0.5%-22.2%0.030%
4/26/2024 Tritonpoint Wealth LLC2,678$308K0.0%-24.1%0.002%
4/26/2024 Bogart Wealth LLC33,669$3.87M0.2%+3.6%0.031%
4/25/2024 W Advisors LLC12,115$1.39M1.0%-25.5%0.011%
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4/25/2024 TRUE Private Wealth Advisors7,849$902K0.1%-28.1%0.007%
4/25/2024 Villere ST Denis J & Co. LLC6,952$799K0.1%-8.9%0.006%
4/25/2024 Strategy Asset Managers LLC7,812$898K0.2%-4.4%0.007%
4/25/2024 Osborne Partners Capital Management LLC4,233$487K0.0%-8.6%0.004%
4/25/2024 TNF LLC77,134$8.56M3.4%-17.0%0.070%
4/25/2024 Professional Financial Advisors LLC2,515$289K0.1%-6.7%0.002%
4/25/2024 Capital Investment Advisory Services LLC23,644$2.72M0.3%-3.6%0.021%
4/25/2024 GFS Advisors LLC13,995$1.61M0.3%-1.7%0.013%
4/25/2024 Klaas Financial Asset Advisors LLC47,204$5.43M1.1%+2.7%0.043%
4/25/2024 Aaron Wealth Advisors LLC8,931$1.03M0.1%+73.1%0.008%
(Data available from 1/1/2016 forward)

ESGU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGU shares?

During the previous two years, 845 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.33B), Bank of America Corp DE ($1.28B), JPMorgan Chase & Co. ($781.42M), BlackRock Inc. ($593.30M), Scissortail Wealth Management LLC ($554.29M), TIAA Trust National Association ($480.87M), and TIAA FSB ($445.07M).Learn more on ESGU's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI USA ETF stock?

Of the 714 institutional investors that purchased iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($110.86M), Summit Wealth Group LLC ($4.91M), TIAA Trust National Association ($4.58M), TIAA FSB ($4.45M), Northern Trust Corp ($3.02M), Sumitomo Mitsui Financial Group Inc. ($3.02M), and International Assets Investment Management LLC ($2.99M).

How much institutional buying is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have bought a total of 173,368,725 shares in the last 24 months. This purchase volume represents approximately $29.61B in transactions.

Which iShares ESG Aware MSCI USA ETF major shareholders have been selling company stock?

Of the 578 institutional investors that sold iShares ESG Aware MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($64.06M), Envestnet Asset Management Inc. ($49.67M), LPL Financial LLC ($9.28M), CWM LLC ($7.63M), Park Avenue Securities LLC ($5.62M), Janney Montgomery Scott LLC ($3.27M), and BlackRock Inc. ($3.01M).

How much institutional selling is happening at iShares ESG Aware MSCI USA ETF?

Institutional investors have sold a total of 187,225,968 shares in the last 24 months. This volume of shares sold represents approximately $29.94B in transactions.


This page (NASDAQ:ESGU) was last updated on 5/9/2024 by MarketBeat.com Staff

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