ESGU Institutional Ownership & Shareholders
ISHARES ESG AWARE MSCI USA (ESGU) is currently held by 857 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ESGU tracked by InsiderSet, reporting ownership valued at approximately $2.24B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.26B, representing an estimated gain of +0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ESGU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jpmorgan Chase & Co, Northern Trust Corp, and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE MSCI USA (ESGU).
This page ranks the largest institutional ESGU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
857
Total Reported Value
$12.90B
Largest Holder
Bank Of America Corp
Largest Position
$2.24B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.14% | 13,667,632 | $2,236,981,331 | $2,258,166,159 | +$21,184,828 | +0.95% | |
| Jpmorgan Chase & Co | 0.11% | 11,759,389 | $1,911,371,495 | $1,942,886,251 | +$31,514,756 | +1.65% | |
| Northern Trust Corp | 0.11% | 5,586,428 | $914,330,670 | $922,989,634 | +$8,658,964 | +0.95% | |
| Tiaa Wealth Investment Management Llc | 5.10% | 4,697,103 | $763,467,154 | $776,055,358 | +$12,588,204 | +1.65% | |
| Betterment Llc | 1.12% | 4,058,596 | $664,270,000 | $670,561,231 | +$6,291,231 | +0.95% | |
| Goldman Sachs Group Inc | 0.07% | 3,914,328 | $640,658,125 | $646,725,272 | +$6,067,147 | +0.95% | |
| Wealthfront Advisers Llc | 0.86% | 2,748,033 | $449,770,548 | $454,030,012 | +$4,259,464 | +0.95% | |
| Morgan Stanley | 0.02% | 2,678,106 | $438,326,093 | $442,476,673 | +$4,150,580 | +0.95% | |
| Acorns Advisers, Llc | 2.82% | 2,646,512 | $433,154,000 | $437,256,713 | +$4,102,713 | +0.95% | |
| Blackrock, Inc. | 0.01% | 2,343,264 | $383,522,066 | $387,154,078 | +$3,632,012 | +0.95% | |
| Envestnet Asset Management Inc | 0.08% | 2,064,131 | $337,836,321 | $341,035,724 | +$3,199,403 | +0.95% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.75% | 1,336,785 | $218,791,601 | $220,863,618 | +$2,072,017 | +0.95% | |
| Lpl Financial Llc | 0.05% | 1,291,785 | $211,426,521 | $213,428,718 | +$2,002,197 | +0.95% | |
| Wells Fargo & Company/Mn | 0.04% | 1,279,895 | $209,480,490 | $211,464,252 | +$1,983,762 | +0.95% | |
| Fiduciary Trust Co | 1.26% | 708,529 | $115,964,941 | $117,063,161 | +$1,098,220 | +0.95% | |
| Royal Bank Of Canada | 0.01% | 514,461 | $84,201,000 | $84,999,246 | +$798,246 | +0.95% | |
| Empower Advisory Group, Llc | 0.20% | 510,183 | $83,501,599 | $84,292,435 | +$790,836 | +0.95% | |
| Composition Wealth, Llc | 0.73% | 380,376 | $62,256,149 | $62,845,723 | +$589,574 | +0.95% | |
| Commonwealth Equity Services, Llc | 0.08% | 353,271 | $58,925,680 | $58,367,435 | -$558,245 | -0.95% | |
| Ally Invest Advisors Inc. | 3.46% | 350,467 | $57,360,944 | $57,904,158 | +$543,214 | +0.95% | |
| Ameriprise Financial Inc | 0.01% | 340,370 | $55,710,552 | $56,235,931 | +$525,379 | +0.94% | |
| Creative Planning | 0.03% | 327,060 | $54,553,688 | $54,036,853 | -$516,835 | -0.95% | |
| Envestnet Portfolio Solutions, Inc. | 0.26% | 328,566 | $53,776,441 | $54,285,675 | +$509,234 | +0.95% | |
| Mercer Global Advisors Inc | 0.06% | 314,851 | $51,531,635 | $52,019,682 | +$488,047 | +0.95% | |
| Ubs Group Ag | 0.01% | 304,149 | $49,780,066 | $50,251,498 | +$471,432 | +0.95% | |
| Alliancebernstein L.P. | 0.02% | 342,065 | $48,374,832 | $56,515,979 | +$8,141,147 | +16.83% | |
| Brookstone Capital Management | 0.47% | 281,881 | $47,017,787 | $46,572,379 | -$445,408 | -0.95% | |
| Fmr Llc | 0.00% | 281,229 | $46,028,782 | $46,464,655 | +$435,873 | +0.95% | |
| Cetera Investment Advisers | 0.04% | 276,693 | $45,286,313 | $45,715,217 | +$428,904 | +0.95% | |
| Citigroup Inc | 0.02% | 273,754 | $44,805,359 | $45,229,636 | +$424,277 | +0.95% | |
| Impactfolio, Llc | 16.04% | 263,766 | $43,996,201 | $43,579,419 | -$416,782 | -0.95% | |
| Alesco Advisors, Llc, An Esl Co | 0.90% | 241,166 | $39,471,639 | $39,845,447 | +$373,808 | +0.95% | |
| Cwm, Llc | 0.10% | 263,832 | $37,311,089 | $43,590,323 | +$6,279,234 | +16.83% | |
| Mission Wealth Management, Lp | 0.60% | 221,521 | $36,949,760 | $36,599,700 | -$350,060 | -0.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 219,270 | $36,939,210 | $36,227,789 | -$711,421 | -1.93% | |
| Raymond James Financial Inc | 0.01% | 199,418 | $32,638,762 | $32,947,842 | +$309,080 | +0.95% | |
| Osaic Holdings, Inc. | 0.04% | 196,199 | $32,122,269 | $32,415,999 | +$293,730 | +0.91% | |
| Beacon Pointe Advisors, Llc | 0.14% | 184,713 | $30,231,908 | $30,518,282 | +$286,374 | +0.95% | |
| Bank Of Montreal | 0.01% | 184,616 | $30,216,101 | $30,502,256 | +$286,155 | +0.95% | |
| Mml Investors Services, Llc | 0.06% | 183,780 | $30,079,334 | $30,364,132 | +$284,798 | +0.95% | |
| Ashton Thomas Private Wealth, Llc | 0.62% | 182,890 | $29,933,653 | $30,217,086 | +$283,433 | +0.95% | |
| Joel Isaacson & Co., Llc | 0.85% | 178,905 | $29,281,448 | $29,558,684 | +$277,236 | +0.95% | |
| Rock Creek Group Llc | 2.65% | 161,100 | $26,367,237 | $26,616,942 | +$249,705 | +0.95% | |
| Sand Hill Global Advisors, Llc | 0.76% | 154,912 | $25,354,447 | $25,594,561 | +$240,114 | +0.95% | |
| Keybank National Association/Oh | 0.08% | 153,263 | $25,084,559 | $25,322,113 | +$237,554 | +0.95% | |
| Affinity Capital Advisors, Llc | 2.87% | 143,873 | $24,533,269 | $23,770,697 | -$762,572 | -3.11% | |
| Clearstead Advisors, Llc | 0.23% | 147,226 | $24,096,504 | $24,324,680 | +$228,176 | +0.95% | |
| Erickson Financial Group, Llc | 12.05% | 137,404 | $22,488,913 | $22,701,889 | +$212,976 | +0.95% | |
| Flputnam Investment Management Co | 0.26% | 132,064 | $21,599,919 | $21,819,614 | +$219,695 | +1.02% | |
| Integrated Wealth Concepts Llc | 0.14% | 129,466 | $21,189,752 | $21,390,373 | +$200,621 | +0.95% |
Frequently asked questions about ESGU
Who are the largest institutional holders of ESGU?
The largest institutional holders of ESGU reported in the latest SEC Form 13F filings include Bank Of America Corp, Jpmorgan Chase & Co, Northern Trust Corp, Tiaa Wealth Investment Management Llc, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported ESGU position.
What is ESGU institutional ownership?
This page tracks ESGU positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG AWARE MSCI USA (ESGU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESGU?
InsiderSet currently tracks 857 institutional managers reporting ESGU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESGU shareholders.
How much ESGU stock do institutions own?
Institutional investment managers disclosed approximately $12.90B in ESGU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESGU institutional ownership last updated?
The latest ESGU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESGU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESGU position after the reporting date.
Are institutions buying or selling ESGU?
Institutional buying and selling can be analyzed by comparing ESGU positions across consecutive 13F reporting periods. InsiderSet's ESGU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESGU ownership changes.
How has ESGU institutional ownership changed over time?
InsiderSet tracks ESGU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.