ISHARES ESG AWARE MSCI USA (ESGU) Institutional Shareholders
ISHARES ESG AWARE MSCI USA (ESGU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.86B in ESGU holdings during the latest filing period.
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 $2.27B, representing an estimated gain of +1.69% 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
844
Total Reported Value
$12.86B
Largest Holder
Bank Of America Corp
Largest Position
$2.24B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $2,274,840,670 | +$37,859,339 | +1.69% | |
| Jpmorgan Chase & Co | 0.11% | 11,759,389 | $1,911,371,495 | $1,957,232,705 | +$45,861,210 | +2.40% | |
| Northern Trust Corp | 0.11% | 5,586,428 | $914,330,670 | $929,805,076 | +$15,474,406 | +1.69% | |
| Tiaa Wealth Investment Management Llc | 5.10% | 4,697,103 | $763,467,154 | $781,785,823 | +$18,318,669 | +2.40% | |
| Betterment Llc | 1.12% | 4,058,596 | $664,270,000 | $675,512,718 | +$11,242,718 | +1.69% | |
| Goldman Sachs Group Inc | 0.07% | 3,914,328 | $640,658,125 | $651,500,752 | +$10,842,627 | +1.69% | |
| Wealthfront Advisers Llc | 0.86% | 2,748,033 | $449,770,548 | $457,382,613 | +$7,612,065 | +1.69% | |
| Morgan Stanley | 0.02% | 2,678,106 | $438,326,093 | $445,743,963 | +$7,417,870 | +1.69% | |
| Acorns Advisers, Llc | 2.82% | 2,646,512 | $433,154,000 | $440,485,457 | +$7,331,457 | +1.69% | |
| Blackrock, Inc. | 0.01% | 2,343,264 | $383,522,066 | $390,012,860 | +$6,490,794 | +1.69% | |
| Envestnet Asset Management Inc | 0.08% | 2,064,131 | $337,836,321 | $343,553,964 | +$5,717,643 | +1.69% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.75% | 1,336,785 | $218,791,601 | $222,494,495 | +$3,702,894 | +1.69% | |
| Lpl Financial Llc | 0.05% | 1,291,785 | $211,426,521 | $215,004,695 | +$3,578,174 | +1.69% | |
| Wells Fargo & Company/Mn | 0.04% | 1,279,895 | $209,480,490 | $213,025,724 | +$3,545,234 | +1.69% | |
| Fiduciary Trust Co | 1.26% | 708,529 | $115,964,941 | $117,927,567 | +$1,962,626 | +1.69% | |
| Royal Bank Of Canada | 0.01% | 514,461 | $84,201,000 | $85,626,889 | +$1,425,889 | +1.69% | |
| Empower Advisory Group, Llc | 0.20% | 510,183 | $83,501,599 | $84,914,859 | +$1,413,260 | +1.69% | |
| Composition Wealth, Llc | 0.73% | 380,376 | $62,256,149 | $63,309,781 | +$1,053,632 | +1.69% | |
| Commonwealth Equity Services, Llc | 0.07% | 362,915 | $59,398,307 | $60,403,573 | +$1,005,266 | +1.69% | |
| Ally Invest Advisors Inc. | 3.46% | 350,467 | $57,360,944 | $58,331,727 | +$970,783 | +1.69% | |
| Ameriprise Financial Inc | 0.01% | 340,370 | $55,710,552 | $56,651,183 | +$940,631 | +1.69% | |
| Envestnet Portfolio Solutions, Inc. | 0.26% | 328,566 | $53,776,441 | $54,686,525 | +$910,084 | +1.69% | |
| Mercer Global Advisors Inc | 0.06% | 314,851 | $51,531,635 | $52,403,800 | +$872,165 | +1.69% | |
| Ubs Group Ag | 0.01% | 304,149 | $49,780,066 | $50,622,560 | +$842,494 | +1.69% | |
| Alliancebernstein L.P. | 0.02% | 342,065 | $48,374,832 | $56,933,299 | +$8,558,467 | +17.69% | |
| Fmr Llc | 0.00% | 281,229 | $46,028,782 | $46,807,755 | +$778,973 | +1.69% | |
| Cetera Investment Advisers | 0.04% | 276,693 | $45,286,313 | $46,052,783 | +$766,470 | +1.69% | |
| Citigroup Inc | 0.02% | 273,754 | $44,805,359 | $45,563,616 | +$758,257 | +1.69% | |
| Brookstone Capital Management | 0.44% | 267,702 | $43,814,776 | $44,556,321 | +$741,545 | +1.69% | |
| Impactfolio, Llc | 16.02% | 259,848 | $42,529,270 | $43,249,101 | +$719,831 | +1.69% | |
| Alesco Advisors, Llc, An Esl Co | 0.90% | 241,166 | $39,471,639 | $40,139,669 | +$668,030 | +1.69% | |
| Mission Wealth Management, Lp | 0.47% | 232,232 | $38,009,486 | $38,652,694 | +$643,208 | +1.69% | |
| Cwm, Llc | 0.10% | 263,832 | $37,311,089 | $43,912,198 | +$6,601,109 | +17.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 205,158 | $33,788,497 | $34,146,498 | +$358,001 | +1.06% | |
| Park Avenue Securities Llc | 0.21% | 201,434 | $32,969,000 | $33,526,675 | +$557,675 | +1.69% | |
| Raymond James Financial Inc | 0.01% | 199,418 | $32,638,762 | $33,191,132 | +$552,370 | +1.69% | |
| Osaic Holdings, Inc. | 0.04% | 196,199 | $32,122,269 | $32,655,362 | +$533,093 | +1.66% | |
| Beacon Pointe Advisors, Llc | 0.14% | 184,713 | $30,231,908 | $30,743,632 | +$511,724 | +1.69% | |
| Bank Of Montreal | 0.01% | 184,616 | $30,216,101 | $30,727,487 | +$511,386 | +1.69% | |
| Mml Investors Services, Llc | 0.06% | 183,780 | $30,079,334 | $30,588,343 | +$509,009 | +1.69% | |
| Ashton Thomas Private Wealth, Llc | 0.62% | 182,890 | $29,933,653 | $30,440,212 | +$506,559 | +1.69% | |
| Joel Isaacson & Co., Llc | 0.85% | 178,905 | $29,281,448 | $29,776,948 | +$495,500 | +1.69% | |
| Rock Creek Group Llc | 2.65% | 161,100 | $26,367,237 | $26,813,484 | +$446,247 | +1.69% | |
| Sand Hill Global Advisors, Llc | 0.76% | 154,912 | $25,354,447 | $25,783,553 | +$429,106 | +1.69% | |
| Keybank National Association/Oh | 0.08% | 153,263 | $25,084,559 | $25,509,094 | +$424,535 | +1.69% | |
| Affinity Capital Advisors, Llc | 2.99% | 146,606 | $24,187,044 | $24,401,103 | +$214,059 | +0.89% | |
| Clearstead Advisors, Llc | 0.23% | 147,226 | $24,096,504 | $24,504,295 | +$407,791 | +1.69% | |
| Erickson Financial Group, Llc | 12.05% | 137,404 | $22,488,913 | $22,869,522 | +$380,609 | +1.69% | |
| Flputnam Investment Management Co | 0.26% | 132,064 | $21,599,919 | $21,980,732 | +$380,813 | +1.76% | |
| Integrated Wealth Concepts Llc | 0.14% | 129,466 | $21,189,752 | $21,548,321 | +$358,569 | +1.69% |
Frequently asked questions about ESGU
Who owns the most ESGU stock?
The largest holders of ESGU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG AWARE MSCI USA (ESGU).
Is ESGU widely held by superinvestors?
Many widely followed stocks like ESGU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ESGU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.