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 $8.63B 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 $1.95B in its March 31, 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 +15.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed ESGU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Northern Trust Corp, Tiaa Wealth Investment Management Llc, 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
806
Total Reported Value
$8.63B
Largest Holder
Bank Of America Corp
Largest Position
$1.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 13,803,021 | $1,952,023,173 | $2,258,864,387 | +$306,841,214 | +15.72% | |
| Northern Trust Corp | 0.10% | 5,136,786 | $726,444,276 | $840,635,029 | +$114,190,753 | +15.72% | |
| Tiaa Wealth Investment Management Llc | 5.14% | 4,900,171 | $673,234,441 | $801,912,984 | +$128,678,543 | +19.11% | |
| Goldman Sachs Group Inc | 0.08% | 4,046,469 | $572,251,699 | $662,204,652 | +$89,952,953 | +15.72% | |
| Wealthfront Advisers Llc | 0.82% | 2,646,197 | $374,225,180 | $433,050,139 | +$58,824,959 | +15.72% | |
| Blackrock, Inc. | 0.01% | 2,356,917 | $333,315,243 | $385,709,467 | +$52,394,224 | +15.72% | |
| Envestnet Asset Management Inc | 0.08% | 2,098,636 | $296,789,146 | $343,441,781 | +$46,652,635 | +15.72% | |
| Morgan Stanley | 0.02% | 1,782,800 | $252,123,858 | $291,755,220 | +$39,631,362 | +15.72% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.71% | 1,308,152 | $184,998,856 | $214,079,075 | +$29,080,219 | +15.72% | |
| Wells Fargo & Company/Mn | 0.04% | 1,293,522 | $182,929,831 | $211,684,875 | +$28,755,044 | +15.72% | |
| Lpl Financial Llc | 0.04% | 1,183,376 | $167,352,957 | $193,659,482 | +$26,306,525 | +15.72% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 1,073,357 | $151,794,103 | $175,654,873 | +$23,860,770 | +15.72% | |
| Fiduciary Trust Co | 1.17% | 697,197 | $98,597,599 | $114,096,289 | +$15,498,690 | +15.72% | |
| Royal Bank Of Canada | 0.01% | 521,795 | $73,792,000 | $85,391,752 | +$11,599,752 | +15.72% | |
| Empower Advisory Group, Llc | 0.18% | 503,648 | $71,225,903 | $82,421,995 | +$11,196,092 | +15.72% | |
| Composition Wealth, Llc | 0.73% | 380,376 | $62,256,149 | $62,248,532 | -$7,617 | -0.01% | |
| Commonwealth Equity Services, Llc | 0.07% | 362,915 | $59,398,307 | $59,391,040 | -$7,267 | -0.01% | |
| Envestnet Portfolio Solutions, Inc. | 0.26% | 328,566 | $53,776,441 | $53,769,826 | -$6,615 | -0.01% | |
| Ally Invest Advisors Inc. | 3.31% | 348,203 | $49,242,789 | $56,983,421 | +$7,740,632 | +15.72% | |
| Ameriprise Financial Inc | 0.01% | 342,392 | $48,425,112 | $56,032,451 | +$7,607,339 | +15.71% | |
| Clearstead Advisors, Llc | 0.44% | 337,896 | $47,785,254 | $55,296,680 | +$7,511,426 | +15.72% | |
| Hightower Advisors, Llc | 0.05% | 325,209 | $45,991,931 | $53,220,453 | +$7,228,522 | +15.72% | |
| Creative Planning | 0.03% | 313,427 | $44,324,892 | $51,292,329 | +$6,967,437 | +15.72% | |
| Brookstone Capital Management | 0.44% | 267,702 | $43,814,776 | $43,809,432 | -$5,344 | -0.01% | |
| Citigroup Inc | 0.03% | 302,011 | $42,710,375 | $49,424,100 | +$6,713,725 | +15.72% | |
| Impactfolio, Llc | 16.02% | 259,848 | $42,529,270 | $42,524,125 | -$5,145 | -0.01% | |
| Ubs Group Ag | 0.01% | 299,510 | $42,356,704 | $49,014,812 | +$6,658,108 | +15.72% | |
| Cetera Investment Advisers | 0.04% | 276,082 | $39,043,534 | $45,180,819 | +$6,137,285 | +15.72% | |
| Fmr Llc | 0.00% | 275,852 | $39,010,966 | $45,143,180 | +$6,132,214 | +15.72% | |
| Mercer Global Advisors Inc | 0.06% | 270,189 | $38,210,059 | $44,216,430 | +$6,006,371 | +15.72% | |
| Mission Wealth Management, Lp | 0.47% | 232,232 | $38,009,486 | $38,004,767 | -$4,719 | -0.01% | |
| Cwm, Llc | 0.10% | 263,832 | $37,311,089 | $43,176,107 | +$5,865,018 | +15.72% | |
| Alliancebernstein L.P. | 0.01% | 243,482 | $36,273,948 | $39,845,829 | +$3,571,881 | +9.85% | |
| Alesco Advisors, Llc, An Esl Co | 0.87% | 241,553 | $34,160,425 | $39,530,148 | +$5,369,723 | +15.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 205,158 | $33,788,497 | $33,574,107 | -$214,390 | -0.63% | |
| Ashton Thomas Private Wealth, Llc | 0.62% | 182,890 | $29,933,653 | $29,929,949 | -$3,705 | -0.01% | |
| Raymond James Financial Inc | 0.01% | 197,413 | $27,918,144 | $32,306,637 | +$4,388,493 | +15.72% | |
| Beacon Pointe Advisors, Llc | 0.13% | 177,705 | $25,131,076 | $29,081,423 | +$3,950,347 | +15.72% | |
| Keybank National Association/Oh | 0.08% | 153,263 | $25,084,559 | $25,081,490 | -$3,069 | -0.01% | |
| Joel Isaacson & Co., Llc | 0.83% | 176,960 | $25,025,710 | $28,959,504 | +$3,933,794 | +15.72% | |
| Affinity Capital Advisors, Llc | 2.99% | 146,606 | $24,187,044 | $23,992,072 | -$194,972 | -0.81% | |
| Mml Investors Services, Llc | 0.06% | 161,406 | $22,825,982 | $26,414,092 | +$3,588,110 | +15.72% | |
| Rock Creek Group Llc | 2.31% | 161,100 | $22,782,762 | $26,364,015 | +$3,581,253 | +15.72% | |
| Erickson Financial Group, Llc | 12.05% | 137,404 | $22,488,913 | $22,486,165 | -$2,748 | -0.01% | |
| Sand Hill Global Advisors, Llc | 0.75% | 157,309 | $22,246,639 | $25,743,618 | +$3,496,979 | +15.72% | |
| Corient Private Wealth Llc | 0.03% | 144,193 | $20,391,666 | $23,597,184 | +$3,205,518 | +15.72% | |
| Osaic Holdings, Inc. | 0.03% | 143,191 | $20,254,778 | $23,433,207 | +$3,178,429 | +15.69% | |
| Flputnam Investment Management Co | 0.27% | 128,256 | $18,137,984 | $20,989,094 | +$2,851,110 | +15.72% | |
| Alti Global, Inc. | 0.38% | 123,498 | $17,465,147 | $20,210,448 | +$2,745,301 | +15.72% | |
| Choreo, Llc | 0.21% | 120,997 | $17,122,298 | $19,801,159 | +$2,678,861 | +15.65% |
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.