ESGU Institutional Ownership
iShares ESG Aware MSCI USA ETF
1W: -0.1%
1M: +0.8%
3M: +2.1%
YTD: +12.9%
1Y: +15.6%
3Y: +84.9%
5Y: +74.9%
$168.46
+1.16 (+0.69%)
Weekly Expected Move ±1.5%
$163
$166
$168
$171
$174
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — ESGU
896
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
95
New Positions
292
Increased
329
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (941 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 13,667,632 | 2.3B | -135,389 | -1.0% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 11,759,389 | 2.0B | +1,752,309 | +17.5% | 31Q | SEC ↗ |
| 3 | NORTHERN TRUST CORP | 5,586,428 | $941M | +449,642 | +8.8% | 27Q | SEC ↗ |
| 4 | TIAA Wealth Investment Management LLC | 4,697,103 | $791M | -203,068 | -4.1% | 2Q | SEC ↗ |
| 5 | Betterment LLC | 4,058,596 | $684M | +16,680 | +0.4% | 24Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 3,914,328 | $659M | -132,141 | -3.3% | 15Q | SEC ↗ |
| 7 | Wealthfront Advisers LLC | 2,748,033 | $463M | +101,836 | +3.8% | 21Q | SEC ↗ |
| 8 | MORGAN STANLEY | 2,678,106 | $451M | +895,306 | +50.2% | 29Q | SEC ↗ |
| 9 | Acorns Advisers, LLC | 2,646,512 | $446M | -5,885 | -0.2% | 21Q | SEC ↗ |
| 10 | BlackRock, Inc. | 2,343,264 | $395M | -13,653 | -0.6% | 8Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,064,131 | $348M | -34,505 | -1.6% | 32Q | SEC ↗ |
| 12 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,336,785 | $225M | +28,633 | +2.2% | 2Q | SEC ↗ |
| 13 | LPL Financial LLC | 1,291,785 | $218M | +108,409 | +9.2% | 33Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 1,279,895 | $216M | -13,627 | -1.1% | 32Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,070,042 | $180M | -3,315 | -0.3% | 29Q | SEC ↗ |
| 16 | Fiduciary Trust Co | 708,529 | $119M | +11,332 | +1.6% | 16Q | SEC ↗ |
| 17 | KB Prvo drustvo za upravuvanje so zado NEW | 519,600 | $88M | — | +0.0% | 1Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 514,461 | $87M | -7,334 | -1.4% | 36Q | SEC ↗ |
| 19 | Empower Advisory Group, LLC | 510,183 | $86M | +6,535 | +1.3% | 14Q | SEC ↗ |
| 20 | Composition Wealth, LLC | 380,376 | $64M | +35,843 | +10.4% | 27Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 362,915 | $61M | -6,746 | -1.8% | 34Q | SEC ↗ |
| 22 | Ally Invest Advisors Inc. | 350,467 | $59M | +2,264 | +0.7% | 27Q | SEC ↗ |
| 23 | ALLIANCEBERNSTEIN L.P. | 342,065 | $58M | +98,583 | +40.5% | 19Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 340,370 | $57M | -2,022 | -0.6% | 16Q | SEC ↗ |
| 25 | Envestnet Portfolio Solutions, Inc. | 328,566 | $55M | -2,297 | -0.7% | 12Q | SEC ↗ |
| 26 | Creative Planning | 317,597 | $54M | +4,170 | +1.3% | 26Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV | 314,851 | $53M | +44,662 | +16.5% | 24Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 312,666 | $53M | -12,543 | -3.9% | 29Q | SEC ↗ |
| 29 | UBS Group AG | 304,149 | $51M | +4,639 | +1.5% | 33Q | SEC ↗ |
| 30 | FMR LLC | 281,229 | $47M | +5,377 | +1.9% | 25Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 276,693 | $47M | +611 | +0.2% | 25Q | SEC ↗ |
| 32 | CITIGROUP INC | 273,754 | $46M | -28,257 | -9.4% | 29Q | SEC ↗ |
| 33 | Brookstone Capital Management | 267,702 | $45M | +26,223 | +10.9% | 26Q | SEC ↗ |
| 34 | CWM, LLC | 263,832 | $44M | -13,853 | -5.0% | 18Q | SEC ↗ |
| 35 | IMPACTfolio, LLC | 259,848 | $44M | -1,605 | -0.6% | 19Q | SEC ↗ |
| 36 | Alesco Advisors, LLC, An ESL Co | 241,166 | $41M | -387 | -0.2% | 25Q | SEC ↗ |
| 37 | MISSION WEALTH MANAGEMENT, LP | 232,232 | $39M | +9,869 | +4.4% | 31Q | SEC ↗ |
| 38 | Atomic Invest LLC | 205,231 | $35M | +199,343 | +3385.6% | 1Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 205,158 | $35M | +12,803 | +6.7% | 27Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC | 201,434 | $34M | -4,198 | -2.0% | 26Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 199,418 | $34M | +2,005 | +1.0% | 7Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 196,199 | $33M | +53,008 | +37.0% | 26Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 194,181 | $33M | -45,757 | -19.1% | 33Q | SEC ↗ |
| 44 | Beacon Pointe Advisors, LLC | 184,713 | $31M | +7,008 | +3.9% | 20Q | SEC ↗ |
| 45 | BANK OF MONTREAL /CAN | 184,616 | $31M | +98,774 | +115.1% | 26Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 183,780 | $31M | +22,374 | +13.9% | 31Q | SEC ↗ |
| 47 | Ashton Thomas Private Wealth, LLC | 182,890 | $31M | -3,159 | -1.7% | 7Q | SEC ↗ |
| 48 | Joel Isaacson & Co., LLC | 178,905 | $30M | +1,945 | +1.1% | 26Q | SEC ↗ |
| 49 | Rock Creek Group LLC | 161,100 | $27M | — | +0.0% | 7Q | SEC ↗ |
| 50 | Sand Hill Global Advisors, LLC | 154,912 | $26M | -2,397 | -1.5% | 24Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KB Prvo drustvo za upravuvanje so z | 519,600 | $88M |
| AXXCESS WEALTH MANAGEMENT, LLC | 57,114 | $10M |
| MEMBERS CAPITAL ADVISORS INC | 44,358 | $7M |
| Mountain Capital Investment Advisor | 42,927 | $7M |
| Colter Lewis Investment Partners LL | 27,794 | $5M |
| CITADEL ADVISORS LLC | 22,696 | $4M |
| Diversify Advisory Services, LLC | 19,626 | $3M |
| SOL Capital Management CO | 18,875 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 18,200 | $3M |
| Noble Wealth Partners LLC | 13,474 | $2M |
| Tower Research Capital LLC (TRC) | 13,017 | $2M |
| Advisory Solutions Group, LLC | 12,925 | $2M |
| Oak Barrel Wealth Advisory LLC | 12,048 | $2M |
| ZENITH SOLUTIONS, INC. | 11,867 | $2M |
| Global Retirement Partners, LLC | 11,675 | $2M |
| Indivisible Partners | 11,588 | $2M |
| FIDUCIARY COUNSELLING INC | 6,645 | $1M |
| Ballentine Partners, LLC | 6,351 | $1M |
| RITHOLTZ WEALTH MANAGEMENT | 5,790 | $975K |
| IFG Advisory, LLC | 5,585 | $941K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Valeo Financial Advisors, LLC | 46,600 | $8M |
| TrueWealth Financial Partners | 25,546 | $4M |
| Forthright Family Wealth Advisory L | 21,696 | $4M |
| JANE STREET GROUP, LLC | 20,682 | $3M |
| Mirae Asset Global Investments Co., | 17,240 | $3M |
| Banco BTG Pactual S.A. | 13,051 | $2M |
| Talisman Wealth Advisors LLC | 5,600 | $943K |
| EVOLVE PRIVATE WEALTH, LLC | 4,961 | $836K |
| Carnegie Investment Counsel | 4,310 | $726K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3,515 | $592K |
| Payne Capital LLC | 3,052 | $514K |
| Strategic Financial Concepts, LLC | 2,888 | $487K |
| GK Wealth Management LLC | 2,388 | $402K |
| M3 Wealth Management, LLC | 2,278 | $384K |
| Procyon Advisors, LLC | 2,148 | $362K |
| Coppell Advisory Solutions LLC | 2,092 | $352K |
| Atlas Private Wealth Advisors | 2,083 | $351K |
| SeaCrest Wealth Management, LLC | 2,055 | $346K |
| ArborFi Advisors, LLC | 1,997 | $336K |
| SAX WEALTH ADVISORS, LLC | 1,957 | $330K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +1,752,309 | +17.5% | 11,759,389 |
| MORGAN STANLEY | +895,306 | +50.2% | 2,678,106 |
| NORTHERN TRUST CORP | +449,642 | +8.8% | 5,586,428 |
| Atomic Invest LLC | +199,343 | +3385.6% | 205,231 |
| LPL Financial LLC | +108,409 | +9.2% | 1,291,785 |
| Wealthfront Advisers LLC | +101,836 | +3.8% | 2,748,033 |
| BANK OF MONTREAL /CAN | +98,774 | +115.1% | 184,616 |
| ALLIANCEBERNSTEIN L.P. | +98,583 | +40.5% | 342,065 |
| OSAIC HOLDINGS, INC. | +53,008 | +37.0% | 196,199 |
| MERCER GLOBAL ADVISORS INC /ADV | +44,662 | +16.5% | 314,851 |
| Composition Wealth, LLC | +35,843 | +10.4% | 380,376 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +28,633 | +2.2% | 1,336,785 |
| Brookstone Capital Management | +26,223 | +10.9% | 267,702 |
| NewEdge Advisors, LLC | +22,684 | +21.7% | 127,139 |
| Vise Technologies, Inc. | +22,496 | +231.3% | 32,222 |
| MML INVESTORS SERVICES, LLC | +22,374 | +13.9% | 183,780 |
| EP Wealth Advisors, LLC | +21,073 | +103.0% | 41,534 |
| Betterment LLC | +16,680 | +0.4% | 4,058,596 |
| Arax Advisory Partners | +16,051 | +607.1% | 18,695 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +12,803 | +6.7% | 205,158 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA Wealth Investment Management L | -203,068 | -4.1% | 4,697,103 |
| Clearstead Advisors, LLC | -190,670 | -56.4% | 147,226 |
| BANK OF AMERICA CORP /DE | -135,389 | -1.0% | 13,667,632 |
| GOLDMAN SACHS GROUP INC | -132,141 | -3.3% | 3,914,328 |
| Corient Private Wealth LP | -86,979 | -60.3% | 57,214 |
| Cambridge Investment Research Advis | -45,757 | -19.1% | 194,181 |
| TWO SIGMA INVESTMENTS, LP | -36,300 | -53.5% | 31,500 |
| ENVESTNET ASSET MANAGEMENT INC | -34,505 | -1.6% | 2,064,131 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -30,647 | -92.8% | 2,376 |
| BNP PARIBAS FINANCIAL MARKETS | -30,037 | -40.1% | 44,872 |
| CITIGROUP INC | -28,257 | -9.4% | 273,754 |
| Mariner, LLC | -21,151 | -17.9% | 96,975 |
| Keebeck Wealth Management | -14,978 | -20.5% | 58,228 |
| XTX Topco Ltd | -14,447 | -73.5% | 5,215 |
| Independent Advisor Alliance | -14,348 | -76.5% | 4,405 |
| CWM, LLC | -13,853 | -5.0% | 263,832 |
| BlackRock, Inc. | -13,653 | -0.6% | 2,343,264 |
| WELLS FARGO & COMPANY/MN | -13,627 | -1.1% | 1,279,895 |
| HighTower Advisors, LLC | -12,543 | -3.9% | 312,666 |
| KEYBANK NATIONAL ASSOCIATION/OH | -11,751 | -7.1% | 153,263 |