Security record
ESGU
iShares ESG Aware MSCI USA ETF · Financial Services · Asset Management - Global
72Tracked holders
+5Δ holders
54.73MShares held
$8.94BReported value
+7New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow +6.2% ·
net new positions +6.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +5 | 54.73M | $8.94B | +7 | −2 |
| Q1 2026 | 68 | -4 | 51.78M | $7.28B | +1 | −5 |
| Q4 2025 | 71 | -1 | 53.28M | $7.94B | — | −1 |
| Q3 2025 | 11 | 0 | 29.75M | $4.33B | — | — |
| Q2 2025 | 8 | +1 | 2.48M | $336.09M | +1 | — |
| Q1 2025 | 4 | 0 | 382.05K | $46.58M | +1 | −1 |
| Q4 2024 | 4 | +1 | 458.29K | $59.04M | +1 | — |
| Q3 2024 | 3 | -3 | 199.47K | $25.17M | — | −3 |
| Q2 2024 | 6 | — | 309.20K | $36.89M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 13.67M | -1.0% | $2.24B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | JPMorgan Chase ✦ | 11.76M | +17.5% | $1.91B | 0.1% | ▲ Add | 4 | SEC ↗ ×11 |
| 3 | Northern Trust Corp | 5.59M | +8.8% | $914.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 3.91M | -3.3% | $640.66M | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | Wealthfront Advisers LLC | 2.75M | +3.9% | $449.77M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.68M | +50.2% | $438.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 7 | BlackRock ✦ (passive) | 2.34M | -0.6% | $383.52M | 0.0% | ▼ Trim | 5 | SEC ↗ ×8 |
| 8 | Envestnet Asset Management Inc | 2.06M | -1.6% | $337.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.29M | +9.2% | $211.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.28M | -1.1% | $209.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Northwestern Mutual Wealth… | 1.07M | -0.3% | $175.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 514.46K | -1.4% | $84.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 13 | Empower Advisory Group, LLC | 510.18K | +1.3% | $83.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 362.92K | -1.8% | $59.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 340.37K | -0.6% | $55.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Creative Planning | 317.60K | +1.3% | $51.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Mercer Global Advisors Inc /Adv | 314.85K | +16.5% | $51.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 312.67K | -3.9% | $51.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 304.15K | +1.6% | $49.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Alliancebernstein L.P. | 342.06K | +40.5% | $48.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 281.23K | +1.9% | $46.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 276.69K | +0.2% | $45.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citigroup Inc | 273.75K | -9.4% | $44.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 205.16K | +6.7% | $33.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 199.42K | +1.0% | $32.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Osaic Holdings, Inc. | 196.20K | +37.0% | $32.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Bank Of Montreal /Can/ | 184.62K | +115.1% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 28 | Mml Investors Services, Llc | 183.78K | +13.9% | $30.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 144.06K | -0.1% | $23.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 126.60K | +8.6% | $20.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Mariner, LLC | 96.97K | -17.9% | $15.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Sei Investments Co | 80.72K | -3.7% | $13.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 67.90K | +4.5% | $11.11M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Schroder Investment Management Group | 61.62K | 0.0% | $10.01M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 58.00K | -4.2% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 53.40K | -0.8% | $8.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 52.23K | -3.0% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 49.23K | +1.8% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Bnp Paribas Financial Markets | 44.87K | -40.1% | $7.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Brown Advisory Inc | 32.84K | +15.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 31.50K | -53.5% | $5.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 31.08K | +4.6% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Hrt Financial Lp | 26.87K | -2.1% | $4.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 23.07K | -4.4% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Citadel Advisors ✦ | 22.70K | New | $3.71M | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 21.38K | -5.2% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 47 | Franklin Resources Inc | 19.44K | +6.4% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Renaissance Technologies ✦ | 18.20K | New | $2.98M | 0.0% | New | 1 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 16.79K | +1.5% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 13.50K | +28.9% | $2.21M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 51 | Jones Financial Companies Lllp | 13.52K | +34.6% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 12.14K | +3.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Baird Financial Group, Inc. | 10.24K | -2.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Pnc Financial Services Group, Inc. | 9.78K | +243.2% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Fifth Third Bancorp | 9.65K | +0.1% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Quantinno Capital Management LP | 8.43K | +205.9% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 6.12K | -10.2% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | First Trust Advisors Lp | 5.63K | 0.0% | $921,405 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Lido Advisors, LLC | 5.31K | +1.6% | $869,788 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | D. E. Shaw & Co. ✦ | 4.88K | New | $799,037 | 0.0% | New | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 3.65K | -1.3% | $597,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | CIBC Bancorp USA Inc. | 3.59K | -2.9% | $587,576 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | UBS AM, a distinct business unit of… | 2.88K | -54.0% | $472,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Barclays Plc | 2.76K | 0.0% | $452,057 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 2.38K | -92.8% | $388,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 2.05K | New | $335,979 | 0.0% | New | 1 | SEC ↗ |
| 67 | Invesco Ltd. | 1.89K | -40.2% | $309,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Financial Engines Advisors L.L.C. | 1.86K | -0.4% | $303,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 1.33K | New | $217,845 | 0.0% | New | 1 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 1.30K | New | $213,589 | 0.0% | New | 1 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 442 | +7.5% | $72,316 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Simplex Trading, Llc | 55 | New | $9,001 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.71M | 0.0% |
| Renaissance Technologies | $2.98M | 0.0% |
| D. E. Shaw & Co. | $799,037 | 0.0% |
| Nuveen, LLC | $335,979 | 0.0% |
| Qube Research & Technologies… | $217,845 | 0.0% |
| Neuberger Berman Group LLC | $213,589 | 0.0% |
| Simplex Trading, Llc | $9,001 | 0.0% |
Exited
| Mirae Asset Global… | $2.44M | was 0.0% |
| Squarepoint Ops LLC | $236,171 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 793 holders, 67.56M shares, $8.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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