Security record · archived quarter
ESGU
iShares ESG Aware MSCI USA ETF · Financial Services · Asset Management - Global
71Tracked holders
-1Δ holders
53.28MShares held
$7.94BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.4% ·
share flow -16.2% ·
net new positions -1.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 13.34M | — | $1.99B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 13.34M | — | $1.99B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 13.34M | — | $1.99B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 10.29M | -47.9% | $1.53B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 5.16M | — | $768.63M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 5.16M | — | $768.63M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 4.02M | -2.7% | $598.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 4.02M | -2.7% | $598.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.02M | -2.7% | $598.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.61M | -20.6% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 2.59M | — | $386.05M | 0.9% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 2.10M | +1.4% | $313.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 2.06M | — | $307.20M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 1.94M | — | $288.38M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | LPL Financial LLC | 1.16M | — | $173.13M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 1.03M | — | $153.05M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Empower Advisory Group, LLC | 761.91K | — | $113.51M | 0.3% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Royal Bank Of Canada | 529.30K | — | $78.86M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citigroup Inc | 460.88K | — | $68.66M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Commonwealth Equity Services, Llc | 376.28K | — | $56.06M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 362.05K | — | $53.94M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 362.05K | — | $53.94M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Creative Planning | 309.69K | — | $46.14M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | HighTower Advisors, LLC | 306.45K | — | $45.65M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | UBS Group AG | 294.36K | — | $43.85M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS Group AG | 294.36K | — | $43.85M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS Group AG | 294.36K | — | $43.85M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 277.69K | — | $41.37M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Cetera Investment Advisers | 275.69K | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 270.05K | — | $40.23M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 265.57K | — | $39.57M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Corient Private Wealth LP | 265.57K | — | $39.57M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Corient Private Wealth LP | 265.57K | — | $39.57M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 233.74K | +2.1% | $34.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 233.74K | +2.1% | $34.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Raymond James Financial Inc | 222.34K | — | $33.12M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 222.34K | — | $33.12M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Raymond James Financial Inc | 222.34K | — | $33.12M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Wealth Enhancement Advisory… | 210.38K | — | $31.81M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 202.01K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 202.01K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 202.01K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 202.01K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Truist Financial Corp | 182.81K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Truist Financial Corp | 182.81K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Mml Investors Services, Llc | 182.51K | — | $27.19M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Alliancebernstein L.P. | 174.14K | — | $25.94M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Mariner, LLC | 122.81K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mariner, LLC | 122.81K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mariner, LLC | 122.81K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Mariner, LLC | 122.81K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cerity Partners LLC | 95.75K | — | $14.27M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Sei Investments Co | 84.77K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 70.50K | -50.8% | $10.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 87 | Fisher Asset Management ✦ | 64.40K | -10.4% | $9.59M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 88 | Focus Partners Wealth | 60.58K | — | $9.02M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 55.28K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 55.28K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 55.28K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 55.28K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Assetmark, Inc | 51.79K | — | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Captrust Financial Advisors | 51.10K | — | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Mirae Asset Global Investments Co.… | 46.98K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 46.45K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 46.45K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 46.45K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 46.45K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 46.45K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.75M | 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: Q4 2025 ·
Methodology ·
Get this via the API