Security record · archived quarter
ESGU
iShares ESG Aware MSCI USA ETF · Financial Services · Asset Management - Global
2Tracked holders
0Δ holders
235.77KShares held
$39.70MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 235.77K | $39.70M | n/a | n/a |
| 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 | n/a | −1 |
| Q3 2025 | 11 | 0 | 29.75M | $4.33B | n/a | n/a |
| Q2 2025 | 8 | +1 | 2.48M | $336.09M | +1 | n/a |
| Q1 2025 | 4 | 0 | 382.05K | $46.58M | +1 | −1 |
| Q4 2024 | 4 | +1 | 458.29K | $59.04M | +1 | n/a |
| Q3 2024 | 3 | -3 | 199.47K | $25.17M | n/a | −3 |
| Q2 2024 | 6 | n/a | 309.20K | $36.89M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 219.27K | +6.9% | $36.94M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 16.50K | -1.7% | $2.76M | 0.0% | ▼ Trim | 4 | 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
| No tracked exits this quarter. |
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: Q3 2026 ·
Methodology ·
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