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ESGU · iShares ESG Aware MSCI USA ETF ETF

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$168.70 -0.69 (-0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $15,065,657
Total Shares: 92,049

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
62.2%
Sep 2023 → Jun 2026 · range 46.6% – 100.0%
+15.6 pts
Top 5
99.9%
Sep 2023 → Jun 2026 · range 99.9% – 100.0%
−0.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
4,571
Sep 2023 → Jun 2026 · range 3,454 – 10,000
Highly concentrated+1,118

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
1
Decreased
1
Sold Out
2
Unchanged
0
Holder count: +2
Institutional value: +453.4%
Shares held: +378.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +664 3,225

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −353 8,619

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 57,214 $9,364,215
CITADEL ADVISORS LLC 22,696 $3,714,654
BROWN, LISLE/CUMMINGS, INC. 209 $34,207
Parkside Financial Bank & Trust 86 $14,075

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 6,222 $879,914
Advus Financial Partners, LLC 1,497 $211,705
Filter: New 4 Increased 1 Reduced 1 Sold out 2 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC ESGU $9,364,215 62.16% 57,214
CITADEL ADVISORS LLC ESGU $3,714,654 24.66% 22,696
MLG Wealth Management DBA Pine Grove Financial Group ESGU $1,410,671 9.36% 8,619
Range Advisory, LLC ESGU $527,835 3.50% 3,225
BROWN, LISLE/CUMMINGS, INC. ESGU $34,207 0.23% 209
Parkside Financial Bank & Trust ESGU $14,075 0.09% 86