Vault-13

ISHARES TR ESGU

ESG AWR MSCI USA · ETP · CUSIP 46435G425

778 institutional holders +2 vs Q2 2025
90,645,00090.6m shares reported held*
$13.2bnreported value*
46 new 285 added 275 reduced 38 sold out net bought ≈ $1.7bn (+11.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $145.58.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 668Q4 22: 706Q1 23: 702Q2 23: 711Q3 23: 706Q4 23: 758Q1 24: 742Q2 24: 751Q3 24: 744Q4 24: 793Q1 25: 758Q2 25: 776Q3 25: 778778Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022668
Q4 2022706
Q1 2023702
Q2 2023711
Q3 2023706
Q4 2023758
Q1 2024742
Q2 2024751
Q3 2024744
Q4 2024793
Q1 2025758
Q2 2025776
Q3 2025778

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q4 23: 321 bought or addedQ4 23: 329 cut or sold outQ1 24: 245 bought or addedQ1 24: 453 cut or sold outQ1 24Q2 24: 237 bought or addedQ2 24: 417 cut or sold outQ3 24: 277 bought or addedQ3 24: 355 cut or sold outQ3 24Q4 24: 281 bought or addedQ4 24: 378 cut or sold outQ1 25: 275 bought or addedQ1 25: 404 cut or sold outQ1 25Q2 25: 293 bought or addedQ2 25: 361 cut or sold outQ3 25: 331 bought or addedQ3 25: 313 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023321329
Q1 2024245453
Q2 2024237417
Q3 2024277355
Q4 2024281378
Q1 2025275404
Q2 2025293361
Q3 2025331313

Biggest buyers

JPMORGAN CHASE & CO Added +9,724,900+9.7m
MORGAN STANLEY Added +1,077,891+1.1m
ENVESTNET ASSET MANAGEMENT INC Added +444,833+444.8k
BANK OF AMERICA CORP /DE/ Added +421,048+421.0k
Bank Julius Baer & Co. Ltd, Zurich New +406,790+406.8k
CITIGROUP INC Added +263,387+263.4k
BANK OF NOVA SCOTIA New +185,900+185.9k
NATIONAL BANK OF CANADA /FI/ Added +181,900+181.9k
Wealthfront Advisers LLC Added +158,474+158.5k
LPL Financial LLC Added +140,341+140.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -528,019-528.0k
NORTHERN TRUST CORP Reduced -361,154-361.2k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -335,927-335.9k
Mirae Asset Global Investments Co., Ltd. Reduced -173,230-173.2k
DOHJ, LLC Sold out -143,048-143.0k
ACADIAN ASSET MANAGEMENT LLC Reduced -110,403-110.4k
WELLS FARGO & COMPANY/MN Reduced -104,816-104.8k
TORONTO DOMINION BANK Sold out -100,000-100.0k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -88,271-88.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -57,174-57.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.09% of their portfolio NEW YORK, NY 19,755,28819.8m $2.9bn $2.9bn 0.09% Added +9.7m +9,724,900
2 BANK OF AMERICA CORP /DE/ 0.15% of their portfolio CHARLOTTE, NC 13,489,21313.5m $2.0bn $2.0bn 0.15% Added +421.0k +421,048
3 TIAA TRUST, NATIONAL ASSOCIATION 2.09% of their portfolio CHARLOTTE, NC 5,938,7455.9m $862.7m $862.7m 2.09% Reduced -335.9k -335,927
4 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 5,151,4595.2m $750.1m $750.1m 0.10% Reduced -361.2k -361,154
5 GOLDMAN SACHS GROUP INC 0.09% of their portfolio NEW YORK, NY 4,128,0644.1m $601.0m $601.0m 0.09% Reduced -54.7k -54,748
6 Betterment LLC 1.12% of their portfolio NEW YORK, NY 3,889,8973.9m $566.4m $566.4m 1.12% Added +49.7k +49,659
7 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,293,4693.3m $479.5m $479.5m 0.03% Added +1.1m +1,077,891
8 Acorns Advisers, LLC 2.91% of their portfolio IRVINE, CA 2,544,8182.5m $370.5m $370.5m 2.91% Added +19.4k +19,417
9 Wealthfront Advisers LLC 0.85% of their portfolio Palo Alto, CA 2,500,8882.5m $364.1m $364.1m 0.85% Added +158.5k +158,474
10 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 2,260,7652.3m $329.2m $329.2m 0.09% Added +444.8k +444,833
11 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 2,161,5412.2m $314.7m $314.7m 0.06% Reduced -104.8k -104,816
12 BlackRock, Inc. 0.01% of their portfolio New York, NY 2,074,0212.1m $302.0m $302.0m 0.01% Added +86.7k +86,747
13 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,184,5211.2m $172.5m $172.5m 0.05% Added +140.3k +140,341
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 984,934984.9k $143.4m $143.4m 0.10% Added +34.0k +34,013
15 Empower Advisory Group, LLC 0.28% of their portfolio Greenwood Village, CO 682,386682.4k $99.4m $99.4m 0.28% Reduced -11.8k -11,763
16 Fiduciary Trust Co 1.10% of their portfolio Boston, MA 664,789664.8k $96.8m $96.8m 1.10% Added +2.4k +2,381
17 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 618,989619.0k $90.1m $90.1m 0.06% Added +263.4k +263,387
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 570,715570.7k $83.1m $83.1m 0.01% Reduced -528.0k -528,019
19 Bank Julius Baer & Co. Ltd, Zurich 0.17% of their portfolio ZURICH, V8 406,790406.8k $59.2m $59.2m 0.17% New
20 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 400,467400.5k $58.3m $58.3m 0.08% Reduced -25.3k -25,306
21 Envestnet Portfolio Solutions, Inc. 0.20% of their portfolio BERWYN, PA 369,798369.8k $53.8m $53.8m 0.20% Added +97.9k +97,886
22 Capitolis Liquid Global Markets LLC 0.42% of their portfolio NEW YORK, NY 364,000364.0k $53.0m $53.0m 0.42% Added +75.2k +75,200
23 NATIONAL BANK OF CANADA /FI/ 0.06% of their portfolio MONTREAL, A8 363,600363.6k $52.9m $52.9m 0.06% Added +181.9k +181,900
24 UBS Group AG 0.01% of their portfolio ZURICH, V8 345,512345.5k $50.3m $50.3m 0.01% Reduced -21.4k -21,376
25 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 340,817340.8k $49.7m $49.7m 0.01% Added +11.1k +11,065
26 Ally Invest Advisors Inc. 3.49% of their portfolio CHARLOTTE, NC 333,935333.9k $48.6m $48.6m 3.49% Added +1.5k +1,487
27 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 309,468309.5k $45.1m $45.1m 0.05% Reduced -6.4k -6,375
28 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 300,110300.1k $43.7m $43.7m 0.03% Reduced -7.2k -7,199
29 Composition Wealth, LLC 0.65% of their portfolio LOS ANGELES, CA 295,723295.7k $43.1m $43.1m 0.65% Added +37.0k +36,973
30 CWM, LLC 0.13% of their portfolio OMAHA, NE 291,722291.7k $42.5m $42.5m 0.13% Reduced -25.2k -25,237
31 IMPACTfolio, LLC 18.31% of their portfolio DENVER, CO 291,549291.5k $42.4m $42.4m 18.31% Added +13.1k +13,136
32 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 281,836281.8k $41.0m $41.0m 0.05% Added +60.8k +60,844
33 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 251,693251.7k $36.6m $36.6m 0.06% Reduced -57.2k -57,174
34 Alesco Advisors, LLC, An ESL Co 0.99% of their portfolio Pittsford, NY 250,959251.0k $36.5m $36.5m 0.99% Reduced -26.6k -26,604
35 MISSION WEALTH MANAGEMENT, LP 0.69% of their portfolio Santa Barbara, CA 230,151230.2k $33.5m $33.5m 0.69% Added +385 +385
36 FMR LLC 0.00% of their portfolio BOSTON, MA 228,888228.9k $33.3m $33.3m 0.00% Reduced -265 -265
37 KEYBANK NATIONAL ASSOCIATION/OH 0.12% of their portfolio BROOKLYN, OH 227,061227.1k $33.1m $33.1m 0.12% Reduced -88.3k -88,271
38 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 225,189225.2k $32.2m $32.2m 0.05% Added +16.8k +16,839
39 PARK AVENUE SECURITIES LLC 0.25% of their portfolio NEW YORK, NY 222,934222.9k $32.5m $32.5m 0.25% Added +56.8k +56,802
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 210,749210.7k $30.8m $30.8m 0.05% Added +1.0k +1,001
41 Brookstone Capital Management 0.36% of their portfolio WHEATON, IL 206,262206.3k $30.0m $30.0m 0.36% Added +26.9k +26,917
42 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 197,299197.3k $28.7m $28.7m 0.01% Added +8.9k +8,895
43 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 197,270197.3k $28.7m $28.7m 0.08% Added +3.1k +3,138
44 Ashton Thomas Private Wealth, LLC 0.71% of their portfolio SCOTTSDALE, AZ 187,215187.2k $27.3m $27.3m 0.71% Added +15.7k +15,660
45 BANK OF NOVA SCOTIA 0.05% of their portfolio TORONTO, A6 185,900185.9k $27.1m $27.1m 0.05% New
46 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 182,468182.5k $26.6m $26.6m 0.07% Added +2.7k +2,687
47 Joel Isaacson & Co., LLC 0.93% of their portfolio NEW YORK, NY 176,241176.2k $25.7m $25.7m 0.93% Added +309 +309
48 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 174,971175.0k $25.5m $25.5m 0.01% Added +2.9k +2,869
49 Clarius Group, LLC 1.47% of their portfolio SEATTLE, WA 170,160170.2k $24.8m $24.8m 1.47% Reduced -786 -786
50 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 165,599165.6k $24.1m $24.1m 0.02% Added +124.6k +124,573
51 Sand Hill Global Advisors, LLC 0.83% of their portfolio Palo Alto, CA 161,337161.3k $23.5m $23.5m 0.83% Reduced -8.0k -8,044
52 Rock Creek Group LLC 2.47% of their portfolio Washington, DC 161,100161.1k $23.5m $23.5m 2.47% Unchanged
53 Affinity Capital Advisors, LLC 3.41% of their portfolio BERKELEY, CA 151,722151.7k $22.2m $22.2m 3.41% Added +103 +103
54 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 143,300143.3k $20.9m $20.9m 0.03% Reduced -9.8k -9,800
55 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 133,566133.6k $19.0m $19.0m 0.03% Added +11.9k +11,858
56 Erickson Financial Group, LLC 12.09% of their portfolio ALLENTOWN, PA 132,192132.2k $19.2m $19.2m 12.09% Added +2.6k +2,580
57 CHOREO, LLC 0.25% of their portfolio ROCKFORD, IL 131,798131.8k $19.2m $19.2m 0.25% Reduced -2.2k -2,229
58 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 127,209127.2k $18.5m $18.5m 0.17% Reduced -857 -857
59 FLPUTNAM INVESTMENT MANAGEMENT CO 0.27% of their portfolio PORTLAND, ME 124,151124.2k $18.1m $18.1m 0.27% Reduced -1.7k -1,717
60 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 123,272123.3k $17.9m $17.9m 0.08% Added +906 +906
61 AlTi Global, Inc. 0.40% of their portfolio NEW YORK, NY 117,376117.4k $17.1m $17.1m 0.40% Reduced -1.8k -1,827
62 One Wealth Advisors, LLC 2.10% of their portfolio SAN FRANCISCO, CA 115,139115.1k $16.8m $16.8m 2.10% Added +8.8k +8,752
63 Sharkey, Howes & Javer 2.14% of their portfolio DENVER, CO 114,393114.4k $16.7m $16.7m 2.14% Added +3.1k +3,096
64 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 110,290110.3k $14.8m $14.8m 0.04% Added +58.4k +58,417
65 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 109,363109.4k $15.9m $15.9m 0.04% Added +13.3k +13,290
66 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 95,68395.7k $13.9m $13.9m 0.02% Added +8.2k +8,206
67 Blue Edge Capital, LLC 1.98% of their portfolio RICHMOND, VA 95,59295.6k $13.9m $13.9m 1.98% Reduced -174 -174
68 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 95,49895.5k $13.9m $13.9m 0.12% Added +89.3k +89,273
69 CLIENT 1ST ADVISORY GROUP, LLC 4.56% of their portfolio DUNEDIN, FL 94,42794.4k $13.7m $13.7m 4.56% Reduced -1.0k -1,036
70 STALEY CAPITAL ADVISERS INC 0.54% of their portfolio PITTSBURGH, PA 90,00090.0k $13.1m $13.1m 0.54% Unchanged
71 HARBOUR INVESTMENTS, INC. 0.29% of their portfolio MADISON, WI 88,73488.7k $12.9m $12.9m 0.29% Added +834 +834
72 Van Hulzen Asset Management, LLC 0.95% of their portfolio EL DORADO HILLS, CA 87,84887.8k $12.8m $12.8m 0.95% Added +435 +435
73 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 86,61686.6k $12.6m $12.6m 0.01% Reduced -7.1k -7,140
74 Clarity Asset Management, Inc. 7.01% of their portfolio AMES, IA 85,84785.8k $12.5m $12.5m 7.01% Added +1.5k +1,479
75 Mariner, LLC 0.02% of their portfolio Overland Park, KS 85,31185.3k $12.4m $12.4m 0.02% Reduced -2.4k -2,391
76 Apella Capital, LLC 0.27% of their portfolio WEST HARTFORD, CT 84,69884.7k $12.2m $12.2m 0.27% Reduced -11.3k -11,300
77 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 82,02782.0k $11.9m $11.9m 0.02% Reduced -229 -229
78 Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio SEOUL, M5 79,35079.3k $11.6m $11.6m 0.04% Reduced -173.2k -173,230
79 Relyea Zuckerberg Hanson LLC 1.19% of their portfolio STAMFORD, CT 77,48577.5k $11.3m $11.3m 1.19% Reduced -2.4k -2,427
80 Plancorp, LLC 0.35% of their portfolio SAINT LOUIS, MO 76,91376.9k $11.2m $11.2m 0.35% Reduced -1.9k -1,895
81 Keebeck Wealth Management 1.31% of their portfolio Chicago, IL 75,99776.0k $11.1m $11.1m 1.31% Reduced -287 -287
82 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 74,32974.3k $10.8m $10.8m 0.05% Reduced -6.9k -6,931
83 Prudent Man Advisors, LLC 3.96% of their portfolio NAPERVILLE, IL 73,79073.8k $10.7m $10.7m 3.96% Added +1.3k +1,269
84 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 73,60973.6k $10.7m $10.7m 0.11% Reduced -491 -491
85 Laurel Wealth Planning LLC 5.64% of their portfolio EDINA, MN 73,25073.2k $10.7m $10.7m 5.64% Reduced -2.3k -2,254
86 Facet Wealth, Inc. 0.22% of their portfolio WEST PALM BEACH, FL 73,17173.2k $10.7m $10.7m 0.22% Reduced -703 -703
87 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 71,84671.8k $10.5m $10.5m 0.00% Added +3.7k +3,743
88 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 68,47368.5k $10.0m $10.0m 0.02% Added +13.8k +13,814
89 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 65,95666.0k $9.6m $9.6m 0.05% Reduced -3.9k -3,930
90 Klaas Financial Asset Advisors, LLC 1.44% of their portfolio LOVES PARK, IL 65,76365.8k $9.6m $9.6m 1.44% Added +1.5k +1,528
91 Strategic Blueprint, LLC 0.42% of their portfolio ATLANTA, GA 65,72865.7k $9.6m $9.6m 0.42% Reduced -1.6k -1,614
92 Trilogy Capital Inc. 0.44% of their portfolio IRVINE, CA 65,22965.2k $9.5m $9.5m 0.44% Added +966 +966
93 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 64,79464.8k $9.4m $9.4m 0.01% Reduced -9.8k -9,816
94 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.19% of their portfolio Seattle, WA 63,87663.9k $9.3m $9.3m 0.19% Reduced -548 -548
95 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,02063.0k $9.2m $9.2m 0.00% Added +11.1k +11,136
96 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 60,43760.4k $8.8m $8.8m 0.06% Added +6.6k +6,610
97 Wealth Architects, LLC 0.81% of their portfolio MOUNTAIN VIEW, CA 58,91058.9k $8.6m $8.6m 0.81% Reduced -547 -547
98 Cypress Wealth Services, LLC 1.39% of their portfolio PALM DESERT, CA 58,50558.5k $8.5m $8.5m 1.39% Added +413 +413
99 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.14% of their portfolio PORTLAND, OR 57,52657.5k $8.4m $8.4m 0.14% Added +1.6k +1,640
100 Modera Wealth Management, LLC 0.10% of their portfolio WESTWOOD, NJ 57,02357.0k $8.3m $8.3m 0.10% Added +225 +225