Vault-13

ISHARES TR ESGU

ESG AWR MSCI USA · ETP · CUSIP 46435G425

835 institutional holders +57 vs Q3 2025
78,859,68978.9m shares reported held*
$11.8bnreported value*
60 new 264 added 307 reduced 36 sold out net sold ≈ $1.8bn (-11.9m 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 ($7.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $149.08.

Trends to Q4 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: 778Q4 25: 835835Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025835

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 24: 245 bought or addedQ1 24: 453 cut or sold outQ2 24: 237 bought or addedQ2 24: 417 cut or sold outQ2 24Q3 24: 277 bought or addedQ3 24: 355 cut or sold outQ4 24: 281 bought or addedQ4 24: 378 cut or sold outQ4 24Q1 25: 275 bought or addedQ1 25: 404 cut or sold outQ2 25: 293 bought or addedQ2 25: 361 cut or sold outQ2 25Q3 25: 331 bought or addedQ3 25: 313 cut or sold outQ4 25: 324 bought or addedQ4 25: 343 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024245453
Q2 2024237417
Q3 2024277355
Q4 2024281378
Q1 2025275404
Q2 2025293361
Q3 2025331313
Q4 2025324343

Biggest buyers

Corient Private Wealth LP Added +132,006+132.0k
TRUIST FINANCIAL CORP Added +100,781+100.8k
Wealthfront Advisers LLC Added +90,420+90.4k
Empower Advisory Group, LLC Added +79,522+79.5k
NorthRock Partners, LLC New +68,699+68.7k
TIAA TRUST, NATIONAL ASSOCIATION Added +47,266+47.3k
AXXCESS WEALTH MANAGEMENT, LLC Added +43,935+43.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +42,417+42.4k
BANK OF MONTREAL /CAN/ Added +41,771+41.8k
Mariner, LLC Added +37,496+37.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -9,466,634-9.5m
MORGAN STANLEY Reduced -678,816-678.8k
Bank Julius Baer & Co. Ltd, Zurich Sold out -406,790-406.8k
NATIONAL BANK OF CANADA /FI/ Reduced -363,189-363.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -325,063-325.1k
Capitolis Liquid Global Markets LLC Reduced -300,500-300.5k
BANK OF NOVA SCOTIA Sold out -185,900-185.9k
CITIGROUP INC Reduced -158,114-158.1k
BANK OF AMERICA CORP /DE/ Reduced -153,750-153.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -123,710-123.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.14% of their portfolio CHARLOTTE, NC 13,335,46313.3m $2.0bn $2.0bn 0.14% Reduced -153.8k -153,750
2 JPMORGAN CHASE & CO 0.10% of their portfolio NEW YORK, NY 10,288,65410.3m $1.5bn $1.5bn 0.10% Reduced -9.5m -9,466,634
3 TIAA TRUST, NATIONAL ASSOCIATION 2.15% of their portfolio CHARLOTTE, NC 5,986,0116.0m $897.3m $897.3m 2.15% Added +47.3k +47,266
4 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 5,159,2755.2m $768.6m $768.6m 0.10% Added +7.8k +7,816
5 GOLDMAN SACHS GROUP INC 0.09% of their portfolio NEW YORK, NY 4,015,2364.0m $598.2m $598.2m 0.09% Reduced -112.8k -112,828
6 Betterment LLC 1.11% of their portfolio NEW YORK, NY 3,924,5963.9m $584.7m $584.7m 1.11% Added +34.7k +34,699
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,614,6532.6m $389.5m $389.5m 0.02% Reduced -678.8k -678,816
8 Wealthfront Advisers LLC 0.86% of their portfolio Palo Alto, CA 2,591,3082.6m $386.1m $386.1m 0.86% Added +90.4k +90,420
9 Acorns Advisers, LLC 2.87% of their portfolio IRVINE, CA 2,565,8222.6m $382.3m $382.3m 2.87% Added +21.0k +21,004
10 BlackRock, Inc. 0.01% of their portfolio New York, NY 2,103,4062.1m $313.4m $313.4m 0.01% Added +29.4k +29,385
11 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 2,062,0522.1m $307.2m $307.2m 0.06% Reduced -99.5k -99,489
12 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 1,935,7021.9m $288.4m $288.4m 0.09% Reduced -325.1k -325,063
13 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,162,0881.2m $173.1m $173.1m 0.05% Reduced -22.4k -22,433
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 1,027,3511.0m $153.1m $153.1m 0.10% Added +42.4k +42,417
15 Empower Advisory Group, LLC 0.31% of their portfolio Greenwood Village, CO 761,908761.9k $113.5m $113.5m 0.31% Added +79.5k +79,522
16 Fiduciary Trust Co 1.15% of their portfolio Boston, MA 678,480678.5k $101.1m $101.1m 1.15% Added +13.7k +13,691
17 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 529,305529.3k $78.9m $78.9m 0.01% Reduced -41.4k -41,410
18 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 460,875460.9k $68.7m $68.7m 0.05% Reduced -158.1k -158,114
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 376,284376.3k $56.1m $56.1m 0.07% Reduced -24.2k -24,183
20 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 362,050362.1k $53.9m $53.9m 0.01% Added +21.2k +21,233
21 Ally Invest Advisors Inc. 3.45% of their portfolio CHARLOTTE, NC 335,335335.3k $50.0m $50.0m 3.45% Added +1.4k +1,400
22 Envestnet Portfolio Solutions, Inc. 0.17% of their portfolio BERWYN, PA 333,501333.5k $49.7m $49.7m 0.17% Reduced -36.3k -36,297
23 Composition Wealth, LLC 0.67% of their portfolio LOS ANGELES, CA 313,048313.0k $46.6m $46.6m 0.67% Added +17.3k +17,325
24 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 309,687309.7k $46.1m $46.1m 0.03% Added +9.6k +9,577
25 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 306,448306.4k $45.7m $45.7m 0.05% Reduced -3.0k -3,020
26 UBS Group AG 0.01% of their portfolio ZURICH, V8 294,359294.4k $43.9m $43.9m 0.01% Reduced -51.2k -51,153
27 IMPACTfolio, LLC 18.09% of their portfolio DENVER, CO 289,205289.2k $43.1m $43.1m 18.09% Reduced -2.3k -2,344
28 CWM, LLC 0.11% of their portfolio OMAHA, NE 277,685277.7k $41.4m $41.4m 0.11% Reduced -14.0k -14,037
29 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 275,687275.7k $41.1m $41.1m 0.04% Reduced -6.1k -6,149
30 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 270,045270.0k $40.2m $40.2m 0.06% Added +18.4k +18,352
31 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 265,572265.6k $39.6m $39.6m 0.03% Added +132.0k +132,006
32 Alesco Advisors, LLC, An ESL Co 0.96% of their portfolio Pittsford, NY 248,808248.8k $37.1m $37.1m 0.96% Reduced -2.2k -2,151
33 FMR LLC 0.00% of their portfolio BOSTON, MA 233,738233.7k $34.8m $34.8m 0.00% Added +4.8k +4,850
34 KEYBANK NATIONAL ASSOCIATION/OH 0.12% of their portfolio BROOKLYN, OH 226,075226.1k $33.7m $33.7m 0.12% Reduced -986 -986
35 MISSION WEALTH MANAGEMENT, LP 0.68% of their portfolio Santa Barbara, CA 225,333225.3k $33.6m $33.6m 0.68% Reduced -4.8k -4,818
36 Brookstone Capital Management 0.38% of their portfolio WHEATON, IL 223,718223.7k $33.3m $33.3m 0.38% Added +17.5k +17,456
37 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 222,335222.3k $33.1m $33.1m 0.01% Added +25.0k +25,036
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 210,381210.4k $31.8m $31.8m 0.04% Reduced -368 -368
39 PARK AVENUE SECURITIES LLC 0.26% of their portfolio NEW YORK, NY 205,942205.9k $30.7m $30.7m 0.26% Reduced -17.0k -16,992
40 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 202,015202.0k $30.1m $30.1m 0.04% Reduced -23.2k -23,174
41 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 192,113192.1k $28.6m $28.6m 0.08% Reduced -5.2k -5,157
42 Ashton Thomas Private Wealth, LLC 0.68% of their portfolio SCOTTSDALE, AZ 187,363187.4k $27.9m $27.9m 0.68% Added +148 +148
43 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 182,808182.8k $27.2m $27.2m 0.04% Added +100.8k +100,781
44 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 182,511182.5k $27.2m $27.2m 0.07% Added +43 +43
45 Joel Isaacson & Co., LLC 0.87% of their portfolio NEW YORK, NY 176,599176.6k $26.3m $26.3m 0.87% Added +358 +358
46 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 174,141174.1k $25.9m $25.9m 0.01% Reduced -830 -830
47 Clarius Group, LLC 1.43% of their portfolio SEATTLE, WA 168,201168.2k $25.1m $25.1m 1.43% Reduced -2.0k -1,959
48 Rock Creek Group LLC 2.69% of their portfolio Washington, DC 161,100161.1k $24.0m $24.0m 2.69% Unchanged
49 Sand Hill Global Advisors, LLC 0.81% of their portfolio Palo Alto, CA 155,011155.0k $23.1m $23.1m 0.81% Reduced -6.3k -6,326
50 Affinity Capital Advisors, LLC 3.10% of their portfolio BERKELEY, CA 150,592150.6k $22.4m $22.4m 3.10% Reduced -1.1k -1,130
51 Erickson Financial Group, LLC 12.24% of their portfolio ALLENTOWN, PA 133,776133.8k $19.9m $19.9m 12.24% Added +1.6k +1,584
52 FLPUTNAM INVESTMENT MANAGEMENT CO 0.27% of their portfolio PORTLAND, ME 126,592126.6k $18.9m $18.9m 0.27% Added +2.4k +2,441
53 CHOREO, LLC 0.24% of their portfolio ROCKFORD, IL 124,142124.1k $18.6m $18.6m 0.24% Reduced -7.7k -7,656
54 Mariner, LLC 0.02% of their portfolio Overland Park, KS 122,807122.8k $18.3m $18.3m 0.02% Added +37.5k +37,496
55 AlTi Global, Inc. 0.38% of their portfolio NEW YORK, NY 118,408118.4k $17.6m $17.6m 0.38% Added +1.0k +1,032
56 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 117,793117.8k $17.5m $17.5m 0.12% Added +22.3k +22,295
57 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 116,976117.0k $17.4m $17.4m 0.06% Reduced -6.3k -6,296
58 Sharkey, Howes & Javer 2.04% of their portfolio DENVER, CO 107,586107.6k $16.0m $16.0m 2.04% Reduced -6.8k -6,807
59 One Wealth Advisors, LLC 1.93% of their portfolio SAN FRANCISCO, CA 105,998106.0k $15.8m $15.8m 1.93% Reduced -9.1k -9,141
60 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 105,361105.4k $15.7m $15.7m 0.04% Reduced -4.0k -4,002
61 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 95,74895.7k $14.3m $14.3m 0.02% Added +65 +65
62 HARBOUR INVESTMENTS, INC. 0.28% of their portfolio MADISON, WI 94,10194.1k $14.0m $14.0m 0.28% Added +5.4k +5,367
63 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 91,43091.4k $13.6m $13.6m 0.16% Reduced -35.8k -35,779
64 Blue Edge Capital, LLC 1.82% of their portfolio RICHMOND, VA 91,30291.3k $13.6m $13.6m 1.82% Reduced -4.3k -4,290
65 Van Hulzen Asset Management, LLC 0.98% of their portfolio EL DORADO HILLS, CA 89,90389.9k $13.4m $13.4m 0.98% Added +2.1k +2,055
66 CLIENT 1ST ADVISORY GROUP, LLC 4.04% of their portfolio DUNEDIN, FL 86,49686.5k $12.9m $12.9m 4.04% Reduced -7.9k -7,931
67 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 84,76684.8k $12.6m $12.6m 0.01% Reduced -1.9k -1,850
68 Clarity Asset Management, Inc. 6.85% of their portfolio AMES, IA 83,60483.6k $12.5m $12.5m 6.85% Reduced -2.2k -2,243
69 STALEY CAPITAL ADVISERS INC 0.49% of their portfolio PITTSBURGH, PA 80,00080.0k $11.9m $11.9m 0.49% Reduced -10.0k -10,000
70 Apella Capital, LLC 0.23% of their portfolio WEST HARTFORD, CT 79,60679.6k $11.9m $11.9m 0.23% Reduced -5.1k -5,092
71 Relyea Zuckerberg Hanson LLC 1.18% of their portfolio STAMFORD, CT 78,21778.2k $11.7m $11.7m 1.18% Added +732 +732
72 Keebeck Wealth Management 1.28% of their portfolio Chicago, IL 74,69974.7k $11.1m $11.1m 1.28% Reduced -1.3k -1,298
73 Plancorp, LLC 0.33% of their portfolio SAINT LOUIS, MO 73,05973.1k $10.9m $10.9m 0.33% Reduced -3.9k -3,854
74 Laurel Wealth Planning LLC 5.97% of their portfolio EDINA, MN 72,34672.3k $10.8m $10.8m 5.97% Reduced -904 -904
75 Facet Wealth, Inc. 0.19% of their portfolio WEST PALM BEACH, FL 72,11672.1k $10.9m $10.9m 0.19% Reduced -1.1k -1,055
76 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 71,14571.1k $10.6m $10.6m 0.10% Reduced -2.5k -2,464
77 Prudent Man Advisors, LLC 3.85% of their portfolio NAPERVILLE, IL 70,91970.9k $10.6m $10.6m 3.85% Reduced -2.9k -2,871
78 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 70,50070.5k $10.5m $10.5m 0.02% Reduced -72.8k -72,800
79 NorthRock Partners, LLC 0.17% of their portfolio MINNEAPOLIS, MN 68,69968.7k $10.2m $10.2m 0.17% New
80 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 68,33068.3k $10.2m $10.2m 0.04% Reduced -6.0k -5,999
81 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 66,38066.4k $9.9m $9.9m 0.06% Added +5.9k +5,943
82 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 66,25466.3k $9.9m $9.9m 0.08% Added +298 +298
83 Wealth Architects, LLC 0.88% of their portfolio MOUNTAIN VIEW, CA 65,84665.8k $9.8m $9.8m 0.88% Added +6.9k +6,936
84 Strategic Blueprint, LLC 0.57% of their portfolio ATLANTA, GA 65,25565.3k $9.7m $9.7m 0.57% Reduced -473 -473
85 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 64,79464.8k $9.7m $9.7m 0.01% Unchanged
86 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 64,40364.4k $9.6m $9.6m 0.00% Reduced -7.4k -7,443
87 Capitolis Liquid Global Markets LLC 0.06% of their portfolio NEW YORK, NY 63,50063.5k $9.5m $9.5m 0.06% Reduced -300.5k -300,500
88 Trilogy Capital Inc. 0.42% of their portfolio IRVINE, CA 62,97963.0k $9.4m $9.4m 0.42% Reduced -2.2k -2,250
89 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% of their portfolio Seattle, WA 62,47362.5k $9.3m $9.3m 0.17% Reduced -1.4k -1,403
90 Klaas Financial Asset Advisors, LLC 1.32% of their portfolio LOVES PARK, IL 61,18461.2k $9.1m $9.1m 1.32% Reduced -4.6k -4,579
91 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 60,57860.6k $9.0m $9.0m 0.01% Added +8.8k +8,791
92 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.14% of their portfolio PORTLAND, OR 60,28960.3k $9.0m $9.0m 0.14% Added +2.8k +2,763
93 AXXCESS WEALTH MANAGEMENT, LLC 0.15% of their portfolio CARLSBAD, CA 58,08058.1k $8.7m $8.7m 0.15% Added +43.9k +43,935
94 Cypress Wealth Services, LLC 1.19% of their portfolio PALM DESERT, CA 57,94057.9k $8.6m $8.6m 1.19% Reduced -565 -565
95 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 57,37957.4k $8.6m $8.6m 0.02% Added +654 +654
96 Modera Wealth Management, LLC 0.10% of their portfolio WESTWOOD, NJ 57,19057.2k $8.5m $8.5m 0.10% Added +167 +167
97 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 55,98156.0k $8.3m $8.3m 0.05% Reduced -54.3k -54,309
98 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 55,27755.3k $8.2m $8.2m 0.00% Reduced -7.7k -7,743
99 RETIREMENT INCOME SOLUTIONS, INC 1.37% of their portfolio ANN ARBOR, MI 54,30754.3k $8.1m $8.1m 1.37% Added +5.3k +5,256
100 Advisory Services Network, LLC 0.11% of their portfolio ATLANTA, GA 54,17154.2k $8.1m $8.1m 0.11% Added +1.3k +1,333