Vault-13

ISHARES TR ESGU

ESG AWR MSCI USA · ETP · CUSIP 46435G425

815 institutional holders -20 vs Q4 2025
76,410,22376.4m shares reported held*
$10.8bnreported value*
37 new 282 added 316 reduced 50 sold out net sold ≈ $990.0m (-7.0m 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 ($198.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $140.71.

Trends to Q1 2026

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: 835Q1 26: 815815Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026815

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 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 25Q4 25: 324 bought or addedQ4 25: 343 cut or sold outQ1 26: 319 bought or addedQ1 26: 366 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024237417
Q3 2024277355
Q4 2024281378
Q1 2025275404
Q2 2025293361
Q3 2025331313
Q4 2025324343
Q1 2026319366

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +467,558+467.6k
Clearstead Advisors, LLC Added +335,300+335.3k
BlackRock, Inc. Added +253,511+253.5k
ENVESTNET ASSET MANAGEMENT INC Added +162,934+162.9k
Betterment LLC Added +117,320+117.3k
Acorns Advisers, LLC Added +86,575+86.6k
ALLIANCEBERNSTEIN L.P. Added +69,341+69.3k
Beacon Pointe Advisors, LLC Added +59,912+59.9k
Wealthfront Advisers LLC Added +54,889+54.9k
Cambridge Investment Research Advisors, Inc. Added +47,825+47.8k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -5,971,217-6.0m
MORGAN STANLEY Reduced -831,853-831.9k
WELLS FARGO & COMPANY/MN Reduced -768,530-768.5k
JPMORGAN CHASE & CO Reduced -281,574-281.6k
Empower Advisory Group, LLC Reduced -258,260-258.3k
CITIGROUP INC Reduced -158,864-158.9k
TRUIST FINANCIAL CORP Reduced -134,451-134.5k
Corient Private Wealth LP Reduced -121,379-121.4k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -61,061-61.1k
OSAIC HOLDINGS, INC. Reduced -58,824-58.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.14% of their portfolio CHARLOTTE, NC 13,803,02113.8m $2.0bn $2.0bn 0.14% Added +467.6k +467,558
2 JPMORGAN CHASE & CO 0.09% of their portfolio NEW YORK, NY 10,007,08010.0m $1.4bn $1.4bn 0.09% Reduced -281.6k -281,574
3 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 5,136,7865.1m $726.4m $726.4m 0.10% Reduced -22.5k -22,489
4 TIAA Wealth Investment Management LLC 5.14% of their portfolio New York, NY 4,900,1714.9m $673.2m $673.2m 5.14% First filing
5 GOLDMAN SACHS GROUP INC 0.08% of their portfolio NEW YORK, NY 4,046,4694.0m $572.3m $572.3m 0.08% Added +31.2k +31,233
6 Betterment LLC 1.08% of their portfolio NEW YORK, NY 4,041,9164.0m $571.6m $571.6m 1.08% Added +117.3k +117,320
7 Acorns Advisers, LLC 2.79% of their portfolio IRVINE, CA 2,652,3972.7m $375.1m $375.1m 2.79% Added +86.6k +86,575
8 Wealthfront Advisers LLC 0.82% of their portfolio Palo Alto, CA 2,646,1972.6m $374.2m $374.2m 0.82% Added +54.9k +54,889
9 BlackRock, Inc. 0.01% of their portfolio New York, NY 2,356,9172.4m $333.3m $333.3m 0.01% Added +253.5k +253,511
10 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 2,098,6362.1m $296.8m $296.8m 0.08% Added +162.9k +162,934
11 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,782,8001.8m $252.1m $252.1m 0.02% Reduced -831.9k -831,853
12 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.71% of their portfolio CHARLOTTE, NC 1,308,1521.3m $185.0m $185.0m 0.71% First filing
13 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,293,5221.3m $182.9m $182.9m 0.04% Reduced -768.5k -768,530
14 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,183,3761.2m $167.4m $167.4m 0.04% Added +21.3k +21,288
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 1,073,3571.1m $151.8m $151.8m 0.09% Added +46.0k +46,006
16 Fiduciary Trust Co 1.17% of their portfolio Boston, MA 697,197697.2k $98.6m $98.6m 1.17% Added +18.7k +18,717
17 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 521,795521.8k $73.8m $73.8m 0.01% Reduced -7.5k -7,510
18 Empower Advisory Group, LLC 0.18% of their portfolio Greenwood Village, CO 503,648503.6k $71.2m $71.2m 0.18% Reduced -258.3k -258,260
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 369,661369.7k $52.3m $52.3m 0.07% Reduced -6.6k -6,623
20 Ally Invest Advisors Inc. 3.31% of their portfolio CHARLOTTE, NC 348,203348.2k $49.2m $49.2m 3.31% Added +12.9k +12,868
21 Composition Wealth, LLC 0.67% of their portfolio LOS ANGELES, CA 344,533344.5k $48.7m $48.7m 0.67% Added +31.5k +31,485
22 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 342,392342.4k $48.4m $48.4m 0.01% Reduced -19.7k -19,658
23 Clearstead Advisors, LLC 0.44% of their portfolio CLEVELAND, OH 337,896337.9k $47.8m $47.8m 0.44% Added +335.3k +335,300
24 Envestnet Portfolio Solutions, Inc. 0.26% of their portfolio BERWYN, PA 330,863330.9k $46.8m $46.8m 0.26% Reduced -2.6k -2,638
25 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 325,209325.2k $46.0m $46.0m 0.05% Added +18.8k +18,761
26 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 313,427313.4k $44.3m $44.3m 0.03% Added +3.7k +3,740
27 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 302,011302.0k $42.7m $42.7m 0.03% Reduced -158.9k -158,864
28 UBS Group AG 0.01% of their portfolio ZURICH, V8 299,510299.5k $42.4m $42.4m 0.01% Added +5.2k +5,151
29 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 276,082276.1k $39.0m $39.0m 0.04% Added +395 +395
30 FMR LLC 0.00% of their portfolio BOSTON, MA 275,852275.9k $39.0m $39.0m 0.00% Added +42.1k +42,114
31 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 270,189270.2k $38.2m $38.2m 0.06% Added +144 +144
32 CWM, LLC 0.10% of their portfolio OMAHA, NE 263,832263.8k $37.3m $37.3m 0.10% Reduced -13.9k -13,853
33 IMPACTfolio, LLC 15.71% of their portfolio DENVER, CO 261,453261.5k $37.0m $37.0m 15.71% Reduced -27.8k -27,752
34 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 243,482243.5k $36.3m $36.3m 0.01% Added +69.3k +69,341
35 Alesco Advisors, LLC, An ESL Co 0.87% of their portfolio Pittsford, NY 241,553241.6k $34.2m $34.2m 0.87% Reduced -7.3k -7,255
36 Brookstone Capital Management 0.39% of their portfolio WHEATON, IL 241,479241.5k $34.1m $34.1m 0.39% Added +17.8k +17,761
37 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 239,938239.9k $33.9m $33.9m 0.09% Added +47.8k +47,825
38 MISSION WEALTH MANAGEMENT, LP 0.66% of their portfolio Santa Barbara, CA 222,363222.4k $31.4m $31.4m 0.66% Reduced -3.0k -2,970
39 PARK AVENUE SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 205,632205.6k $29.1m $29.1m 0.23% Reduced -310 -310
40 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 197,413197.4k $27.9m $27.9m 0.01% Reduced -24.9k -24,922
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 192,355192.4k $27.4m $27.4m 0.06% Reduced -18.0k -18,026
42 Ashton Thomas Private Wealth, LLC 0.62% of their portfolio SCOTTSDALE, AZ 186,049186.0k $26.3m $26.3m 0.62% Reduced -1.3k -1,314
43 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 177,705177.7k $25.1m $25.1m 0.13% Added +59.9k +59,912
44 Joel Isaacson & Co., LLC 0.83% of their portfolio NEW YORK, NY 176,960177.0k $25.0m $25.0m 0.83% Added +361 +361
45 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 165,014165.0k $23.3m $23.3m 0.09% Reduced -61.1k -61,061
46 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 161,406161.4k $22.8m $22.8m 0.06% Reduced -21.1k -21,105
47 Rock Creek Group LLC 2.31% of their portfolio Washington, DC 161,100161.1k $22.8m $22.8m 2.31% Unchanged
48 Sand Hill Global Advisors, LLC 0.75% of their portfolio Palo Alto, CA 157,309157.3k $22.2m $22.2m 0.75% Added +2.3k +2,298
49 Affinity Capital Advisors, LLC 2.96% of their portfolio BERKELEY, CA 149,450149.4k $21.1m $21.1m 2.96% Reduced -1.1k -1,142
50 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 144,193144.2k $20.4m $20.4m 0.03% Reduced -121.4k -121,379
51 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 143,191143.2k $20.3m $20.3m 0.03% Reduced -58.8k -58,824
52 Erickson Financial Group, LLC 12.09% of their portfolio ALLENTOWN, PA 136,408136.4k $19.3m $19.3m 12.09% Added +2.6k +2,632
53 FLPUTNAM INVESTMENT MANAGEMENT CO 0.27% of their portfolio PORTLAND, ME 128,256128.3k $18.1m $18.1m 0.27% Added +1.7k +1,664
54 AlTi Global, Inc. 0.38% of their portfolio NEW YORK, NY 123,498123.5k $17.5m $17.5m 0.38% Added +5.1k +5,090
55 CHOREO, LLC 0.21% of their portfolio ROCKFORD, IL 120,997121.0k $17.1m $17.1m 0.21% Reduced -3.1k -3,145
56 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 120,902120.9k $17.1m $17.1m 0.14% Added +29.5k +29,472
57 Mariner, LLC 0.02% of their portfolio Overland Park, KS 118,126118.1k $16.7m $16.7m 0.02% Reduced -4.7k -4,681
58 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 116,599116.6k $16.5m $16.5m 0.02% Added +20.9k +20,851
59 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 105,744105.7k $15.0m $15.0m 0.04% Added +383 +383
60 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 104,455104.5k $14.8m $14.8m 0.05% Reduced -12.5k -12,521
61 Sharkey, Howes & Javer 1.94% of their portfolio DENVER, CO 101,743101.7k $14.4m $14.4m 1.94% Reduced -5.8k -5,843
62 One Wealth Advisors, LLC 1.79% of their portfolio SAN FRANCISCO, CA 101,423101.4k $14.3m $14.3m 1.79% Reduced -4.6k -4,575
63 HARBOUR INVESTMENTS, INC. 0.21% of their portfolio MADISON, WI 96,99597.0k $13.7m $13.7m 0.21% Added +2.9k +2,894
64 Facet Wealth, Inc. 0.22% of their portfolio WEST PALM BEACH, FL 90,73890.7k $12.8m $12.8m 0.22% Added +18.6k +18,622
65 Van Hulzen Asset Management, LLC 0.94% of their portfolio EL DORADO HILLS, CA 89,84489.8k $12.7m $12.7m 0.94% Reduced -59 -59
66 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 85,84285.8k $12.1m $12.1m 0.00% Added +39.4k +39,389
67 Blue Edge Capital, LLC 1.60% of their portfolio RICHMOND, VA 84,92384.9k $12.0m $12.0m 1.60% Reduced -6.4k -6,379
68 CLIENT 1ST ADVISORY GROUP, LLC 3.65% of their portfolio DUNEDIN, FL 84,81984.8k $12.0m $12.0m 3.65% Reduced -1.7k -1,677
69 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 83,82183.8k $11.9m $11.9m 0.01% Reduced -945 -945
70 STALEY CAPITAL ADVISERS INC 0.48% of their portfolio PITTSBURGH, PA 80,00080.0k $11.3m $11.3m 0.48% Unchanged
71 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 79,17379.2k $11.2m $11.2m 0.04% Added +10.8k +10,843
72 Relyea Zuckerberg Hanson LLC 1.12% of their portfolio STAMFORD, CT 78,41878.4k $11.1m $11.1m 1.12% Added +201 +201
73 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 74,90974.9k $10.6m $10.6m 0.01% Added +33.0k +33,020
74 Keebeck Wealth Management 1.16% of their portfolio Chicago, IL 73,20673.2k $10.4m $10.4m 1.16% Reduced -1.5k -1,493
75 Plancorp, LLC 0.30% of their portfolio SAINT LOUIS, MO 72,38672.4k $10.7m $10.7m 0.30% Reduced -673 -673
76 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 71,83471.8k $11.1m $11.1m 0.16% Reduced -7.8k -7,772
77 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 70,64070.6k $10.0m $10.0m 0.10% Reduced -505 -505
78 Laurel Wealth Planning LLC 5.24% of their portfolio EDINA, MN 70,30670.3k $9.9m $9.9m 5.24% Reduced -2.0k -2,040
79 Wealth Architects, LLC 0.88% of their portfolio MOUNTAIN VIEW, CA 69,83669.8k $9.9m $9.9m 0.88% Added +4.0k +3,990
80 Clarity Asset Management, Inc. 4.88% of their portfolio AMES, IA 68,15468.2k $9.6m $9.6m 4.88% Reduced -15.4k -15,450
81 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 67,80067.8k $9.6m $9.6m 0.01% Reduced -2.7k -2,700
82 NorthRock Partners, LLC 0.15% of their portfolio MINNEAPOLIS, MN 67,67967.7k $9.6m $9.6m 0.15% Reduced -1.0k -1,020
83 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% of their portfolio Seattle, WA 67,28067.3k $9.5m $9.5m 0.17% Added +4.8k +4,807
84 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 64,96365.0k $9.2m $9.2m 0.00% Added +560 +560
85 One Capital Management, LLC 0.25% of their portfolio WESTLAKE VILLAGE, CA 64,78364.8k $9.2m $9.2m 0.25% Added +23.9k +23,917
86 Prudent Man Advisors, LLC 2.74% of their portfolio NAPERVILLE, IL 64,77064.8k $9.2m $9.2m 2.74% Reduced -6.1k -6,149
87 Strategic Blueprint, LLC 0.53% of their portfolio ATLANTA, GA 64,55664.6k $9.1m $9.1m 0.53% Reduced -699 -699
88 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 64,43864.4k $9.1m $9.1m 0.06% Reduced -1.9k -1,942
89 Klaas Financial Asset Advisors, LLC 1.20% of their portfolio LOVES PARK, IL 61,61861.6k $8.7m $8.7m 1.20% Added +434 +434
90 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 61,61561.6k $8.5m $8.5m 0.01% Reduced -3.2k -3,179
91 Wealthspire Advisors, LLC 0.07% of their portfolio NEW YORK, NY 61,37261.4k $8.7m $8.7m 0.07% Reduced -4.9k -4,882
92 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.12% of their portfolio PORTLAND, OR 61,04961.0k $8.6m $8.6m 0.12% Added +760 +760
93 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 60,50960.5k $8.6m $8.6m 0.01% Reduced -69 -69
94 Parallel Advisors, LLC 0.15% of their portfolio SAN FRANCISCO, CA 58,61658.6k $8.3m $8.3m 0.15% Added +5.3k +5,324
95 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 57,32257.3k $8.0m $8.0m 0.02% Reduced -57 -57
96 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 56,75556.8k $8.0m $8.0m 0.04% Added +7.5k +7,488
97 Modera Wealth Management, LLC 0.10% of their portfolio WESTWOOD, NJ 56,51656.5k $8.0m $8.0m 0.10% Reduced -674 -674
98 Cypress Wealth Services, LLC 1.13% of their portfolio PALM DESERT, CA 56,35356.4k $8.0m $8.0m 1.13% Reduced -1.6k -1,587
99 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 56,20856.2k $8.0m $8.0m 0.08% Added +3.5k +3,502
100 UMB Bank, n.a. 0.11% of their portfolio Kansas City, MO 55,33655.3k $7.8m $7.8m 0.11% Added +16.4k +16,424