Vault-13

ISHARES TR ESGU

ESG AWR MSCI USA · ETP · CUSIP 46435G425

863 institutional holders +48 vs Q1 2026
79,914,32179.9m shares reported held*
$13.0bnreported value*
78 new 292 added 300 reduced 31 sold out net bought ≈ $521.5m (+3.3m 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 ($236.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $163.24.

Trends to Q2 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: 815Q2 26: 863863Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026863

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 25Q1 26: 319 bought or addedQ1 26: 366 cut or sold outQ2 26: 370 bought or addedQ2 26: 331 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024277355
Q4 2024281378
Q1 2025275404
Q2 2025293361
Q3 2025331313
Q4 2025324343
Q1 2026319366
Q2 2026370331

Biggest buyers

JPMORGAN CHASE & CO Added +1,752,309+1.8m
MORGAN STANLEY Added +895,306+895.3k
NORTHERN TRUST CORP Added +449,642+449.6k
Cambridge Investment Research Advisors, Inc. Added +148,424+148.4k
LPL Financial LLC Added +108,409+108.4k
Wealthfront Advisers LLC Added +101,836+101.8k
BANK OF MONTREAL /CAN/ Added +98,774+98.8k
ALLIANCEBERNSTEIN L.P. Added +98,583+98.6k
AXXCESS WEALTH MANAGEMENT, LLC New +57,114+57.1k
OSAIC HOLDINGS, INC. Added +53,008+53.0k

Biggest sellers

TIAA Wealth Investment Management LLC Reduced -203,068-203.1k
Clearstead Advisors, LLC Reduced -190,670-190.7k
BANK OF AMERICA CORP /DE/ Reduced -135,389-135.4k
GOLDMAN SACHS GROUP INC Reduced -132,141-132.1k
Corient Private Wealth LP Reduced -86,979-87.0k
TWO SIGMA INVESTMENTS, LP Reduced -36,300-36.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -34,505-34.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -30,647-30.6k
BNP PARIBAS FINANCIAL MARKETS Reduced -30,037-30.0k
CITIGROUP INC Reduced -28,257-28.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.14% of their portfolio CHARLOTTE, NC 13,667,63213.7m $2.2bn $2.2bn 0.14% Reduced -135.4k -135,389
2 JPMORGAN CHASE & CO 0.11% of their portfolio NEW YORK, NY 11,759,38911.8m $1.9bn $1.9bn 0.11% Added +1.8m +1,752,309
3 NORTHERN TRUST CORP 0.11% of their portfolio CHICAGO, IL 5,586,4285.6m $914.3m $914.3m 0.11% Added +449.6k +449,642
4 TIAA Wealth Investment Management LLC 5.10% of their portfolio New York, NY 4,697,1034.7m $763.5m $763.5m 5.10% Reduced -203.1k -203,068
5 Betterment LLC 1.12% of their portfolio NEW YORK, NY 4,058,5964.1m $664.3m $664.3m 1.12% Added +16.7k +16,680
6 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 3,914,3283.9m $640.7m $640.7m 0.07% Reduced -132.1k -132,141
7 Wealthfront Advisers LLC 0.86% of their portfolio Palo Alto, CA 2,748,0332.7m $449.8m $449.8m 0.86% Added +101.8k +101,836
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,678,1062.7m $438.3m $438.3m 0.02% Added +895.3k +895,306
9 Acorns Advisers, LLC 2.82% of their portfolio IRVINE, CA 2,646,5122.6m $433.2m $433.2m 2.82% Reduced -5.9k -5,885
10 BlackRock, Inc. 0.01% of their portfolio New York, NY 2,343,2642.3m $383.5m $383.5m 0.01% Reduced -13.7k -13,653
11 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 2,064,1312.1m $337.8m $337.8m 0.08% Reduced -34.5k -34,505
12 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.75% of their portfolio CHARLOTTE, NC 1,336,7851.3m $218.8m $218.8m 0.75% Added +28.6k +28,633
13 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,291,7851.3m $211.4m $211.4m 0.05% Added +108.4k +108,409
14 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,279,8951.3m $209.5m $209.5m 0.04% Reduced -13.6k -13,627
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 1,070,0421.1m $175.1m $175.1m 0.09% Reduced -3.3k -3,315
16 Fiduciary Trust Co 1.26% of their portfolio Boston, MA 708,529708.5k $116.0m $116.0m 1.26% Added +11.3k +11,332
17 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 16.43% of their portfolio SKOPJE, 1U 519,600519.6k $85.0m $85.0m 16.43% First filing
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 514,461514.5k $84.2m $84.2m 0.01% Reduced -7.3k -7,334
19 Empower Advisory Group, LLC 0.20% of their portfolio Greenwood Village, CO 510,183510.2k $83.5m $83.5m 0.20% Added +6.5k +6,535
20 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 388,362388.4k $63.6m $63.6m 0.07% Added +148.4k +148,424
21 Composition Wealth, LLC 0.73% of their portfolio LOS ANGELES, CA 380,376380.4k $62.3m $62.3m 0.73% Added +35.8k +35,843
22 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 362,915362.9k $59.4m $59.4m 0.07% Reduced -6.7k -6,746
23 Ally Invest Advisors Inc. 3.46% of their portfolio CHARLOTTE, NC 350,467350.5k $57.4m $57.4m 3.46% Added +2.3k +2,264
24 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 342,065342.1k $48.4m $48.4m 0.02% Added +98.6k +98,583
25 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 340,370340.4k $55.7m $55.7m 0.01% Reduced -2.0k -2,022
26 Envestnet Portfolio Solutions, Inc. 0.26% of their portfolio BERWYN, PA 328,566328.6k $53.8m $53.8m 0.26% Reduced -2.3k -2,297
27 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 317,597317.6k $52.0m $52.0m 0.03% Added +4.2k +4,170
28 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 314,851314.9k $51.5m $51.5m 0.06% Added +44.7k +44,662
29 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 312,666312.7k $51.2m $51.2m 0.05% Reduced -12.5k -12,543
30 UBS Group AG 0.01% of their portfolio ZURICH, V8 304,149304.1k $49.8m $49.8m 0.01% Added +4.6k +4,639
31 FMR LLC 0.00% of their portfolio BOSTON, MA 281,229281.2k $46.0m $46.0m 0.00% Added +5.4k +5,377
32 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 276,693276.7k $45.3m $45.3m 0.04% Added +611 +611
33 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 273,754273.8k $44.8m $44.8m 0.02% Reduced -28.3k -28,257
34 Brookstone Capital Management 0.44% of their portfolio WHEATON, IL 267,702267.7k $43.8m $43.8m 0.44% Added +26.2k +26,223
35 IMPACTfolio, LLC 16.02% of their portfolio DENVER, CO 259,848259.8k $42.5m $42.5m 16.02% Reduced -1.6k -1,605
36 Alesco Advisors, LLC, An ESL Co 0.90% of their portfolio Pittsford, NY 241,166241.2k $39.5m $39.5m 0.90% Reduced -387 -387
37 MISSION WEALTH MANAGEMENT, LP 0.47% of their portfolio Santa Barbara, CA 232,232232.2k $38.0m $38.0m 0.47% Added +9.9k +9,869
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 205,158205.2k $33.8m $33.8m 0.06% Added +12.8k +12,803
39 PARK AVENUE SECURITIES LLC 0.21% of their portfolio NEW YORK, NY 201,434201.4k $33.0m $33.0m 0.21% Reduced -4.2k -4,198
40 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 199,418199.4k $32.6m $32.6m 0.01% Added +2.0k +2,005
41 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 196,199196.2k $32.1m $32.1m 0.04% Added +53.0k +53,008
42 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 184,713184.7k $30.2m $30.2m 0.14% Added +7.0k +7,008
43 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 184,616184.6k $30.2m $30.2m 0.01% Added +98.8k +98,774
44 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 183,780183.8k $30.1m $30.1m 0.06% Added +22.4k +22,374
45 Ashton Thomas Private Wealth, LLC 0.62% of their portfolio SCOTTSDALE, AZ 182,890182.9k $29.9m $29.9m 0.62% Reduced -3.2k -3,159
46 Joel Isaacson & Co., LLC 0.85% of their portfolio NEW YORK, NY 178,905178.9k $29.3m $29.3m 0.85% Added +1.9k +1,945
47 Rock Creek Group LLC 2.65% of their portfolio Washington, DC 161,100161.1k $26.4m $26.4m 2.65% Unchanged
48 Sand Hill Global Advisors, LLC 0.76% of their portfolio Palo Alto, CA 154,912154.9k $25.4m $25.4m 0.76% Reduced -2.4k -2,397
49 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 153,263153.3k $25.1m $25.1m 0.08% Reduced -11.8k -11,751
50 Clearstead Advisors, LLC 0.23% of their portfolio CLEVELAND, OH 147,226147.2k $24.1m $24.1m 0.23% Reduced -190.7k -190,670
51 Affinity Capital Advisors, LLC 2.99% of their portfolio BERKELEY, CA 146,606146.6k $24.2m $24.2m 2.99% Reduced -2.8k -2,844
52 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 146,266146.3k $23.9m $23.9m 0.12% Added +25.4k +25,364
53 Erickson Financial Group, LLC 12.05% of their portfolio ALLENTOWN, PA 137,404137.4k $22.5m $22.5m 12.05% Added +996 +996
54 FLPUTNAM INVESTMENT MANAGEMENT CO 0.26% of their portfolio PORTLAND, ME 132,064132.1k $21.6m $21.6m 0.26% Added +3.8k +3,808
55 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 127,139127.1k $20.8m $20.8m 0.06% Added +22.7k +22,684
56 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 126,597126.6k $20.7m $20.7m 0.03% Added +10.0k +9,998
57 AlTi Global, Inc. 0.42% of their portfolio NEW YORK, NY 123,135123.1k $20.2m $20.2m 0.42% Reduced -363 -363
58 CHOREO, LLC 0.21% of their portfolio ROCKFORD, IL 116,519116.5k $19.1m $19.1m 0.21% Reduced -4.5k -4,478
59 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 104,841104.8k $17.2m $17.2m 0.03% Reduced -903 -903
60 HARBOUR INVESTMENTS, INC. 0.23% of their portfolio MADISON, WI 102,610102.6k $16.8m $16.8m 0.23% Added +5.6k +5,615
61 One Wealth Advisors, LLC 1.83% of their portfolio SAN FRANCISCO, CA 101,285101.3k $16.6m $16.6m 1.83% Reduced -138 -138
62 Sharkey, Howes & Javer 1.96% of their portfolio DENVER, CO 99,19499.2k $16.2m $16.2m 1.96% Reduced -2.5k -2,549
63 Mariner, LLC 0.02% of their portfolio Overland Park, KS 96,97597.0k $15.9m $15.9m 0.02% Reduced -21.2k -21,151
64 Facet Wealth, Inc. 0.20% of their portfolio WEST PALM BEACH, FL 84,28684.3k $13.8m $13.8m 0.20% Reduced -6.5k -6,452
65 Blue Edge Capital, LLC 1.65% of their portfolio RICHMOND, VA 83,90683.9k $13.7m $13.7m 1.65% Reduced -1.0k -1,017
66 CLIENT 1ST ADVISORY GROUP, LLC 3.63% of their portfolio DUNEDIN, FL 82,55782.6k $13.5m $13.5m 3.63% Reduced -2.3k -2,262
67 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 80,72180.7k $13.2m $13.2m 0.01% Reduced -3.1k -3,100
68 STALEY CAPITAL ADVISERS INC 0.51% of their portfolio PITTSBURGH, PA 80,00080.0k $13.1m $13.1m 0.51% Unchanged
69 Van Hulzen Asset Management, LLC 0.93% of their portfolio EL DORADO HILLS, CA 79,80079.8k $13.1m $13.1m 0.93% Reduced -10.0k -10,044
70 Relyea Zuckerberg Hanson LLC 1.07% of their portfolio STAMFORD, CT 78,63478.6k $12.9m $12.9m 1.07% Added +216 +216
71 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 70,79270.8k $11.6m $11.6m 0.16% Reduced -1.0k -1,042
72 Laurel Wealth Planning LLC 5.12% of their portfolio EDINA, MN 70,64270.6k $11.6m $11.6m 5.12% Added +336 +336
73 Wealth Architects, LLC 0.90% of their portfolio MOUNTAIN VIEW, CA 69,76769.8k $11.4m $11.4m 0.90% Reduced -69 -69
74 Plancorp, LLC 0.28% of their portfolio SAINT LOUIS, MO 69,53169.5k $11.4m $11.4m 0.28% Reduced -2.9k -2,855
75 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 69,20769.2k $11.3m $11.3m 0.10% Reduced -1.4k -1,433
76 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 69,01269.0k $11.3m $11.3m 0.04% Reduced -10.2k -10,161
77 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 67,89767.9k $11.1m $11.1m 0.00% Added +2.9k +2,934
78 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% of their portfolio Seattle, WA 67,34067.3k $11.0m $11.0m 0.16% Added +60 +60
79 NorthRock Partners, LLC 0.16% of their portfolio MINNEAPOLIS, MN 65,74165.7k $10.8m $10.8m 0.16% Reduced -1.9k -1,938
80 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 65,59865.6k $10.7m $10.7m 0.02% Added +8.3k +8,276
81 One Capital Management, LLC 0.25% of their portfolio WESTLAKE VILLAGE, CA 64,78364.8k $9.2m $9.2m 0.25% Unchanged
82 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.13% of their portfolio PORTLAND, OR 62,95263.0k $10.3m $10.3m 0.13% Added +1.9k +1,903
83 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 62,30462.3k $10.2m $10.2m 0.04% Added +5.5k +5,549
84 Strategic Blueprint, LLC 0.51% of their portfolio ATLANTA, GA 62,22362.2k $10.2m $10.2m 0.51% Reduced -2.3k -2,333
85 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 61,61561.6k $10.0m $10.0m 0.01% Unchanged
86 Klaas Financial Asset Advisors, LLC 1.25% of their portfolio LOVES PARK, IL 61,12161.1k $10.0m $10.0m 1.25% Reduced -497 -497
87 Parallel Advisors, LLC 0.15% of their portfolio SAN FRANCISCO, CA 60,48360.5k $9.9m $9.9m 0.15% Added +1.9k +1,867
88 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 60,17360.2k $9.9m $9.9m 0.05% Reduced -4.3k -4,265
89 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 59,80959.8k $9.8m $9.8m 0.05% Reduced -1.6k -1,563
90 Clarity Asset Management, Inc. 4.78% of their portfolio AMES, IA 59,61159.6k $9.8m $9.8m 4.78% Reduced -8.5k -8,543
91 Decker Retirement Planning Inc. 3.27% of their portfolio LEVI, UT 58,58358.6k $9.6m $9.6m 3.27% Added +7.8k +7,835
92 Prudent Man Advisors, LLC 2.18% of their portfolio NAPERVILLE, IL 58,31258.3k $9.5m $9.5m 2.18% Reduced -6.5k -6,458
93 Keebeck Wealth Management 0.93% of their portfolio Chicago, IL 58,22858.2k $9.5m $9.5m 0.93% Reduced -15.0k -14,978
94 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 57,99658.0k $9.5m $9.5m 0.01% Reduced -2.5k -2,513
95 Modera Wealth Management, LLC 0.10% of their portfolio WESTWOOD, NJ 57,61857.6k $9.4m $9.4m 0.10% Added +1.1k +1,102
96 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 57,21457.2k $9.4m $9.4m 0.01% Reduced -87.0k -86,979
97 AXXCESS WEALTH MANAGEMENT, LLC 0.15% of their portfolio CARLSBAD, CA 57,11457.1k $9.3m $9.3m 0.15% New
98 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 56,83056.8k $9.3m $9.3m 0.04% Added +1.7k +1,719
99 Cypress Wealth Services, LLC 1.13% of their portfolio PALM DESERT, CA 56,03556.0k $9.2m $9.2m 1.13% Reduced -318 -318
100 UMB Bank, n.a. 0.11% of their portfolio Kansas City, MO 54,67254.7k $8.9m $8.9m 0.11% Reduced -664 -664