ESGU institutional holders

iShares ESG Aware MSCI USA ETF · 906 reporting institutions · $12.2B reported value

Funds that can replace ESGU · ESGU return decomposition

Institutional holdings

Institutions reporting ESGU, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2.2B02026-06-30
Jpmorgan Chase & Co$1.9B02026-06-30
Northern Trust Corp$914.3M02026-06-30
TIAA Wealth Investment Management LLC$763.5M72026-06-30
Goldman Sachs Group Inc$640.7M02026-06-30
Wealthfront Advisers LLC$449.8M402026-06-30
Morgan Stanley$438.3M23,1852026-06-30
Blackrock, Inc.$383.5M02026-06-30
Envestnet Pmc$337.8M602026-06-30
TIAA-CREF Individual & Institutional Services, LLC$218.8M1,7212026-06-30
Lpl Financial LLC$211.4M23,4582026-06-30
Wells Fargo & Company/mn$209.5M02026-06-30
Northwestern Mutual Wealth Management Co$175.1M02026-06-30
Fiduciary Trust Co$116M02026-06-30
Kb Prvo Drustvo Za Upravuvanje So Zadolzitelni I Dobrovolni Penziski Fondovi Ad Skopje$85M02026-06-30
Royal Bank of Canada$84.2M02026-06-30
Empower Advisory Group, LLC$83.5M1,9802026-06-30
Composition Wealth, LLC$62.3M762026-06-30
Commonwealth Equity Services, LLC$59.4M2,8632026-06-30
Ally Invest Advisors$57.4M822026-06-30
Ameriprise Financial Inc$55.7M02026-06-30
Envestnet Portfolio Solutions, Inc.$53.8M32026-06-30
Creative Planning$52M1,1712026-06-30
Mercer Global Advisors Inc /adv$51.5M02026-06-30
Hightower Advisors, LLC$51.2M1,0462026-06-30
UBS Group AG$49.8M02026-06-30
Alliancebernstein LP$48.4M5172026-06-30
Fmr LLC$46M02026-06-30
Cetera Investment Advisers$45.3M10,3702026-06-30
Citigroup Inc$44.8M02026-06-30
Brookstone Capital Management$43.8M3372026-06-30
Impactfolio LLC$42.5M32026-06-30
Alesco Advisors, LLC, An Esl Company$39.5M142026-06-30
Mission Wealth Management, LP$38M1382026-06-30
Cwm, LLC$37.3M6672026-03-31
Wealth Enhancement Advisory Services, LLC$33.8M1,0262026-06-30
Raymond James Financial Inc$32.6M02026-06-30
Osaic Holdings, Inc.$32.1M02026-06-30
Beacon Pointe Advisors, LLC$30.2M4662026-06-30
Bank of Montreal /can$30.2M02026-06-30
MML Investors Services, LLC$30.1M5,1202026-06-30
Ashton Thomas Private Wealth, LLC$29.9M962026-06-30
Joel Isaacson & Co., LLC$29.3M152026-06-30
Rock Creek Group LLC$26.4M02026-06-30
Sand Hill Global Advisors, LLC$25.4M202026-06-30
Keybank National Association/oh$25.1M02026-06-30
Clarius Group, LLC$25.1M02025-12-31
Affinity Capital Advisors, LLC$24.2M52026-06-30
Clearstead; Clearstead Advisory Solutions$24.1M642026-06-30
Integrated Wealth Concepts LLC$23.9M4802026-06-30
Erickson Financial Group, LLC$22.5M32026-06-30
Flputnam Investment Management Co$21.6M782026-06-30
Newedge Advisors$20.8M6012026-06-30
Cerity Partners LLC$20.7M7772026-06-30
Alti Global, Inc.$20.2M02026-06-30
Choreo, LLC$19.1M1482026-06-30
Harbour Investments, Inc.$16.8M2472026-06-30
One Wealth Advisors, LLC$16.6M112026-06-30
Sharkey, Howes & Javer$16.2M92026-06-30
Mariner, LLC$15.9M02026-06-30
Facet Wealth, Inc.$13.8M952026-06-30
Blue Edge Capital, LLC$13.7M42026-06-30
Client 1st Advisory Group, LLC$13.5M72026-06-30
Sei Investments Co$13.2M02026-06-30
Staley Capital Advisers Inc$13.1M112026-06-30
Van Hulzen Asset Management, LLC$13.1M192026-06-30
Relyea Zuckerberg Hanson LLC$12.9M72026-06-30
Apella Capital, LLC$11.6M1042026-06-30
Laurel Wealth Planning LLC$11.6M62026-06-30
Plancorp, LLC$11.4M522026-06-30
Wealth Architects, LLC$11.4M152026-06-30
Onedigital Investment Advisors LLC$11.3M3862026-06-30
Kestra Advisory Services, LLC$11.3M1,4792026-06-30
Fisher Asset Management, LLC$11.1M2,9842026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$11M02026-06-30
Northrock Partners, LLC$10.8M912026-06-30
Strategic Blueprint, LLC$10.2M552026-06-30
&partners$10.2M5552026-06-30
Schroder Investment Management Group$10M02026-06-30
Klaas Financial Asset Advisors, LLC$10M142026-06-30
Parallel Advisors, LLC$9.9M752026-06-30
United Capital Financial Advisors, LLC$9.9M1662026-06-30
Wealthspire Advisors, LLC$9.8M2372026-06-30
Clarity Asset Management, Inc.$9.8M22026-06-30
Decker Retirement Planning Inc.$9.6M102026-06-30
Prudent Man Advisors, LLC$9.5M272026-06-30
Keebeck Wealth Management$9.5M52026-06-30
Focus Partners Wealth$9.5M1,0482026-06-30
Capitolis Liquid Global Markets LLC$9.5M02025-12-31
Modera Wealth Management, LLC$9.4M1352026-06-30
Corient Private Wealth LP$9.4M6742026-06-30
Axxcess Wealth Management, LLC$9.3M382026-06-30
Sanctuary Advisors, LLC$9.3M4012026-06-30
Cypress Wealth Services, LLC$9.2M142026-06-30
One Capital Management, LLC$9.2M642026-06-30
Umb Bank, N.A.$8.9M02026-06-30
Farther Finance Advisors, LLC$8.9M3342026-06-30
Captrust Financial Advisors$8.7M9622026-06-30
Assetmark, Inc$8.5M2202026-06-30
Merit Financial Group, LLC$8.5M2952026-06-30
Atlas Legacy Advisors, LLC$8.3M42026-06-30
Financial Advisors, LLC$8.2M02025-09-30
Truist Financial Corp$8.1M02026-06-30
Advisory Services Network$8M2532026-06-30
Cfs Investment Advisory Services LLC$8M102026-06-30
Birchwood Financial Partners, Inc.$7.9M92026-06-30
Retirement Income Solutions, Inc$7.7M162026-06-30
Yukon Wealth Management, Inc.$7.5M22026-06-30
Bnp Paribas Financial Markets$7.3M02026-06-30
Aptus Capital Advisors, LLC$7.3M212026-06-30
Trustage Investment Management$7.3M212026-06-30
Banco Santander, S.A.$7.1M02026-06-30
Midwest Financial Partners$6.9M92026-06-30
Ep Wealth Advisors, LLC$6.8M3382026-06-30
McKinley Carter Wealth Services, Inc.$6.7M252026-06-30
Summit Wealth Group, LLC$6.4M02026-06-30
Perigon Wealth Management, LLC$6.4M922026-06-30
Mutual Advisors, LLC$6.4M1532026-06-30
Private Advisor Group, LLC$6.3M9272026-06-30
Spinnaker Trust$6.3M02026-06-30
Avise Financial Cooperative, Inc.$6.3M72026-06-30
Halbert Hargrove Global Advisors, LLC$6.2M432026-06-30
Physician Wealth Advisors, Inc.$6.2M92026-06-30
Mascoma Wealth Management$6.1M112026-06-30
Balanced Rock Investment Advisors LLC$5.9M52026-06-30
Geowealth Management, LLC$5.6M02026-06-30
Orion Porfolio Solutions, LLC$5.5M1992026-06-30
Horst & Graben Wealth Management, LLC$5.4M52026-06-30
Archer Investment Management, LLC$5.4M32026-06-30
Brown Advisory Inc$5.4M02026-06-30
Planning Alternatives Ltd /adv$5.3M102026-06-30
Savant Wealth Management$5.3M4052026-06-30
Vise Technologies, Inc.$5.3M02026-06-30
Long Run Wealth Advisors, LLC$5.2M02025-12-31
Maia Wealth LLC$5.2M412026-06-30
Laird Norton Wetherby Wealth Management, LLC$5.2M612025-09-30
Two Sigma Investments, LP$5.2M02026-06-30
National Philanthropic Trust$5.1M02026-06-30
Rockefeller Capital Management LP$5.1M3462026-06-30
Goodwin Investment Advisory$5M82026-06-30
Sagespring Wealth Partners$5M1262026-06-30
Keystone Wealth Services, LLC$5M122026-06-30
Focus Partners Advisor Solutions, LLC$5M422026-06-30
Steward Partners Investment Advisory, LLC$4.8M4812026-06-30
Stratos Wealth Partners, Ltd.$4.7M3862026-06-30
Rfg Advisory, LLC$4.6M1912026-06-30
Colter Lewis Investment Partners, LLC$4.5M42026-06-30
True Blue Financial, LLC$4.4M32026-06-30
Creativeone Wealth, LLC$4.4M2212026-06-30
Compound Planning, Inc.$4.3M752026-06-30
Sofi Wealth, LLC$4.3M1102026-06-30
Wealthplan Investment Management, LLC$4.2M292026-06-30
Balance Wealth$4.2M92026-06-30
Pioneer Wealth Management Group$4.1M112026-06-30
Elevation Wealth Partners, LLC$4.1M02026-06-30
Weil Company, Inc.$4.1M132026-06-30
Jordan Park Group LLC$4M142026-06-30
Moment Partners, LLC$4M42026-06-30
Davis Wealth Advisors, LLC$4M42026-06-30
Foster Group, Inc.$4M582026-06-30
Hb Wealth Management, LLC$4M1692026-06-30
Partners Capital Investment Group, LLP$3.9M12026-06-30
Wt Wealth Management$3.9M132026-06-30
Flc Capital Advisors$3.8M42026-06-30
Regions Financial Corp$3.8M02026-06-30
Equitable Holdings, Inc.$3.8M02026-06-30
Ma Private Wealth$3.8M52026-06-30
Stifel Financial Corp$3.8M02026-06-30
Ieq Capital, LLC$3.7M1972026-06-30
Blue Trust, Inc.$3.7M02026-06-30
Citadel Advisors LLC$3.7M02026-06-30
Gilbert Capital Group$3.6M12026-06-30
Integris Wealth Management, LLC$3.6M122026-06-30
Garde Capital, Inc.$3.6M92026-06-30
Sigfig Wealth Management, LLC$3.5M42026-06-30
Bank of New York Mellon Corp$3.5M02026-06-30
Lifelong Wealth Advisors, Inc.$3.5M92026-06-30
Pfg Investments, LLC$3.5M02026-06-30
Brooklyn Fi, LLC$3.4M152026-06-30
Hf Advisory Group, LLC$3.4M22026-06-30
Pure Financial Advisors, LLC$3.3M882026-06-30
Opes Wealth Management LLC$3.3M02026-03-31
Kpp Advisory Services LLC$3.3M222026-06-30
Moneta Group Investment Advisors LLC$3.2M2562026-06-30
Integrity Advisory Solutions, LLC$3.2M1272026-06-30
Franklin Resources Inc$3.2M02026-06-30
Diversify Advisory Services, LLC$3.2M1162026-06-30
Diversify Wealth Management, LLC$3.2M782026-06-30
Pathstone Holdings, LLC$3.2M02026-06-30
Concurrent Investment Advisors, LLC$3.1M3492026-06-30
Ae Wealth Management LLC$3.1M4712026-06-30
Arax Advisory Partners$3.1M2322026-06-30
Focus Financial$3M1212026-06-30
Cascade Financial Partners, LLC$3M72026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$3M1032026-06-30
Ridgeline Wealth, LLC$3M42026-06-30
Renaissance Technologies LLC$3M02026-06-30
Mgo One Seven LLC$3M1182026-06-30
Fingerlakes Wealth Management, Inc.$3M42026-06-30
First Horizon Corp$3M02026-06-30
Cgn Advisors LLC$2.9M362026-06-30
Sensible Financial Planning & Management, Llc.$2.9M02025-09-30
Mai Capital Management$2.9M3082026-06-30
Higgins & Schmidt Wealth Strategies LLC$2.9M42026-06-30
White Lighthouse Investment Management Inc.$2.8M62026-06-30
Vision Capital Management, Inc.$2.8M02026-06-30
Annis Gardner Whiting Capital Advisors, LLC$2.8M142026-06-30
Arkadios Wealth Advisors$2.8M2262026-06-30
Spectrum Asset Management, Inc. (nb/ca)$2.8M02026-06-30
Diversified Trust Co$2.8M02026-06-30
Perennial Investment Advisors, LLC$2.8M492026-06-30
Coldstream Capital Management Inc$2.8M1362026-06-30
TD Waterhouse Canada Inc.$2.7M02026-06-30
Journey Strategic Wealth LLC$2.7M02026-03-31
Icon Wealth Advisors, LLC$2.7M182026-06-30
One Advisory Partners, LLC$2.7M72026-06-30
Leo Wealth, LLC$2.7M152026-03-31
High Falls Advisors, Inc$2.6M02025-12-31
Regal Investment Advisors LLC$2.6M1172026-06-30
Madrid Wealth Management, LLC$2.5M42026-06-30
Snowden Capital Advisors LLC$2.5M1222026-06-30
J.W. Cole Advisors, Inc.$2.5M4992026-06-30
Midwest Trust Co$2.5M02026-06-30
MacRoview Investment Management LLC$2.4M42026-06-30
Sym Financial Corp$2.4M332026-06-30
Beacon Financial Group$2.4M82026-06-30
Apollon Wealth Management, LLC$2.4M1512026-06-30
1st Source Bank$2.4M02026-06-30
Sequoia Financial Group, LLC$2.4M2582026-06-30
Mayflower Advisors$2.3M272026-06-30
Nepc LLC$2.3M12026-06-30
TIAA Trust, National Association$2.3M02026-06-30
Bluespring Wealth Management, LLC$2.3M502026-06-30
Boulder Wealth Advisors, LLC$2.2M22026-06-30
Bluestem Wealth Partners, LLC$2.2M172026-06-30
Acropolis Investment Management, LLC$2.2M372026-06-30
Aqr Capital Management LLC$2.2M12026-06-30
Noble Wealth Partners$2.2M32026-06-30
Jones Financial Companies LLLP$2.2M02026-06-30
Avidian Wealth Enterprises, LLC$2.2M432026-06-30
O'Shaughnessy Asset Management, LLC$2.2M582026-06-30
Grey Ledge Advisors, LLC$2.1M82026-06-30
Tower Research Capital LLC (trc)$2.1M02026-06-30
Rhs Financial, LLC$2.1M22026-06-30
Davenport & Co LLC$2.1M3392026-06-30
Advisory Solutions Group$2.1M422026-06-30
Morling Financial Advisors, LLC$2.1M172026-06-30
Mendel Capital Management LLC$2.1M22026-06-30
Ramiah Investment Group$2.1M02026-06-30
Cranbrook Wealth Management, LLC$2.1M52026-06-30

The 250 largest of 906 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30