Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ESG AWR MSCI USA
-
Total 13F shares
-
3,066,082
-
Share change
-
-60,784
-
Total reported value
-
$457,346,820
-
Price per share
-
$148.98
-
Number of holders
-
162
-
Value change
-
-$9,016,079
-
Number of buys
-
57
-
Number of sells
-
78
Institutional Holders of ISHARES TR - ESG AWR MSCI USA (ESGU) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - ESG AWR MSCI USA (ESGU) was held by
162 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,066,082 shares.
The largest 10 holders included
IMPACTfolio, LLC, Brookstone Capital Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, PARK AVENUE SECURITIES LLC, Clarius Group, LLC, Affinity Capital Advisors, LLC, Erickson Financial Group, LLC, Sharkey, Howes & Javer, CLIENT 1ST ADVISORY GROUP, LLC, and Apella Capital, LLC.
This page lists
162
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.