ISHARES TR (ESGU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
836
Reporting holders
$12.1B
Reported value
0.0%
Held as options
+61
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.2B | 13,667,632 | 0.14% | 31q | -1.0%-$22.2M |
| JPMORGAN CHASE & CO | $1.9B | 11,759,389 | 0.11% | 31q | +17.5%+$284.8M |
| NORTHERN TRUST CORP | $914.3M | 5,586,428 | 0.11% | 27q | +8.8%+$73.6M |
| TIAA Wealth Investment Management LLC | $763.5M | 4,697,103 | 5.10% | 2q | -4.1%-$33.0M |
| GOLDMAN SACHS GROUP INC | $640.7M | 3,914,328 | 0.06% | 31q | -3.3%-$21.6M |
| Wealthfront Advisers LLC | $449.8M | 2,748,033 | 0.86% | 21q | +3.8%+$16.7M |
| MORGAN STANLEY | $438.3M | 2,678,106 | 0.02% | 29q | +50.2%+$146.5M |
| BlackRock, Inc. | $383.5M | 2,343,264 | 0.01% | 8q | -0.6%-$2.2M |
| ENVESTNET ASSET MANAGEMENT INC | $337.8M | 2,064,131 | 0.08% | 31q | -1.6%-$5.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $218.8M | 1,336,785 | 0.75% | 2q | +2.2%+$4.7M |
| LPL Financial LLC | $211.4M | 1,291,785 | 0.05% | 31q | +9.2%+$17.7M |
| WELLS FARGO & COMPANY/MN | $209.5M | 1,279,895 | 0.03% | 31q | -50.5%-$213.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $175.1M | 1,070,042 | 0.09% | 29q | HELD |
| Fiduciary Trust Co | $116.0M | 708,529 | 1.26% | 28q | +1.6%+$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $97.5M | 595,842 | 0.06% | 24q | +120.5%+$53.3M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $85.0M | 519,600 | 16.43% | new | FIRST |
| ROYAL BANK OF CANADA | $84.2M | 514,461 | 0.01% | 31q | -1.4%-$1.2M |
| Empower Advisory Group, LLC | $83.5M | 510,183 | 0.20% | 14q | +1.3%+$1.1M |
| Composition Wealth, LLC | $62.3M | 380,376 | 0.73% | 27q | +10.4%+$5.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $59.4M | 362,915 | 0.07% | 31q | -1.8%-$1.1M |
| Ally Invest Advisors Inc. | $57.4M | 350,467 | 3.46% | 27q | +0.7%+$370.5K |
| AMERIPRISE FINANCIAL INC | $55.7M | 340,370 | 0.01% | 31q | -50.3%-$56.4M |
| Envestnet Portfolio Solutions, Inc. | $53.8M | 328,566 | 0.26% | 12q | -0.7%-$376.0K |
| Creative Planning | $52.0M | 317,597 | 0.03% | 26q | +1.3%+$682.5K |
| HighTower Advisors, LLC | $51.2M | 312,666 | 0.05% | 29q | -3.9%-$2.1M |
| UBS Group AG | $49.8M | 304,149 | 0.01% | 31q | +1.5%+$759.3K |
| ALLIANCEBERNSTEIN L.P. | $48.4M | 342,065 | 0.02% | 19q | +40.5%+$13.9M |
| Corient Private Wealth LP | $47.4M | 289,695 | 0.03% | 15q | +100.9%+$23.8M |
| FMR LLC | $46.0M | 281,229 | 0.00% | 25q | +1.9%+$880.1K |
| Cetera Investment Advisers | $45.3M | 276,693 | 0.04% | 25q | HELD |
| CITIGROUP INC | $44.8M | 273,754 | 0.01% | 29q | -9.4%-$4.6M |
| Brookstone Capital Management | $43.8M | 267,702 | 0.44% | 26q | +10.9%+$4.3M |
| IMPACTfolio, LLC | $42.5M | 259,848 | 16.02% | 19q | -0.6%-$262.7K |
| Alesco Advisors, LLC, An ESL Co | $39.5M | 241,166 | 0.90% | 25q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $38.0M | 232,232 | 0.46% | 31q | +4.4%+$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.8M | 205,158 | 0.06% | 27q | +6.7%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $32.6M | 199,418 | 0.01% | 7q | +1.0%+$328.2K |
| OSAIC HOLDINGS, INC. | $32.1M | 196,199 | 0.04% | 26q | +37.0%+$8.7M |
| Beacon Pointe Advisors, LLC | $30.2M | 184,713 | 0.14% | 20q | +3.9%+$1.1M |
| BANK OF MONTREAL /CAN/ | $30.2M | 184,616 | 0.01% | 26q | +115.1%+$16.2M |
| MML INVESTORS SERVICES, LLC | $30.1M | 183,780 | 0.06% | 31q | +13.9%+$3.7M |
| Ashton Thomas Private Wealth, LLC | $29.9M | 182,890 | 0.62% | 7q | -1.7%-$517.0K |
| Joel Isaacson & Co., LLC | $29.3M | 178,905 | 0.85% | 26q | +1.1%+$318.3K |
| Rock Creek Group LLC | $26.4M | 161,100 | 2.65% | 7q | HELD |
| Relyea Zuckerberg Hanson LLC | $25.7M | 157,268 | 1.07% | 18q | +100.6%+$12.9M |
| Sand Hill Global Advisors, LLC | $25.4M | 154,912 | 0.76% | 24q | -1.5%-$392.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | $25.1M | 153,263 | 0.08% | 28q | -7.1%-$1.9M |
| Affinity Capital Advisors, LLC | $24.2M | 146,606 | 2.99% | 26q | -1.9%-$469.2K |
| Clearstead Advisors, LLC | $24.1M | 147,226 | 0.23% | 9q | -56.4%-$31.2M |
| Integrated Wealth Concepts LLC | $23.9M | 146,266 | 0.12% | 27q | +21.0%+$4.2M |
| Erickson Financial Group, LLC | $22.5M | 137,404 | 12.05% | 19q | +0.7%+$163.0K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $21.6M | 132,064 | 0.26% | 30q | +3.0%+$622.8K |
| NewEdge Advisors, LLC | $20.8M | 127,139 | 0.06% | new | NEW |
| Cerity Partners LLC | $20.7M | 126,597 | 0.03% | 23q | +8.6%+$1.6M |
| AlTi Global, Inc. | $20.2M | 123,135 | 0.42% | 11q | HELD |
| CHOREO, LLC | $19.1M | 116,519 | 0.21% | 14q | -3.7%-$732.9K |
| Merit Financial Group, LLC | $16.9M | 103,442 | 0.05% | 24q | +108.9%+$8.8M |
| HARBOUR INVESTMENTS, INC. | $16.8M | 102,610 | 0.23% | 21q | +5.8%+$919.0K |
| One Wealth Advisors, LLC | $16.6M | 101,285 | 1.83% | 26q | HELD |
| Sharkey, Howes & Javer | $16.2M | 99,194 | 1.96% | 26q | -2.5%-$417.2K |
| Mariner, LLC | $15.9M | 96,975 | 0.02% | 20q | -17.9%-$3.5M |
| Facet Wealth, Inc. | $13.8M | 84,286 | 0.20% | 15q | -7.1%-$1.1M |
| Blue Edge Capital, LLC | $13.7M | 83,906 | 1.65% | 30q | -8.1%-$1.2M |
| CLIENT 1ST ADVISORY GROUP, LLC | $13.5M | 82,557 | 3.52% | 26q | -2.7%-$370.2K |
| SEI INVESTMENTS CO | $13.2M | 80,721 | 0.01% | 26q | -3.7%-$507.4K |
| STALEY CAPITAL ADVISERS INC | $13.1M | 80,000 | 0.51% | 22q | HELD |
| Van Hulzen Asset Management, LLC | $13.1M | 79,800 | 0.93% | 26q | -11.2%-$1.6M |
| Apella Capital, LLC | $11.6M | 70,792 | 0.16% | 25q | -1.5%-$171.0K |
| Laurel Wealth Planning LLC | $11.6M | 70,642 | 5.12% | 23q | HELD |
| Plancorp, LLC | $11.4M | 69,531 | 0.28% | 22q | -3.9%-$469.7K |
| Wealth Architects, LLC | $11.4M | 69,767 | 0.90% | 19q | HELD |
| OneDigital Investment Advisors LLC | $11.3M | 69,207 | 0.10% | 11q | -2.0%-$234.5K |
| Kestra Advisory Services, LLC | $11.3M | 69,012 | 0.04% | 24q | -12.8%-$1.7M |
| Fisher Asset Management, LLC | $11.1M | 67,897 | 0.00% | 25q | +4.5%+$480.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.0M | 67,340 | 0.16% | 25q | HELD |
| NorthRock Partners, LLC | $10.8M | 65,741 | 0.16% | 3q | -2.9%-$317.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.3M | 62,952 | 0.13% | 31q | +3.1%+$311.5K |
| Strategic Blueprint, LLC | $10.2M | 62,223 | 0.51% | 26q | -3.6%-$381.8K |
| &PARTNERS | $10.2M | 62,304 | 0.04% | 8q | +9.8%+$906.1K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.0M | 61,615 | 0.01% | 18q | HELD |
| Klaas Financial Asset Advisors, LLC | $10.0M | 61,121 | 1.25% | 22q | -0.8%-$81.3K |
| Parallel Advisors, LLC | $9.9M | 60,483 | 0.15% | 28q | +3.2%+$305.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.9M | 60,173 | 0.05% | 26q | -6.6%-$698.6K |
| Wealthspire Advisors, LLC | $9.8M | 59,809 | 0.05% | 29q | -2.5%-$255.8K |
| Clarity Asset Management, Inc. | $9.8M | 59,611 | 4.78% | 11q | -12.5%-$1.4M |
| Decker Retirement Planning Inc. | $9.6M | 58,583 | 3.27% | 7q | +15.4%+$1.3M |
| Prudent Man Advisors, LLC | $9.5M | 58,312 | 2.18% | 20q | -10.0%-$1.1M |
| Keebeck Wealth Management | $9.5M | 58,228 | 0.93% | 23q | -20.5%-$2.5M |
| Focus Partners Wealth | $9.5M | 57,996 | 0.01% | 10q | -4.2%-$411.3K |
| Modera Wealth Management, LLC | $9.4M | 57,618 | 0.10% | 15q | +1.9%+$180.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $9.3M | 57,114 | 0.15% | new | NEW |
| Sanctuary Advisors, LLC | $9.3M | 56,830 | 0.04% | 9q | +3.1%+$281.3K |
| Cypress Wealth Services, LLC | $9.2M | 56,035 | 1.13% | 26q | -0.6%-$52.0K |
| One Capital Management, LLC | $9.2M | 64,783 | 0.25% | 10q | HELD |
| UMB Bank, n.a. | $8.9M | 54,672 | 0.11% | 19q | -1.2%-$108.7K |
| Farther Finance Advisors, LLC | $8.9M | 54,113 | 0.07% | 15q | -3.7%-$342.8K |
| CAPTRUST FINANCIAL ADVISORS | $8.7M | 53,396 | 0.01% | 30q | -0.8%-$72.3K |
| ASSETMARK, INC | $8.5M | 52,234 | 0.01% | 25q | -3.0%-$262.2K |
| Atlas Legacy Advisors, LLC | $8.3M | 50,505 | 1.22% | 7q | +5.1%+$402.2K |
| TRUIST FINANCIAL CORP | $8.1M | 49,229 | 0.01% | 26q | +1.8%+$142.7K |
Showing the largest 100 of 864 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 836 | $12.1B | 74,433,320 | 81 | 225 | 251 | 0.0% |
| Q1 2026 | 775 | $10.1B | 71,811,905 | 37 | 217 | 274 | 0.0% |
| Q4 2025 | 802 | $10.6B | 71,426,739 | 59 | 198 | 272 | 0.0% |
| Q3 2025 | 745 | $12.1B | 82,868,617 | 44 | 222 | 235 | 0.0% |
| Q2 2025 | 738 | $9.6B | 70,917,378 | 51 | 184 | 280 | 0.0% |
| Q1 2025 | 718 | $8.9B | 72,911,715 | 30 | 185 | 298 | 0.0% |
| Q4 2024 | 752 | $9.8B | 76,476,215 | 41 | 179 | 281 | 0.0% |
| Q3 2024 | 702 | $10.6B | 84,452,334 | 41 | 183 | 264 | 0.0% |
| Q2 2024 | 702 | $10.5B | 87,916,201 | 41 | 144 | 331 | 0.0% |
| Q1 2024 | 685 | $10.9B | 95,017,817 | 51 | 147 | 353 | 0.0% |
| Q4 2023 | 697 | $11.4B | 108,871,962 | 46 | 222 | 246 | 0.0% |
| Q3 2023 | 644 | $9.1B | 96,365,597 | 41 | 128 | 331 | 0.0% |
| Q2 2023 | 642 | $10.8B | 111,207,492 | 44 | 176 | 290 | 0.0% |
| Q1 2023 | 627 | $10.2B | 113,121,114 | 47 | 140 | 329 | 0.0% |
| Q4 2022 | 594 | $14.4B | 170,056,925 | 46 | 139 | 287 | 0.0% |
| Q3 2022 | 663 | $18.3B | 229,591,683 | 50 | 263 | 218 | 0.0% |
| Q2 2022 | 659 | $19.3B | 229,762,214 | 69 | 254 | 230 | 0.0% |
| Q1 2022 | 650 | $22.9B | 226,028,495 | 50 | 356 | 129 | 0.0% |
| Q4 2021 | 652 | $22.3B | 207,164,291 | 63 | 307 | 109 | 0.0% |
| Q3 2021 | 553 | $18.1B | 183,672,188 | 64 | 305 | 82 | 0.0% |
| Q2 2021 | 511 | $15.7B | 160,371,503 | 57 | 278 | 100 | 0.0% |
| Q1 2021 | 487 | $13.3B | 146,314,757 | 86 | 218 | 124 | 0.0% |
| Q4 2020 | 427 | $12.0B | 138,288,687 | 70 | 235 | 44 | 0.0% |
| Q3 2020 | 334 | $7.8B | 99,823,452 | 56 | 175 | 65 | 0.2% |
| Q2 2020 | 301 | $6.3B | 87,912,374 | 79 | 179 | 25 | 0.0% |
| Q1 2020 | 235 | $3.0B | 47,016,409 | 135 | 71 | 10 | 0.0% |
| Q4 2019 | 110 | $1.2B | 14,460,496 | 28 | 45 | 11 | 0.0% |
| Q3 2019 | 79 | $1.0B | 12,476,102 | 17 | 34 | 7 | 0.0% |
| Q2 2019 | 67 | $792.7M | 8,868,257 | 11 | 30 | 8 | 0.0% |
| Q1 2019 | 62 | $745.9M | 8,203,847 | 19 | 24 | 10 | 0.0% |
| Q4 2018 | 49 | $87.0M | 1,584,642 | 0 | 0 | 1 | 0.0% |