Who Owns ISHARES TR (ESGU)? -- Institutional Holders (2026-06-30)

480 institutions reported holding $1.75B of ISHARES TR (ESGU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($337.8M), Cambridge Investment Research Advisors, Inc. ($63.6M), Miracle Mile Advisors, LLC ($62.3M), COMMONWEALTH EQUITY SERVICES, LLC ($59.4M), Envestnet Portfolio Solutions, Inc. ($53.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$337.8M2.1MTrimmed
2Cambridge Investment Research Advisors, Inc.$63.6M388,362Added
3Miracle Mile Advisors, LLC$62.3M380,376Added
4COMMONWEALTH EQUITY SERVICES, LLC$59.4M362,915Trimmed
5Envestnet Portfolio Solutions, Inc.$53.8M328,566Trimmed
6CITIGROUP INC$44.8M273,754Trimmed
7Brookstone Capital Management$43.8M267,702Added
8IMPACTfolio, LLC$42.5M259,848Trimmed
9MISSION WEALTH MANAGEMENT, LP$38.0M232,232Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$33.8M205,158Added
11PARK AVENUE SECURITIES LLC$33.0M201,434Trimmed
12Ashton Thomas Private Wealth, LLC$29.9M182,890Trimmed
13Joel Isaacson & Co., LLC$29.3M178,905Added
14Rock Creek Group, LP$26.4M161,100Hold
15KEYBANK NATIONAL ASSOCIATION/OH$25.1M153,263Trimmed
16Affinity Capital Advisors, LLC$24.2M146,606Trimmed
17Erickson Financial Group, LLC$22.5M137,404Added
18CHOREO, LLC$19.1M116,519Trimmed
19Sharkey, Howes & Javer$16.2M99,194Trimmed
20Facet Wealth, Inc.$13.8M84,286Trimmed
21CLIENT 1ST ADVISORY GROUP, LLC$13.5M82,557Trimmed
22Relyea Zuckerberg Hanson LLC$12.9M78,634Added
23Apella Capital, LLC$11.6M70,792Trimmed
24Laurel Wealth Planning LLC$11.6M70,642Added
25Plancorp, LLC$11.4M69,531Trimmed

Source: SEC Form 13F filings · as of 2026-06-30