Public ownership evidence

iShares Trust iShares ESG Aware MSCI USA ETF (ESGU) Ownership Disclosures

Read ESGU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares ESG Aware MSCI USA ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
22,759
Value (USD)
$2,774,552
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ESGU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ESGU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2922,759$2,774,552None
Corient Private Wealth LP2026-06-302026-08-2857,214$9,364,545None
Redwood Investment Management, LLC2024-12-312026-08-281,831$236,000None
Redwood Investment Management, LLC2025-03-312026-08-281,728$211,000None
Redwood Investment Management, LLC2025-06-302026-08-272,227$301,000None
Redwood Investment Management, LLC2025-09-302026-08-272,300$335,000None
Advus Financial Partners, LLC2026-03-312026-08-261,497$211,706None
Advus Financial Partners, LLC2025-12-312026-08-261,362$202,911None
Advus Financial Partners, LLC2025-06-302026-08-262,694$364,498None
Advus Financial Partners, LLC2025-03-312026-08-263,710$452,286None
Advus Financial Partners, LLC2024-12-312026-08-264,125$531,383None
Advus Financial Partners, LLC2024-09-302026-08-267,236$913,038None
Advus Financial Partners, LLC2024-06-302026-08-267,860$937,855None
Advus Financial Partners, LLC2024-03-312026-08-268,770$1,008,199None
Advus Financial Partners, LLC2023-12-312026-08-269,052$949,787None
Advus Financial Partners, LLC2023-09-302026-08-269,359$878,949None
Advus Financial Partners, LLC2023-06-302026-08-2664,814$6,316,771None
Advus Financial Partners, LLC2023-03-312026-08-2670,369$6,364,920None
Advus Financial Partners, LLC2022-12-312026-08-2689,463$7,582,019None
Advus Financial Partners, LLC2022-09-302026-08-2688,997$7,067,281None
Advus Financial Partners, LLC2022-06-302026-08-2678,908$6,620,399None
Advus Financial Partners, LLC2022-03-312026-08-2638,476$3,899,586None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,193$1,369,573None
Bernard Wealth Management Corp.2026-06-302026-08-22140$22,914None
Forefront Wealth Partners, LLC2026-06-302026-08-214,624$756,810None
Rehmann Capital Advisory Group2026-06-302026-08-218,531$1,396,313None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-202,211$361,874None
Kingsview Wealth Management, LLC2026-06-302026-08-205,428$888,353None
Goodwin Investment Advisory2026-06-302026-08-2014,466$2,367,650None
Goodwin Investment Advisory2026-06-302026-08-2016,170$2,646,626None
Prosperitas Financial LLC2026-06-302026-08-203,422$560,079None
Archer Investment Corp2026-06-302026-08-20414$67,696None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,257$533,073None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20314,851$51,531,635None
Beacon Pointe Advisors, LLC2026-06-302026-08-19184,713$30,231,908None
Capasso Planning Partners LLC2026-06-302026-08-194,435$725,879None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-191,819$297,716None
Legacy Edge Advisors, LLC2023-12-312026-08-183,865$405,516None
WNY Asset Management, LLC2026-06-302026-08-1810,134$1,658,680None
Yukon Wealth Management, Inc.2026-06-302026-08-1845,850$7,504,327None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1835,948$5,883,651None
Caitlin John, LLC2026-06-302026-08-1846$7,529None
Caitlin John, LLC2026-06-302026-08-18201$32,898None
Corient Private Wealth LP2026-06-302026-08-18144,056$23,577,861None
Blue Edge Capital, LLC2026-06-302026-08-1883,906$13,732,895None
Pure Financial Advisors, LLC2026-06-302026-08-1820,431$3,343,942None
Transamerica Financial Advisors, LLC2026-06-302026-08-182,058$336,924None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1860,173$9,855,923None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18550$90,019None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18550$77,781None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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