ISHARES TR ESG AWARE MSCI is a security (CUSIP 46436E239) tracked across SEC portfolio filings. 19 institutional managers reported $18.4M on Form 13F as of 2026-06-30.
Showing 15 of 19 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $7.8M | 164,428 |
| SageView Advisory Group, LLC | NEWPORT BEACH, CA | $2.2M | 40,932 |
| Creative Planning | Overland Park, KS | $2.0M | 41,208 |
| Perigon Wealth Management, LLC | SAN FRANCISCO, CA | $1.8M | 38,329 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $1.6M | 34,083 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $830K | 17,395 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $519K | 8,888 |
| J. Mark Nickell & Co. | BRENTWOOD, TN | $345K | 7,220 |
| SOA Wealth Advisors, LLC. | NEW YORK, NY | $303K | 5,184 |
| BENJAMIN EDWARDS INC | Clayton, MO | $263K | 4,506 |
| Prosperity Planning, Inc. | KANSAS CITY, MO | $236K | 4,044 |
| Tower Research Capital LLC (TRC) | NEW YORK, NY | $234K | 4,899 |
| IFP Advisors, Inc | TAMPA, FL | $160K | 2,745 |
| Larson Financial Group LLC | St Louis, MO | $79K | 1,652 |
| Front Row Advisors LLC | TIBURON, CA | $32K | 680 |