Institutional Ownership Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML). We have compiled data on the 439 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$417,422
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
10,558
shares
|
$409,967
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
10,438
shares
|
$405,307
0.01% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,385
shares
|
$403,249
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,378
shares
|
$402,977
0.0% of portfolio
|
Q4 2024
Reduced 60.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,347
shares
|
$401,774
0.0% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
10,312
shares
|
$400,414
0.1% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
10,226
shares
|
$397,075
0.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
10,080
shares
|
$391,406
0.13% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$386,397
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$383,679
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,879
shares
|
$383,601
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,763
shares
|
$379,097
0.08% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
9,724
shares
|
$377,582
0.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,670
shares
|
$375,486
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$370,166
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
9,449
shares
|
$366,904
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
9,391
shares
|
$364,652
0.02% of portfolio
|
Q4 2024
Added 32.83%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
9,389
shares
|
$364,574
0.1% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
9,369
shares
|
$363,798
0.13% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$361,934
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,301
shares
|
$361,157
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
9,270
shares
|
$359,954
0.0% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,233
shares
|
$358,517
0.04% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
9,110
shares
|
$353,741
0.09% of portfolio
|
Q4 2024
Added 5.68%
|