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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,699
shares
|
$448,288
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,668
shares
|
$446,989
0.02% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
10,545
shares
|
$441,835
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,385
shares
|
$435,131
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
10,286
shares
|
$430,983
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
10,276
shares
|
$430,564
0.11% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,197
shares
|
$427,254
0.0% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,155
shares
|
$425,494
0.0% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,154
shares
|
$425,452
0.02% of portfolio
|
Q2 2025
Added 80.42%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
10,076
shares
|
$422,184
0.12% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
9,997
shares
|
$418,874
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$416,946
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$414,013
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
9,693
shares
|
$406,136
0.08% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,670
shares
|
$405,173
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$399,432
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,514
shares
|
$398,636
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
9,350
shares
|
$391,765
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,350
shares
|
$391,765
0.01% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$390,549
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
9,271
shares
|
$388,454
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
9,082
shares
|
$380,535
0.14% of portfolio
|
Q2 2025
Reduced 89.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
9,046
shares
|
$379,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
9,031
shares
|
$378,398
0.11% of portfolio
|
Q2 2025
Added 20.22%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
8,982
shares
|
$376,345
0.1% of portfolio
|
Q2 2025
New holding
|