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 427 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10,682
shares
|
$422,579
0.17% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
10,537
shares
|
$416,843
0.09% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,447
shares
|
$413,283
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,385
shares
|
$410,830
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
10,367
shares
|
$410,118
0.22% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
10,226
shares
|
$404,540
0.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,078
shares
|
$398,685
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,039
shares
|
$397,142
0.02% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
9,968
shares
|
$394,334
0.23% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
9,953
shares
|
$393,740
0.13% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$393,661
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$390,892
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,828
shares
|
$388,795
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
9,806
shares
|
$387,925
0.02% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,670
shares
|
$382,545
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$377,125
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,514
shares
|
$376,373
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
9,453
shares
|
$373,960
0.0% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,402
shares
|
$371,943
0.0% of portfolio
|
Q1 2025
Added 61.13%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
9,350
shares
|
$369,886
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$368,738
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
9,295
shares
|
$367,710
0.07% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
9,272
shares
|
$366,800
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,157
shares
|
$362,250
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
8,995
shares
|
$355,842
0.1% of portfolio
|
Q1 2025
Added 4.21%
|