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 442 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,590
shares
|
$476,126
0.13% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,579
shares
|
$475,631
0.12% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,385
shares
|
$466,909
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
10,367
shares
|
$466,100
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
10,286
shares
|
$462,458
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
10,276
shares
|
$462,008
0.11% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
10,245
shares
|
$460,615
0.09% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,169
shares
|
$457,198
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,155
shares
|
$456,568
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,154
shares
|
$456,523
0.02% of portfolio
|
Q2 2025
Added 80.42%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
10,076
shares
|
$453,016
0.12% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
10,071
shares
|
$452,792
0.09% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
9,997
shares
|
$449,465
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$447,396
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$444,249
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$428,603
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,514
shares
|
$427,749
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
9,370
shares
|
$421,275
0.07% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
9,350
shares
|
$420,376
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$419,072
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
9,271
shares
|
$416,824
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,155
shares
|
$411,608
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
9,082
shares
|
$408,326
0.14% of portfolio
|
Q2 2025
Reduced 89.13%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,050
shares
|
$406,888
0.11% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
9,046
shares
|
$406,708
0.0% of portfolio
|
Q2 2025
New holding
|