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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$350,026
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$341,086
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
8,545
shares
|
$338,040
0.1% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
8,536
shares
|
$337,684
0.22% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
8,422
shares
|
$333,174
0.11% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
8,365
shares
|
$330,919
0.1% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,311
shares
|
$328,783
0.0% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
8,012
shares
|
$316,954
0.28% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
7,927
shares
|
$313,592
0.01% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
7,926
shares
|
$313,552
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,838
shares
|
$310,071
0.0% of portfolio
|
Q1 2025
Added 2739.86%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
7,717
shares
|
$305,284
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
7,519
shares
|
$297,451
0.05% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
7,512
shares
|
$297,174
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,440
shares
|
$294,326
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,293
shares
|
$288,511
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
7,289
shares
|
$288,352
0.07% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,278
shares
|
$287,917
0.0% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
7,172
shares
|
$283,724
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
7,085
shares
|
$280,282
0.38% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
7,028
shares
|
$278,027
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
7,015
shares
|
$277,513
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
6,972
shares
|
$275,812
0.03% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,877
shares
|
$272,054
0.03% of portfolio
|
Q1 2025
Added 52.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,857
shares
|
$271,262
0.1% of portfolio
|
Q3 2024
Added 0.32%
|