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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,032
shares
|
$406,078
0.01% of portfolio
|
Q3 2025
Added 79.88%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,978
shares
|
$403,650
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$397,806
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
8,818
shares
|
$396,457
0.1% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$387,645
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
8,589
shares
|
$386,161
0.01% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
8,430
shares
|
$379,012
0.11% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
8,387
shares
|
$377,079
0.25% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
8,365
shares
|
$376,090
0.1% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
8,263
shares
|
$371,504
0.19% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
8,231
shares
|
$370,065
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,136
shares
|
$365,794
0.0% of portfolio
|
Q2 2025
Added 32.9%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
8,065
shares
|
$362,602
0.03% of portfolio
|
Q3 2025
Added 57.06%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
8,029
shares
|
$360,983
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
7,939
shares
|
$356,937
0.01% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
7,747
shares
|
$348,305
0.06% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,576
shares
|
$340,616
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
7,550
shares
|
$339,448
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
7,475
shares
|
$336,076
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
7,473
shares
|
$335,986
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,440
shares
|
$334,502
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
7,240
shares
|
$325,510
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
7,230
shares
|
$325,060
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
7,197
shares
|
$323,577
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,193
shares
|
$323,397
0.03% of portfolio
|
Q2 2025
Added 4.6%
|