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 413 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
7,768
shares
|
$328,353
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
7,730
shares
|
$326,747
0.1% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
7,702
shares
|
$325,563
0.0% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,669
shares
|
$324,168
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
7,469
shares
|
$315,714
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,359
shares
|
$311,064
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,355
shares
|
$310,895
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
7,314
shares
|
$309,162
0.15% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
7,112
shares
|
$300,624
0.08% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
7,070
shares
|
$298,848
0.01% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
7,009
shares
|
$296,270
0.05% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
6,992
shares
|
$295,551
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,960
shares
|
$294,199
0.0% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,857
shares
|
$289,845
0.1% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,843
shares
|
$289,253
0.01% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
6,830
shares
|
$288,704
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
6,821
shares
|
$288,323
0.08% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,792
shares
|
$287,097
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
6,780
shares
|
$286,590
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
6,677
shares
|
$282,236
0.05% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,675
shares
|
$282,152
0.38% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
6,627
shares
|
$280,123
0.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,482
shares
|
$273,994
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
6,436
shares
|
$272,049
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
6,392
shares
|
$270,189
0.08% of portfolio
|
Q3 2024
Added 76.48%
|