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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,978
shares
|
$376,178
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$370,731
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
8,818
shares
|
$369,474
0.1% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$361,261
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,589
shares
|
$359,879
0.0% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,569
shares
|
$359,041
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
8,425
shares
|
$353,007
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
8,365
shares
|
$350,493
0.1% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
8,320
shares
|
$348,608
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
8,263
shares
|
$346,219
0.19% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
8,231
shares
|
$344,878
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
8,136
shares
|
$340,898
0.0% of portfolio
|
Q2 2025
Added 32.9%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
8,039
shares
|
$336,834
0.06% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
8,029
shares
|
$336,415
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
7,796
shares
|
$326,652
0.04% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,763
shares
|
$325,269
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,576
shares
|
$317,434
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
7,475
shares
|
$313,202
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
7,466
shares
|
$312,825
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,440
shares
|
$311,736
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
7,230
shares
|
$302,937
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,193
shares
|
$301,386
0.03% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
7,176
shares
|
$300,674
0.07% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
7,155
shares
|
$299,794
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
7,085
shares
|
$296,861
0.41% of portfolio
|
Q1 2025
Added 1.43%
|