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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
6,821
shares
|
$269,838
0.05% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,729
shares
|
$266,199
0.01% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
6,698
shares
|
$264,972
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
6,695
shares
|
$264,854
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,555
shares
|
$259,315
0.07% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
6,554
shares
|
$259,276
0.03% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,543
shares
|
$258,841
0.23% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
6,508
shares
|
$257,456
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
6,490
shares
|
$256,744
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
6,402
shares
|
$253,263
0.03% of portfolio
|
Q1 2025
Reduced 17.89%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
6,343
shares
|
$250,929
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,328
shares
|
$250,335
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
6,275
shares
|
$248,239
0.08% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,267
shares
|
$247,922
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
6,170
shares
|
$244,085
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
6,137
shares
|
$242,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
6,133
shares
|
$242,621
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,122
shares
|
$242,186
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,109
shares
|
$241,672
0.01% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
6,100
shares
|
$241,316
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,048
shares
|
$239,258
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,022
shares
|
$238,230
0.15% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,942
shares
|
$235,065
0.02% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,915
shares
|
$233,997
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,875
shares
|
$232,415
0.13% of portfolio
|
Q1 2025
Reduced 0.91%
|