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 431 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,857
shares
|
$246,372
0.1% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
6,821
shares
|
$245,078
0.05% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
6,695
shares
|
$240,551
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
6,686
shares
|
$240,227
0.09% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,555
shares
|
$235,521
0.07% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
6,554
shares
|
$235,485
0.03% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
6,531
shares
|
$234,658
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,492
shares
|
$233,257
0.03% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
6,468
shares
|
$232,395
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
6,465
shares
|
$232,287
0.0% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
6,443
shares
|
$231,496
0.03% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
6,343
shares
|
$227,903
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,306
shares
|
$226,574
0.01% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,238
shares
|
$224,131
0.0% of portfolio
|
Q4 2024
Reduced 88.74%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,174
shares
|
$221,831
0.24% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
6,170
shares
|
$221,688
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
6,157
shares
|
$221,221
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,137
shares
|
$220,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
6,133
shares
|
$220,358
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
6,100
shares
|
$219,173
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,025
shares
|
$216,478
0.01% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
5,980
shares
|
$214,861
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
5,958
shares
|
$214,070
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,942
shares
|
$213,496
0.02% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,940
shares
|
$213,424
0.0% of portfolio
|
Q4 2024
New holding
|