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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,386
shares
|
$269,936
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,376
shares
|
$269,513
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
6,339
shares
|
$267,949
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
6,322
shares
|
$267,230
0.03% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,267
shares
|
$264,906
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
6,233
shares
|
$263,468
0.09% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,189
shares
|
$261,609
0.02% of portfolio
|
Q1 2024
Added 10.36%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
6,185
shares
|
$261,439
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,175
shares
|
$261,017
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,175
shares
|
$261,017
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
6,170
shares
|
$260,805
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
6,128
shares
|
$259,030
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$257,847
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
5,985
shares
|
$252,985
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
5,969
shares
|
$252,309
0.16% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
5,966
shares
|
$252,182
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,942
shares
|
$251,168
0.01% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,939
shares
|
$251,041
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
5,869
shares
|
$248,082
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,852
shares
|
$247,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
5,794
shares
|
$244,912
0.03% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
5,732
shares
|
$242,291
0.12% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
5,654
shares
|
$238,994
0.07% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,647
shares
|
$238,698
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,565
shares
|
$235,232
0.16% of portfolio
|
Q3 2024
New holding
|