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 442 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
7,085
shares
|
$318,541
0.44% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
7,028
shares
|
$315,978
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
6,940
shares
|
$312,022
0.25% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,857
shares
|
$308,290
0.1% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
6,834
shares
|
$307,256
0.28% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
6,824
shares
|
$306,807
0.03% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
6,821
shares
|
$306,672
0.05% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
6,806
shares
|
$305,997
0.18% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
6,806
shares
|
$305,997
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
6,712
shares
|
$301,771
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
6,695
shares
|
$301,007
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,586
shares
|
$296,106
0.01% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,574
shares
|
$295,567
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
6,562
shares
|
$295,027
0.22% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,511
shares
|
$292,734
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
6,507
shares
|
$292,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
6,393
shares
|
$287,429
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
6,275
shares
|
$282,124
0.08% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,186
shares
|
$278,122
0.02% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
6,170
shares
|
$277,403
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
6,158
shares
|
$276,863
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
6,144
shares
|
$276,234
0.08% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,137
shares
|
$275,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,123
shares
|
$275,290
0.04% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,122
shares
|
$275,245
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|