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 449 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
6,137
shares
|
$271,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,122
shares
|
$271,204
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
6,061
shares
|
$268,502
0.14% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,030
shares
|
$267,129
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
6,018
shares
|
$266,597
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
5,941
shares
|
$263,186
0.04% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,894
shares
|
$261,104
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,811
shares
|
$257,427
0.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,779
shares
|
$256,009
0.0% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,710
shares
|
$252,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
5,624
shares
|
$249,143
0.14% of portfolio
|
Q3 2025
Reduced 51.68%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$248,079
0.02% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,566
shares
|
$246,573
0.02% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
5,466
shares
|
$242,143
0.05% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,458
shares
|
$241,789
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,435
shares
|
$240,770
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$240,105
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$238,732
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,377
shares
|
$238,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
5,261
shares
|
$233,062
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,261
shares
|
$233,062
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,242
shares
|
$232,220
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
5,201
shares
|
$230,404
0.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,105
shares
|
$226,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$221,500
0.1% of portfolio
|
Q2 2025
New holding
|
|