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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
6,066
shares
|
$254,165
0.14% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,022
shares
|
$252,321
0.15% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
6,015
shares
|
$252,028
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
5,995
shares
|
$251,190
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,869
shares
|
$245,911
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,821
shares
|
$243,899
0.01% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,814
shares
|
$243,606
0.07% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,710
shares
|
$239,249
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$234,640
0.01% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,599
shares
|
$234,598
0.01% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,535
shares
|
$231,916
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
5,458
shares
|
$228,690
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,420
shares
|
$227,098
0.01% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$227,098
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$225,799
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,377
shares
|
$225,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,372
shares
|
$225,086
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
5,190
shares
|
$217,461
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,187
shares
|
$217,335
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
5,187
shares
|
$217,335
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
5,135
shares
|
$215,156
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,021
shares
|
$210,379
0.0% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
5,000
shares
|
$209,500
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$209,500
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$205,268
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|