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 443 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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
6,066
shares
|
$272,727
0.14% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,030
shares
|
$271,108
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
5,995
shares
|
$269,535
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,869
shares
|
$263,870
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,821
shares
|
$261,712
0.01% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,710
shares
|
$256,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
5,624
shares
|
$252,855
0.14% of portfolio
|
Q3 2025
Reduced 51.68%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$251,776
0.01% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,599
shares
|
$251,731
0.01% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,566
shares
|
$250,247
0.02% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,535
shares
|
$248,853
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,458
shares
|
$245,391
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$243,683
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,420
shares
|
$243,683
0.01% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$242,289
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,377
shares
|
$241,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,372
shares
|
$241,525
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
5,261
shares
|
$236,534
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,187
shares
|
$233,207
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
5,138
shares
|
$231,004
0.12% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
5,000
shares
|
$224,800
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$224,800
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$220,259
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,895
shares
|
$220,079
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,864
shares
|
$218,685
0.0% of portfolio
|
Q2 2025
New holding
|