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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,550
shares
|
$234,598
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,453
shares
|
$230,498
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
5,430
shares
|
$229,526
1.85% of portfolio
|
Q3 2024
Added 3425.97%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$229,103
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,372
shares
|
$227,074
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
5,370
shares
|
$226,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
5,367
shares
|
$226,863
0.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,306
shares
|
$224,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
5,283
shares
|
$223,312
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
5,266
shares
|
$222,593
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,078
shares
|
$214,647
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$211,350
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$207,080
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,798
shares
|
$202,811
0.02% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$185,649
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,233
shares
|
$178,928
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$175,209
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
4,016
shares
|
$169,756
0.1% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,826
shares
|
$161,725
0.08% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,813
shares
|
$161,175
0.0% of portfolio
|
Q3 2022
Reduced 26.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,660
shares
|
$154,708
0.0% of portfolio
|
Q3 2024
Added 48.3%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
3,605
shares
|
$152,383
0.03% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,306
shares
|
$139,744
0.0% of portfolio
|
Q4 2023
Reduced 19.03%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
3,284
shares
|
$138,814
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,220
shares
|
$136,109
0.03% of portfolio
|
Q3 2024
New holding
|