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 431 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
5,929
shares
|
$213,028
0.15% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,844
shares
|
$209,974
0.16% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,834
shares
|
$209,615
0.06% of portfolio
|
Q1 2025
Reduced 86.69%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
5,676
shares
|
$203,938
0.02% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5,676
shares
|
$203,938
0.01% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,668
shares
|
$203,651
0.02% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
5,654
shares
|
$203,148
0.07% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,590
shares
|
$200,848
0.03% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,558
shares
|
$199,698
0.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
5,503
shares
|
$197,722
0.03% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
5,432
shares
|
$195,171
0.08% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$194,740
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$193,626
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,372
shares
|
$193,015
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,283
shares
|
$189,818
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
5,034
shares
|
$180,871
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$179,650
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$179,650
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$176,021
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
4,856
shares
|
$174,476
0.03% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
4,784
shares
|
$171,889
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,517
shares
|
$162,295
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,477
shares
|
$160,858
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,390
shares
|
$157,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,335
shares
|
$155,756
0.0% of portfolio
|
Q4 2024
New holding
|