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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,896
shares
|
$205,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,895
shares
|
$205,100
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
4,882
shares
|
$204,555
0.14% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,864
shares
|
$203,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,850
shares
|
$203,215
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,497
shares
|
$188,424
0.01% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,186
shares
|
$175,393
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$173,675
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,090
shares
|
$171,371
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,038
shares
|
$169,192
0.0% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3,621
shares
|
$151,719
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,496
shares
|
$146,482
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
3,394
shares
|
$142,208
0.08% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
3,361
shares
|
$140,825
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,344
shares
|
$140,113
0.07% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,055
shares
|
$128,004
0.01% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
2,984
shares
|
$125,029
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$123,060
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$122,348
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,803
shares
|
$117,445
0.08% of portfolio
|
Q2 2024
Reduced 45.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$113,674
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
2,511
shares
|
$105,210
0.01% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$92,096
0.02% of portfolio
|
Q4 2023
Added 36.33%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,198
shares
|
$92,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,063
shares
|
$86,439
0.01% of portfolio
|
Q1 2025
Reduced 7.82%
|