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 |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
3,184
shares
|
$134,587
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,136
shares
|
$132,558
0.01% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$124,146
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$123,428
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,803
shares
|
$118,482
0.09% of portfolio
|
Q2 2024
Reduced 45.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$114,678
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,559
shares
|
$108,168
0.03% of portfolio
|
Q3 2023
Added 201.41%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,514
shares
|
$106,266
0.01% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,467
shares
|
$104,280
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$98,996
0.0% of portfolio
|
Q3 2024
Reduced 32.1%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$94,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,080
shares
|
$87,921
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
1,723
shares
|
$72,831
0.05% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,639
shares
|
$69,280
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,581
shares
|
$66,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,526
shares
|
$64,504
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,473
shares
|
$62,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$62,179
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,417
shares
|
$59,896
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,327
shares
|
$56,092
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$52,414
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$50,724
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,128
shares
|
$47,680
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$44,552
0.0% of portfolio
|
Q3 2024
Added 1782.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,008
shares
|
$42,608
0.02% of portfolio
|
Q2 2024
Added 40.0%
|