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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
4,850
shares
|
$218,056
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,850
shares
|
$218,056
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
4,795
shares
|
$215,583
0.05% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,721
shares
|
$212,256
0.03% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,680
shares
|
$210,412
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,656
shares
|
$209,333
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,635
shares
|
$208,389
0.01% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,539
shares
|
$204,073
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
4,443
shares
|
$199,757
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,186
shares
|
$188,202
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$186,359
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,038
shares
|
$181,548
0.0% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3,621
shares
|
$162,800
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,496
shares
|
$157,180
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
3,394
shares
|
$152,594
0.08% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
3,361
shares
|
$151,110
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,089
shares
|
$138,881
0.06% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,055
shares
|
$137,352
0.01% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
2,984
shares
|
$134,160
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$132,047
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$131,283
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$121,976
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
2,579
shares
|
$115,951
0.08% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
2,511
shares
|
$112,894
0.01% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$98,822
0.02% of portfolio
|
Q4 2023
Added 36.33%
|