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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,186
shares
|
$150,402
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$148,929
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,001
shares
|
$143,755
0.02% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,813
shares
|
$137,001
0.0% of portfolio
|
Q3 2022
Reduced 26.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$133,336
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,670
shares
|
$131,863
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,611
shares
|
$129,743
0.08% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,290
shares
|
$118,209
0.02% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
3,268
shares
|
$117,419
0.08% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,197
shares
|
$114,868
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,984
shares
|
$107,215
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
2,955
shares
|
$106,173
0.06% of portfolio
|
Q1 2025
Added 42.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$105,526
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$104,915
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,823
shares
|
$101,430
0.01% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,814
shares
|
$101,107
0.01% of portfolio
|
Q4 2024
Added 489.94%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,803
shares
|
$100,711
0.08% of portfolio
|
Q2 2024
Reduced 45.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$97,478
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,452
shares
|
$88,100
0.04% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$78,974
0.02% of portfolio
|
Q4 2023
Added 36.33%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,063
shares
|
$74,123
0.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,907
shares
|
$68,518
0.05% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$60,757
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
1,640
shares
|
$58,925
0.04% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,630
shares
|
$58,565
0.0% of portfolio
|
Q4 2024
Added 54.65%
|