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 427 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,441
shares
|
$57,005
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,408
shares
|
$55,700
0.02% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,293
shares
|
$51,151
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,250
shares
|
$49,450
0.05% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$49,054
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,212
shares
|
$47,946
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$47,472
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,199
shares
|
$47,432
0.01% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,078
shares
|
$42,645
0.01% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,058
shares
|
$41,854
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,017
shares
|
$40,232
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,015
shares
|
$40,153
0.0% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
950
shares
|
$37,582
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$36,474
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
915
shares
|
$36,197
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$36,197
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
904
shares
|
$35,762
0.02% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
889
shares
|
$35,168
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$34,615
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$34,140
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
849
shares
|
$33,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
845
shares
|
$33,428
0.01% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
792
shares
|
$31,331
0.0% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
747
shares
|
$29,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
743
shares
|
$29,393
0.0% of portfolio
|
Q1 2025
Added 80.78%
|