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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
950
shares
|
$40,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
937
shares
|
$39,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$38,972
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$38,677
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
915
shares
|
$38,677
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
889
shares
|
$37,578
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$36,986
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$36,479
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
858
shares
|
$36,267
0.0% of portfolio
|
Q3 2024
Added 101.88%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
825
shares
|
$34,872
0.0% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
747
shares
|
$31,575
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
732
shares
|
$30,941
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
730
shares
|
$30,857
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
708
shares
|
$29,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
669
shares
|
$28,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
623
shares
|
$26,334
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
622
shares
|
$26,291
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
609
shares
|
$25,742
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$24,093
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
551
shares
|
$23,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
526
shares
|
$22,234
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
496
shares
|
$20,965
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
477
shares
|
$20,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
475
shares
|
$20,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
461
shares
|
$19,486
0.01% of portfolio
|
Q3 2024
Reduced 36.06%
|