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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$98,822
0.02% of portfolio
|
Q4 2023
Added 36.33%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,063
shares
|
$92,752
0.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
2,044
shares
|
$91,898
0.03% of portfolio
|
Q3 2025
Reduced 95.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,939
shares
|
$87,177
0.0% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,907
shares
|
$85,738
0.04% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,754
shares
|
$78,859
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,701
shares
|
$76,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,688
shares
|
$75,892
0.04% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,526
shares
|
$68,608
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$66,136
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,437
shares
|
$64,607
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,428
shares
|
$64,202
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
1,425
shares
|
$64,068
0.04% of portfolio
|
Q3 2025
Reduced 70.81%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,299
shares
|
$58,403
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,273
shares
|
$57,234
0.05% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$55,750
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,232
shares
|
$55,390
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$53,952
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,185
shares
|
$53,277
0.02% of portfolio
|
Q2 2025
Reduced 63.03%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,117
shares
|
$50,220
0.04% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,108
shares
|
$49,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,099
shares
|
$49,411
0.05% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,078
shares
|
$48,466
0.01% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,058
shares
|
$47,567
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,017
shares
|
$45,724
0.03% of portfolio
|
Q4 2024
New holding
|