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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,939
shares
|
$81,244
0.0% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,907
shares
|
$79,903
0.04% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,754
shares
|
$73,492
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,688
shares
|
$70,727
0.04% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,526
shares
|
$63,939
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$61,634
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,437
shares
|
$60,210
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,428
shares
|
$59,833
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,347
shares
|
$56,439
0.05% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,299
shares
|
$54,428
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,273
shares
|
$53,338
0.05% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$51,956
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,232
shares
|
$51,620
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$50,280
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,185
shares
|
$49,651
0.02% of portfolio
|
Q2 2025
Reduced 63.03%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,117
shares
|
$46,802
0.0% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,108
shares
|
$46,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,078
shares
|
$45,168
0.01% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,058
shares
|
$44,330
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,017
shares
|
$42,612
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,015
shares
|
$42,528
0.0% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$41,900
0.0% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
950
shares
|
$39,805
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$38,631
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$38,338
0.0% of portfolio
|
Q1 2022
New holding
|