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 442 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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$44,960
0.0% of portfolio
|
Q3 2025
Reduced 99.34%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$44,960
0.0% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
950
shares
|
$42,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$41,453
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
915
shares
|
$41,138
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$41,138
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
904
shares
|
$40,643
0.02% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
890
shares
|
$40,014
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$39,340
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$38,800
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
849
shares
|
$38,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
773
shares
|
$34,754
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
747
shares
|
$33,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
737
shares
|
$33,135
0.0% of portfolio
|
Q2 2025
Added 576.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
636
shares
|
$28,594
0.01% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
625
shares
|
$28,100
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
605
shares
|
$27,200
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
584
shares
|
$26,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$25,627
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
496
shares
|
$22,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
475
shares
|
$21,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
473
shares
|
$21,266
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
467
shares
|
$20,996
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
465
shares
|
$20,906
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
451
shares
|
$20,276
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|