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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
915
shares
|
$38,338
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
904
shares
|
$37,877
0.02% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
890
shares
|
$37,291
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$36,662
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$36,159
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
849
shares
|
$35,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
773
shares
|
$32,388
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
747
shares
|
$31,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
737
shares
|
$30,880
0.0% of portfolio
|
Q2 2025
Added 576.15%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
625
shares
|
$26,187
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
605
shares
|
$25,349
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
584
shares
|
$24,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$23,883
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
551
shares
|
$23,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
496
shares
|
$20,782
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
475
shares
|
$19,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
473
shares
|
$19,818
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
467
shares
|
$19,567
0.0% of portfolio
|
Q2 2025
Added 74.91%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
467
shares
|
$19,567
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
465
shares
|
$19,483
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
454
shares
|
$19,022
0.0% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
429
shares
|
$17,975
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
426
shares
|
$17,849
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
409
shares
|
$17,137
0.01% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
366
shares
|
$15,335
0.0% of portfolio
|
Q2 2025
Reduced 35.9%
|