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 427 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
625
shares
|
$24,725
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
605
shares
|
$23,933
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
584
shares
|
$23,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
571
shares
|
$22,588
0.0% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$22,549
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
551
shares
|
$21,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
496
shares
|
$19,621
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
475
shares
|
$18,791
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
464
shares
|
$18,355
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
454
shares
|
$17,960
0.0% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
439
shares
|
$17,366
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
429
shares
|
$16,971
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
424
shares
|
$16,773
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
403
shares
|
$15,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
364
shares
|
$14,399
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
361
shares
|
$14,281
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
361
shares
|
$14,281
0.01% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
360
shares
|
$14,241
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
330
shares
|
$13,054
0.0% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
300
shares
|
$11,868
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
268
shares
|
$10,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
267
shares
|
$10,562
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
265
shares
|
$10,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
248
shares
|
$9,810
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
242
shares
|
$9,573
0.0% of portfolio
|
Q1 2025
Added 2.54%
|