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 431 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
268
shares
|
$11,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
265
shares
|
$11,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
248
shares
|
$10,351
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
242
shares
|
$10,101
0.0% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
218
shares
|
$9,099
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
200
shares
|
$8,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
185
shares
|
$7,721
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
184
shares
|
$7,680
0.0% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
181
shares
|
$7,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
180
shares
|
$7,513
0.0% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
170
shares
|
$7,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
160
shares
|
$6,678
0.0% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$6,386
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
118
shares
|
$4,925
0.0% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
109
shares
|
$4,549
0.0% of portfolio
|
Q1 2025
Added 43.42%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
100
shares
|
$4,174
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
100
shares
|
$4,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
76
shares
|
$3,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
70
shares
|
$2,921
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
51
shares
|
$2,128
0.0% of portfolio
|
Q1 2024
Added 45.71%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
34
shares
|
$1,419
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
33
shares
|
$1,377
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
29
shares
|
$1,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
21
shares
|
$876
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
18
shares
|
$751
0.0% of portfolio
|
Q3 2024
New holding
|