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 457 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
602
shares
|
$26,668
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Capitol Family Office, Inc.
|
Jan 26, 2026 Q4 2025 |
589
shares
|
$26,092
0.03% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
584
shares
|
$25,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$25,251
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
567
shares
|
$25,118
0.0% of portfolio
|
Q3 2025
Added 54.92%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
507
shares
|
$22,460
0.01% of portfolio
|
Q3 2025
Added 23.96%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
496
shares
|
$21,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
467
shares
|
$20,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
467
shares
|
$20,688
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
455
shares
|
$20,156
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
455
shares
|
$20,156
0.0% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
442
shares
|
$19,580
0.01% of portfolio
|
Q3 2025
Added 33.94%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
429
shares
|
$19,004
0.0% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
429
shares
|
$19,004
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
411
shares
|
$18,207
0.0% of portfolio
|
Q3 2025
Reduced 46.83%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
372
shares
|
$16,479
0.0% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Archer Investment Corp
|
Jan 30, 2026 Q4 2025 |
361
shares
|
$15,992
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
360
shares
|
$15,947
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
321
shares
|
$14,220
0.0% of portfolio
|
Q2 2025
Reduced 88.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
316
shares
|
$13,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
292
shares
|
$12,935
0.0% of portfolio
|
Q2 2025
Reduced 63.13%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
265
shares
|
$11,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
254
shares
|
$11,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
248
shares
|
$10,986
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
218
shares
|
$9,657
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|