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 443 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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
451
shares
|
$20,276
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
429
shares
|
$19,287
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
428
shares
|
$19,242
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
409
shares
|
$18,388
0.01% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
371
shares
|
$16,680
0.0% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
366
shares
|
$16,455
0.0% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
364
shares
|
$16,365
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
361
shares
|
$16,230
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
360
shares
|
$16,185
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
330
shares
|
$14,836
0.0% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
321
shares
|
$14,432
0.0% of portfolio
|
Q2 2025
Reduced 88.01%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
301
shares
|
$13,532
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
292
shares
|
$13,128
0.0% of portfolio
|
Q2 2025
Reduced 63.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
268
shares
|
$12,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
265
shares
|
$11,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
251
shares
|
$11,284
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
248
shares
|
$11,150
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
218
shares
|
$9,801
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
200
shares
|
$8,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
195
shares
|
$8,767
0.0% of portfolio
|
Q2 2025
Added 65.25%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
185
shares
|
$8,317
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
180
shares
|
$8,092
0.0% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$6,878
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
126
shares
|
$5,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$4,496
0.0% of portfolio
|
Q4 2024
New holding
|