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 456 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 $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$8,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
191
shares
|
$8,461
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
185
shares
|
$8,195
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
180
shares
|
$7,973
0.0% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$6,777
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
148
shares
|
$6,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
100
shares
|
$4,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 29, 2026 Q4 2025 |
94
shares
|
$4,164
0.0% of portfolio
|
Q4 2025
Reduced 91.28%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jan 28, 2026 Q4 2025 |
75
shares
|
$3,322
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2026 Q4 2025 |
70
shares
|
$3,101
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
64
shares
|
$2,835
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
60
shares
|
$2,658
0.0% of portfolio
|
Q4 2025
Reduced 21.05%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
58
shares
|
$2,569
0.0% of portfolio
|
Q4 2025
Added 20.83%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
51
shares
|
$2,259
0.0% of portfolio
|
Q1 2024
Added 45.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
40
shares
|
$1,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
37
shares
|
$1,639
0.0% of portfolio
|
Q4 2025
Reduced 92.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
34
shares
|
$1,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
33
shares
|
$1,461
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
26
shares
|
$1,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
21
shares
|
$930
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
18
shares
|
$797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
7
shares
|
$310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$221
0.0% of portfolio
|
Q3 2025
New holding
|
|