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 442 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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
76
shares
|
$3,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
70
shares
|
$3,147
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
51
shares
|
$2,292
0.0% of portfolio
|
Q1 2024
Added 45.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
41
shares
|
$1,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
34
shares
|
$1,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
33
shares
|
$1,483
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
31
shares
|
$1,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
26
shares
|
$1,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
21
shares
|
$944
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$224
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
1.1% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|