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 413 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
288,411
shares
|
$12.3 Million
0.15% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
253,829
shares
|
$10.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 33.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
253,788
shares
|
$10.8 Million
0.3% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
252,636
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$10.3 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
222,147
shares
|
$9.47 Million
1.1% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
219,176
shares
|
$9.34 Million
0.33% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
212,718
shares
|
$9.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
207,178
shares
|
$8.83 Million
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
197,595
shares
|
$8.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
187,877
shares
|
$8.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
183,489
shares
|
$7.82 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
180,884
shares
|
$7.71 Million
0.07% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
176,249
shares
|
$7.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$7.23 Million
0.24% of portfolio
|
Q1 2023
Added 8.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
164,307
shares
|
$7 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
158,536
shares
|
$6.76 Million
0.56% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
152,800
shares
|
$6.51 Million
0.11% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
147,463
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
128,170
shares
|
$5.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
128,063
shares
|
$5.46 Million
0.47% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
126,106
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
118,261
shares
|
$5.04 Million
0.75% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
118,241
shares
|
$5.04 Million
0.1% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
114,069
shares
|
$4.86 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.47%
|