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 436 institutions that hold shares in the stock, with a total of 34.2 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
291,087
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
283,427
shares
|
$11.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
260,921
shares
|
$10.9 Million
0.25% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
255,762
shares
|
$10.7 Million
0.36% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
249,581
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
247,293
shares
|
$10.4 Million
1.13% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
225,480
shares
|
$9.45 Million
0.03% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
209,753
shares
|
$8.79 Million
0.06% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
204,873
shares
|
$8.58 Million
0.01% of portfolio
|
Q2 2025
Added 127945.63%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
186,475
shares
|
$7.81 Million
0.18% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
182,580
shares
|
$7.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
170,592
shares
|
$7.15 Million
0.13% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$7.1 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
|
$6.88 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
161,907
shares
|
$6.78 Million
0.19% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
158,890
shares
|
$6.66 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
156,739
shares
|
$6.57 Million
0.14% of portfolio
|
Q2 2025
Added 47.89%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
152,663
shares
|
$6.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
143,879
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
140,702
shares
|
$5.9 Million
0.45% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
134,571
shares
|
$5.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
134,276
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
131,818
shares
|
$5.52 Million
0.78% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
124,919
shares
|
$5.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|