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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
114,009
shares
|
$4.86 Million
1.25% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
107,390
shares
|
$4.58 Million
0.06% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
99,153
shares
|
$4.22 Million
1.93% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
95,965
shares
|
$4.09 Million
0.47% of portfolio
|
Q4 2023
Added 89.53%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
95,601
shares
|
$4.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
92,832
shares
|
$3.96 Million
4.05% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
91,363
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
88,976
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
85,003
shares
|
$3.62 Million
0.39% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
84,434
shares
|
$3.6 Million
1.07% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
83,357
shares
|
$3.55 Million
0.09% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
82,963
shares
|
$3.54 Million
0.26% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
79,999
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.39 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
79,635
shares
|
$3.39 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
73,584
shares
|
$3.14 Million
0.86% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
66,996
shares
|
$2.85 Million
0.53% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
66,290
shares
|
$2.82 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
66,085
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
65,457
shares
|
$2.79 Million
0.81% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
64,747
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
64,576
shares
|
$2.75 Million
0.11% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
64,294
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
63,692
shares
|
$2.71 Million
0.18% of portfolio
|
Q3 2024
Added 1.22%
|