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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
121,905
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
119,592
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
119,325
shares
|
$5 Million
0.9% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
119,225
shares
|
$5 Million
4.54% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
117,432
shares
|
$4.92 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
114,100
shares
|
$4.78 Million
0.08% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
109,605
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
109,489
shares
|
$4.59 Million
0.43% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102,639
shares
|
$4.3 Million
0.07% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
99,272
shares
|
$4.16 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
96,462
shares
|
$4.04 Million
1.71% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
89,165
shares
|
$3.74 Million
0.33% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
88,908
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
88,412
shares
|
$3.7 Million
4.22% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
86,248
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.34 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
77,552
shares
|
$3.25 Million
0.43% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
76,240
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
76,119
shares
|
$3.19 Million
0.09% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
74,054
shares
|
$3.1 Million
0.8% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
72,532
shares
|
$3.04 Million
0.3% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
71,103
shares
|
$2.98 Million
0.08% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
70,185
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
69,762
shares
|
$2.92 Million
0.78% of portfolio
|
Q2 2025
Added 19.98%
|