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 431 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
118,454
shares
|
$4.24 Million
1.1% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
112,813
shares
|
$4.04 Million
0.89% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
110,654
shares
|
$3.96 Million
3.14% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
109,422
shares
|
$3.92 Million
0.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
107,943
shares
|
$3.87 Million
1.18% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
105,985
shares
|
$3.8 Million
0.1% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
99,663
shares
|
$3.57 Million
1.97% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
94,748
shares
|
$3.39 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
90,756
shares
|
$3.25 Million
4.13% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,086
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
87,340
shares
|
$3.13 Million
0.35% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
83,532
shares
|
$2.99 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
82,377
shares
|
$2.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
80,978
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$2.85 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
75,513
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,576
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
69,828
shares
|
$2.5 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
69,603
shares
|
$2.49 Million
0.17% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
69,238
shares
|
$2.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
68,366
shares
|
$2.45 Million
0.09% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
68,289
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
65,262
shares
|
$2.34 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
65,007
shares
|
$2.33 Million
0.09% of portfolio
|
Q1 2025
Added 10.78%
|