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 442 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
121,753
shares
|
$5.47 Million
0.92% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
119,592
shares
|
$5.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
117,432
shares
|
$5.28 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
114,585
shares
|
$5.15 Million
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
110,891
shares
|
$4.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
109,489
shares
|
$4.92 Million
0.43% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
109,392
shares
|
$4.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
99,272
shares
|
$4.46 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
97,434
shares
|
$4.38 Million
1.72% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
91,989
shares
|
$4.14 Million
0.32% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
88,908
shares
|
$4 Million
0.0% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
88,412
shares
|
$3.98 Million
4.22% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
86,248
shares
|
$3.88 Million
0.01% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.58 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
77,389
shares
|
$3.48 Million
0.08% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
76,119
shares
|
$3.42 Million
0.09% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
73,292
shares
|
$3.3 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
72,532
shares
|
$3.26 Million
0.3% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
72,417
shares
|
$3.26 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
70,941
shares
|
$3.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
70,185
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
69,159
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
68,684
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
67,340
shares
|
$3.03 Million
1.17% of portfolio
|
Q2 2025
Added 83.22%
|