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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
64,576
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
63,593
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
61,634
shares
|
$2.21 Million
0.26% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60,852
shares
|
$2.18 Million
0.59% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
60,570
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
60,539
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,203
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
58,457
shares
|
$2.09 Million
0.37% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
58,280
shares
|
$2.09 Million
0.21% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
58,267
shares
|
$2.09 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
58,145
shares
|
$2.08 Million
0.51% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
57,721
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
57,127
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 24.64%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
56,649
shares
|
$2.03 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
55,729
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
55,709
shares
|
$2 Million
0.38% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
54,531
shares
|
$1.95 Million
0.87% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
53,717
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Added 76.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
51,990
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
49,566
shares
|
$1.78 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
49,564
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
49,491
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
49,428
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
48,289
shares
|
$1.73 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
47,336
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.75%
|