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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
69,694
shares
|
$2.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
68,800
shares
|
$2.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
67,340
shares
|
$2.82 Million
1.17% of portfolio
|
Q2 2025
Added 83.22%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
66,461
shares
|
$2.78 Million
1.59% of portfolio
|
Q2 2025
Added 38994.71%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
64,576
shares
|
$2.71 Million
0.12% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
64,511
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
64,037
shares
|
$2.68 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
63,882
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
62,458
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
60,528
shares
|
$2.54 Million
0.21% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
60,172
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
59,689
shares
|
$2.5 Million
0.88% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
58,195
shares
|
$2.44 Million
1.42% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
57,977
shares
|
$2.43 Million
1.06% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,344
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
54,826
shares
|
$2.3 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
54,456
shares
|
$2.28 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
51,925
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
49,083
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.56%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
47,336
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
46,518
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
45,855
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
45,608
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
45,459
shares
|
$1.9 Million
0.45% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
44,381
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|