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 413 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 $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
62,304
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
61,436
shares
|
$2.62 Million
0.11% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
60,887
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
59,953
shares
|
$2.55 Million
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
59,583
shares
|
$2.54 Million
1.95% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
59,004
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,945
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
58,466
shares
|
$2.49 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
58,417
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
58,267
shares
|
$2.48 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
57,838
shares
|
$2.46 Million
0.7% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
56,886
shares
|
$2.42 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
56,034
shares
|
$2.39 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
55,400
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 197.51%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
54,957
shares
|
$2.34 Million
0.37% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
54,355
shares
|
$2.32 Million
0.52% of portfolio
|
Q3 2024
Reduced 36.09%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
54,251
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
54,079
shares
|
$2.3 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
53,565
shares
|
$2.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
51,258
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
51,201
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
50,594
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
50,416
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
49,787
shares
|
$2.12 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
48,872
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Added 71.25%
|