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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
40,640
shares
|
$1.83 Million
0.46% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,394
shares
|
$1.77 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
38,649
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
36,617
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.58 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
33,842
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
33,502
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
33,347
shares
|
$1.5 Million
0.72% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
32,883
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
31,569
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
31,201
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
31,105
shares
|
$1.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
30,755
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
30,583
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
30,065
shares
|
$1.35 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
29,999
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
29,981
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
29,294
shares
|
$1.32 Million
0.42% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
29,236
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
28,898
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
28,141
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,304
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 4.05%
|