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 427 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
41,164
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
40,604
shares
|
$1.61 Million
0.18% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
40,205
shares
|
$1.59 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
39,644
shares
|
$1.57 Million
0.26% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,394
shares
|
$1.56 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
36,754
shares
|
$1.45 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
36,612
shares
|
$1.45 Million
0.63% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
36,381
shares
|
$1.44 Million
0.8% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,341
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
34,970
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
34,392
shares
|
$1.36 Million
0.18% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
33,566
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,443
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 173.51%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
32,236
shares
|
$1.28 Million
0.36% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
31,422
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
31,201
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
30,817
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
30,297
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
29,930
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
29,917
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
29,737
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|