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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
44,207
shares
|
$1.85 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
44,198
shares
|
$1.85 Million
0.22% of portfolio
|
Q2 2025
Added 28.51%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
43,910
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
41,912
shares
|
$1.76 Million
0.19% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
41,322
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
40,640
shares
|
$1.7 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
|
$1.65 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
37,900
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
36,617
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.48 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
33,347
shares
|
$1.4 Million
0.72% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
33,189
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
32,883
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
31,787
shares
|
$1.33 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,728
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
31,569
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
31,201
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
30,583
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
30,070
shares
|
$1.26 Million
0.7% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
30,065
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
29,999
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
29,981
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.24 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
|
$1.23 Million
0.42% of portfolio
|
Q2 2025
Added 21.8%
|