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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
48,278
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
45,833
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
45,395
shares
|
$1.93 Million
0.16% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
44,655
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
42,150
shares
|
$1.8 Million
0.52% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
42,101
shares
|
$1.79 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
39,530
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
37,130
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
37,104
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 78.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
36,960
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
35,599
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
34,146
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
31,776
shares
|
$1.35 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
31,697
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
31,567
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,201
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
30,628
shares
|
$1.31 Million
0.37% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
30,494
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
30,386
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
30,329
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
29,258
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,587
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 8.36%
|