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 431 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
46,575
shares
|
$1.67 Million
1.55% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
45,134
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
43,080
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
42,645
shares
|
$1.53 Million
0.53% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
41,629
shares
|
$1.49 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
41,164
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
39,581
shares
|
$1.42 Million
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,394
shares
|
$1.41 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,377
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
36,984
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
36,381
shares
|
$1.3 Million
0.8% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,881
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
35,383
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.26 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
34,970
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
34,392
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,316
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
31,256
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
31,201
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
30,714
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
30,303
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
29,930
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
29,917
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|