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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,511
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
28,222
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
27,869
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,677
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.07 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
27,020
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.07 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26,336
shares
|
$1.04 Million
0.46% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
26,286
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 62.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,240
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
25,659
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
25,174
shares
|
$995,883
0.15% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$983,975
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
24,657
shares
|
$975,430
0.54% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$952,683
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
24,080
shares
|
$952,604
0.08% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
24,051
shares
|
$951,457
0.39% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
24,036
shares
|
$950,864
0.47% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
23,950
shares
|
$947,462
0.79% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,473
shares
|
$928,591
0.01% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
23,064
shares
|
$912,411
0.03% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,765
shares
|
$900,583
0.0% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
22,463
shares
|
$888,636
0.05% of portfolio
|
Q1 2025
Reduced 53.48%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
22,245
shares
|
$880,012
0.02% of portfolio
|
Q1 2025
Reduced 13.25%
|