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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
28,505
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,443
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
28,298
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
27,792
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
27,665
shares
|
$1.18 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.15 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,417
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
26,371
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
26,086
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
25,952
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,873
shares
|
$1.1 Million
0.45% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,683
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,946
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
23,268
shares
|
$991,449
0.22% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
23,140
shares
|
$985,995
0.79% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
22,841
shares
|
$973,255
0.02% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
22,063
shares
|
$940,104
0.11% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
22,056
shares
|
$939,806
0.44% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
21,962
shares
|
$935,800
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,518
shares
|
$916,881
0.25% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,281
shares
|
$906,783
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|