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 442 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
26,734
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
26,212
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
26,037
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 232.19%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
25,986
shares
|
$1.17 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,713
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25,699
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
24,966
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.25%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
24,891
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
24,569
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 237.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
24,476
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
24,445
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 38.34%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
24,151
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
24,023
shares
|
$1.08 Million
0.79% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
23,827
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Added 117.56%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
23,711
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
23,372
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
22,971
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
22,941
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,881
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
22,709
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
22,674
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2025
Added 3.97%
|