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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
29,236
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
28,898
shares
|
$1.21 Million
0.27% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
28,645
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 44.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,304
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
27,272
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
26,212
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
26,037
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 232.19%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
25,986
shares
|
$1.09 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
25,751
shares
|
$1.08 Million
0.48% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,713
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25,699
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
24,891
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
24,569
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 237.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
24,476
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
24,445
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 38.34%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
24,151
shares
|
$1.01 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
|
$1.01 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
23,827
shares
|
$998,351
0.48% of portfolio
|
Q2 2025
Added 117.56%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
23,823
shares
|
$998,183
0.79% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
23,711
shares
|
$993,490
0.08% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
23,372
shares
|
$979,286
0.01% of portfolio
|
Q2 2025
Added 11.64%
|