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 453 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
29,536
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2025
Reduced 10.53%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
29,294
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
29,121
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
28,976
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28,587
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,540
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 29.46%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
27,637
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
27,497
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
26,935
shares
|
$1.19 Million
0.4% of portfolio
|
Q4 2025
Added 17.26%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
26,352
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
25,990
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
25,986
shares
|
$1.15 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,949
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,713
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
25,645
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25,488
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
25,276
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2025
Added 10.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
25,233
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
24,698
shares
|
$1.09 Million
0.8% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,442
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 45.71%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
24,439
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.02%
|
|