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 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
29,115
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
28,711
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,511
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
28,027
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
27,677
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$990,990
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$985,550
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,720
shares
|
$975,547
0.0% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$966,675
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26,336
shares
|
$961,527
0.46% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
26,334
shares
|
$961,454
0.14% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
25,640
shares
|
$936,116
0.46% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
25,477
shares
|
$930,165
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$908,113
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
24,657
shares
|
$900,227
0.54% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,414
shares
|
$891,355
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$879,233
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
24,080
shares
|
$879,160
0.09% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
24,036
shares
|
$877,554
0.47% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
23,950
shares
|
$874,414
0.79% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
23,601
shares
|
$861,672
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
23,064
shares
|
$842,066
0.03% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
22,618
shares
|
$825,783
0.15% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
22,245
shares
|
$812,164
0.02% of portfolio
|
Q1 2025
Reduced 13.25%
|