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 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
22,234
shares
|
$879,577
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
22,184
shares
|
$877,599
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,067
shares
|
$872,970
0.01% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
21,962
shares
|
$868,816
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
21,666
shares
|
$857,106
0.19% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
21,535
shares
|
$851,924
0.05% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
21,150
shares
|
$836,694
0.19% of portfolio
|
Q1 2025
Added 49.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
21,137
shares
|
$836,179
0.1% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
21,018
shares
|
$831,472
0.03% of portfolio
|
Q1 2025
Added 72.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,936
shares
|
$828,228
0.0% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
20,489
shares
|
$810,544
0.16% of portfolio
|
Q1 2025
Added 54.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,369
shares
|
$805,797
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
20,239
shares
|
$800,654
0.03% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
20,183
shares
|
$798,439
0.53% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
19,967
shares
|
$789,894
0.18% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
19,951
shares
|
$789,261
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19,875
shares
|
$786,255
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
18,972
shares
|
$750,532
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
18,717
shares
|
$740,444
0.11% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$735,736
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$698,866
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$693,209
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
17,431
shares
|
$689,570
0.05% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,356
shares
|
$686,603
0.57% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
17,257
shares
|
$682,686
0.0% of portfolio
|
Q1 2025
Added 0.87%
|