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 413 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 $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
21,265
shares
|
$906,101
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
21,241
shares
|
$905,079
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
20,690
shares
|
$881,600
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
20,535
shares
|
$874,996
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
20,466
shares
|
$872,056
0.2% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,200
shares
|
$860,722
0.0% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
19,951
shares
|
$850,112
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,695
shares
|
$839,203
0.03% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
19,234
shares
|
$819,560
0.06% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
19,040
shares
|
$811,294
0.66% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,020
shares
|
$810,442
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
18,621
shares
|
$793,440
0.5% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
18,613
shares
|
$793,099
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$792,460
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
18,261
shares
|
$778,101
0.15% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
18,256
shares
|
$777,888
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$752,748
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$746,655
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
17,358
shares
|
$739,624
0.07% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,461
shares
|
$701,403
0.0% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
16,311
shares
|
$695,011
0.48% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$688,662
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,126
shares
|
$687,128
0.02% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
15,924
shares
|
$678,521
0.07% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
15,819
shares
|
$674,047
0.1% of portfolio
|
Q3 2024
Added 12.56%
|