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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
22,941
shares
|
$961,227
0.17% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,810
shares
|
$955,739
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
22,046
shares
|
$923,727
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
21,962
shares
|
$920,207
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,808
shares
|
$913,755
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
21,691
shares
|
$908,852
0.26% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,363
shares
|
$895,109
0.02% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
21,063
shares
|
$882,539
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
21,040
shares
|
$881,576
0.01% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
20,658
shares
|
$865,570
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,351
shares
|
$852,706
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
20,095
shares
|
$841,980
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
20,074
shares
|
$841,100
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
19,996
shares
|
$837,832
0.05% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
19,871
shares
|
$832,594
0.51% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
19,401
shares
|
$812,901
0.08% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
19,375
shares
|
$811,812
0.19% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
19,341
shares
|
$810,387
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,326
shares
|
$809,759
0.01% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,235
shares
|
$805,946
0.03% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18,870
shares
|
$790,653
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$779,256
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
18,547
shares
|
$777,119
0.04% of portfolio
|
Q2 2025
Added 55.58%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
17,774
shares
|
$744,730
0.58% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$740,205
0.05% of portfolio
|
Q3 2022
Added 64.18%
|