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 442 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
22,046
shares
|
$991,188
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
21,962
shares
|
$987,411
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
21,691
shares
|
$975,227
0.26% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,363
shares
|
$960,480
0.02% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
21,139
shares
|
$950,409
0.09% of portfolio
|
Q3 2025
Reduced 33.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
21,063
shares
|
$946,992
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
20,658
shares
|
$928,783
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
20,606
shares
|
$926,445
0.45% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,351
shares
|
$914,980
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
20,074
shares
|
$902,527
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
|
$899,020
0.05% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
19,871
shares
|
$893,400
0.51% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
19,401
shares
|
$872,268
0.08% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
19,341
shares
|
$869,571
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,326
shares
|
$868,896
0.01% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,235
shares
|
$864,805
0.03% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
19,080
shares
|
$857,836
0.14% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18,870
shares
|
$848,395
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$836,166
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,083
shares
|
$813,011
0.18% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
17,774
shares
|
$799,119
0.58% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$794,263
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
17,644
shares
|
$793,274
0.08% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$787,834
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
17,522
shares
|
$787,789
0.03% of portfolio
|
Q3 2025
Reduced 5.53%
|