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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,143
shares
|
$808,440
0.0% of portfolio
|
Q4 2024
Added 50.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
21,962
shares
|
$801,832
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
21,894
shares
|
$799,349
0.01% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,727
shares
|
$793,252
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
21,666
shares
|
$791,025
0.19% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
21,518
shares
|
$785,622
0.25% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
20,703
shares
|
$755,866
0.01% of portfolio
|
Q4 2024
Added 224.19%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
20,690
shares
|
$755,391
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20,484
shares
|
$747,870
0.0% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
20,239
shares
|
$738,925
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
20,130
shares
|
$734,946
0.57% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
19,967
shares
|
$728,995
0.18% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
19,951
shares
|
$728,411
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
19,118
shares
|
$697,998
0.03% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
19,035
shares
|
$694,967
0.05% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
18,944
shares
|
$691,645
0.02% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
18,888
shares
|
$689,600
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
18,717
shares
|
$683,357
0.11% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$679,012
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$644,985
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
17,636
shares
|
$643,890
0.6% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,620
shares
|
$643,306
0.08% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$639,764
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,513
shares
|
$639,399
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
17,108
shares
|
$624,613
0.0% of portfolio
|
Q4 2024
Reduced 6.29%
|