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 416 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 $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,500
shares
|
$679,210
0.32% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,437
shares
|
$676,449
0.04% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
15,283
shares
|
$669,701
0.06% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,056
shares
|
$659,753
0.13% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$657,300
0.12% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
14,719
shares
|
$644,986
0.51% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,710
shares
|
$644,592
0.14% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,697
shares
|
$644,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,651
shares
|
$642,006
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
14,266
shares
|
$625,136
0.12% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
13,800
shares
|
$604,716
0.07% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,768
shares
|
$603,313
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,637
shares
|
$597,573
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,631
shares
|
$597,310
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,571
shares
|
$594,681
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
13,512
shares
|
$592,095
0.18% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
13,498
shares
|
$591,482
0.06% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
13,142
shares
|
$575,882
0.14% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,761
shares
|
$559,187
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,632
shares
|
$553,534
0.0% of portfolio
|
Q3 2024
Added 65.99%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
12,540
shares
|
$549,502
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,224
shares
|
$535,655
0.02% of portfolio
|
Q2 2024
Reduced 54.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,192
shares
|
$534,253
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$530,879
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
12,019
shares
|
$526,672
0.05% of portfolio
|
Q3 2024
Added 86.51%
|