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 431 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,459
shares
|
$591,371
0.01% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
16,243
shares
|
$583,610
0.24% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
16,203
shares
|
$582,173
0.07% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
16,196
shares
|
$581,922
0.46% of portfolio
|
Q4 2024
Added 64.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
16,173
shares
|
$581,095
0.1% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$580,700
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
15,963
shares
|
$573,550
0.06% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,900
shares
|
$571,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$559,897
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
15,382
shares
|
$552,675
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,302
shares
|
$549,800
0.19% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,130
shares
|
$543,620
0.02% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
15,000
shares
|
$538,950
0.1% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,621
shares
|
$525,332
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,154
shares
|
$508,553
0.14% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,088
shares
|
$506,181
0.11% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
13,997
shares
|
$502,912
0.4% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
13,716
shares
|
$492,815
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,715
shares
|
$492,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
13,512
shares
|
$485,486
0.18% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
13,269
shares
|
$476,755
0.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
13,231
shares
|
$475,389
0.11% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,175
shares
|
$473,377
0.01% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,151
shares
|
$472,515
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
13,066
shares
|
$469,461
0.06% of portfolio
|
Q1 2025
Reduced 6.73%
|