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 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
16,895
shares
|
$668,366
0.08% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
16,580
shares
|
$655,904
0.07% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
16,243
shares
|
$642,573
0.24% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
16,196
shares
|
$640,713
0.46% of portfolio
|
Q4 2024
Added 64.76%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,164
shares
|
$639,447
0.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$639,368
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,107
shares
|
$637,192
0.04% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,021
shares
|
$633,790
0.01% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
15,594
shares
|
$616,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$616,463
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
15,382
shares
|
$608,511
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,302
shares
|
$605,347
0.19% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
15,000
shares
|
$593,400
0.1% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,717
shares
|
$582,204
0.02% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,140
shares
|
$559,378
0.0% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,088
shares
|
$557,321
0.11% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,055
shares
|
$556,015
0.1% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
13,997
shares
|
$553,721
0.4% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
13,871
shares
|
$548,736
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,520
shares
|
$534,851
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,432
shares
|
$531,369
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
13,201
shares
|
$522,231
0.14% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,151
shares
|
$520,253
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
13,066
shares
|
$516,890
0.06% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
12,960
shares
|
$512,697
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|