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 436 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
17,644
shares
|
$739,283
0.08% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$734,213
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
17,443
shares
|
$730,861
0.54% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,165
shares
|
$719,213
0.01% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
17,154
shares
|
$718,752
0.48% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
17,053
shares
|
$714,520
0.02% of portfolio
|
Q2 2025
Reduced 26.06%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
17,050
shares
|
$714,395
0.08% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
16,774
shares
|
$702,830
0.01% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
16,739
shares
|
$701,364
0.2% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
16,593
shares
|
$695,246
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
16,575
shares
|
$694,492
0.46% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
16,390
shares
|
$686,741
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
16,337
shares
|
$684,520
0.23% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$677,187
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,145
shares
|
$676,475
0.04% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$652,927
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
15,456
shares
|
$647,606
0.26% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,434
shares
|
$646,684
0.0% of portfolio
|
Q2 2025
Added 41.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,287
shares
|
$640,525
0.04% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
15,096
shares
|
$632,522
0.02% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
14,360
shares
|
$601,684
0.11% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
14,055
shares
|
$588,904
0.1% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
13,856
shares
|
$580,566
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
13,079
shares
|
$548,010
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,996
shares
|
$544,532
0.1% of portfolio
|
Q2 2025
Reduced 7.75%
|