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 442 institutions that hold shares in the stock, with a total of 33.3 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 |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
17,387
shares
|
$781,719
0.51% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,165
shares
|
$771,738
0.01% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
17,154
shares
|
$771,243
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
|
$766,702
0.02% of portfolio
|
Q2 2025
Reduced 26.06%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
17,050
shares
|
$766,568
0.08% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
16,774
shares
|
$754,159
0.01% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
16,593
shares
|
$746,021
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
16,575
shares
|
$745,212
0.47% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
16,490
shares
|
$741,390
0.21% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
16,337
shares
|
$734,511
0.23% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$726,643
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,145
shares
|
$725,879
0.04% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,631
shares
|
$702,769
0.04% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$700,611
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,434
shares
|
$693,912
0.0% of portfolio
|
Q2 2025
Added 41.75%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
15,384
shares
|
$691,664
0.27% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
15,096
shares
|
$678,716
0.02% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
14,463
shares
|
$650,256
0.19% of portfolio
|
Q3 2025
Added 73.83%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
14,360
shares
|
$645,625
0.11% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
14,055
shares
|
$631,912
0.1% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
14,020
shares
|
$630,339
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
13,856
shares
|
$622,965
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
13,444
shares
|
$604,442
0.12% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
13,079
shares
|
$588,031
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,996
shares
|
$584,300
0.1% of portfolio
|
Q2 2025
Reduced 7.75%
|