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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,956
shares
|
$542,856
0.12% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
12,601
shares
|
$527,981
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
12,583
shares
|
$527,227
0.03% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,555
shares
|
$526,054
0.09% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
12,540
shares
|
$525,426
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,436
shares
|
$521,068
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
12,220
shares
|
$512,018
0.2% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$507,618
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,112
shares
|
$507,492
0.0% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,042
shares
|
$504,559
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
12,002
shares
|
$502,883
0.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,819
shares
|
$495,216
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,752
shares
|
$492,408
0.0% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
11,640
shares
|
$487,716
0.28% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,605
shares
|
$486,249
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
11,504
shares
|
$482,017
0.04% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,469
shares
|
$480,551
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
11,415
shares
|
$478,288
0.04% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,128
shares
|
$466,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$463,623
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,025
shares
|
$461,947
0.01% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
10,977
shares
|
$459,936
0.27% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
10,929
shares
|
$457,925
0.14% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
10,818
shares
|
$453,274
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$450,425
0.03% of portfolio
|
Q3 2021
Added 13.16%
|