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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,751
shares
|
$504,429
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,750
shares
|
$504,390
0.09% of portfolio
|
Q1 2025
Reduced 27.82%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
12,715
shares
|
$503,005
0.01% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
12,540
shares
|
$496,082
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,436
shares
|
$491,968
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
12,137
shares
|
$480,139
0.05% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,132
shares
|
$479,941
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$479,269
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
12,076
shares
|
$477,726
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,921
shares
|
$471,594
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,819
shares
|
$467,559
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
11,640
shares
|
$460,478
0.28% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
11,630
shares
|
$460,082
0.04% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
11,595
shares
|
$458,698
0.31% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
11,500
shares
|
$454,940
0.01% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
11,415
shares
|
$451,577
0.05% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
11,359
shares
|
$449,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
11,214
shares
|
$443,625
0.03% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
10,952
shares
|
$433,261
0.23% of portfolio
|
Q1 2025
Added 22.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,888
shares
|
$430,729
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
10,872
shares
|
$430,096
0.02% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
10,795
shares
|
$427,050
0.14% of portfolio
|
Q1 2025
Added 39.16%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,773
shares
|
$426,179
0.0% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$425,270
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
10,714
shares
|
$423,845
0.2% of portfolio
|
Q1 2025
Reduced 1.15%
|