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 453 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,215
shares
|
$629,724
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
14,168
shares
|
$627,642
0.17% of portfolio
|
Q3 2025
Reduced 34.68%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
14,077
shares
|
$623,611
0.18% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
14,069
shares
|
$623,256
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 23, 2026 Q4 2025 |
13,807
shares
|
$611,650
0.32% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
13,733
shares
|
$608,371
0.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
13,676
shares
|
$605,846
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
13,592
shares
|
$602,125
0.01% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
13,444
shares
|
$595,569
0.12% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,145
shares
|
$582,323
0.0% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13,044
shares
|
$577,849
0.02% of portfolio
|
Q3 2025
Added 1304300.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
13,004
shares
|
$576,077
0.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
12,990
shares
|
$575,457
0.08% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
12,855
shares
|
$569,476
0.05% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Pds Planning, Inc
|
Jan 26, 2026 Q4 2025 |
12,707
shares
|
$562,920
0.04% of portfolio
|
Q4 2025
Added 6.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,526
shares
|
$554,901
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
12,505
shares
|
$553,971
0.08% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$536,694
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,042
shares
|
$533,460
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
11,974
shares
|
$530,448
0.2% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,697
shares
|
$518,177
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,484
shares
|
$508,741
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
11,452
shares
|
$507,323
0.05% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
11,415
shares
|
$505,684
0.05% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,399
shares
|
$504,975
0.02% of portfolio
|
Q3 2025
Added 6.85%
|
|