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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
12,601
shares
|
$566,540
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
12,591
shares
|
$566,091
0.0% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
12,583
shares
|
$565,731
0.03% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
12,540
shares
|
$563,798
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
12,503
shares
|
$562,134
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$544,690
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,112
shares
|
$544,555
0.0% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,042
shares
|
$541,408
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
11,974
shares
|
$538,351
0.2% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,967
shares
|
$538,036
0.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,819
shares
|
$531,382
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,752
shares
|
$528,369
0.0% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,605
shares
|
$521,760
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
11,504
shares
|
$517,219
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
|
$515,646
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
11,415
shares
|
$513,218
0.04% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,128
shares
|
$500,314
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,025
shares
|
$495,684
0.01% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
11,024
shares
|
$495,639
0.15% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,023
shares
|
$495,594
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
10,977
shares
|
$493,525
0.27% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
10,818
shares
|
$486,377
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
10,765
shares
|
$483,994
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$483,320
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,668
shares
|
$479,633
0.02% of portfolio
|
Q2 2025
Added 6.27%
|