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 413 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
11,837
shares
|
$504,374
0.25% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
11,738
shares
|
$500,156
0.03% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
11,673
shares
|
$497,386
0.29% of portfolio
|
Q1 2022
Reduced 6.96%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
11,658
shares
|
$496,747
0.05% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
11,595
shares
|
$494,062
0.32% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
11,485
shares
|
$489,375
0.18% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,321
shares
|
$482,387
0.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,107
shares
|
$473,269
0.0% of portfolio
|
Q3 2024
Added 22.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,756
shares
|
$458,313
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$458,057
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
10,743
shares
|
$457,759
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
10,686
shares
|
$455,330
0.11% of portfolio
|
Q2 2024
Added 58.69%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
10,598
shares
|
$451,580
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
10,464
shares
|
$445,871
0.19% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
10,336
shares
|
$440,416
0.13% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,049
shares
|
$428,187
0.0% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
9,956
shares
|
$424,225
0.04% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$424,012
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
9,900
shares
|
$421,839
0.03% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$421,029
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,838
shares
|
$419,197
0.08% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
9,830
shares
|
$418,856
0.32% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,757
shares
|
$415,745
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,741
shares
|
$415,064
0.01% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
9,670
shares
|
$412,038
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|