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 401 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
2,142,789
shares
|
$89 Million
0.25% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
2,026,937
shares
|
$84.2 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,006,931
shares
|
$83.4 Million
0.01% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
1,810,360
shares
|
$75.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,728,072
shares
|
$71.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,389,493
shares
|
$57.7 Million
0.06% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,375,401
shares
|
$57.1 Million
0.14% of portfolio
|
Q2 2024
Added 189.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,367,116
shares
|
$56.8 Million
0.18% of portfolio
|
Q2 2023
Added 24.71%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
919,963
shares
|
$38.2 Million
0.54% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
800,000
shares
|
$33.2 Million
0.11% of portfolio
|
Q2 2023
Added 8.11%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
766,109
shares
|
$31.8 Million
0.1% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
601,036
shares
|
$25 Million
0.0% of portfolio
|
Q2 2024
Added 326.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
546,568
shares
|
$22.7 Million
0.1% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
507,135
shares
|
$21.1 Million
0.21% of portfolio
|
Q2 2024
Added 7.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
496,345
shares
|
$20.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
446,074
shares
|
$18.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
421,779
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
420,285
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
393,680
shares
|
$16.4 Million
0.02% of portfolio
|
Q2 2024
Added 3.05%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
382,698
shares
|
$15.9 Million
0.33% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
372,231
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
362,757
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
338,283
shares
|
$14.1 Million
0.84% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
315,623
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
295,534
shares
|
$12.3 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.45%
|