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 437 institutions that hold shares in the stock, with a total of 34.9 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,385
shares
|
$446,762
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
10,367
shares
|
$445,988
0.22% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
10,286
shares
|
$442,503
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
10,226
shares
|
$439,922
0.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,197
shares
|
$438,674
0.0% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,078
shares
|
$433,555
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,039
shares
|
$431,877
0.02% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
9,968
shares
|
$428,823
0.23% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
9,953
shares
|
$428,178
0.13% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$428,092
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$425,080
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,828
shares
|
$422,800
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
9,806
shares
|
$421,854
0.02% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
9,693
shares
|
$416,992
0.08% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,670
shares
|
$416,003
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$410,109
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,514
shares
|
$409,292
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
9,350
shares
|
$402,237
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$400,989
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
9,272
shares
|
$398,881
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,157
shares
|
$393,934
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
9,082
shares
|
$390,707
0.14% of portfolio
|
Q2 2025
Reduced 89.13%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
9,031
shares
|
$388,513
0.11% of portfolio
|
Q2 2025
Added 20.22%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
8,995
shares
|
$386,964
0.1% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
8,982
shares
|
$386,405
0.1% of portfolio
|
Q2 2025
New holding
|