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 416 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 $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,670
shares
|
$425,673
0.07% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$419,642
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,389
shares
|
$413,303
0.1% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
9,369
shares
|
$412,423
0.13% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$410,310
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,314
shares
|
$410,002
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
9,312
shares
|
$409,914
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
9,300
shares
|
$409,386
0.02% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
9,110
shares
|
$401,022
0.09% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
9,025
shares
|
$397,280
0.02% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
8,983
shares
|
$395,431
0.08% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$389,488
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
8,754
shares
|
$385,351
0.12% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,695
shares
|
$382,753
0.11% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,674
shares
|
$381,829
0.0% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
8,652
shares
|
$380,861
0.12% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$379,540
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
8,449
shares
|
$371,924
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,129
shares
|
$357,838
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
8,076
shares
|
$355,505
0.03% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,987
shares
|
$351,587
0.02% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,958
shares
|
$350,311
0.05% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,877
shares
|
$346,745
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,804
shares
|
$343,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
7,757
shares
|
$341,463
0.11% of portfolio
|
Q4 2024
New holding
|