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 448 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,095
shares
|
$402,908
0.0% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,050
shares
|
$400,915
0.11% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,045
shares
|
$400,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,032
shares
|
$400,117
0.01% of portfolio
|
Q3 2025
Added 79.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$391,966
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,727
shares
|
$386,606
0.09% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
8,685
shares
|
$384,745
0.08% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$381,954
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
8,430
shares
|
$373,449
0.11% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
8,388
shares
|
$371,588
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,321
shares
|
$368,620
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
8,115
shares
|
$359,494
0.18% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,086
shares
|
$358,209
0.04% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
8,065
shares
|
$357,279
0.03% of portfolio
|
Q3 2025
Added 57.06%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
8,029
shares
|
$355,684
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,017
shares
|
$355,153
0.0% of portfolio
|
Q3 2025
Added 98.54%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,939
shares
|
$351,697
0.0% of portfolio
|
Q3 2025
Reduced 28.66%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
7,939
shares
|
$351,697
0.01% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,818
shares
|
$346,337
0.03% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
7,747
shares
|
$343,192
0.06% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,574
shares
|
$335,528
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
7,473
shares
|
$331,053
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,440
shares
|
$329,592
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,272
shares
|
$322,149
0.0% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
7,240
shares
|
$320,732
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|