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 398 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
7,770
shares
|
$321,289
0.0% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
7,669
shares
|
$317,113
0.29% of portfolio
|
Q4 2022
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
7,661
shares
|
$316,782
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
7,650
shares
|
$316,327
0.0% of portfolio
|
Q2 2024
Added 1.55%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
7,610
shares
|
$314,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
7,596
shares
|
$314,094
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
7,559
shares
|
$312,564
0.03% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
7,519
shares
|
$310,910
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
7,500
shares
|
$310,125
0.05% of portfolio
|
Q2 2024
Reduced 31.12%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
7,477
shares
|
$309,173
0.01% of portfolio
|
Q1 2024
Reduced 47.51%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
7,389
shares
|
$305,535
0.03% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
7,359
shares
|
$304,294
0.04% of portfolio
|
Q4 2023
New holding
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
7,254
shares
|
$299,952
0.08% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
7,112
shares
|
$294,081
0.08% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 30, 2024 Q2 2024 |
7,058
shares
|
$291,848
0.08% of portfolio
|
Q1 2024
Added 0.06%
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
6,953
shares
|
$287,506
0.07% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Jul 15, 2024 Q2 2024 |
6,835
shares
|
$282,627
0.1% of portfolio
|
Q2 2024
Added 0.23%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Jul 31, 2024 Q2 2024 |
6,765
shares
|
$279,732
0.1% of portfolio
|
Q2 2024
Added 0.49%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,764
shares
|
$279,691
0.01% of portfolio
|
Q2 2024
Added 28.52%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
6,738
shares
|
$278,616
0.03% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Orin Green Financial, LLC
|
Jul 30, 2024 Q2 2024 |
6,697
shares
|
$276,920
0.12% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
6,675
shares
|
$276,011
0.17% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
6,670
shares
|
$275,804
0.07% of portfolio
|
Q2 2024
Added 6.55%
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
6,663
shares
|
$275,515
0.05% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2024 Q2 2024 |
6,580
shares
|
$272,083
0.01% of portfolio
|
Q2 2024
Added 17.61%
|