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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$380,640
0.0% of portfolio
|
Q2 2024
Added 19.42%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
8,622
shares
|
$370,918
0.22% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,589
shares
|
$369,498
0.0% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,569
shares
|
$368,638
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
8,536
shares
|
$367,218
0.22% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
8,425
shares
|
$362,443
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
8,365
shares
|
$359,862
0.1% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
8,320
shares
|
$357,926
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,311
shares
|
$357,539
0.0% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
8,231
shares
|
$354,097
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
8,039
shares
|
$345,837
0.06% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
8,029
shares
|
$345,407
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
8,012
shares
|
$344,676
0.28% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,838
shares
|
$337,190
0.0% of portfolio
|
Q1 2025
Added 2739.86%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,763
shares
|
$333,964
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
7,519
shares
|
$323,467
0.05% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,440
shares
|
$320,068
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,293
shares
|
$313,744
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,278
shares
|
$313,099
0.0% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
7,176
shares
|
$308,711
0.07% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
7,085
shares
|
$304,796
0.38% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
7,028
shares
|
$302,344
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
6,972
shares
|
$299,935
0.03% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,877
shares
|
$295,848
0.03% of portfolio
|
Q1 2025
Added 52.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,857
shares
|
$294,988
0.1% of portfolio
|
Q3 2024
Added 0.32%
|