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 |
---|---|---|---|---|---|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
6,529
shares
|
$269,974
0.01% of portfolio
|
Q2 2024
Added 7.26%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 19, 2024 Q2 2024 |
6,465
shares
|
$267,327
0.16% of portfolio
|
Q2 2024
New holding
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
6,444
shares
|
$266,459
0.03% of portfolio
|
Q2 2024
Added 0.56%
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
6,436
shares
|
$266,128
0.03% of portfolio
|
Q4 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
6,355
shares
|
$262,779
0.01% of portfolio
|
Q2 2024
Added 0.24%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
6,322
shares
|
$261,414
0.03% of portfolio
|
Q2 2024
Added 1.61%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
6,303
shares
|
$260,629
0.03% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
6,287
shares
|
$259,967
0.13% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
6,283
shares
|
$259,802
0.02% of portfolio
|
Q2 2024
Added 0.71%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
6,283
shares
|
$259,802
0.01% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
6,264
shares
|
$259,016
0.01% of portfolio
|
Q2 2024
Reduced 27.25%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
6,258
shares
|
$258,768
0.01% of portfolio
|
Q2 2024
Added 3.56%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
6,233
shares
|
$257,734
0.09% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
6,189
shares
|
$255,915
0.02% of portfolio
|
Q1 2024
Added 10.36%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
6,181
shares
|
$255,584
0.09% of portfolio
|
Q2 2024
Added 0.05%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
6,175
shares
|
$255,336
0.01% of portfolio
|
Q2 2024
Added 2.59%
|
|
Aaron Wealth Advisors LLC
|
Jul 22, 2024 Q2 2024 |
6,122
shares
|
$253,144
0.03% of portfolio
|
Q2 2024
Added 12.0%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
6,075
shares
|
$251,201
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
6,024
shares
|
$249,092
0.07% of portfolio
|
Q1 2024
Added 2.99%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
5,976
shares
|
$247,107
0.14% of portfolio
|
Q2 2024
Reduced 53.72%
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 11, 2024 Q2 2024 |
5,809
shares
|
$240,202
0.12% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
5,805
shares
|
$240,036
0.01% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Values Added Financial LLC
Washington, DC |
Jul 30, 2024 Q2 2024 |
5,672
shares
|
$234,537
0.16% of portfolio
|
Q2 2024
Added 4.09%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
5,661
shares
|
$234,082
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
5,614
shares
|
$232,138
0.01% of portfolio
|
Q1 2024
New holding
|