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 438 institutions that hold shares in the stock, with a total of 35 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
6,821
shares
|
$293,439
0.05% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
6,806
shares
|
$292,794
0.17% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,729
shares
|
$289,481
0.01% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
6,698
shares
|
$288,147
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
6,695
shares
|
$288,018
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,574
shares
|
$282,813
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
6,562
shares
|
$282,297
0.22% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,511
shares
|
$280,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
6,508
shares
|
$279,974
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
6,490
shares
|
$279,199
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
6,376
shares
|
$274,295
0.05% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,328
shares
|
$272,230
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
6,275
shares
|
$269,950
0.08% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,267
shares
|
$269,606
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
6,193
shares
|
$266,422
0.03% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,186
shares
|
$266,121
0.02% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
6,170
shares
|
$265,433
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
6,145
shares
|
$264,357
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
6,137
shares
|
$264,013
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,123
shares
|
$263,411
0.04% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,122
shares
|
$263,368
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,109
shares
|
$262,809
0.01% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
6,106
shares
|
$262,680
0.03% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
6,100
shares
|
$262,422
0.01% of portfolio
|
Q3 2024
Added 0.41%
|