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 419 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,565
shares
|
$242,300
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,558
shares
|
$241,995
0.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
5,503
shares
|
$239,600
0.03% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,453
shares
|
$237,423
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
5,432
shares
|
$236,509
0.08% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$235,986
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$234,637
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,372
shares
|
$233,896
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,306
shares
|
$231,023
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,283
shares
|
$230,021
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,283
shares
|
$230,021
0.02% of portfolio
|
Q4 2024
Reduced 37.23%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
5,266
shares
|
$229,281
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,078
shares
|
$221,096
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,050
shares
|
$219,877
0.06% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$217,700
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$217,700
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$213,302
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,798
shares
|
$208,904
0.02% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
4,778
shares
|
$208,034
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$191,227
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,233
shares
|
$184,304
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,186
shares
|
$182,258
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,173
shares
|
$181,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$180,473
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,813
shares
|
$166,018
0.0% of portfolio
|
Q3 2022
Reduced 26.0%
|