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 424 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,710
shares
|
$223,832
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,668
shares
|
$222,185
0.02% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,638
shares
|
$221,009
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,628
shares
|
$220,617
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
5,477
shares
|
$214,698
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,447
shares
|
$213,522
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$212,464
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$211,248
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,372
shares
|
$210,582
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,352
shares
|
$209,798
0.0% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
5,283
shares
|
$207,093
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
5,277
shares
|
$206,858
0.22% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
5,000
shares
|
$196,000
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$192,040
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,850
shares
|
$190,120
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,477
shares
|
$175,498
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,390
shares
|
$172,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,186
shares
|
$164,091
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$162,484
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,038
shares
|
$158,289
0.0% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,001
shares
|
$156,839
0.02% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,813
shares
|
$149,469
0.0% of portfolio
|
Q3 2022
Reduced 26.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,677
shares
|
$144,138
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3,616
shares
|
$141,747
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,473
shares
|
$136,141
0.07% of portfolio
|
Q1 2025
Reduced 6.41%
|