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 395 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
5,466
shares
|
$209,402
0.03% of portfolio
|
Q1 2024
Added 3.44%
|
|
Values Added Financial LLC
Washington, DC |
Apr 25, 2024 Q1 2024 |
5,449
shares
|
$208,751
0.17% of portfolio
|
Q4 2023
Reduced 20.71%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$207,640
0.58% of portfolio
|
Q2 2022
New holding
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
5,390
shares
|
$206,490
0.11% of portfolio
|
Q1 2024
Added 43.85%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
5,336
shares
|
$204,422
0.14% of portfolio
|
Q1 2024
Added 0.26%
|
|
Members Trust CO
|
Apr 25, 2024 Q1 2024 |
5,283
shares
|
$202,391
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
5,268
shares
|
$201,817
0.0% of portfolio
|
Q1 2024
Reduced 27.18%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
5,263
shares
|
$201,625
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
5,262
shares
|
$201,587
0.03% of portfolio
|
Q1 2024
New holding
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
5,193
shares
|
$198,943
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
5,187
shares
|
$198,713
0.02% of portfolio
|
Q1 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
5,127
shares
|
$196,415
0.13% of portfolio
|
Q4 2023
New holding
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 16, 2024 Q1 2024 |
5,000
shares
|
$191,550
0.13% of portfolio
|
Q1 2024
New holding
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$187,680
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
4,314
shares
|
$165,269
0.02% of portfolio
|
Q1 2024
Added 0.63%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
4,234
shares
|
$162,204
0.03% of portfolio
|
Q1 2024
New holding
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$158,794
0.05% of portfolio
|
Q1 2021
New holding
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
4,044
shares
|
$154,925
0.09% of portfolio
|
Q4 2023
Added 7.96%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
3,813
shares
|
$146,076
0.01% of portfolio
|
Q3 2022
Reduced 26.0%
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
3,613
shares
|
$138,414
0.05% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
3,306
shares
|
$126,652
0.0% of portfolio
|
Q4 2023
Reduced 19.03%
|
|
Keener Financial Planning LLC
Keller, TX |
May 03, 2024 Q1 2024 |
3,284
shares
|
$125,810
0.09% of portfolio
|
Q4 2023
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
3,162
shares
|
$121,136
0.0% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
3,162
shares
|
$121,136
0.09% of portfolio
|
Q1 2024
Reduced 31.08%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$112,516
0.01% of portfolio
|
Q3 2022
New holding
|