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 437 institutions that hold shares in the stock, with a total of 34.9 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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,022
shares
|
$259,066
0.15% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
6,015
shares
|
$258,765
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,915
shares
|
$254,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,875
shares
|
$252,742
0.13% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,869
shares
|
$252,484
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,814
shares
|
$250,118
0.07% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
5,731
shares
|
$246,547
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,710
shares
|
$245,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,638
shares
|
$242,546
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,628
shares
|
$242,116
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
5,477
shares
|
$235,620
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,447
shares
|
$234,329
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$233,168
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$231,834
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,377
shares
|
$231,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,372
shares
|
$231,103
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,352
shares
|
$230,243
0.0% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
5,283
shares
|
$227,274
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
|
$227,016
0.22% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
5,190
shares
|
$223,273
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,021
shares
|
$216,003
0.0% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$215,100
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
5,000
shares
|
$215,100
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$210,754
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,896
shares
|
$210,625
0.02% of portfolio
|
Q2 2025
New holding
|