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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
3,361
shares
|
$131,751
0.08% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
3,205
shares
|
$125,636
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,984
shares
|
$116,972
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
2,955
shares
|
$115,836
0.06% of portfolio
|
Q1 2025
Added 42.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$115,130
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$114,464
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,825
shares
|
$110,740
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,803
shares
|
$109,877
0.08% of portfolio
|
Q2 2024
Reduced 45.33%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
2,742
shares
|
$107,486
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$106,349
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,677
shares
|
$104,938
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,198
shares
|
$86,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$86,161
0.02% of portfolio
|
Q4 2023
Added 36.33%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,063
shares
|
$80,869
0.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,907
shares
|
$74,754
0.04% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,749
shares
|
$68,560
0.02% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
1,721
shares
|
$67,463
0.04% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
1,581
shares
|
$61,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,564
shares
|
$61,308
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,526
shares
|
$59,819
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$57,663
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,460
shares
|
$57,232
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,441
shares
|
$56,487
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,408
shares
|
$55,193
0.02% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,293
shares
|
$50,685
0.01% of portfolio
|
Q1 2025
Added 0.31%
|