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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$161,576
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,660
shares
|
$159,356
0.0% of portfolio
|
Q3 2024
Added 48.3%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,611
shares
|
$157,222
0.08% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,290
shares
|
$143,246
0.02% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
3,268
shares
|
$142,288
0.08% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,220
shares
|
$140,198
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
3,184
shares
|
$138,631
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
2,984
shares
|
$129,923
0.04% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$127,876
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,920
shares
|
$127,136
0.0% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,803
shares
|
$122,042
0.09% of portfolio
|
Q2 2024
Reduced 45.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$118,124
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,514
shares
|
$109,459
0.01% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,467
shares
|
$107,413
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$101,970
0.0% of portfolio
|
Q3 2024
Reduced 32.1%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$97,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,080
shares
|
$90,563
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,645
shares
|
$71,623
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
1,640
shares
|
$71,405
0.04% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,581
shares
|
$68,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,526
shares
|
$66,442
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$64,047
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,441
shares
|
$62,741
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,327
shares
|
$57,777
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$53,989
0.03% of portfolio
|
Q1 2022
New holding
|