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 |
---|---|---|---|---|---|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,713
shares
|
$103,935
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
2,559
shares
|
$98,035
0.03% of portfolio
|
Q3 2023
Added 201.41%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
2,466
shares
|
$94,472
0.03% of portfolio
|
Q1 2024
Added 0.24%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,462
shares
|
$94,319
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
2,080
shares
|
$79,684
0.05% of portfolio
|
Q4 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,941
shares
|
$74,359
0.0% of portfolio
|
Q1 2024
Added 0.26%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
1,829
shares
|
$70,068
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
4 Thought Financial Group Inc.
|
Apr 24, 2024 Q1 2024 |
1,760
shares
|
$67,425
0.05% of portfolio
|
Q1 2024
Added 59.56%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
1,647
shares
|
$63,096
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
1,587
shares
|
$60,797
0.04% of portfolio
|
Q4 2023
New holding
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
1,536
shares
|
$58,844
0.01% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
1,526
shares
|
$58,461
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,473
shares
|
$56,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,248
shares
|
$47,810
0.01% of portfolio
|
Q1 2024
Reduced 58.29%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$47,504
0.03% of portfolio
|
Q1 2022
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,201
shares
|
$46,010
0.0% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$45,972
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,119
shares
|
$42,868
0.0% of portfolio
|
Q1 2024
Added 34.82%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,106
shares
|
$42,370
0.0% of portfolio
|
Q1 2024
Added 0.18%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
950
shares
|
$36,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$35,321
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
915
shares
|
$35,053
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$35,053
0.0% of portfolio
|
Q1 2022
New holding
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
888
shares
|
$34,019
0.02% of portfolio
|
Q2 2023
Reduced 7.69%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
881
shares
|
$33,751
0.01% of portfolio
|
Q4 2023
Added 134.31%
|