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 |
---|---|---|---|---|---|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$33,468
0.02% of portfolio
|
Q3 2022
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$33,009
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
833
shares
|
$31,862
0.0% of portfolio
|
Q1 2024
Added 3.09%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
823
shares
|
$31,479
0.01% of portfolio
|
Q4 2023
Reduced 11.22%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
720
shares
|
$27,540
0.01% of portfolio
|
Q1 2024
Added 150.0%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
719
shares
|
$27,501
0.02% of portfolio
|
Q1 2024
Added 0.28%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
634
shares
|
$24,250
0.0% of portfolio
|
Q4 2023
Reduced 43.09%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
609
shares
|
$23,294
0.01% of portfolio
|
Q4 2023
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$21,802
0.0% of portfolio
|
Q1 2022
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
542
shares
|
$20,731
0.0% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
523
shares
|
$20,004
0.02% of portfolio
|
Q1 2024
Added 0.19%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
496
shares
|
$18,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
490
shares
|
$18,742
0.01% of portfolio
|
Q2 2023
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
438
shares
|
$16,753
0.01% of portfolio
|
Q1 2024
Reduced 13.95%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
424
shares
|
$16,218
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
397
shares
|
$15,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
361
shares
|
$13,808
0.0% of portfolio
|
Q2 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
360
shares
|
$13,770
0.01% of portfolio
|
Q1 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
307
shares
|
$11,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
285
shares
|
$10,901
0.0% of portfolio
|
Q4 2022
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
267
shares
|
$10,212
0.0% of portfolio
|
Q4 2023
Reduced 89.79%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
254
shares
|
$9,715
0.0% of portfolio
|
Q1 2024
Added 42.7%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
248
shares
|
$9,486
0.0% of portfolio
|
Q2 2023
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
218
shares
|
$8,338
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
185
shares
|
$7,076
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|