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 425 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
584
shares
|
$21,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$21,340
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
557
shares
|
$20,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
551
shares
|
$20,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
496
shares
|
$18,570
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
475
shares
|
$17,784
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
463
shares
|
$17,334
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
434
shares
|
$16,248
0.01% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
429
shares
|
$16,061
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
411
shares
|
$15,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
361
shares
|
$13,515
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
360
shares
|
$13,478
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
349
shares
|
$13,066
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
299
shares
|
$11,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
276
shares
|
$10,333
0.0% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
276
shares
|
$10,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
268
shares
|
$10,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
267
shares
|
$9,996
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
265
shares
|
$9,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
255
shares
|
$9,547
0.0% of portfolio
|
Q3 2024
Added 142.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
248
shares
|
$9,285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
236
shares
|
$8,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
218
shares
|
$8,161
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
200
shares
|
$7,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
198
shares
|
$7,413
0.0% of portfolio
|
Q4 2024
New holding
|