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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
184
shares
|
$7,038
0.0% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
183
shares
|
$6,999
0.01% of portfolio
|
Q4 2023
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
180
shares
|
$6,885
0.0% of portfolio
|
Q1 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
176
shares
|
$6,732
0.01% of portfolio
|
Q4 2023
New holding
|
|
Centerpoint Advisors, LLC
|
May 02, 2024 Q1 2024 |
172
shares
|
$6,579
0.0% of portfolio
|
Q1 2024
Added 22.86%
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
164
shares
|
$6,273
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
162
shares
|
$6,196
0.34% of portfolio
|
Q1 2024
Reduced 98.58%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
155
shares
|
$5,928
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$5,852
0.0% of portfolio
|
Q3 2022
New holding
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
141
shares
|
$5,393
0.0% of portfolio
|
Q4 2023
Added 56.67%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 23, 2024 Q1 2024 |
141
shares
|
$5,393
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
110
shares
|
$4,207
0.0% of portfolio
|
Q4 2023
Reduced 82.97%
|
|
Cardinal Strategic Wealth Guidance
|
Apr 25, 2024 Q1 2024 |
98
shares
|
$3,748
0.0% of portfolio
|
Q1 2023
Added 40.0%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
70
shares
|
$2,677
0.0% of portfolio
|
Q1 2023
New holding
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
51
shares
|
$1,950
0.0% of portfolio
|
Q1 2024
Added 45.71%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
21
shares
|
$803
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
20
shares
|
$765
0.0% of portfolio
|
Q1 2024
Added 122.22%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|