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 |
---|---|---|---|---|---|
Sig Fig Wealth Management, LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
260,886
shares
|
$9.98 Million
0.39% of portfolio
|
Q1 2024
Added 12.17%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
252,211
shares
|
$9.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
250,781
shares
|
$9.59 Million
0.31% of portfolio
|
Q1 2024
Added 2.99%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$9.24 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
236,824
shares
|
$9.06 Million
0.15% of portfolio
|
Q1 2024
Added 4.02%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
210,716
shares
|
$8.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
206,083
shares
|
$7.88 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
202,426
shares
|
$7.74 Million
0.0% of portfolio
|
Q1 2024
Added 2.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
194,430
shares
|
$7.44 Million
0.03% of portfolio
|
Q1 2024
Added 6.86%
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
193,010
shares
|
$7.38 Million
0.22% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
178,206
shares
|
$6.82 Million
0.13% of portfolio
|
Q1 2024
Added 4633.23%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
173,818
shares
|
$6.65 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$6.49 Million
0.24% of portfolio
|
Q1 2023
Added 8.57%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
164,307
shares
|
$6.28 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
154,194
shares
|
$5.9 Million
0.84% of portfolio
|
Q1 2024
Added 0.45%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
152,088
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
149,469
shares
|
$5.72 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
141,851
shares
|
$5.43 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
141,830
shares
|
$5.42 Million
0.01% of portfolio
|
Q1 2024
Added 21.59%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
140,857
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2024
Added 10.25%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
131,710
shares
|
$5.04 Million
0.17% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
Apcm Wealth Management For Individuals
|
Apr 18, 2024 Q1 2024 |
120,622
shares
|
$4.61 Million
0.73% of portfolio
|
Q1 2024
Added 19.61%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
119,754
shares
|
$4.58 Million
0.13% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
115,864
shares
|
$4.43 Million
0.11% of portfolio
|
Q1 2024
Added 10.93%
|
|
Parkside Advisors LLC
|
Apr 10, 2024 Q1 2024 |
112,602
shares
|
$4.31 Million
1.17% of portfolio
|
Q1 2024
Added 3.14%
|