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 419 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
288,411
shares
|
$12.6 Million
0.15% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
253,829
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 33.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
253,812
shares
|
$11.1 Million
0.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
252,636
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$10.5 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
222,147
shares
|
$9.67 Million
1.1% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
219,176
shares
|
$9.54 Million
0.33% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
207,178
shares
|
$9.02 Million
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
197,595
shares
|
$8.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
187,877
shares
|
$8.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
186,055
shares
|
$8.1 Million
0.68% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
183,489
shares
|
$7.99 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
180,884
shares
|
$7.88 Million
0.07% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
171,775
shares
|
$7.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$7.38 Million
0.24% of portfolio
|
Q1 2023
Added 8.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
169,408
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
164,307
shares
|
$7.15 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
152,800
shares
|
$6.65 Million
0.11% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
147,463
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
128,170
shares
|
$5.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
128,063
shares
|
$5.58 Million
0.47% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
125,911
shares
|
$5.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
122,686
shares
|
$5.34 Million
0.8% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
118,241
shares
|
$5.15 Million
0.1% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
116,967
shares
|
$5.09 Million
1.16% of portfolio
|
Q4 2024
Added 2.54%
|