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 436 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 $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
286,308
shares
|
$12.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
265,053
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
260,921
shares
|
$11.1 Million
0.25% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
255,762
shares
|
$10.9 Million
0.36% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$10.3 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
222,167
shares
|
$9.46 Million
1.01% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
216,359
shares
|
$9.22 Million
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
205,118
shares
|
$8.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
197,707
shares
|
$8.42 Million
0.02% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
192,936
shares
|
$8.22 Million
0.03% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
182,684
shares
|
$7.78 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
170,592
shares
|
$7.27 Million
0.13% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$7.22 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
|
$7 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
161,907
shares
|
$6.9 Million
0.19% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
158,890
shares
|
$6.77 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
152,663
shares
|
$6.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
152,138
shares
|
$6.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
150,165
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
134,276
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
133,240
shares
|
$5.68 Million
0.44% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
126,929
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
124,919
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
120,301
shares
|
$5.12 Million
0.03% of portfolio
|
Q1 2025
Added 115.87%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
119,325
shares
|
$5.08 Million
0.9% of portfolio
|
Q2 2025
Added 5.77%
|