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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
119,225
shares
|
$5.08 Million
4.54% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
117,432
shares
|
$5 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
116,334
shares
|
$4.96 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
113,213
shares
|
$4.82 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
109,605
shares
|
$4.67 Million
0.05% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
109,489
shares
|
$4.66 Million
0.43% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
105,985
shares
|
$4.51 Million
0.1% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
102,851
shares
|
$4.38 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102,639
shares
|
$4.37 Million
0.07% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
95,431
shares
|
$4.07 Million
1.71% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
89,165
shares
|
$3.8 Million
0.33% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
88,412
shares
|
$3.77 Million
4.22% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
81,430
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 46.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
80,804
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.39 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
78,727
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
77,552
shares
|
$3.3 Million
0.43% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
72,532
shares
|
$3.09 Million
0.3% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
71,672
shares
|
$3.05 Million
0.79% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
71,103
shares
|
$3.03 Million
0.08% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
70,797
shares
|
$3.02 Million
0.08% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
69,694
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
68,800
shares
|
$2.93 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
66,035
shares
|
$2.81 Million
0.5% of portfolio
|
Q1 2025
Added 1.18%
|