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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
65,892
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
64,576
shares
|
$2.75 Million
0.12% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
63,882
shares
|
$2.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
63,384
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Added 362.15%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
63,022
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60,852
shares
|
$2.59 Million
0.59% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
60,528
shares
|
$2.58 Million
0.21% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
59,468
shares
|
$2.53 Million
0.88% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
58,732
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
58,281
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
58,145
shares
|
$2.48 Million
0.51% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,344
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
56,484
shares
|
$2.41 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
56,237
shares
|
$2.4 Million
1.04% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
52,092
shares
|
$2.22 Million
1.38% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
51,990
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
50,062
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
49,136
shares
|
$2.09 Million
1.5% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
48,628
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
47,336
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46,550
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Added 62.13%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
45,855
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
44,207
shares
|
$1.88 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
44,198
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2025
Added 28.51%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
43,910
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.28%
|