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 |
---|---|---|---|---|---|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
44,309
shares
|
$1.69 Million
0.36% of portfolio
|
Q1 2024
Added 0.76%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
43,898
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2024
Added 1.75%
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
42,924
shares
|
$1.64 Million
1.94% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
40,570
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2024
Added 2.21%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
39,690
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 22, 2024 Q1 2024 |
38,948
shares
|
$1.49 Million
0.28% of portfolio
|
Q1 2024
Added 13.97%
|
|
Garde Capital, Inc.
Seattle, WA |
May 29, 2024 Q1 2024 |
38,526
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2024
Reduced 39.51%
|
|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
37,797
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2024
Added 4.18%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
36,881
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2024
Added 0.34%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
36,429
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2023
Added 118.01%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
35,871
shares
|
$1.37 Million
1.07% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
33,759
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 20.28%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
31,201
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
30,634
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
30,511
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
30,398
shares
|
$1.16 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 01, 2024 Q1 2024 |
30,364
shares
|
$1.16 Million
0.83% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
29,530
shares
|
$1.13 Million
0.43% of portfolio
|
Q1 2024
Added 2.55%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
28,367
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Added 0.1%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
28,117
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hilltop Wealth Advisors, LLC
|
Jul 03, 2024 Q2 2024 |
27,850
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
27,759
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2024
Added 1.98%
|