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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
27,869
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,677
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
27,272
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.15 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26,336
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
26,286
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 62.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,240
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
25,751
shares
|
$1.1 Million
0.48% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
25,659
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
25,174
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
24,151
shares
|
$1.03 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
24,080
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
24,051
shares
|
$1.02 Million
0.39% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
23,823
shares
|
$1.01 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,473
shares
|
$999,949
0.01% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
23,064
shares
|
$982,526
0.03% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,810
shares
|
$971,706
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,765
shares
|
$969,789
0.0% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
22,234
shares
|
$947,168
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
22,184
shares
|
$945,038
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|