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 416 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,587
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
28,505
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,443
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
28,298
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
27,792
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.17 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,417
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
26,371
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
26,086
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
25,952
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,873
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,683
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
25,106
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,946
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
24,315
shares
|
$1.05 Million
0.85% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
23,601
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,275
shares
|
$964,953
0.22% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
22,063
shares
|
$955,769
0.11% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
21,962
shares
|
$951,393
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,518
shares
|
$932,159
0.25% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,281
shares
|
$921,892
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|