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 |
---|---|---|---|---|---|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
21,962
shares
|
$840,046
0.12% of portfolio
|
Q1 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
21,886
shares
|
$837,139
0.0% of portfolio
|
Q1 2024
Added 22.49%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
21,706
shares
|
$830,254
0.01% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
21,499
shares
|
$822,336
0.0% of portfolio
|
Q1 2024
Added 1.47%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
21,441
shares
|
$820,118
0.31% of portfolio
|
Q1 2024
Added 21.8%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 25, 2024 Q1 2024 |
21,358
shares
|
$816,943
0.76% of portfolio
|
Q1 2024
Added 2.98%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
21,319
shares
|
$815,451
0.01% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
20,573
shares
|
$786,917
0.18% of portfolio
|
Q1 2024
Reduced 20.96%
|
|
Portland Global Advisors LLC
|
May 08, 2024 Q1 2024 |
20,490
shares
|
$783,742
0.12% of portfolio
|
Q1 2024
Reduced 39.15%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
20,135
shares
|
$770,163
0.0% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
19,945
shares
|
$762,896
0.03% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
19,460
shares
|
$744,345
0.13% of portfolio
|
Q1 2024
Added 0.48%
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 24, 2024 Q1 2024 |
19,095
shares
|
$730,383
0.75% of portfolio
|
Q1 2024
Added 9.17%
|
|
Idaho Trust Bank
Boise, ID |
May 03, 2024 Q1 2024 |
19,095
shares
|
$730,383
0.74% of portfolio
|
Q1 2024
New holding
|
|
Aufman Associates Inc
Sewickley, PA |
May 10, 2024 Q1 2024 |
18,933
shares
|
$724,187
0.54% of portfolio
|
Q1 2024
Added 11.02%
|
|
Clarius Group, LLC
Seattle, WA |
Apr 17, 2024 Q1 2024 |
18,652
shares
|
$713,439
0.05% of portfolio
|
Q1 2024
Added 0.01%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$711,373
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2024 Q1 2024 |
18,345
shares
|
$701,696
0.03% of portfolio
|
Q1 2024
Added 5.43%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
18,326
shares
|
$700,969
0.03% of portfolio
|
Q4 2023
Added 0.52%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
18,106
shares
|
$692,554
0.07% of portfolio
|
Q1 2024
Added 81.62%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
18,076
shares
|
$691,407
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
17,901
shares
|
$684,713
0.1% of portfolio
|
Q1 2024
Added 2.44%
|
|
Northland Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
17,900
shares
|
$684,675
0.53% of portfolio
|
Q1 2024
Added 6.06%
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 15, 2024 Q1 2024 |
17,764
shares
|
$679,473
0.36% of portfolio
|
Q1 2024
Added 6.38%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$675,724
0.05% of portfolio
|
Q3 2022
Added 64.18%
|