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 419 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 $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
16,173
shares
|
$704,172
0.1% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$703,693
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
15,924
shares
|
$693,330
0.07% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$678,483
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,500
shares
|
$674,870
0.32% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,437
shares
|
$672,126
0.04% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
15,283
shares
|
$665,421
0.06% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,130
shares
|
$658,760
0.02% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,056
shares
|
$655,538
0.13% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$653,100
0.12% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
14,719
shares
|
$640,865
0.51% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,697
shares
|
$639,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,621
shares
|
$636,598
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,154
shares
|
$616,265
0.14% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
14,009
shares
|
$609,951
0.07% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,768
shares
|
$599,458
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
13,651
shares
|
$594,364
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,637
shares
|
$593,754
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,571
shares
|
$590,881
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
13,512
shares
|
$588,312
0.18% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
13,498
shares
|
$587,702
0.06% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
13,269
shares
|
$577,732
0.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
13,231
shares
|
$576,077
0.11% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,761
shares
|
$555,613
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,632
shares
|
$549,997
0.0% of portfolio
|
Q3 2024
Added 65.99%
|