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 |
---|---|---|---|---|---|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
17,613
shares
|
$673,697
0.04% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$670,254
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
17,505
shares
|
$669,566
0.0% of portfolio
|
Q1 2024
Added 4.55%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Apr 30, 2024 Q1 2024 |
17,340
shares
|
$663,255
0.27% of portfolio
|
Q1 2024
Added 38.69%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
16,978
shares
|
$649,408
0.02% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
16,560
shares
|
$633,420
0.02% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 10, 2024 Q1 2024 |
16,431
shares
|
$628,485
0.39% of portfolio
|
Q1 2024
Added 33.21%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
16,371
shares
|
$626,190
0.0% of portfolio
|
Q1 2024
Reduced 12.53%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$618,196
0.17% of portfolio
|
Q2 2023
New holding
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
16,037
shares
|
$613,415
0.14% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
15,590
shares
|
$596,317
0.04% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Bond & Devick Financial Network, Inc.
|
Apr 26, 2024 Q1 2024 |
15,428
shares
|
$590,121
0.34% of portfolio
|
Q1 2024
Added 0.25%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 22, 2024 Q1 2024 |
15,190
shares
|
$581,017
0.08% of portfolio
|
Q1 2024
Added 0.94%
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
15,016
shares
|
$574,362
0.12% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
15,000
shares
|
$573,750
0.12% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
14,963
shares
|
$572,334
0.07% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
Round Rock Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
14,797
shares
|
$565,985
0.14% of portfolio
|
Q1 2024
Reduced 9.76%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
14,243
shares
|
$544,794
0.01% of portfolio
|
Q1 2024
Added 34.88%
|
|
Fortis Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
13,994
shares
|
$535,270
0.15% of portfolio
|
Q1 2024
Added 0.36%
|
|
Great Diamond Partners, LLC
|
May 08, 2024 Q1 2024 |
13,977
shares
|
$534,620
0.13% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
13,849
shares
|
$529,724
0.02% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 23, 2024 Q1 2024 |
13,775
shares
|
$526,893
0.09% of portfolio
|
Q1 2024
Added 11.02%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
13,476
shares
|
$515,457
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
13,331
shares
|
$509,910
0.12% of portfolio
|
Q1 2024
Added 0.32%
|
|
Boston Standard Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
13,041
shares
|
$498,818
0.12% of portfolio
|
Q1 2024
Added 3.05%
|