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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
12,540
shares
|
$534,204
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,436
shares
|
$529,773
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
12,137
shares
|
$517,036
0.05% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,132
shares
|
$516,823
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$516,099
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
12,076
shares
|
$514,437
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,921
shares
|
$507,834
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,819
shares
|
$503,489
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
11,640
shares
|
$495,864
0.28% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,605
shares
|
$494,373
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
11,595
shares
|
$493,947
0.31% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
11,415
shares
|
$486,279
0.05% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
11,359
shares
|
$483,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
11,214
shares
|
$477,716
0.03% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$471,369
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
10,952
shares
|
$466,555
0.23% of portfolio
|
Q1 2025
Added 22.37%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
10,929
shares
|
$465,575
0.14% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,888
shares
|
$463,828
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
10,872
shares
|
$463,147
0.02% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,773
shares
|
$458,929
0.0% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$457,950
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
10,714
shares
|
$456,416
0.2% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,699
shares
|
$455,777
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10,682
shares
|
$455,053
0.17% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
10,537
shares
|
$448,876
0.09% of portfolio
|
Q1 2025
Added 15.66%
|