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 450 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
10,951
shares
|
$485,129
0.11% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
10,818
shares
|
$479,237
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
10,765
shares
|
$476,889
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$476,224
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,590
shares
|
$469,136
0.13% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,579
shares
|
$468,649
0.12% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
10,505
shares
|
$465,371
0.16% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,385
shares
|
$460,055
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
10,367
shares
|
$459,258
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
10,276
shares
|
$455,226
0.11% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
10,245
shares
|
$453,853
0.09% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,169
shares
|
$450,486
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
10,071
shares
|
$446,145
0.09% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
9,997
shares
|
$442,867
0.12% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$440,829
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$437,728
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
9,754
shares
|
$432,102
0.02% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
9,559
shares
|
$423,463
0.25% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$422,311
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,514
shares
|
$421,470
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
9,370
shares
|
$415,091
0.07% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
9,350
shares
|
$414,205
0.01% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
9,350
shares
|
$414,205
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$412,920
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
9,271
shares
|
$410,705
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|