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 418 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,453
shares
|
$239,059
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
5,430
shares
|
$238,051
1.85% of portfolio
|
Q3 2024
Added 3425.97%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$237,612
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$236,253
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,372
shares
|
$235,508
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,306
shares
|
$232,615
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,283
shares
|
$231,606
0.02% of portfolio
|
Q4 2024
Reduced 37.23%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
5,283
shares
|
$231,606
0.01% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
5,266
shares
|
$230,861
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,078
shares
|
$222,619
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,050
shares
|
$221,392
0.06% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$219,200
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$219,200
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$214,772
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,798
shares
|
$210,344
0.02% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
4,778
shares
|
$209,467
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$192,545
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,233
shares
|
$185,574
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,186
shares
|
$183,514
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,173
shares
|
$182,944
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$181,716
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
4,016
shares
|
$176,061
0.1% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,813
shares
|
$167,161
0.0% of portfolio
|
Q3 2022
Reduced 26.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$162,690
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,660
shares
|
$160,454
0.0% of portfolio
|
Q3 2024
Added 48.3%
|