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 |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$221,500
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,967
shares
|
$220,038
0.04% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$217,025
0.02% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
4,850
shares
|
$214,855
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
4,795
shares
|
$212,418
0.05% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,747
shares
|
$210,292
0.0% of portfolio
|
Q3 2025
Reduced 36.49%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,721
shares
|
$209,140
0.03% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,713
shares
|
$208,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,680
shares
|
$207,324
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,656
shares
|
$206,260
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,635
shares
|
$205,330
0.01% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
4,630
shares
|
$205,109
0.01% of portfolio
|
Q3 2025
Reduced 63.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,539
shares
|
$201,077
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
4,500
shares
|
$199,350
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,476
shares
|
$198,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
4,443
shares
|
$196,824
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,186
shares
|
$185,439
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,145
shares
|
$183,623
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
3,621
shares
|
$160,410
0.08% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,519
shares
|
$155,891
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
3,394
shares
|
$150,354
0.08% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
3,361
shares
|
$148,892
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,089
shares
|
$136,842
0.06% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
2,984
shares
|
$132,191
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,937
shares
|
$130,109
0.01% of portfolio
|
Q3 2022
New holding
|
|