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 439 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$85,831
0.02% of portfolio
|
Q4 2023
Added 36.33%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,080
shares
|
$81,224
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,907
shares
|
$74,468
0.05% of portfolio
|
Q4 2024
Added 206.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$66,033
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,645
shares
|
$64,237
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
1,640
shares
|
$64,041
0.04% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,630
shares
|
$63,651
0.0% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,581
shares
|
$61,738
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,531
shares
|
$59,785
0.0% of portfolio
|
Q4 2024
Reduced 34.63%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,526
shares
|
$59,590
0.01% of portfolio
|
Q4 2023
Added 20.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$57,442
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,441
shares
|
$56,271
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,368
shares
|
$53,420
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,327
shares
|
$51,819
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,289
shares
|
$50,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,240
shares
|
$48,422
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,200
shares
|
$46,860
0.0% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,170
shares
|
$45,688
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,130
shares
|
$44,126
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$42,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,017
shares
|
$39,713
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,008
shares
|
$39,362
0.02% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
950
shares
|
$37,097
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$36,004
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
915
shares
|
$35,730
0.0% of portfolio
|
Q1 2022
New holding
|