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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$35,730
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
889
shares
|
$34,715
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$34,168
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$33,700
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
810
shares
|
$31,630
0.01% of portfolio
|
Q4 2024
Added 80900.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
792
shares
|
$30,927
0.0% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
758
shares
|
$29,599
0.01% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
747
shares
|
$29,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
708
shares
|
$27,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
667
shares
|
$26,046
0.0% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
625
shares
|
$24,406
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
584
shares
|
$22,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$22,258
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
557
shares
|
$21,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
551
shares
|
$21,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
496
shares
|
$19,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
475
shares
|
$18,548
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
463
shares
|
$18,080
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
434
shares
|
$16,947
0.01% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
429
shares
|
$16,752
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
411
shares
|
$16,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
361
shares
|
$14,097
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
360
shares
|
$14,057
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
349
shares
|
$13,628
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
299
shares
|
$11,675
0.01% of portfolio
|
Q4 2024
New holding
|