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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,117
shares
|
$49,483
0.04% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,108
shares
|
$49,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,099
shares
|
$48,685
0.05% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,078
shares
|
$47,755
0.01% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,058
shares
|
$46,869
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,015
shares
|
$44,964
0.0% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$44,300
0.0% of portfolio
|
Q3 2025
Reduced 99.34%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
960
shares
|
$42,528
0.02% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
950
shares
|
$42,085
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
922
shares
|
$40,844
0.01% of portfolio
|
Q1 2023
Added 358.71%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
919
shares
|
$40,711
0.01% of portfolio
|
Q3 2025
Added 242.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
915
shares
|
$40,534
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
915
shares
|
$40,534
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
904
shares
|
$40,047
0.02% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
875
shares
|
$38,762
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
863
shares
|
$38,230
0.01% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
849
shares
|
$37,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
739
shares
|
$32,737
0.0% of portfolio
|
Q3 2025
Reduced 26.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
733
shares
|
$32,471
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
636
shares
|
$28,174
0.01% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
625
shares
|
$27,687
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
605
shares
|
$26,801
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
602
shares
|
$26,668
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
584
shares
|
$25,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
570
shares
|
$25,251
0.0% of portfolio
|
Q1 2022
New holding
|
|