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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
567
shares
|
$25,118
0.0% of portfolio
|
Q3 2025
Added 54.92%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
507
shares
|
$22,460
0.01% of portfolio
|
Q3 2025
Added 23.96%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
496
shares
|
$21,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
475
shares
|
$21,042
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
467
shares
|
$20,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
467
shares
|
$20,688
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
455
shares
|
$20,156
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
451
shares
|
$19,979
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
442
shares
|
$19,580
0.01% of portfolio
|
Q3 2025
Added 33.94%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
429
shares
|
$19,004
0.0% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
428
shares
|
$18,960
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
411
shares
|
$18,207
0.0% of portfolio
|
Q3 2025
Reduced 46.83%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
371
shares
|
$16,435
0.0% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
361
shares
|
$15,992
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
360
shares
|
$15,947
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
321
shares
|
$14,220
0.0% of portfolio
|
Q2 2025
Reduced 88.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
316
shares
|
$13,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
292
shares
|
$12,935
0.0% of portfolio
|
Q2 2025
Reduced 63.13%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
265
shares
|
$11,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
254
shares
|
$11,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
248
shares
|
$10,986
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
218
shares
|
$9,657
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$8,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
191
shares
|
$8,461
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
185
shares
|
$8,195
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|
|