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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
297,148
shares
|
$11.6 Million
0.15% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
263,950
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
253,812
shares
|
$9.91 Million
0.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$9.43 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
227,283
shares
|
$8.88 Million
0.34% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
220,259
shares
|
$8.6 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
207,847
shares
|
$8.12 Million
0.07% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
207,304
shares
|
$8.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
195,140
shares
|
$7.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
189,950
shares
|
$7.42 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
186,055
shares
|
$7.27 Million
0.68% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
185,707
shares
|
$7.25 Million
0.2% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
185,208
shares
|
$7.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
171,775
shares
|
$6.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$6.62 Million
0.24% of portfolio
|
Q1 2023
Added 8.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
169,408
shares
|
$6.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
165,770
shares
|
$6.47 Million
0.14% of portfolio
|
Q4 2024
Added 40.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
164,307
shares
|
$6.42 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
160,599
shares
|
$6.27 Million
0.12% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
139,417
shares
|
$5.44 Million
0.01% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
131,210
shares
|
$5.12 Million
0.48% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
128,635
shares
|
$5.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
128,579
shares
|
$5.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
124,850
shares
|
$4.88 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
122,686
shares
|
$4.79 Million
0.8% of portfolio
|
Q4 2024
Added 3.74%
|