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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
68,149
shares
|
$3.02 Million
1.19% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
64,576
shares
|
$2.86 Million
0.12% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
63,112
shares
|
$2.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
62,623
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
62,550
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,112
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Added 47.51%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
61,787
shares
|
$2.74 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
61,593
shares
|
$2.73 Million
1.53% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
60,485
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
59,873
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
59,512
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2025
Added 246.71%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
58,278
shares
|
$2.58 Million
1.46% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
58,090
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
57,490
shares
|
$2.55 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
53,441
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
52,914
shares
|
$2.34 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
50,346
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
50,245
shares
|
$2.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
49,295
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
48,819
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
48,342
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2025
Added 61.15%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
46,955
shares
|
$2.08 Million
0.23% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
46,103
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
45,619
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
45,011
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|