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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,275
shares
|
$869,838
0.22% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,143
shares
|
$864,684
0.0% of portfolio
|
Q4 2024
Added 50.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
21,962
shares
|
$857,616
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
21,894
shares
|
$854,960
0.01% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,727
shares
|
$848,439
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
21,518
shares
|
$840,277
0.25% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,973
shares
|
$818,995
0.03% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
20,703
shares
|
$808,452
0.01% of portfolio
|
Q4 2024
Added 224.19%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
20,690
shares
|
$807,944
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20,484
shares
|
$799,900
0.0% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
20,347
shares
|
$794,550
0.43% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
20,239
shares
|
$790,332
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
20,140
shares
|
$786,467
0.26% of portfolio
|
Q4 2024
Added 130.07%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
20,130
shares
|
$786,076
0.57% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
19,951
shares
|
$779,086
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,695
shares
|
$769,089
0.03% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,307
shares
|
$753,938
0.2% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
19,118
shares
|
$746,557
0.03% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
19,035
shares
|
$743,316
0.05% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
18,944
shares
|
$739,763
0.02% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
18,888
shares
|
$737,576
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$726,251
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$689,857
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,663
shares
|
$689,740
0.14% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
17,636
shares
|
$688,685
0.6% of portfolio
|
Q4 2024
Reduced 7.37%
|