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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$782,603
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
17,567
shares
|
$778,218
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$776,268
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
17,522
shares
|
$776,224
0.03% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,450
shares
|
$773,035
0.01% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
17,387
shares
|
$770,244
0.51% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
17,178
shares
|
$760,985
0.49% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
17,050
shares
|
$755,315
0.09% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
16,881
shares
|
$747,828
0.24% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
16,666
shares
|
$738,303
0.02% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
16,618
shares
|
$736,177
0.03% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
16,575
shares
|
$734,272
0.47% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
16,490
shares
|
$730,507
0.21% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$715,976
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,145
shares
|
$715,223
0.04% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
16,037
shares
|
$710,439
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,631
shares
|
$692,453
0.04% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$690,326
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,467
shares
|
$685,188
0.01% of portfolio
|
Q3 2025
Added 40.29%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
15,384
shares
|
$681,511
0.27% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
14,656
shares
|
$649,260
0.06% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
14,463
shares
|
$640,710
0.19% of portfolio
|
Q3 2025
Added 73.83%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
14,360
shares
|
$636,148
0.11% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,215
shares
|
$629,724
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
14,168
shares
|
$627,642
0.17% of portfolio
|
Q3 2025
Reduced 34.68%
|
|