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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,620
shares
|
$688,061
0.08% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$684,273
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,513
shares
|
$683,882
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
17,108
shares
|
$668,067
0.0% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,459
shares
|
$642,723
0.01% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
16,203
shares
|
$632,727
0.07% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
16,196
shares
|
$632,453
0.52% of portfolio
|
Q4 2024
Added 64.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
16,173
shares
|
$631,555
0.1% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
16,162
shares
|
$631,126
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
15,963
shares
|
$623,355
0.06% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,900
shares
|
$620,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,583
shares
|
$608,516
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,500
shares
|
$605,275
0.32% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,437
shares
|
$602,814
0.04% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,130
shares
|
$590,826
0.02% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,056
shares
|
$587,936
0.13% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$585,750
0.12% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
14,719
shares
|
$574,776
0.51% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,621
shares
|
$570,950
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,154
shares
|
$552,713
0.14% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
14,009
shares
|
$547,051
0.07% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
13,716
shares
|
$535,609
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,715
shares
|
$535,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
13,651
shares
|
$533,071
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
13,512
shares
|
$527,643
0.18% of portfolio
|
Q3 2024
Added 0.89%
|