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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
13,269
shares
|
$518,154
0.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
13,231
shares
|
$516,670
0.11% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,175
shares
|
$514,483
0.01% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
13,050
shares
|
$509,602
0.02% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
12,870
shares
|
$502,573
0.53% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,735
shares
|
$497,301
0.0% of portfolio
|
Q4 2024
Added 82.97%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
12,540
shares
|
$489,686
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,435
shares
|
$485,586
0.02% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
12,193
shares
|
$476,136
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,192
shares
|
$476,097
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$473,090
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
12,044
shares
|
$470,318
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,957
shares
|
$466,920
0.14% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,915
shares
|
$465,280
0.0% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,848
shares
|
$462,664
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
11,688
shares
|
$456,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
11,658
shares
|
$455,244
0.05% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
11,595
shares
|
$452,784
0.32% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,491
shares
|
$448,723
0.01% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
11,437
shares
|
$446,614
0.29% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
11,415
shares
|
$445,755
0.06% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
10,919
shares
|
$426,386
0.03% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10,866
shares
|
$424,317
0.2% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
10,839
shares
|
$423,262
0.22% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,789
shares
|
$421,310
0.26% of portfolio
|
Q4 2024
Added 0.43%
|