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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
14,069
shares
|
$623,256
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
13,733
shares
|
$608,371
0.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
13,676
shares
|
$605,846
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
13,444
shares
|
$595,569
0.12% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,145
shares
|
$582,323
0.0% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13,044
shares
|
$577,849
0.02% of portfolio
|
Q3 2025
Added 1304300.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
13,004
shares
|
$576,077
0.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,993
shares
|
$575,589
0.1% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
12,905
shares
|
$571,691
0.05% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
12,857
shares
|
$569,565
0.31% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
12,591
shares
|
$557,781
0.0% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,526
shares
|
$554,901
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
12,503
shares
|
$553,882
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$536,694
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,042
shares
|
$533,460
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
11,974
shares
|
$530,448
0.2% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,967
shares
|
$530,138
0.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,697
shares
|
$518,177
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,484
shares
|
$508,741
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
11,452
shares
|
$507,323
0.05% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
11,415
shares
|
$505,684
0.05% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,399
shares
|
$504,975
0.02% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
11,385
shares
|
$504,355
0.0% of portfolio
|
Q3 2025
Added 74.97%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
11,024
shares
|
$488,363
0.15% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,023
shares
|
$488,318
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|