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 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
10,951
shares
|
$485,129
0.11% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
10,868
shares
|
$481,452
0.13% of portfolio
|
Q4 2025
Added 20.09%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
10,818
shares
|
$479,237
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
10,765
shares
|
$476,889
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$476,224
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,579
shares
|
$468,649
0.12% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
10,578
shares
|
$468,605
0.0% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
10,505
shares
|
$465,371
0.16% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,385
shares
|
$460,055
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
10,314
shares
|
$456,910
0.09% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
10,276
shares
|
$455,226
0.01% of portfolio
|
Q4 2025
Added 29.44%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
10,184
shares
|
$451,151
0.11% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
10,071
shares
|
$446,145
0.09% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
9,997
shares
|
$442,867
0.12% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$440,829
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$437,728
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
9,754
shares
|
$432,102
0.02% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
9,559
shares
|
$423,463
0.25% of portfolio
|
Q1 2024
Reduced 23.15%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
9,533
shares
|
$422,311
0.05% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,514
shares
|
$421,470
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
9,350
shares
|
$414,205
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
9,350
shares
|
$414,205
0.01% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,321
shares
|
$412,920
0.04% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
9,271
shares
|
$410,705
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,155
shares
|
$405,566
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|