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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
6,078
shares
|
$269,255
0.04% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
6,061
shares
|
$268,502
0.14% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,030
shares
|
$267,129
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
6,018
shares
|
$266,597
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
5,941
shares
|
$263,186
0.04% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,894
shares
|
$261,104
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jan 12, 2026 Q4 2025 |
5,873
shares
|
$260,173
0.15% of portfolio
|
Q4 2025
Reduced 26.85%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
5,824
shares
|
$258,003
0.06% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,779
shares
|
$256,009
0.0% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,710
shares
|
$252,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
5,624
shares
|
$249,143
0.14% of portfolio
|
Q3 2025
Reduced 51.68%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$248,079
0.02% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,566
shares
|
$246,573
0.02% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
5,466
shares
|
$242,143
0.05% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,458
shares
|
$241,789
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
5,445
shares
|
$241,213
0.06% of portfolio
|
Q4 2025
Added 13.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,435
shares
|
$240,770
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,420
shares
|
$240,105
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
5,389
shares
|
$238,732
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,377
shares
|
$238,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,266
shares
|
$233,283
0.08% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
5,261
shares
|
$233,062
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,261
shares
|
$233,062
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,242
shares
|
$232,220
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,105
shares
|
$226,151
0.0% of portfolio
|
Q3 2025
New holding
|
|