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 419 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
551
shares
|
$23,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
526
shares
|
$22,902
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
496
shares
|
$21,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
477
shares
|
$20,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
475
shares
|
$20,681
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
461
shares
|
$20,071
0.01% of portfolio
|
Q3 2024
Reduced 36.06%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
460
shares
|
$20,028
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
411
shares
|
$17,894
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
361
shares
|
$15,717
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
360
shares
|
$15,674
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
349
shares
|
$15,195
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
276
shares
|
$12,017
0.0% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
267
shares
|
$11,625
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
265
shares
|
$11,538
0.0% of portfolio
|
Q2 2024
Reduced 45.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
255
shares
|
$11,102
0.0% of portfolio
|
Q3 2024
Added 142.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
248
shares
|
$10,797
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
218
shares
|
$9,491
0.0% of portfolio
|
Q4 2021
Added 84.75%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
185
shares
|
$8,054
0.0% of portfolio
|
Q3 2021
Reduced 48.47%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
184
shares
|
$8,011
0.0% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
180
shares
|
$7,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
175
shares
|
$7,619
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
170
shares
|
$7,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
155
shares
|
$6,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$6,661
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
143
shares
|
$6,226
0.0% of portfolio
|
Q3 2024
Added 0.7%
|