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 427 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
180
shares
|
$7,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
175
shares
|
$7,570
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
170
shares
|
$7,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
160
shares
|
$6,921
0.0% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
155
shares
|
$6,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
153
shares
|
$6,618
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
143
shares
|
$6,186
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
100
shares
|
$4,326
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
100
shares
|
$4,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
98
shares
|
$4,239
0.0% of portfolio
|
Q1 2023
Added 40.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
94
shares
|
$4,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
76
shares
|
$3,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
76
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
70
shares
|
$3,028
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
69
shares
|
$2,984
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$2,206
0.0% of portfolio
|
Q1 2024
Added 45.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
33
shares
|
$1,427
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$1,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
27
shares
|
$1,168
0.0% of portfolio
|
Q2 2024
Added 35.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
21
shares
|
$908
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
18
shares
|
$778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
18
shares
|
$778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
13
shares
|
$562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11
shares
|
$475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
3
shares
|
$129
0.0% of portfolio
|
Q4 2024
New holding
|