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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
279,663
shares
|
$12.4 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
267,417
shares
|
$11.8 Million
0.25% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
257,514
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
257,218
shares
|
$11.4 Million
1.2% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,575
shares
|
$10.7 Million
0.21% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
209,753
shares
|
$9.29 Million
0.06% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
208,439
shares
|
$9.23 Million
0.15% of portfolio
|
Q3 2025
Reduced 64.27%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
200,496
shares
|
$8.88 Million
0.29% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
183,102
shares
|
$8.11 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
181,763
shares
|
$8.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
173,750
shares
|
$7.7 Million
0.16% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,569
shares
|
$7.51 Million
0.24% of portfolio
|
Q1 2023
Added 8.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
164,307
shares
|
$7.28 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
147,982
shares
|
$6.56 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
146,229
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
142,871
shares
|
$6.33 Million
0.46% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
142,035
shares
|
$6.29 Million
0.48% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
140,391
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
139,060
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
137,858
shares
|
$6.11 Million
0.0% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
137,012
shares
|
$6.07 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
130,087
shares
|
$5.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
129,135
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
122,367
shares
|
$5.42 Million
3.38% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
121,753
shares
|
$5.39 Million
0.92% of portfolio
|
Q3 2025
Added 2.03%
|
|