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 439 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
116,967
shares
|
$4.51 Million
1.16% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
109,422
shares
|
$4.22 Million
0.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
107,943
shares
|
$4.16 Million
1.18% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
107,460
shares
|
$4.14 Million
0.33% of portfolio
|
Q4 2024
Added 29.53%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
102,284
shares
|
$3.94 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
99,663
shares
|
$3.84 Million
1.97% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
94,748
shares
|
$3.65 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
92,086
shares
|
$3.55 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
90,756
shares
|
$3.5 Million
4.13% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,086
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
88,316
shares
|
$3.4 Million
1.14% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
85,721
shares
|
$3.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
84,282
shares
|
$3.25 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
82,194
shares
|
$3.17 Million
0.7% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
80,978
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.07 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
75,513
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,576
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
69,828
shares
|
$2.69 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
69,238
shares
|
$2.67 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
68,289
shares
|
$2.63 Million
0.09% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
65,262
shares
|
$2.52 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
64,576
shares
|
$2.49 Million
0.12% of portfolio
|
Q4 2020
Added 2.5%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
64,336
shares
|
$2.48 Million
0.19% of portfolio
|
Q4 2024
Added 234.49%
|