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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
120,527
shares
|
$5.34 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
118,331
shares
|
$5.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
117,432
shares
|
$5.2 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
114,585
shares
|
$5.08 Million
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
110,876
shares
|
$4.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
109,392
shares
|
$4.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
109,292
shares
|
$4.84 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,039
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
99,549
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
98,098
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
97,434
shares
|
$4.32 Million
1.72% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
91,989
shares
|
$4.08 Million
0.32% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
88,461
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Added 26.04%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
85,516
shares
|
$3.79 Million
2.54% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
79,655
shares
|
$3.53 Million
1.76% of portfolio
|
Q1 2023
Added 3.29%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
77,389
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
75,691
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
73,883
shares
|
$3.27 Million
0.29% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
73,292
shares
|
$3.25 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
72,635
shares
|
$3.22 Million
1.22% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
72,417
shares
|
$3.21 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
70,941
shares
|
$3.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
69,159
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
68,684
shares
|
$3.04 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
68,462
shares
|
$3.03 Million
0.96% of portfolio
|
Q3 2025
Reduced 31.04%
|
|