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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
62,465
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
60,887
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
59,583
shares
|
$2.59 Million
1.95% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
59,004
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,945
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
58,682
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
58,457
shares
|
$2.55 Million
0.37% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
58,417
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
58,267
shares
|
$2.54 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
58,059
shares
|
$2.53 Million
0.61% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
57,838
shares
|
$2.52 Million
0.7% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
57,721
shares
|
$2.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
57,199
shares
|
$2.49 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
57,105
shares
|
$2.49 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
55,400
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Added 197.51%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
54,957
shares
|
$2.39 Million
0.37% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
54,531
shares
|
$2.37 Million
0.87% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
54,251
shares
|
$2.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
52,837
shares
|
$2.3 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
51,990
shares
|
$2.26 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
51,258
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
51,201
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
49,787
shares
|
$2.17 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
49,491
shares
|
$2.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
48,443
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|