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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
48,289
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
47,336
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
46,575
shares
|
$1.8 Million
1.55% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
45,683
shares
|
$1.76 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
44,628
shares
|
$1.72 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
43,816
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
42,645
shares
|
$1.64 Million
0.53% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
41,629
shares
|
$1.6 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
39,581
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,394
shares
|
$1.52 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,377
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
36,984
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,881
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
35,383
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
33,433
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
32,821
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
32,642
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,316
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
31,256
shares
|
$1.2 Million
0.38% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
31,201
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
30,714
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
30,563
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
30,303
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 9.03%
|