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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,954
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
42,197
shares
|
$1.87 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
41,742
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,394
shares
|
$1.75 Million
0.81% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
39,262
shares
|
$1.74 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
38,649
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
36,699
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
35,832
shares
|
$1.59 Million
0.34% of portfolio
|
Q3 2025
Added 203.17%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
35,229
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
34,309
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
33,842
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
33,502
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
33,105
shares
|
$1.47 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
33,011
shares
|
$1.46 Million
0.66% of portfolio
|
Q3 2025
Added 38.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31,852
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,500
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
31,201
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2023
Reduced 10.73%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
31,105
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
30,950
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
30,755
shares
|
$1.36 Million
0.68% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
30,639
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
30,065
shares
|
$1.33 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
29,981
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
29,294
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2025
Added 21.8%
|
|