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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
29,121
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28,587
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,540
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 29.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
28,141
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
27,497
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
26,734
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
26,352
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
25,986
shares
|
$1.15 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,949
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
25,913
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,713
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
25,645
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25,488
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
25,233
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,442
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 45.71%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
24,439
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
24,023
shares
|
$1.06 Million
0.79% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
23,996
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
23,876
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
23,874
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 0.69%
|
|