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 427 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,679
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,602
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,159
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
28,711
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,587
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
28,505
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,443
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
27,792
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
27,677
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
27,143
shares
|
$1.17 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
26,994
shares
|
$1.17 Million
0.36% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,477
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2022
Reduced 23.45%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,417
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
26,371
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
26,086
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,683
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
25,640
shares
|
$1.11 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
25,477
shares
|
$1.1 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
25,106
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,946
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,873
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
24,315
shares
|
$1.05 Million
0.85% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,082
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 46.63%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
24,080
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
23,601
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 3.33%
|