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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
23,160
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
23,035
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
22,971
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,881
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
22,709
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
22,674
shares
|
$1 Million
0.21% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,594
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
22,066
shares
|
$977,523
0.18% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
21,962
shares
|
$972,916
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,763
shares
|
$964,100
0.02% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
21,139
shares
|
$936,457
0.09% of portfolio
|
Q3 2025
Reduced 33.37%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
21,065
shares
|
$933,179
0.11% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,063
shares
|
$933,090
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
21,024
shares
|
$931,363
0.53% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
20,606
shares
|
$912,845
0.45% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
20,604
shares
|
$912,757
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,455
shares
|
$861,856
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,088
shares
|
$845,598
0.0% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
19,080
shares
|
$845,244
0.14% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
18,806
shares
|
$833,105
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$823,891
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,190
shares
|
$805,817
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,083
shares
|
$801,076
0.18% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
17,907
shares
|
$793,280
0.59% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,699
shares
|
$784,065
0.01% of portfolio
|
Q3 2025
Reduced 6.21%
|
|