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 419 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,518
shares
|
$936,893
0.25% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,281
shares
|
$926,574
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
21,265
shares
|
$925,878
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
21,241
shares
|
$924,833
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,973
shares
|
$913,164
0.03% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
20,690
shares
|
$900,842
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
20,535
shares
|
$894,093
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
20,347
shares
|
$885,908
0.43% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,200
shares
|
$879,508
0.0% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
20,140
shares
|
$876,895
0.26% of portfolio
|
Q4 2024
Added 130.07%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
19,951
shares
|
$868,666
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,695
shares
|
$857,520
0.03% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,307
shares
|
$840,626
0.2% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
19,020
shares
|
$828,130
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
18,621
shares
|
$810,758
0.5% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
18,613
shares
|
$810,410
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,598
shares
|
$809,756
0.0% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
17,666
shares
|
$769,177
0.05% of portfolio
|
Q3 2022
Added 64.18%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,663
shares
|
$769,047
0.14% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
17,636
shares
|
$767,871
0.6% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,620
shares
|
$767,174
0.08% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,523
shares
|
$762,951
0.02% of portfolio
|
Q4 2020
Reduced 30.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,513
shares
|
$762,516
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
17,108
shares
|
$744,882
0.0% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,461
shares
|
$716,711
0.0% of portfolio
|
Q3 2024
Reduced 3.2%
|