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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
12,540
shares
|
$545,991
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,224
shares
|
$532,232
0.02% of portfolio
|
Q2 2024
Reduced 54.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,192
shares
|
$530,839
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,115
shares
|
$527,487
0.07% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
12,019
shares
|
$523,307
0.05% of portfolio
|
Q3 2024
Added 86.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
11,658
shares
|
$507,589
0.05% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
11,595
shares
|
$504,846
0.32% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
11,485
shares
|
$500,056
0.18% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
11,437
shares
|
$497,966
0.29% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,321
shares
|
$492,916
0.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,107
shares
|
$483,598
0.0% of portfolio
|
Q3 2024
Added 22.05%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10,866
shares
|
$473,105
0.2% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
10,839
shares
|
$471,930
0.22% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,756
shares
|
$468,316
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,750
shares
|
$468,055
0.03% of portfolio
|
Q3 2021
Added 13.16%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
10,743
shares
|
$467,750
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
10,558
shares
|
$459,695
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
10,336
shares
|
$450,029
0.13% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
10,312
shares
|
$448,984
0.1% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
10,080
shares
|
$438,883
0.13% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,951
shares
|
$433,266
0.14% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,881
shares
|
$430,218
0.03% of portfolio
|
Q4 2023
Reduced 22.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,879
shares
|
$430,131
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,763
shares
|
$425,081
0.08% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,757
shares
|
$424,819
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|