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iShares ESG Aware MSCI USA Small-Cap ETF (ESML) Institutional Ownership

iShares ESG Aware MSCI USA Small-Cap ETF logo
$43.29 -0.57 (-1.30%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$30.06M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.18M
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ESML Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Kovitz Investment Group Partners LLC12,632$528K0.0%+66.0%0.031%
11/15/2024 Integrated Wealth Concepts LLC37,104$1.55M0.0%+78.7%0.090%
11/14/2024 Captrust Financial Advisors21,281$890K0.0%-1.1%0.051%
11/5/2024 Haverford Trust Co30,386$1.27M0.0%-7.1%0.073%
11/5/2024 Mascoma Wealth Management LLC28,505$1.19M0.3%+11.9%0.069%
11/4/2024 Advantage Trust Co622$26K0.0%N/A0.002%
10/31/2024 Montecito Bank & Trust9,670$404K0.1%-35.6%0.023%
10/30/2024 Crestwood Advisors Group LLC64,294$2.69M0.1%-3.5%0.155%
10/23/2024 Bogart Wealth LLC3,136$131K0.0%+17.5%0.008%
10/10/2024 Valeo Financial Advisors LLC16,126$674K0.0%-26.5%0.039%
10/8/2024 Parkside Advisors LLC114,069$4.77M1.1%-0.5%0.276%
10/8/2024 Bangor Savings Bank10,032$420K0.0%-44.7%0.024%
10/5/2024 Quent Capital LLC58,466$2.45M0.2%-1.0%0.141%
9/12/2024American Trust13,087$504K0.0%+32.8%0.032%
8/28/2024Farmers National Bank7,112$274K0.1%+4.4%0.017%
8/19/2024Garde Capital Inc.35,572$1.37M0.1%-7.7%0.086%
8/9/2024 One Capital Management LLC18,617$717K0.0%+1.6%0.045%
8/8/2024 Parallel Advisors LLC24,996$962K0.0%-1.4%0.060%
8/8/20241ST Source Bank9,383$361K0.0%+3.2%0.023%
8/7/2024 Dorsey & Whitney Trust CO LLC20,615$794K0.1%-9.3%0.050%
8/7/2024 Invera Wealth Advisors LLC90,727$3.59M3.7%+1.1%0.219%
8/2/2024 Mascoma Wealth Management LLC25,464$980K0.3%-16.5%0.062%
8/1/2024 TIAA Trust National Association2,142,789$82.18M0.3%+15.8%5.182%
7/31/2024 Spinnaker Trust9,798$377K0.0%+5.1%0.024%
7/31/2024 Farther Finance Advisors LLC6,529$249K0.0%+7.3%0.016%
7/26/2024 Cambridge Investment Research Advisors Inc.196,837$7.58M0.0%+1.2%0.476%
7/22/2024 Horizons Wealth Management2,803$113K0.1%-45.3%0.007%
7/17/2024 AdvisorNet Financial Inc8,309$320K0.0%+10.2%0.020%
7/16/2024 GPS Wealth Strategies Group LLC1,125$43K0.0%+36.7%0.003%
7/8/2024 Quent Capital LLC59,082$2.28M0.3%-7.4%0.143%
6/11/2024American Trust9,857$397K0.0%+7.5%0.024%
5/29/2024Garde Capital Inc.38,526$1.55M0.1%-39.5%0.093%
5/15/2024SVB Wealth LLC7,477$301K0.0%-47.5%0.018%
5/15/2024 Blue Edge Capital LLC64,179$2.58M0.4%+18.3%0.155%
5/11/2024 Aufman Associates Inc18,933$762K0.5%+11.0%0.046%
5/10/2024 TIAA Trust National Association1,850,235$74.51M0.2%+5.1%4.475%
5/10/20241ST Source Bank9,095$366K0.0%+7.9%0.022%
5/9/2024 Dorsey & Whitney Trust CO LLC22,726$915K0.1%+9.6%0.055%
5/9/2024 Portland Global Advisors LLC20,490$825K0.1%-39.2%0.050%
5/2/2024 Haverford Trust Co46,591$1.88M0.0%+13.2%0.114%
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4/30/2024 SWS Partners7,550$304K0.1%+13.1%0.018%
4/25/2024 Valeo Financial Advisors LLC22,045$839K0.0%-5.6%0.054%
4/25/2024 Cambridge Investment Research Advisors Inc.194,430$7.83M0.0%+6.9%0.476%
4/22/2024 Invera Wealth Advisors LLC89,717$3.32M2.8%+0.6%0.220%
4/12/2024 AdvisorNet Financial Inc7,537$304K0.0%-9.0%0.020%
4/11/2024 Bangor Savings Bank18,106$729K0.1%+81.6%0.047%
4/9/2024 Montecito Bank & Trust15,016$605K0.1%-7.4%0.039%
2/21/2024Garde Capital Inc.63,693$2.42M0.2%-28.0%0.165%
2/12/2024 Dorsey & Whitney Trust CO LLC20,726$788K0.1%-4.6%0.054%
2/12/2024 Parallel Advisors LLC24,906$947K0.0%-14.4%0.065%
2/9/2024 Cambridge Investment Research Advisors Inc.181,955$6.92M0.0%-5.8%0.471%
2/8/2024 Haverford Trust Co41,161$1.57M0.0%-9.8%0.107%
2/7/2024 Cary Street Partners Investment Advisory LLC25,257$960K0.0%+12.8%0.065%
2/6/2024 First Horizon Advisors Inc.6,323$240K0.0%-30.2%0.016%
1/30/2024SVB Wealth LLC14,244$541K0.0%-8.2%0.037%
1/29/2024 Crestwood Advisors Group LLC67,501$2.57M0.1%-2.1%0.175%
1/29/2024Baystate Wealth Management LLC29,602$1.13M0.1%+3.7%0.077%
1/29/2024 Valeo Financial Advisors LLC23,350$888K0.0%+2.2%0.060%
1/24/2024 Mascoma Wealth Management LLC37,251$1.42M0.4%-20.8%0.097%
1/23/2024 Carolina Wealth Advisors LLC4,044$154K0.1%+8.0%0.010%
1/23/2024 TIAA Trust National Association1,761,145$66.94M0.2%+18.9%4.563%
1/19/2024 AdvisorNet Financial Inc8,281$315K0.0%+19.0%0.021%
1/19/2024 Quent Capital LLC63,809$2.43M0.3%+67.6%0.165%
1/11/2024 Whittier Trust Co.31,201$1.19M0.0%-10.7%0.081%
1/8/2024 Horizons Wealth Management5,127$195K0.1%N/A0.013%
11/17/2023Garde Capital Inc.88,488$2.98M0.3%-1.4%0.229%
11/16/2023American Trust9,228$311K0.0%+8.2%0.024%
11/15/2023 Crestwood Advisors Group LLC68,964$2.32M0.1%-3.3%0.179%
11/15/2023 Baker Avenue Asset Management LP5,526$186K0.0%N/A0.014%
11/13/2023 Asset Dedication LLC79,594$2.68M0.2%+4.8%0.206%
11/13/2023 Cary Street Partners Investment Advisory LLC22,399$754K0.0%+26.5%0.058%
11/13/2023 Aufman Associates Inc17,287$582K0.5%+10.0%0.045%
11/13/2023 Sugarloaf Wealth Management LLC1,104$37K0.0%-60.3%0.003%
11/13/2023 Financial Engines Advisors L.L.C.94,966$3.21M0.0%+11.4%0.246%
11/8/2023 Janney Montgomery Scott LLC13,509$455K0.0%-54.7%0.035%
11/8/2023 Dorsey & Whitney Trust CO LLC21,726$731K0.1%-8.4%0.056%
10/30/2023 Bogart Wealth LLC1,444$49K0.0%+149.4%0.004%
10/27/2023 First Horizon Advisors Inc.9,057$305K0.0%-25.1%0.023%
10/27/2023 TIAA Trust National Association1,480,768$49.83M0.2%N/A3.836%
10/27/2023 Whittier Trust Co.34,951$1.18M0.0%+17.4%0.091%
10/26/2023Baystate Wealth Management LLC28,555$961K0.1%+1.5%0.074%
10/24/2023 Bank of New York Mellon Corp10,571$356K0.0%-45.2%0.027%
10/24/2023 Cambridge Investment Research Advisors Inc.193,077$6.50M0.0%-3.3%0.500%
10/23/2023SVB Wealth LLC15,514$522K0.0%+5.6%0.040%
10/20/2023 Valeo Financial Advisors LLC22,841$769K0.0%+4.2%0.059%
10/17/2023 Carolina Wealth Advisors LLC3,746$126K0.1%+17.9%0.010%
10/13/2023 Mascoma Wealth Management LLC47,045$1.58M0.5%-7.7%0.122%
10/12/2023 AdvisorNet Financial Inc6,957$234K0.0%-15.3%0.018%
10/10/2023 Quent Capital LLC38,070$1.28M0.2%+26.5%0.099%
9/21/2023Baystate Wealth Management LLC28,129$999K0.1%-30.2%0.073%
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8/29/2023Garde Capital Inc.89,775$3.19M0.3%+4.7%0.233%
8/22/2023 Asset Dedication LLC75,954$2.70M0.2%+2.1%0.197%
8/21/2023 Blue Edge Capital LLC62,801$2.23M0.4%-12.5%0.163%
8/14/2023American Trust8,526$303K0.0%-25.7%0.022%
8/11/2023 Aufman Associates Inc15,717$558K0.5%+3.7%0.041%
8/11/2023 Financial Engines Advisors L.L.C.85,212$3.03M0.0%+23.1%0.221%
8/9/20231ST Source Bank8,528$303K0.0%+20.0%0.022%
8/8/2023 Haverford Trust Co45,638$1.62M0.0%+23.2%0.113%
8/7/2023 Wells Financial Advisors INC6,995$248K0.2%-17.0%0.017%
8/4/2023 Parallel Advisors LLC29,263$1.04M0.0%-8.8%0.072%
(Data available from 1/1/2016 forward)

ESML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESML shares?

During the previous two years, 72 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA Small-Cap ETF. The most heavily invested institutionals were TIAA Trust National Association ($82.18M), TIAA FSB ($48.56M), Cambridge Investment Research Advisors Inc. ($7.58M), Litman Gregory Wealth Management LLC ($4.95M), Financial Connections Group Inc. ($4.86M), Parkside Advisors LLC ($4.77M), and Invera Wealth Advisors LLC ($3.59M).Learn more on ESML's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI USA Small-Cap ETF stock?

Of the 58 institutional investors that purchased iShares ESG Aware MSCI USA Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.14M), TIAA FSB ($293.09K), Cambridge Investment Research Advisors Inc. ($81.62K), Quent Capital LLC ($36.40K), Asset Dedication LLC ($35.01K), Integrated Wealth Concepts LLC ($28.32K), and Parallel Advisors LLC ($27.09K).

How much institutional buying is happening at iShares ESG Aware MSCI USA Small-Cap ETF?

Institutional investors have bought a total of 2,975,125 shares in the last 24 months. This purchase volume represents approximately $104.61M in transactions.

Which iShares ESG Aware MSCI USA Small-Cap ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold iShares ESG Aware MSCI USA Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Garde Capital Inc. ($71.56K), Baystate Wealth Management LLC ($48.09K), Spinnaker Trust ($30.74K), Cambridge Investment Research Advisors Inc. ($21.31K), Mascoma Wealth Management LLC ($20.09K), Janney Montgomery Scott LLC ($19.72K), and Portland Global Advisors LLC ($13.19K).

How much institutional selling is happening at iShares ESG Aware MSCI USA Small-Cap ETF?

Institutional investors have sold a total of 371,453 shares in the last 24 months. This volume of shares sold represents approximately $13.47M in transactions.


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This page (BATS:ESML) was last updated on 11/17/2024 by MarketBeat.com Staff
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