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

iShares ESG Aware MSCI USA Small-Cap ETF logo
$43.31 +1.06 (+2.51%)
As of 01/17/2025 03:59 PM Eastern
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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)
31
Total
Institutional Inflows
(last 12 months)
$30.42M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.58M
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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
1/17/2025GoalVest Advisory LLC2,984$125K0.0%+16.6%0.007%
1/17/2025Finley Financial LLC5,000$215K0.1%N/A0.012%
1/13/2025 AdvisorNet Financial Inc5,283$222K0.0%-37.2%0.013%
1/10/2025 ST Germain D J Co. Inc.4,173$175K0.0%N/A0.010%
12/26/2024JPMorgan Chase & Co.45,833$1.92M0.0%-19.0%0.111%
12/3/2024Garde Capital Inc.37,130$1.55M0.1%+4.4%0.090%
11/29/2024American Trust15,283$639K0.1%+16.8%0.037%
11/15/2024Kovitz Investment Group Partners LLC12,632$528K0.0%+66.0%0.031%
11/15/2024Integrated Wealth Concepts LLC37,104$1.55M0.0%+78.7%0.090%
11/14/2024Captrust Financial Advisors21,281$890K0.0%-1.1%0.051%
11/5/2024Haverford Trust Co30,386$1.27M0.0%-7.1%0.073%
11/5/2024Mascoma Wealth Management LLC28,505$1.19M0.3%+11.9%0.069%
11/4/2024Advantage Trust Co622$26K0.0%N/A0.002%
10/31/2024Montecito Bank & Trust9,670$404K0.1%-35.6%0.023%
10/30/2024Crestwood Advisors Group LLC64,294$2.69M0.1%-3.5%0.155%
10/23/2024Bogart Wealth LLC3,136$131K0.0%+17.5%0.008%
10/10/2024Valeo 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%
10/5/2024Quent 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%
8/9/2024One Capital Management LLC18,617$717K0.0%+1.6%0.045%
8/8/2024Parallel Advisors LLC24,996$962K0.0%-1.4%0.060%
8/8/20241ST Source Bank9,383$361K0.0%+3.2%0.023%
8/7/2024Dorsey & Whitney Trust CO LLC20,615$794K0.1%-9.3%0.050%
8/7/2024Invera Wealth Advisors LLC90,727$3.59M3.7%+1.1%0.219%
8/2/2024Mascoma Wealth Management LLC25,464$980K0.3%-16.5%0.062%
8/1/2024TIAA Trust National Association2,142,789$82.18M0.3%+15.8%5.182%
7/31/2024Spinnaker Trust9,798$377K0.0%+5.1%0.024%
7/31/2024Farther Finance Advisors LLC6,529$249K0.0%+7.3%0.016%
7/26/2024Cambridge 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%
7/16/2024GPS Wealth Strategies Group LLC1,125$43K0.0%+36.7%0.003%
7/8/2024Quent 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%
5/15/2024Blue Edge Capital LLC64,179$2.58M0.4%+18.3%0.155%
5/11/2024Aufman Associates Inc18,933$762K0.5%+11.0%0.046%
5/10/2024TIAA Trust National Association1,850,235$74.51M0.2%+5.1%4.475%
5/10/20241ST Source Bank9,095$366K0.0%+7.9%0.022%
5/9/2024Dorsey & Whitney Trust CO LLC22,726$915K0.1%+9.6%0.055%
5/9/2024Portland Global Advisors LLC20,490$825K0.1%-39.2%0.050%
5/2/2024Haverford Trust Co46,591$1.88M0.0%+13.2%0.114%
4/30/2024SWS Partners7,550$304K0.1%+13.1%0.018%
4/25/2024Valeo Financial Advisors LLC22,045$839K0.0%-5.6%0.054%
4/25/2024Cambridge Investment Research Advisors Inc.194,430$7.83M0.0%+6.9%0.476%
4/22/2024Invera 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%
4/9/2024Montecito Bank & Trust15,016$605K0.1%-7.4%0.039%
2/21/2024Garde Capital Inc.63,693$2.42M0.2%-28.0%0.165%
2/12/2024Dorsey & Whitney Trust CO LLC20,726$788K0.1%-4.6%0.054%
2/12/2024Parallel Advisors LLC24,906$947K0.0%-14.4%0.065%
2/9/2024Cambridge Investment Research Advisors Inc.181,955$6.92M0.0%-5.8%0.471%
2/8/2024Haverford Trust Co41,161$1.57M0.0%-9.8%0.107%
2/7/2024Cary Street Partners Investment Advisory LLC25,257$960K0.0%+12.8%0.065%
2/6/2024First Horizon Advisors Inc.6,323$240K0.0%-30.2%0.016%
1/30/2024SVB Wealth LLC14,244$541K0.0%-8.2%0.037%
1/29/2024Crestwood 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%
1/29/2024Valeo Financial Advisors LLC23,350$888K0.0%+2.2%0.060%
1/24/2024Mascoma 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%
1/23/2024TIAA 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%
1/19/2024Quent Capital LLC63,809$2.43M0.3%+67.6%0.165%
1/11/2024Whittier 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%
11/15/2023Crestwood Advisors Group LLC68,964$2.32M0.1%-3.3%0.179%
11/15/2023Baker Avenue Asset Management LP5,526$186K0.0%N/A0.014%
11/13/2023Asset Dedication LLC79,594$2.68M0.2%+4.8%0.206%
11/13/2023Cary Street Partners Investment Advisory LLC22,399$754K0.0%+26.5%0.058%
11/13/2023Aufman Associates Inc17,287$582K0.5%+10.0%0.045%
11/13/2023 Sugarloaf Wealth Management LLC1,104$37K0.0%-60.3%0.003%
11/13/2023Financial Engines Advisors L.L.C.94,966$3.21M0.0%+11.4%0.246%
11/8/2023Janney Montgomery Scott LLC13,509$455K0.0%-54.7%0.035%
11/8/2023Dorsey & Whitney Trust CO LLC21,726$731K0.1%-8.4%0.056%
10/30/2023Bogart Wealth LLC1,444$49K0.0%+149.4%0.004%
10/27/2023First Horizon Advisors Inc.9,057$305K0.0%-25.1%0.023%
10/27/2023TIAA Trust National Association1,480,768$49.83M0.2%N/A3.836%
10/27/2023Whittier Trust Co.34,951$1.18M0.0%+17.4%0.091%
10/26/2023Baystate Wealth Management LLC28,555$961K0.1%+1.5%0.074%
10/24/2023Bank of New York Mellon Corp10,571$356K0.0%-45.2%0.027%
10/24/2023Cambridge 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%
10/20/2023Valeo Financial Advisors LLC22,841$769K0.0%+4.2%0.059%
10/17/2023 Carolina Wealth Advisors LLC3,746$126K0.1%+17.9%0.010%
10/13/2023Mascoma Wealth Management LLC47,045$1.58M0.5%-7.7%0.122%
10/12/2023 AdvisorNet Financial Inc6,957$234K0.0%-15.3%0.018%
10/10/2023Quent Capital LLC38,070$1.28M0.2%+26.5%0.099%
9/21/2023Baystate Wealth Management LLC28,129$999K0.1%-30.2%0.073%
8/29/2023Garde Capital Inc.89,775$3.19M0.3%+4.7%0.233%
8/22/2023Asset Dedication LLC75,954$2.70M0.2%+2.1%0.197%
8/21/2023Blue Edge Capital LLC62,801$2.23M0.4%-12.5%0.163%
(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, 74 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 59 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 2,962,521 shares in the last 24 months. This purchase volume represents approximately $104.35M in transactions.

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

Of the 38 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. ($54.92K), 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 368,698 shares in the last 24 months. This volume of shares sold represents approximately $13.55M in transactions.


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This page (BATS:ESML) was last updated on 1/18/2025 by MarketBeat.com Staff
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