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

iShares ESG Aware MSCI USA Small-Cap ETF logo
$39.08 -3.17 (-7.49%)
Closing price 12:47 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)
40
Total
Institutional Inflows
(last 12 months)
$23.19M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$6.18M
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ESML Institutional Buying and Selling by Quarter

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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
2/25/2025Garde Capital Inc.27,769$1.17M0.1%-25.2%0.067%
2/22/2025American Trust15,963$671K0.1%+4.4%0.039%
2/18/2025Continuum Advisory LLC4,001$168K0.0%-5.5%0.010%
2/17/2025Captrust Financial Advisors21,727$914K0.0%+2.1%0.053%
2/17/2025Cary Street Partners Financial LLC12,193$513K0.0%N/A0.029%
2/17/2025Ameriprise Financial Inc.520,500$21.89M0.0%+1.9%1.259%
2/14/2025Kovitz Investment Group Partners LLC11,848$498K0.0%-6.2%0.029%
2/14/2025Integrated Wealth Concepts LLC11,491$483K0.0%-69.0%0.028%
2/13/2025United Capital Financial Advisors LLC12,735$536K0.0%+83.0%0.031%
2/13/2025Blue Edge Capital LLC55,709$2.34M0.4%+1.4%0.135%
2/13/2025Russell Investments Group Ltd.1,630$69K0.0%+54.6%0.004%
2/12/2025Nemes Rush Group LLC1,289$54K0.0%N/A0.003%
2/12/2025Aufman Associates Inc20,130$846K0.6%+8.1%0.049%
2/12/2025JPMorgan Chase & Co.57,127$2.40M0.0%+24.6%0.138%
2/12/2025Wells Financial Advisors INC6,985$294K0.4%+4.6%0.017%
2/11/2025TIAA Trust National Association2,385,728$100.22M0.3%+1.3%5.770%
2/11/2025VSM Wealth Advisory LLC1,691$71K0.0%N/A0.004%
2/10/2025Horizon Investments LLC5,676$239K0.0%-8.1%0.014%
2/10/2025Parallel Advisors LLC25,643$1.08M0.0%+2.8%0.062%
2/10/2025Mascoma Wealth Management LLC28,027$1.18M0.3%-1.7%0.068%
2/10/2025Farther Finance Advisors LLC5,100$214K0.0%-21.3%0.012%
2/7/2025Dorsey & Whitney Trust CO LLC19,035$800K0.0%-7.3%0.046%
2/6/2025One Capital Management LLC19,118$804K0.0%+2.7%0.046%
2/5/2025Sherman Asset Management Inc.1,368$58K0.1%N/A0.003%
2/5/2025SVB Wealth LLC27,677$1.16M0.0%N/A0.067%
2/4/2025Crestwood Advisors Group LLC63,593$2.67M0.1%-1.1%0.154%
2/3/2025Advantage Trust Co1,907$80K0.0%+206.6%0.005%
2/3/2025Invera Wealth Advisors LLC90,756$3.99M4.0%-2.2%0.219%
1/31/2025Morton Brown Family Wealth LLC5,432$228K0.1%-12.9%0.013%
1/31/2025Sierra Ocean LLC1,017$43K0.0%N/A0.002%
1/30/2025Valeo Financial Advisors LLC15,130$636K0.0%-6.2%0.037%
1/29/2025Quent Capital LLC57,199$2.41M0.2%-2.2%0.138%
1/23/2025Kennebec Savings Bank1,170$49K0.0%N/A0.003%
1/17/2025GoalVest Advisory LLC2,984$125K0.0%+16.6%0.007%
1/17/2025Finley Financial LLC5,000$215K0.1%N/A0.012%
1/13/2025AdvisorNet Financial Inc5,283$222K0.0%-37.2%0.013%
1/10/2025ST 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%
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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%
10/8/2024Parkside Advisors LLC114,069$4.77M1.1%-0.5%0.276%
10/8/2024Bangor 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%
7/22/2024Horizons Wealth Management2,803$113K0.1%-45.3%0.007%
7/17/2024AdvisorNet 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%
4/12/2024AdvisorNet Financial Inc7,537$304K0.0%-9.0%0.020%
4/11/2024Bangor 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%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
1/23/2024Carolina Wealth Advisors LLC4,044$154K0.1%+8.0%0.010%
(Data available from 1/1/2016 forward)

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ESML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESML shares?

During the previous two years, 71 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 ($100.22M), TIAA FSB ($48.56M), Ameriprise Financial Inc. ($21.89M), Cambridge Investment Research Advisors Inc. ($7.58M), Financial Connections Group Inc. ($4.86M), Parkside Advisors LLC ($4.77M), and Invera Wealth Advisors LLC ($3.99M).Learn more on ESML's institutional investors.

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

Of the 60 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 ($2.17M), TIAA FSB ($293.09K), Cambridge Investment Research Advisors Inc. ($53.14K), Quent Capital LLC ($33.73K), SVB Wealth LLC ($28.49K), Parallel Advisors LLC ($27.78K), and Financial Engines Advisors L.L.C. ($25.73K).

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

Institutional investors have bought a total of 2,909,081 shares in the last 24 months. This purchase volume represents approximately $103.59M in transactions.

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

Of the 39 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. ($63.56K), Baystate Wealth Management LLC ($48.09K), Spinnaker Trust ($30.74K), Integrated Wealth Concepts LLC ($25.61K), Cambridge Investment Research Advisors Inc. ($21.31K), Mascoma Wealth Management LLC ($19.26K), and Janney Montgomery Scott LLC ($17.78K).

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

Institutional investors have sold a total of 385,387 shares in the last 24 months. This volume of shares sold represents approximately $14.51M in transactions.


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This page (BATS:ESML) was last updated on 4/2/2025 by MarketBeat.com Staff
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