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

iShares ESG Aware MSCI USA Small-Cap ETF logo
$38.52 -3.73 (-8.83%)
Closing price 03:58 PM Eastern
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$38.53 +0.01 (+0.04%)
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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)
41
Total
Institutional Inflows
(last 12 months)
$22.69M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$6.33M
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Skip Chart & View Institutional Buying and Selling Data

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
5/2/2025Invera Wealth Advisors LLC88,412$3.40M4.0%-2.6%0.195%
5/1/2025 Hughes Financial Services LLC2,677$103K0.0%N/A0.006%
4/30/2025 Valeo Financial Advisors LLC16,164$621K0.0%+6.8%0.036%
4/25/2025 Spinnaker Trust11,214$431K0.0%+15.3%0.025%
4/24/2025 Mascoma Wealth Management LLC27,020$1.04M0.3%-3.6%0.059%
4/14/2025 Farther Finance Advisors LLC4,477$173K0.0%-12.2%0.010%
4/8/2025 Parallel Advisors LLC22,245$854K0.0%-13.3%0.049%
4/7/2025 AdvisorNet Financial Inc5,668$218K0.0%+7.3%0.012%
4/4/2025 Quent Capital LLC61,634$2.37M0.2%+7.8%0.136%
2/25/2025 Garde Capital Inc.27,769$1.17M0.1%-25.2%0.067%
2/22/2025American Trust15,963$671K0.1%+4.4%0.039%
2/18/2025 Continuum 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%
2/10/2025 Parallel Advisors LLC25,643$1.08M0.0%+2.8%0.062%
2/10/2025 Mascoma Wealth Management LLC28,027$1.18M0.3%-1.7%0.068%
2/10/2025 Farther 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%
2/5/2025 Sherman 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%
1/31/2025 Morton Brown Family Wealth LLC5,432$228K0.1%-12.9%0.013%
1/31/2025 Sierra Ocean LLC1,017$43K0.0%N/A0.002%
1/30/2025 Valeo Financial Advisors LLC15,130$636K0.0%-6.2%0.037%
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1/29/2025 Quent Capital LLC57,199$2.41M0.2%-2.2%0.138%
1/23/2025 Kennebec Savings Bank1,170$49K0.0%N/A0.003%
1/17/2025 GoalVest 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%
12/3/2024 Garde 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%
11/5/2024 Mascoma Wealth Management LLC28,505$1.19M0.3%+11.9%0.069%
11/4/2024Advantage Trust Co622$26K0.0%N/A0.002%
10/31/2024 Montecito 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%
10/10/2024 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%
8/19/2024 Garde Capital Inc.35,572$1.37M0.1%-7.7%0.086%
8/9/2024One Capital Management LLC18,617$717K0.0%+1.6%0.045%
8/8/2024 Parallel Advisors LLC24,996$962K0.0%-1.4%0.060%
8/8/20241ST Source Bank9,383$361K0.0%+3.2%0.023%
8/7/2024Dorsey & 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%
8/2/2024 Mascoma 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%
7/31/2024 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%
5/29/2024 Garde 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%
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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%
4/22/2024Invera 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%
4/9/2024 Montecito Bank & Trust15,016$605K0.1%-7.4%0.039%
2/21/2024 Garde 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%
2/12/2024 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%
(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, 70 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 ($3.40M).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 ($2.17M), TIAA FSB ($270.89K), Cambridge Investment Research Advisors Inc. ($53.14K), Quent Capital LLC ($38.16K), SVB Wealth LLC ($28.49K), Financial Engines Advisors L.L.C. ($25.73K), and Integrated Wealth Concepts LLC ($17.49K).

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

Institutional investors have bought a total of 2,827,362 shares in the last 24 months. This purchase volume represents approximately $100.86M 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. ($63.56K), Baystate Wealth Management LLC ($46.35K), Integrated Wealth Concepts LLC ($25.61K), Cambridge Investment Research Advisors Inc. ($21.31K), Mascoma Wealth Management LLC ($20.27K), Janney Montgomery Scott LLC ($16.33K), 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 350,134 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


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This page (BATS:ESML) was last updated on 5/2/2025 by MarketBeat.com Staff
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