iShares ESG Aware MSCI USA Small-Cap ETF (ESML) Institutional Ownership $40.04 -2.21 (-5.22%) Closing price 06/13/2025 03:58 PM EasternExtended Trading$40.10 +0.05 (+0.14%) As of 06/13/2025 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)Number ofInstitutional Buyers(last 12 months)44TotalInstitutional Inflows(last 12 months)$22.52MNumber ofInstitutional Sellers(last 12 months)25TotalInstitutional Outflows(last 12 months)$5.67M Get ESML Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares ESG Aware MSCI USA Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/6/2025 eCIO Inc.36,754$1.41M0.5%N/A0.082% 5/14/2025 Dorsey & Whitney Trust CO LLC21,535$827K0.0%+13.1%0.047% 5/13/2025 Blue Edge Capital LLC39,644$1.52M0.2%-28.8%0.087% 5/12/2025 SouthState Corp2,198$84K0.0%N/A0.005% 5/9/2025 Cary Street Partners Financial LLC21,018$807K0.0%+72.4%0.046% 5/8/2025 TIAA Trust National Association2,443,797$93.87M0.3%+2.4%5.377% 5/8/2025 Hurlow Wealth Management Group Inc.8,365$321K0.1%-38.1%0.018% 5/7/2025 Pinnacle Wealth Management Advisory Group LLC6,972$268K0.0%+8.2%0.015% 5/7/2025 MJT & Associates Financial Advisory Group Inc.1,460$56K0.1%N/A0.003% 5/7/2025 Portland Global Advisors LLC16,895$649K0.1%-18.3%0.037% Get the Latest News and Ratings for ESML and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares ESG Aware MSCI USA Small-Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 5/5/2025 Crestwood Advisors Group LLC58,732$2.26M0.0%-7.6%0.129% 5/2/2025 Invera 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% 2/22/2025 American Trust15,963$671K0.1%+4.4%0.039% 2/18/2025 Continuum Advisory LLC4,001$168K0.0%-5.5%0.010% 2/17/2025 Captrust Financial Advisors21,727$914K0.0%+2.1%0.053% 2/17/2025 Cary Street Partners Financial LLC12,193$513K0.0%N/A0.029% 2/17/2025 Ameriprise Financial Inc.520,500$21.89M0.0%+1.9%1.259% 2/14/2025 Kovitz Investment Group Partners LLC11,848$498K0.0%-6.2%0.029% 2/14/2025 Integrated Wealth Concepts LLC11,491$483K0.0%-69.0%0.028% 2/13/2025 United Capital Financial Advisors LLC12,735$536K0.0%+83.0%0.031% 2/13/2025 Blue Edge Capital LLC55,709$2.34M0.4%+1.4%0.135% 2/13/2025 Russell Investments Group Ltd.1,630$69K0.0%+54.6%0.004% 2/12/2025 Nemes Rush Group LLC1,289$54K0.0%N/A0.003% 2/12/2025 Aufman Associates Inc20,130$846K0.6%+8.1%0.049% 2/12/2025 JPMorgan Chase & Co.57,127$2.40M0.0%+24.6%0.138% 2/12/2025 Wells Financial Advisors INC6,985$294K0.4%+4.6%0.017% 2/11/2025 TIAA Trust National Association2,385,728$100.22M0.3%+1.3%5.770% 2/11/2025 VSM Wealth Advisory LLC1,691$71K0.0%N/A0.004% 2/10/2025 Horizon 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% Trump’s worst nightmare (Ad)The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever. You can get all the details here.2/10/2025 Farther Finance Advisors LLC5,100$214K0.0%-21.3%0.012% 2/7/2025 Dorsey & Whitney Trust CO LLC19,035$800K0.0%-7.3%0.046% 2/6/2025 One Capital Management LLC19,118$804K0.0%+2.7%0.046% 2/5/2025 Sherman Asset Management Inc.1,368$58K0.1%N/A0.003% 2/5/2025 SVB Wealth LLC27,677$1.16M0.0%N/A0.067% 2/4/2025 Crestwood Advisors Group LLC63,593$2.67M0.1%-1.1%0.154% 2/3/2025 Advantage Trust Co1,907$80K0.0%+206.6%0.005% 2/3/2025 Invera 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% 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% 1/17/2025 Finley 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% 12/26/2024 JPMorgan 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% 11/29/2024 American Trust15,283$639K0.1%+16.8%0.037% 11/15/2024 Kovitz 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% 9/12/2024 American Trust13,087$504K0.0%+32.8%0.032% 8/28/2024 Farmers National Bank7,112$274K0.1%+4.4%0.017% 8/19/2024 Garde Capital Inc.35,572$1.37M0.1%-7.7%0.086% 8/9/2024 One Capital Management LLC18,617$717K0.0%+1.6%0.045% 8/8/2024 Parallel Advisors LLC24,996$962K0.0%-1.4%0.060% 8/8/2024 1ST 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% Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here.6/11/2024 American Trust9,857$397K0.0%+7.5%0.024% 5/29/2024 Garde Capital Inc.38,526$1.55M0.1%-39.5%0.093% 5/15/2024 SVB 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% 5/10/2024 1ST 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% (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, 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 ($93.87M), TIAA FSB ($48.56M), Ameriprise Financial Inc. ($21.89M), Cambridge Investment Research Advisors Inc. ($7.58M), Parkside Advisors LLC ($4.77M), Invera Wealth Advisors LLC ($3.40M), and Financial Engines Advisors L.L.C. ($3.21M).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 ($2.23M), TIAA FSB ($270.89K), Cambridge Investment Research Advisors Inc. ($53.14K), Quent Capital LLC ($38.16K), eCIO Inc. ($36.75K), SVB Wealth LLC ($28.49K), 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 2,910,114 shares in the last 24 months. This purchase volume represents approximately $104.17M 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), Blue Edge Capital LLC ($25.03K), Mascoma Wealth Management LLC ($20.27K), Cambridge Investment Research Advisors Inc. ($17.75K), and Portland Global Advisors LLC ($16.98K). How much institutional selling is happening at iShares ESG Aware MSCI USA Small-Cap ETF? Institutional investors have sold a total of 370,223 shares in the last 24 months. This volume of shares sold represents approximately $14.16M in transactions. Related Companies Fidelity Enhanced Small Cap ETF Institutional Ownership WisdomTree U.S. SmallCap Dividend Fund Institutional Ownership iShares U.S. Small Cap Equity Factor ETF Institutional Ownership Direxion Daily Small Cap Bull 3X Shares Institutional Ownership WisdomTree Emerging Markets SmallCap Dividend Fund Institutional Ownership Invesco S&P SmallCap Momentum ETF Institutional Ownership Avantis U.S. Small Cap Equity ETF Institutional Ownership Invesco S&P SmallCap 600 Revenue ETF Institutional Ownership EA Bridgeway Omni Small-Cap Value ETF Institutional Ownership Global X Russell 2000 ETF Institutional Ownership This page (BATS:ESML) was last updated on 6/14/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredGet in stocks now - and get out on this dateGood News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...Chaikin Analytics | SponsoredOil Hits $74 - $100 Next?Oil Jumps 8.5% on Middle East Crisis Trump at Oil Fields Oil surged 8.5% to $74/barrel after Israel's Ir...The Oxford Club | Sponsored[First Look] Get in before potential 10X AI announcementsGo for 10X gains from the next big AI announcement — starting as soon as 7 days from now Former floor trade...Masters in Trading | SponsoredBig Changes Coming to Social Security?According to legendary investor Louis Navellier... This new Trump move could soon not only save Social Secu...InvestorPlace | SponsoredGold is soaring. Here’s how to get paid from itGold just broke through $3,300… And while the headlines shout about price targets, something even more powe...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares ESG Aware MSCI USA Small-Cap ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares ESG Aware MSCI USA Small-Cap ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
