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

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$38.08
-0.04 (-0.10%)
(As of 04/24/2024 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)
38
Total
Institutional Inflows
(last 12 months)
$78.77M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.15M
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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
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%
2/21/2024Garde 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%
1/29/2024 Valeo 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%
11/13/2023 Asset 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%
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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%
10/13/2023Mascoma 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%
8/22/2023 Asset Dedication LLC75,954$2.70M0.2%+2.1%0.197%
8/21/2023Blue Edge Capital LLC62,801$2.23M0.4%-12.5%0.163%
8/14/2023American Trust8,526$303K0.0%-25.7%0.022%
8/11/2023Aufman Associates Inc15,717$558K0.5%+3.7%0.041%
8/11/2023Financial 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%
8/8/2023Haverford Trust Co45,638$1.62M0.0%+23.2%0.113%
8/7/2023Wells Financial Advisors INC6,995$248K0.2%-17.0%0.017%
8/4/2023Parallel Advisors LLC29,263$1.04M0.0%-8.8%0.072%
8/2/2023Baystate Wealth Management LLC6,085$216K0.0%-84.9%0.015%
8/1/2023Spinnaker Trust9,236$328K0.0%-5.2%0.023%
7/31/2023Ten Capital Wealth Advisors LLC16,162$574K0.2%N/A0.040%
7/31/2023TIAA FSB1,367,116$48.56M0.2%+24.7%3.376%
7/26/2023SWS Partners920$218K0.1%-86.2%0.002%
7/26/2023Creative Financial Designs Inc. ADV2,749$98K0.0%-36.9%0.007%
7/26/2023Janney Montgomery Scott LLC29,840$1.06M0.0%+19.4%0.074%
7/18/2023 Fiduciary Alliance LLC2,312$82K0.0%N/A0.006%
7/17/2023 GoalVest Advisory LLC849$30K0.0%N/A0.002%
7/14/2023 AdvisorNet Financial Inc8,216$292K0.0%+9.5%0.020%
7/13/2023Cambridge Investment Research Advisors Inc.199,702$7.09M0.0%+23.7%0.493%
5/25/2023Garde Capital Inc.85,780$2.92M0.3%+4.6%0.211%
5/22/2023American Trust11,473$344K0.0%-13.9%0.028%
5/12/2023Crestwood Advisors Group LLC69,595$2.37M0.1%-3.3%0.171%
5/11/2023Cambridge Investment Research Advisors Inc.161,446$5.49M0.0%-2.2%0.397%
5/11/2023One Capital Management LLC17,991$612K0.0%+8.5%0.044%
5/10/2023Aufman Associates Inc15,163$515K0.4%+24.5%0.037%
5/9/2023SWS Partners6,651$226K0.1%N/A0.016%
5/9/2023Portland Global Advisors LLC33,485$1.14M0.2%+1.3%0.082%
5/9/2023Column Capital Advisors LLC2,704$92K0.0%N/A0.007%
5/9/20231ST Source Bank7,106$242K0.0%+5.9%0.017%
5/9/2023US Bancorp DE9,455$321K0.0%+45.7%0.023%
5/5/2023Assetmark Inc.28,403$965K0.0%-6.6%0.070%
5/5/2023Financial Connections Group Inc.143,042$4.86M3.5%+3.7%0.351%
5/3/2023Integrated Wealth Concepts LLC38,298$1.30M0.0%+3.1%0.094%
5/1/2023Mascoma Wealth Management LLC53,834$1.80M0.5%+0.9%0.132%
4/28/2023 AdvisorNet Financial Inc7,506$255K0.0%-22.5%0.018%
4/28/2023Janney Montgomery Scott LLC24,985$849K0.0%-5.5%0.061%
4/28/2023Harvest Group Wealth Management LLC79,655$2.71M1.7%+3.3%0.196%
4/28/2023 Strategic Blueprint LLC9,731$331K0.0%-3.7%0.024%
4/26/2023 Morton Brown Family Wealth LLC6,112$208K0.1%+118.4%0.015%
4/25/2023Parallel Advisors LLC32,085$1.09M0.0%+542.0%0.079%
4/25/2023Baystate Wealth Management LLC40,280$1.37M0.1%-4.2%0.099%
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It! (Ad)

The FEDNOW Biden Dollar ends cash in a matter of WEEKS Stumbling Biden's dollar next phases begins Oct 21st This guide shows you what to do next. In a cashless society, Biden forces you to use the government's new "digital dollar"...

CLICK HERE TO GET YOUR GUIDE NOW
4/24/2023 Asset Dedication LLC74,401$2.53M0.2%+21.7%0.183%
4/19/2023TIAA FSB1,096,228$37.26M0.1%+2.1%2.693%
4/17/2023GPS Wealth Strategies Group LLC927$32K0.0%N/A0.002%
4/17/2023 Valeo Financial Advisors LLC21,905$745K0.0%N/A0.054%
4/13/2023Spinnaker Trust9,744$331K0.0%-75.6%0.024%
4/6/2023Quent Capital LLC29,944$1.02M0.2%-18.2%0.074%
3/2/2023Oliver Lagore Vanvalin Investment Group2,055$68K0.0%-33.6%0.000%
2/24/2023Garde Capital Inc.81,994$2.70M0.3%-0.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC42,063$1.38M0.1%+16.9%0.000%
2/13/2023Integrated Wealth Concepts LLC37,155$1.22M0.0%+41.2%0.000%
(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, 88 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA Small-Cap ETF. The most heavily invested institutionals were Westside Investment Management Inc. ($79.39M), TIAA Trust National Association ($66.94M), TIAA FSB ($48.56M), Cambridge Investment Research Advisors Inc. ($6.92M), Litman Gregory Wealth Management LLC ($4.95M), Financial Connections Group Inc. ($4.86M), and Invera Wealth Advisors LLC ($3.32M).Learn more on ESML's institutional investors.

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

Of the 77 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 ($1.76M), TIAA FSB ($1.15M), Aaron Wealth Advisors LLC ($430.55K), Garde Capital Inc. ($92.01K), Cambridge Investment Research Advisors Inc. ($74.06K), Litman Gregory Wealth Management LLC ($67.82K), and Asset Dedication LLC ($63.37K).

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

Institutional investors have bought a total of 4,249,054 shares in the last 24 months. This purchase volume represents approximately $145.10M 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: Aaron Wealth Advisors LLC ($428.43K), Baystate Wealth Management LLC ($48.09K), Garde Capital Inc. ($43.44K), Cambridge Investment Research Advisors Inc. ($41.63K), Spinnaker Trust ($30.74K), Janney Montgomery Scott LLC ($23.57K), and OLD Mission Capital LLC ($15.20K).

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

Institutional investors have sold a total of 798,751 shares in the last 24 months. This volume of shares sold represents approximately $26.20M in transactions.


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This page (BATS:ESML) was last updated on 4/25/2024 by MarketBeat.com Staff

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