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

iShares ESG Aware MSCI USA Small-Cap ETF logo
$53.86 -0.13 (-0.24%)
As of 07/24/2026 04:10 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)
41
Total
Institutional Inflows
(last 12 months)
$19.32M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$23.59M
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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
7/9/2026 Valeo Financial Advisors LLC3,757$210K0.0%N/A0.008%
7/8/2026 Ryan Investment Management Inc.6,546$366K0.2%+11.5%0.015%
6/3/2026Parallel Advisors LLC19,044$895K0.0%-11.2%0.043%
6/2/2026Blue Edge Capital LLC23,172$1.09M0.1%+1.1%0.052%
5/13/2026Aureus Asset Management LLC7,800$367K0.0%N/A0.017%
5/7/2026Parallel Advisors LLC19,044$895K0.0%-11.2%0.043%
5/6/2026Birchwood Financial Partners Inc.99,013$4.66M4.5%+78.8%0.222%
5/5/2026Sherman Asset Management Inc.3,307$155K0.1%+34.6%0.007%
5/1/2026 Ferguson Wellman Capital Management Inc.30,724$1.45M0.0%N/A0.069%
5/1/2026American Trust14,342$674K0.1%-7.4%0.032%
5/1/2026Mascoma Wealth Management LLC24,457$1.15M0.2%-8.3%0.055%
5/1/2026Manning & Napier Advisors LLC2,518$118K0.0%-12.8%0.006%
4/30/2026Your Advocates Ltd. LLP940$44K0.0%+99.2%0.002%
4/28/2026Whittier Trust Co.6,201$296K0.0%-80.1%0.014%
4/21/2026Pinnacle Wealth Management Advisory Group LLC4,270$201K0.0%N/A0.010%
4/21/2026 Morton Brown Family Wealth LLC5,562$262K0.1%-7.7%0.012%
4/17/2026 AdvisorNet Financial Inc3,830$180K0.0%-20.8%0.009%
3/6/2026 Union Savings Bank1,827$84K0.0%N/A0.004%
2/19/2026Birchwood Financial Partners Inc.55,371$2.55M2.5%N/A0.124%
2/18/2026American Trust15,492$712K0.1%+5.7%0.035%
2/17/2026Advisory Services Network LLC112,812$5.19M0.1%+1.7%0.253%
2/17/2026Captrust Financial Advisors32,975$1.52M0.0%+15.5%0.074%
2/16/2026Cornerstone Financial Management LLC8,504$391K0.4%N/A0.019%
2/11/2026Dorsey & Whitney Trust CO LLC25,496$1.17M0.1%+6.3%0.057%
2/11/2026TIAA Trust National Association2,150,087$99.39M0.2%-3.4%4.821%
2/11/2026Aufman Associates Inc22,260$1.02M0.5%+5.9%0.050%
2/11/2026Parallel Advisors LLC21,443$986K0.0%-1.5%0.048%
2/11/2026Continuum Advisory LLC4,658$214K0.0%N/A0.010%
2/10/2026One Capital Management LLC30,311$1.39M0.0%+115.4%0.068%
2/10/2026Operose Advisors LLC777$36K0.0%+145.9%0.002%
2/5/2026Sherman Asset Management Inc.2,456$113K0.1%+80.3%0.006%
2/5/2026Western Wealth Management LLC7,915$364K0.0%+4.5%0.018%
2/4/2026Mascoma Wealth Management LLC26,670$1.23M0.3%+4.0%0.060%
2/3/2026Manning & Napier Advisors LLC2,889$133K0.0%+69.8%0.006%
2/3/2026Crestwood Advisors Group LLC60,721$2.79M0.0%+0.4%0.136%
2/2/2026Horizon Investments LLC4,118$189K0.0%-21.7%0.009%
1/29/2026 ST Germain D J Co. Inc.6,834$314K0.0%+5.0%0.015%
1/29/2026Quent Capital LLC74,954$3.45M0.2%+1.4%0.168%
1/28/2026Quent Long Short Global Small Cap Fund LP74,954$3.45M0.3%N/A0.168%
1/28/2026 Morton Brown Family Wealth LLC6,023$277K0.1%+10.4%0.014%
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1/27/2026 First Horizon Corp3,862$178K0.0%N/A0.009%
1/23/2026 Farther Finance Advisors LLC16,789$772K0.0%+85.9%0.038%
1/21/2026 Flagship Harbor Advisors LLC3,990$183K0.0%N/A0.009%
1/20/2026eCIO Inc.71,501$3.29M1.5%-1.6%0.160%
1/12/2026 Ryan Investment Management Inc.5,873$270K0.1%-26.9%0.013%
1/5/2026 GoalVest Advisory LLC659$30K0.0%-77.9%0.001%
1/1/2026JPMorgan Chase & Co.59,873$2.70M0.0%+7.0%0.134%
11/17/2025American Trust14,656$661K0.1%+4.5%0.033%
11/17/2025Flow Traders U.S. LLC18,190$820K0.0%N/A0.041%
11/17/2025Ameriprise Financial Inc.497,407$22.47M0.0%-6.6%1.115%
11/14/2025One Capital Management LLC14,069$634K0.0%-6.8%0.032%
11/13/2025Russell Investments Group Ltd.739$33K0.0%-26.1%0.002%
11/13/2025Parallel Advisors LLC21,763$981K0.0%+1.9%0.049%
11/13/2025Ameriflex Group Inc.602$27K0.0%+100.0%0.001%
11/12/2025eCIO Inc.72,635$3.27M1.2%+7.9%0.163%
11/12/2025Aufman Associates Inc21,024$948K0.5%+5.8%0.047%
11/12/2025Dunhill Financial LLC14,168$639K0.2%-34.7%0.032%
11/12/2025TIAA Trust National Association2,225,333$100.18M0.2%+1.1%4.990%
11/10/2025Rossby Financial LCC919$42K0.0%+242.9%0.002%
11/7/2025Crestwood Advisors Group LLC60,485$2.73M0.0%+0.5%0.136%
11/7/2025JPMorgan Chase & Co.59,873$2.70M0.0%+7.0%0.134%
11/5/2025Hurlow Wealth Management Group Inc.6,188$279K0.1%-26.0%0.014%
11/5/2025Spinnaker Trust4,630$209K0.0%-63.2%0.010%
11/3/2025 Valeo Financial Advisors LLC8,321$375K0.0%-3.1%0.019%
10/29/2025 Grey Fox Wealth Advisors LLC4,500$203K0.0%N/A0.010%
10/28/2025Mascoma Wealth Management LLC25,645$1.16M0.3%+6.2%0.058%
10/27/2025Manning & Napier Advisors LLC1,701$77K0.0%N/A0.004%
10/27/2025Quent Capital LLC73,883$3.33M0.3%+1.9%0.166%
10/14/2025 Farther Finance Advisors LLC9,032$407K0.0%+79.9%0.020%
10/9/2025 Kennebec Savings Bank1,099$50K0.0%-18.4%0.002%
10/7/2025 Montecito Bank & Trust9,370$422K0.1%N/A0.021%
10/7/2025 Carolina Wealth Advisors LLC3,089$139K0.1%-7.6%0.007%
10/3/2025Horizons Wealth Management2,579$116K0.1%-8.0%0.006%
9/12/2025 Valeo Financial Advisors LLC8,589$355K0.0%-46.9%0.019%
9/3/2025American Trust14,020$579K0.1%N/A0.031%
8/15/2025Blue Edge Capital LLC24,445$1.01M0.2%-38.3%0.055%
8/15/2025Ameriprise Financial Inc.532,550$22.08M0.0%-17.0%1.194%
8/13/2025Baird Financial Group Inc.20,074$830K0.0%-1.4%0.045%
8/13/2025Russell Investments Group Ltd.1,000$41K0.0%-36.1%0.002%
8/12/2025Farmers National Bank10,276$425K0.1%+14.2%0.023%
8/12/2025JPMorgan Chase & Co.55,960$2.31M0.0%-2.4%0.125%
8/11/2025Dorsey & Whitney Trust CO LLC19,996$826K0.0%-7.1%0.045%
8/11/2025Western Wealth Management LLC7,576$313K0.0%N/A0.017%
8/8/2025eCIO Inc.67,340$2.78M1.2%+83.2%0.151%
8/5/2025Crestwood Advisors Group LLC60,172$2.49M0.0%+2.5%0.135%
8/5/2025TIAA Trust National Association2,200,075$90.90M0.2%-10.0%4.933%
8/4/2025Spinnaker Trust12,583$520K0.0%+12.2%0.028%
7/22/2025 Valeo Financial Advisors LLC8,589$355K0.0%-46.9%0.019%
7/22/2025Mascoma Wealth Management LLC24,151$998K0.2%-10.6%0.054%
7/21/2025Quent Capital LLC72,532$3.00M0.3%+17.7%0.163%
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7/18/2025 MJT & Associates Financial Advisory Group Inc.1,117$46K0.1%-23.5%0.003%
7/16/2025 ST Germain D J Co. Inc.6,511$269K0.0%N/A0.015%
7/16/2025 MJT & Associates Financial Advisory Group Inc.1,117$46K0.1%-23.5%0.003%
7/14/2025 AdvisorNet Financial Inc4,497$186K0.0%-20.7%0.010%
7/11/2025 Farther Finance Advisors LLC5,021$208K0.0%+12.2%0.011%
7/10/2025 Ryan Investment Management Inc.8,029$332K0.2%N/A0.018%
7/8/2025Parallel Advisors LLC21,363$883K0.0%-4.0%0.048%
6/6/2025eCIO Inc.36,754$1.41M0.5%N/A0.082%
5/14/2025Dorsey & Whitney Trust CO LLC21,535$827K0.0%+13.1%0.047%
5/13/2025Blue Edge Capital LLC39,644$1.52M0.2%-28.8%0.087%


ESML Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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 ($99.39M), Ameriprise Financial Inc. ($22.47M), Cambridge Investment Research Advisors Inc. ($7.58M), Advisory Services Network LLC ($5.19M), Parkside Advisors LLC ($4.77M), Birchwood Financial Partners Inc. ($4.66M), and Quent Capital LLC ($3.45M).Learn more on iShares ESG Aware MSCI USA Small-Cap ETF's institutional investors.

Of the 65 institutional investors that purchased iShares ESG Aware MSCI USA Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($406.13K), Birchwood Financial Partners Inc. ($99.01K), Quent Long Short Global Small Cap Fund LP ($74.95K), eCIO Inc. ($72.64K), Ferguson Wellman Capital Management Inc. ($30.72K), SVB Wealth LLC ($27.68K), and American Trust ($21.60K).

Institutional investors have bought a total of 424,568 shares in the last 24 months. This purchase volume represents approximately $19.32M in transactions.

Of the 26 institutional investors that sold iShares ESG Aware MSCI USA Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($318.97K), Ameriprise Financial Inc. ($143.93K), Whittier Trust Co. ($25K), Blue Edge Capital LLC ($15.20K), Spinnaker Trust ($7.95K), Valeo Financial Advisors LLC ($7.84K), and Dunhill Financial LLC ($7.52K).

Institutional investors have sold a total of 551,470 shares in the last 24 months. This volume of shares sold represents approximately $23.59M in transactions.


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This page (BATS:ESML) was last updated on 7/25/2026 by MarketBeat.com Staff.
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