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

iShares ESG Aware MSCI USA Small-Cap ETF logo
$52.13 +0.78 (+1.52%)
As of 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)
$21.96M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$24.87M
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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
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%
5/1/2026 American Trust14,342$674K0.1%-7.4%0.032%
5/1/2026 Mascoma Wealth Management LLC24,457$1.15M0.2%-8.3%0.055%
5/1/2026 Manning & Napier Advisors LLC2,518$118K0.0%-12.8%0.006%
4/30/2026 Your Advocates Ltd. LLP940$44K0.0%+99.2%0.002%
4/28/2026 Whittier Trust Co.6,201$296K0.0%-80.1%0.014%
4/21/2026 Pinnacle 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%
2/18/2026 American 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%
2/11/2026 Continuum 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%
2/4/2026 Mascoma Wealth Management LLC26,670$1.23M0.3%+4.0%0.060%
2/3/2026 Manning & 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%
1/29/2026 Quent 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%
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%
1/20/2026 eCIO 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%
11/17/2025 American 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%
11/12/2025 eCIO 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%
11/5/2025 Hurlow Wealth Management Group Inc.6,188$279K0.1%-26.0%0.014%
11/5/2025 Spinnaker Trust4,630$209K0.0%-63.2%0.010%
11/3/2025Valeo Financial Advisors LLC8,321$375K0.0%-3.1%0.019%
10/29/2025 Grey Fox Wealth Advisors LLC4,500$203K0.0%N/A0.010%
10/28/2025 Mascoma Wealth Management LLC25,645$1.16M0.3%+6.2%0.058%
10/27/2025 Manning & Napier Advisors LLC1,701$77K0.0%N/A0.004%
10/27/2025 Quent 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%
10/3/2025 Horizons Wealth Management2,579$116K0.1%-8.0%0.006%
9/12/2025Valeo Financial Advisors LLC8,589$355K0.0%-46.9%0.019%
9/3/2025 American 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%
8/8/2025 eCIO 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%
8/4/2025 Spinnaker Trust12,583$520K0.0%+12.2%0.028%
7/22/2025Valeo Financial Advisors LLC8,589$355K0.0%-46.9%0.019%
7/22/2025 Mascoma Wealth Management LLC24,151$998K0.2%-10.6%0.054%
7/21/2025 Quent Capital LLC72,532$3.00M0.3%+17.7%0.163%
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%
6/6/2025 eCIO 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%
5/12/2025SouthState Corp2,198$84K0.0%N/A0.005%
5/9/2025Cary Street Partners Financial LLC21,018$807K0.0%+72.4%0.046%
5/8/2025TIAA Trust National Association2,443,797$93.87M0.3%+2.4%5.377%
5/8/2025Hurlow Wealth Management Group Inc.8,365$321K0.1%-38.1%0.018%
5/7/2025Pinnacle Wealth Management Advisory Group LLC6,972$268K0.0%+8.2%0.015%
5/7/2025MJT & Associates Financial Advisory Group Inc.1,460$56K0.1%N/A0.003%
5/7/2025Portland Global Advisors LLC16,895$649K0.1%-18.3%0.037%


ESML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESML shares?

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), Quent Capital LLC ($3.45M), and Quent Long Short Global Small Cap Fund LP ($3.45M).Learn more on iShares ESG Aware MSCI USA Small-Cap ETF's institutional investors.

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

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 ($495.22K), Quent Long Short Global Small Cap Fund LP ($74.95K), eCIO Inc. ($72.64K), Birchwood Financial Partners Inc. ($55.37K), Ferguson Wellman Capital Management Inc. ($30.72K), SVB Wealth LLC ($27.68K), and American Trust ($22.28K).

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

Institutional investors have bought a total of 504,764 shares in the last 24 months. This purchase volume represents approximately $21.96M in transactions.

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

Of the 28 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), Blue Edge Capital LLC ($31.26K), Whittier Trust Co. ($25K), Valeo Financial Advisors LLC ($15.42K), Spinnaker Trust ($7.95K), and Dunhill Financial LLC ($7.52K).

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

Institutional investors have sold a total of 584,862 shares in the last 24 months. This volume of shares sold represents approximately $24.87M in transactions.


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This page (BATS:ESML) was last updated on 5/5/2026 by MarketBeat.com Staff.
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