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

$53.79 +0.38 (+0.71%)

Closing price 09/11/2026 04:10 PM Eastern

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$53.79 0.00 (0.00%)

As of 09/11/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $17.28M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $7.97M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Blue Edge Capital LLC	27,866	$1.56M	0.2%	+20.3%	0.062%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	3,589	$201K	0.0%	-15.9%	0.008%
8/23/2026	Operose Advisors LLC	1,101	$62K	0.0%	+41.7%	0.002%
8/21/2026	Continuum Advisory LLC	5,013	$280K	0.0%	-6.6%	0.011%
7/9/2026	Valeo Financial Advisors LLC	3,757	$210K	0.0%	N/A	0.008%
7/8/2026	Ryan Investment Management Inc.	6,546	$366K	0.2%	+11.5%	0.015%
6/3/2026	Parallel Advisors LLC	19,044	$895K	0.0%	-11.2%	0.043%
6/2/2026	Blue Edge Capital LLC	23,172	$1.09M	0.1%	+1.1%	0.052%
5/13/2026	Aureus Asset Management LLC	7,800	$367K	0.0%	N/A	0.017%
5/7/2026	Parallel Advisors LLC	19,044	$895K	0.0%	-11.2%	0.043%
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5/6/2026	Birchwood Financial Partners Inc.	99,013	$4.66M	4.5%	+78.8%	0.222%
5/5/2026	Sherman Asset Management Inc.	3,307	$155K	0.1%	+34.6%	0.007%
5/1/2026	Ferguson Wellman Capital Management Inc.	30,724	$1.45M	0.0%	N/A	0.069%
5/1/2026	American Trust	14,342	$674K	0.1%	-7.4%	0.032%
5/1/2026	Mascoma Wealth Management LLC	24,457	$1.15M	0.2%	-8.3%	0.055%
5/1/2026	Manning & Napier Advisors LLC	2,518	$118K	0.0%	-12.8%	0.006%
4/30/2026	Your Advocates Ltd. LLP	940	$44K	0.0%	+99.2%	0.002%
4/28/2026	Whittier Trust Co.	6,201	$296K	0.0%	-80.1%	0.014%
4/21/2026	Pinnacle Wealth Management Advisory Group LLC	4,270	$201K	0.0%	N/A	0.010%
4/21/2026	Morton Brown Family Wealth LLC	5,562	$262K	0.1%	-7.7%	0.012%
4/17/2026	AdvisorNet Financial Inc	3,830	$180K	0.0%	-20.8%	0.009%
3/6/2026	Union Savings Bank	1,827	$84K	0.0%	N/A	0.004%
2/19/2026	Birchwood Financial Partners Inc.	55,371	$2.55M	2.5%	N/A	0.124%
2/18/2026	American Trust	15,492	$712K	0.1%	+5.7%	0.035%
2/17/2026	Advisory Services Network LLC	112,812	$5.19M	0.1%	+1.7%	0.253%
2/17/2026	Captrust Financial Advisors	32,975	$1.52M	0.0%	+15.5%	0.074%
2/16/2026	Cornerstone Financial Management LLC	8,504	$391K	0.4%	N/A	0.019%
2/11/2026	Dorsey & Whitney Trust CO LLC	25,496	$1.17M	0.1%	+6.3%	0.057%
2/11/2026	TIAA Trust National Association	2,150,087	$99.39M	0.2%	-3.4%	4.821%
2/11/2026	Aufman Associates Inc	22,260	$1.02M	0.5%	+5.9%	0.050%
2/11/2026	Parallel Advisors LLC	21,443	$986K	0.0%	-1.5%	0.048%
2/11/2026	Continuum Advisory LLC	4,658	$214K	0.0%	N/A	0.010%
2/10/2026	One Capital Management LLC	30,311	$1.39M	0.0%	+115.4%	0.068%
2/10/2026	Operose Advisors LLC	777	$36K	0.0%	+145.9%	0.002%
2/5/2026	Sherman Asset Management Inc.	2,456	$113K	0.1%	+80.3%	0.006%
2/5/2026	Western Wealth Management LLC	7,915	$364K	0.0%	+4.5%	0.018%
2/4/2026	Mascoma Wealth Management LLC	26,670	$1.23M	0.3%	+4.0%	0.060%
2/3/2026	Manning & Napier Advisors LLC	2,889	$133K	0.0%	+69.8%	0.006%
2/3/2026	Crestwood Advisors Group LLC	60,721	$2.79M	0.0%	+0.4%	0.136%
2/2/2026	Horizon Investments LLC	4,118	$189K	0.0%	-21.7%	0.009%
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1/29/2026	ST Germain D J Co. Inc.	6,834	$314K	0.0%	+5.0%	0.015%
1/29/2026	Quent Capital LLC	74,954	$3.45M	0.2%	+1.4%	0.168%
1/28/2026	Quent Long Short Global Small Cap Fund LP	74,954	$3.45M	0.3%	N/A	0.168%
1/28/2026	Morton Brown Family Wealth LLC	6,023	$277K	0.1%	+10.4%	0.014%
1/27/2026	First Horizon Corp	3,862	$178K	0.0%	N/A	0.009%
1/23/2026	Farther Finance Advisors LLC	16,789	$772K	0.0%	+85.9%	0.038%
1/21/2026	Flagship Harbor Advisors LLC	3,990	$183K	0.0%	N/A	0.009%
1/20/2026	eCIO Inc.	71,501	$3.29M	1.5%	-1.6%	0.160%
1/12/2026	Ryan Investment Management Inc.	5,873	$270K	0.1%	-26.9%	0.013%
1/5/2026	GoalVest Advisory LLC	659	$30K	0.0%	-77.9%	0.001%
1/1/2026	JPMorgan Chase & Co.	59,873	$2.70M	0.0%	+7.0%	0.134%
11/17/2025	American Trust	14,656	$661K	0.1%	+4.5%	0.033%
11/17/2025	Flow Traders U.S. LLC	18,190	$820K	0.0%	N/A	0.041%
11/17/2025	Ameriprise Financial Inc.	497,407	$22.47M	0.0%	-6.6%	1.115%
11/14/2025	One Capital Management LLC	14,069	$634K	0.0%	-6.8%	0.032%
11/13/2025	Russell Investments Group Ltd.	739	$33K	0.0%	-26.1%	0.002%
11/13/2025	Parallel Advisors LLC	21,763	$981K	0.0%	+1.9%	0.049%
11/13/2025	Ameriflex Group Inc.	602	$27K	0.0%	+100.0%	0.001%
11/12/2025	eCIO Inc.	72,635	$3.27M	1.2%	+7.9%	0.163%
11/12/2025	Aufman Associates Inc	21,024	$948K	0.5%	+5.8%	0.047%
11/12/2025	Dunhill Financial LLC	14,168	$639K	0.2%	-34.7%	0.032%
11/12/2025	TIAA Trust National Association	2,225,333	$100.18M	0.2%	+1.1%	4.990%
11/10/2025	Rossby Financial LCC	919	$42K	0.0%	+242.9%	0.002%
11/7/2025	Crestwood Advisors Group LLC	60,485	$2.73M	0.0%	+0.5%	0.136%
11/7/2025	JPMorgan Chase & Co.	59,873	$2.70M	0.0%	+7.0%	0.134%
11/5/2025	Hurlow Wealth Management Group Inc.	6,188	$279K	0.1%	-26.0%	0.014%
11/5/2025	Spinnaker Trust	4,630	$209K	0.0%	-63.2%	0.010%
11/3/2025	Valeo Financial Advisors LLC	8,321	$375K	0.0%	-3.1%	0.019%
10/29/2025	Grey Fox Wealth Advisors LLC	4,500	$203K	0.0%	N/A	0.010%
10/28/2025	Mascoma Wealth Management LLC	25,645	$1.16M	0.3%	+6.2%	0.058%
10/27/2025	Manning & Napier Advisors LLC	1,701	$77K	0.0%	N/A	0.004%
10/27/2025	Quent Capital LLC	73,883	$3.33M	0.3%	+1.9%	0.166%
10/14/2025	Farther Finance Advisors LLC	9,032	$407K	0.0%	+79.9%	0.020%
10/9/2025	Kennebec Savings Bank	1,099	$50K	0.0%	-18.4%	0.002%
10/7/2025	Montecito Bank & Trust	9,370	$422K	0.1%	N/A	0.021%
10/7/2025	Carolina Wealth Advisors LLC	3,089	$139K	0.1%	-7.6%	0.007%
10/3/2025	Horizons Wealth Management	2,579	$116K	0.1%	-8.0%	0.006%
9/12/2025	Valeo Financial Advisors LLC	8,589	$355K	0.0%	-46.9%	0.019%
9/3/2025	American Trust	14,020	$579K	0.1%	N/A	0.031%
8/15/2025	Blue Edge Capital LLC	24,445	$1.01M	0.2%	-38.3%	0.055%
8/15/2025	Ameriprise Financial Inc.	532,550	$22.08M	0.0%	-17.0%	1.194%
8/13/2025	Baird Financial Group Inc.	20,074	$830K	0.0%	-1.4%	0.045%
8/13/2025	Russell Investments Group Ltd.	1,000	$41K	0.0%	-36.1%	0.002%
8/12/2025	Farmers National Bank	10,276	$425K	0.1%	+14.2%	0.023%
8/12/2025	JPMorgan Chase & Co.	55,960	$2.31M	0.0%	-2.4%	0.125%
8/11/2025	Dorsey & Whitney Trust CO LLC	19,996	$826K	0.0%	-7.1%	0.045%
8/11/2025	Western Wealth Management LLC	7,576	$313K	0.0%	N/A	0.017%
8/8/2025	eCIO Inc.	67,340	$2.78M	1.2%	+83.2%	0.151%
8/5/2025	Crestwood Advisors Group LLC	60,172	$2.49M	0.0%	+2.5%	0.135%
8/5/2025	TIAA Trust National Association	2,200,075	$90.90M	0.2%	-10.0%	4.933%
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8/4/2025	Spinnaker Trust	12,583	$520K	0.0%	+12.2%	0.028%
7/22/2025	Valeo Financial Advisors LLC	8,589	$355K	0.0%	-46.9%	0.019%
7/22/2025	Mascoma Wealth Management LLC	24,151	$998K	0.2%	-10.6%	0.054%
7/21/2025	Quent Capital LLC	72,532	$3.00M	0.3%	+17.7%	0.163%
7/18/2025	MJT & Associates Financial Advisory Group Inc.	1,117	$46K	0.1%	-23.5%	0.003%
7/16/2025	ST Germain D J Co. Inc.	6,511	$269K	0.0%	N/A	0.015%
7/16/2025	MJT & Associates Financial Advisory Group Inc.	1,117	$46K	0.1%	-23.5%	0.003%
7/14/2025	AdvisorNet Financial Inc	4,497	$186K	0.0%	-20.7%	0.010%
7/11/2025	Farther Finance Advisors LLC	5,021	$208K	0.0%	+12.2%	0.011%
7/10/2025	Ryan Investment Management Inc.	8,029	$332K	0.2%	N/A	0.018%

ESML Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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), Advisory Services Network LLC ($5.19M), Parkside Advisors LLC ($4.77M), Birchwood Financial Partners Inc. ($4.66M), 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.

Of the 62 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 ($113.58K), 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 373,314 shares in the last 24 months. This purchase volume represents approximately $17.28M in transactions.

Of the 24 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 ($75.25K), Ameriprise Financial Inc. ($35.14K), Whittier Trust Co. ($25K), Spinnaker Trust ($7.95K), Dunhill Financial LLC ($7.52K), Parallel Advisors LLC ($5.12K), and GoalVest Advisory LLC ($2.33K).

Institutional investors have sold a total of 173,437 shares in the last 24 months. This volume of shares sold represents approximately $7.97M in transactions.

Related Companies

Institutional ownership data for BATS:ESML is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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

ESML Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA Small-Cap ETF Major Shareholders & Ownership History

ESML Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

ESML Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA Small-Cap ETF Major Shareholders & Ownership History

ESML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESML shares?

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

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

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

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

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