iShares ESG Aware MSCI USA SESMLETF
13F holders, Q1 2024 (March 31)369holders
$40.25avg. 13F price*
At the end of Q1 2024, 369 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings. The largest holders were Flputnam Investment Management Co. ($84.3M), Goldman Sachs Group Inc. ($77.6M) and Northern Trust Corp. ($76.3M).
- Company
- iShares ESG Aware MSCI USA S
- CUSIP
- 46435U663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $20.5M |
| Exits | 19 | $4.1M |
Ownership 369 holders
| Flputnam Investment Management Co. | 1.79% | Add +2.4% | 2,092,724 | $84.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.9% | 1,926,408 | $77.6M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 1,894,233 | $76.3M |
| Tiaa Trust, National Association | 0.23% | Add +5.1% | 1,850,235 | $74.5M |
| Bank of America Corp. | 0.01% | Add +373.1% | 1,765,165 | $71.1M |
| Creative Planning | 0.06% | Add +2.5% | 1,297,222 | $52.2M |
| Fiduciary Trust Co | 0.56% | Reduce -1.2% | 913,030 | $36.8M |
| FMR LLC | 0.00% | Add +49.4% | 875,748 | $35.3M |
| Vontobel Holding Ltd. | 0.26% | No change | 800,000 | $32.2M |
| M&T Bank Corp | 0.10% | Add +18.4% | 748,740 | $30.2M |
| Pathstone Holdings, LLC | 0.09% | Add +0.3% | 499,812 | $20.1M |
| Citizens Financial Group Inc. | 0.66% | Add +0.8% | 490,344 | $19.7M |
| Betterment LLC | 0.05% | Add +10.2% | 474,446 | $19.1M |
| Acorns Advisers, LLC | 0.21% | Add +2.9% | 471,969 | $19.0M |
| UBS Group AG | 0.01% | Reduce -0.3% | 457,751 | $18.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.2% | 447,106 | $18.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.0% | 418,616 | $16.9M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 403,320 | $16.2M |
| Sei Investments Co. | 0.02% | Add +27.8% | 382,014 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 369,086 | $14.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.8% | 347,743 | $14.0M |
| Accredited Investors Inc. | 0.89% | Reduce -1.6% | 342,186 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 301,743 | $12.3M |
| Sand Hill Global Advisors, LLC | 0.57% | Reduce -0.5% | 296,880 | $12.0M |
| SigFig Wealth Management, LLC | 0.39% | Add +12.2% | 260,886 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 252,211 | $10.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Add +3.0% | 250,781 | $10.1M |
| Modera Wealth Management, LLC | 0.15% | Add +4.0% | 236,824 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.9% | 210,716 | $8.5M |
| Savant Capital, LLC | 0.10% | Reduce -3.1% | 206,083 | $8.3M |
| LPL Financial LLC | 0.00% | Add +2.9% | 202,426 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.9% | 194,430 | $7.8M |
| Bailard, Inc. | 0.21% | Reduce -0.4% | 193,010 | $7.8M |
| HM Payson & Co. | 0.13% | Add +4633.2% | 178,206 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -4.1% | 173,818 | $7.0M |
| Wealth Architects, LLC | 0.82% | Add +0.5% | 154,194 | $6.2M |
| Franklin Resources Inc. | 0.00% | Reduce -5.3% | 152,088 | $6.1M |
| Litman Gregory Wealth Management LLC | 0.55% | Reduce -3.4% | 149,469 | $6.0M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -0.9% | 141,851 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +21.6% | 141,830 | $5.7M |
| BlackRock Inc. | 0.00% | Add +10.3% | 140,857 | $5.7M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -4.0% | 131,710 | $5.3M |
| Alaska Wealth Advisors, LLC | 0.73% | Add +19.6% | 120,622 | $4.9M |
| Mission Wealth Management, LP | 0.13% | Reduce -1.7% | 119,754 | $4.8M |
| Advisory Services Network, LLC | 0.10% | Add +10.9% | 115,864 | $4.7M |
| Parkside Advisors LLC | 1.17% | Add +3.1% | 112,602 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.1% | 110,628 | $4.5M |
| Wrapmanager Inc. | 1.21% | Reduce -29.3% | 108,177 | $4.4M |
| Krilogy Financial LLC | 0.33% | New | 106,579 | $4.3M |
| Ally Invest Advisors Inc. | 0.41% | Add +1.9% | 101,364 | $4.1M |
| Morningstar Investment Services LLC | 0.04% | Reduce -53.4% | 101,438 | $4.1M |
| Willow Creek Wealth Management Inc. | 0.44% | Reduce -3.4% | 92,707 | $3.7M |
| Mather Group, Llc. | 0.06% | Reduce -0.6% | 96,598 | $3.7M |
| Waverly Advisors, LLC | 0.08% | New | 89,349 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +5.6% | 88,997 | $3.6M |
| Bluestem Financial Advisors, LLC | 1.75% | Add +0.2% | 84,264 | $3.4M |
| RPg Family Wealth Advisory, LLC | 1.06% | Add +3.8% | 83,250 | $3.4M |
| Regatta Capital Group, LLC | 0.75% | Reduce -15.7% | 82,707 | $3.3M |
| Invera Wealth Advisors, LLC | 2.82% | Add +0.6% | 89,717 | $3.3M |
| Gradient Investments LLC | 0.08% | Add +4.0% | 81,540 | $3.3M |
| Moss Adams Wealth Advisors LLC | 0.52% | Reduce -3.9% | 80,227 | $3.2M |
| Dohj, LLC | 0.85% | Add +14.3% | 79,684 | $3.2M |
| Hill Island Financial LLC | 1.06% | Reduce -0.5% | 79,386 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -33.1% | 76,142 | $3.1M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 72,523 | $2.9M |
| Integris Wealth Management, LLC | 0.80% | Add +0.3% | 72,253 | $2.9M |
| Financial Advisors, LLC | 0.58% | Reduce -1.6% | 69,280 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +112.1% | 66,735 | $2.7M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -1.2% | 66,718 | $2.7M |
| Beacon Investment Advisory Services, Inc. | 0.11% | No change | 64,576 | $2.6M |
| Blue Edge Capital, LLC | 0.43% | Add +18.3% | 64,179 | $2.6M |
| Quent Capital, LLC | 0.30% | No change | 63,809 | $2.6M |
| Vision Capital Management, Inc. | 0.37% | Add +10.6% | 61,173 | $2.5M |
| IMPACTfolio, LLC | 1.49% | New | 61,135 | $2.5M |
| Asset Dedication, LLC | 0.18% | Reduce -3.0% | 60,289 | $2.4M |
| Charter Oak Capital Management, LLC | 0.25% | Reduce -0.6% | 58,887 | $2.4M |
| Harbour Investments, Inc. | 0.08% | Reduce -2.4% | 58,672 | $2.4M |
| Stewardship Advisors, LLC | 0.79% | Add +1.6% | 57,373 | $2.3M |
| Becker Capital Management Inc. | 0.08% | Add +30.0% | 56,786 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -7.5% | 56,020 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 55,556 | $2.2M |
| Apella Capital, LLC | 0.11% | Add +15.0% | 56,390 | $2.2M |
| Balanced Rock Investment Advisors LLC | 1.89% | Add +38.2% | 55,019 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +9.6% | 54,987 | $2.2M |
| Stephens Consulting, LLC | 0.67% | Add +1.1% | 54,457 | $2.2M |
| Omega Financial Group, LLC | 0.89% | Add +12.3% | 53,966 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.0% | 52,469 | $2.1M |
| Francis Financial, Inc. | 0.66% | Add +4.9% | 50,649 | $2.0M |
| Trilogy Capital Inc. | 0.11% | Add +7.6% | 49,397 | $2.0M |
| Laurel Wealth Planning LLC | 1.32% | Add +2.1% | 49,401 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.7% | 49,319 | $2.0M |
| Mariner, LLC | 0.00% | Add +230.0% | 48,087 | $1.9M |
| Hart & Patterson Financial Group LLC | 0.94% | Add +1.3% | 46,970 | $1.9M |
| CGN Advisors LLC | 0.24% | Add +5.8% | 46,817 | $1.9M |
| Haverford Trust Co | 0.02% | Add +13.2% | 46,591 | $1.9M |
| Crestone Asset Management LLC | 0.36% | Add +0.8% | 44,309 | $1.8M |
| Plum Street Advisors, LLC | 0.90% | Add +5.7% | 42,481 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.8% | 43,898 | $1.8M |
| Financial Connections Group, Inc. | 1.89% | Reduce -4.8% | 42,924 | $1.7M |
| Sage Financial Group Inc. | 0.15% | Add +2.2% | 40,570 | $1.6M |
"% of holder's portfolio" is ESML's weight in each manager's 13F, not the share of iShares ESG Aware MSCI USA S the manager owns.