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 |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 39,690 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.27% | Add +14.0% | 38,948 | $1.6M |
| Garde Capital, Inc. | 0.11% | Reduce -39.5% | 38,526 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +4.2% | 37,797 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.8% | 36,143 | $1.5M |
| Dunhill Financial, LLC | 1.07% | Reduce -18.8% | 35,871 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.3% | 36,881 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.3% | 33,759 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -2.0% | 30,634 | $1.2M |
| Mascoma Wealth Management LLC | 0.35% | Reduce -18.1% | 30,511 | $1.2M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -0.1% | 30,398 | $1.2M |
| Summit Wealth Group, LLC | 0.83% | Reduce -2.5% | 30,364 | $1.2M |
| Focus Partners Wealth | 0.01% | New | 29,647 | $1.2M |
| Addison Advisors LLC | 0.41% | Add +2.5% | 29,530 | $1.2M |
| Hilltop Wealth Advisors, LLC | 0.59% | New | 28,782 | $1.2M |
| Allworth Financial LP | 0.01% | Add +0.1% | 28,367 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 28,117 | $1.1M |
| Birchbrook, Inc. | 0.67% | Reduce -1.0% | 27,962 | $1.1M |
| Composition Wealth, LLC | 0.03% | Add +2.0% | 27,759 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.5% | 27,683 | $1.1M |
| Cambridge Financial Group, LLC | 0.53% | Add +0.3% | 27,590 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | Add +56.9% | 27,410 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +6.2% | 26,833 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -7.1% | 26,164 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.7% | 26,132 | $1.1M |
| Hardy Reed LLC | 0.13% | No change | 25,510 | $1.0M |
| Portfolio Strategies, Inc. | 0.07% | New | 25,510 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Add +1.8% | 25,363 | $1.0M |
| Raymond James Trust N.A. | 0.02% | No change | 25,323 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +30.1% | 24,720 | $995K |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 24,466 | $985K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +30.8% | 24,287 | $978K |
| Cranbrook Wealth Management, LLC | 0.24% | Add +1.8% | 23,997 | $966K |
| Topel & Distasi Wealth Management, LLC | 0.42% | Add +4.0% | 23,767 | $957K |
| Petix & Botte Co | 0.24% | New | 23,767 | $957K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +9.7% | 22,726 | $915K |
| Long Run Wealth Advisors, LLC | 0.24% | Reduce -2.1% | 22,655 | $912K |
| Brookstone Capital Management | 0.02% | Reduce -4.2% | 22,498 | $906K |
| WNY Asset Management, LLC | 0.14% | Add +3.8% | 22,399 | $902K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.7% | 22,288 | $898K |
| Captrust Financial Advisors | 0.00% | Add +22.5% | 21,886 | $881K |
| Commerce Bank | 0.01% | Reduce -7.5% | 21,706 | $874K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 21,499 | $866K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.31% | Add +21.8% | 21,441 | $863K |
| Pine Haven Investment Counsel, Inc | 0.76% | Add +3.0% | 21,358 | $860K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.1% | 21,319 | $859K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.1% | 21,319 | $859K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -5.6% | 22,045 | $839K |
| Cascade Financial Partners, LLC | 0.12% | — | 21,962 | $835K |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -21.0% | 20,573 | $828K |
| Portland Global Advisors LLC | 0.11% | Reduce -39.1% | 20,490 | $825K |
| Raymond James & Associates | 0.00% | Reduce -39.4% | 20,135 | $811K |
| Diversified Trust Co. | 0.02% | No change | 19,945 | $803K |
| Planning Alternatives Ltd. | 0.13% | Add +0.5% | 19,460 | $784K |
| Idaho Trust Co | 0.74% | New | 19,095 | $769K |
| Fingerlakes Wealth Management, Inc. | 0.74% | Add +9.2% | 19,095 | $769K |
| Aufman Associates Inc | 0.54% | Add +11.0% | 18,933 | $762K |
| Clarius Group, LLC | 0.05% | Add +0.0% | 18,652 | $751K |
| Bragg Financial Advisors, Inc | 0.03% | Add +5.4% | 18,345 | $739K |
| One Capital Management, LLC | 0.03% | No change | 18,326 | $738K |
| Bangor Savings Bank | 0.07% | Add +81.6% | 18,106 | $729K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.0% | 18,076 | $728K |
| One Day In July LLC | 0.10% | Add +2.4% | 17,901 | $721K |
| Northland Capital Management LLC | 0.50% | Add +6.1% | 17,900 | $721K |
| Towerpoint Wealth, LLC | 0.36% | Add +6.4% | 17,764 | $715K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -1.4% | 17,613 | $709K |
| Morgan Stanley | 0.00% | Add +4.5% | 17,505 | $705K |
| Curtis Advisory Group, LLC | 0.27% | Add +38.7% | 17,340 | $698K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -7.9% | 16,978 | $684K |
| RFG Advisory, LLC | 0.02% | Reduce -5.9% | 16,560 | $667K |
| Cwm, LLC | 0.00% | Reduce -12.5% | 16,371 | $659K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -4.5% | 16,037 | $646K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -0.6% | 15,590 | $628K |
| Cook Wealth, LLC | 0.38% | Add +33.2% | 16,431 | $627K |
| Bond & Devick Financial Network, Inc. | 0.34% | Add +0.3% | 15,428 | $621K |
| Shepherd Financial Partners LLC | 0.08% | Add +0.9% | 15,190 | $612K |
| Montecito Bank & Trust | 0.12% | Reduce -7.4% | 15,016 | $605K |
| Well Done, LLC | 0.12% | Reduce -44.9% | 15,000 | $604K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -4.4% | 14,963 | $603K |
| Round Rock Advisors LLC | 0.14% | Reduce -9.8% | 14,797 | $596K |
| Ramiah Investment Group | 0.56% | Add +14.7% | 14,761 | $594K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +34.9% | 14,243 | $574K |
| Fortis Capital Management LLC | 0.15% | Add +0.4% | 13,994 | $564K |
| Great Diamond Partners, LLC | 0.13% | Reduce -0.2% | 13,977 | $563K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 13,849 | $558K |
| BSW Wealth Partners | 0.09% | Add +11.0% | 13,775 | $555K |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.3% | 13,476 | $543K |
| Opes Wealth Management LLC | 0.12% | Add +0.3% | 13,331 | $537K |
| Hurlow Wealth Management Group, Inc. | 0.19% | No change | 13,040 | $525K |
| Boston Standard Wealth Management, LLC | 0.12% | Add +3.0% | 13,041 | $525K |
| Grand Wealth Management, LLC | 0.25% | Add +0.0% | 12,914 | $520K |
| TCWP LLC | 1.37% | Reduce -0.0% | 12,791 | $515K |
| Mgo One Seven LLC | 0.03% | No change | 12,792 | $515K |
| JNBA Financial Advisors | 0.05% | Reduce -5.6% | 12,787 | $515K |
| Mayport, LLC | 0.19% | No change | 12,540 | $505K |
| Pathway Financial Advisors LLC | 0.13% | No change | 12,274 | $494K |
| Friedenthal Financial | 0.29% | No change | 11,822 | $476K |
| VAUGHAN & Co SECURITIES, INC. | 0.30% | No change | 11,673 | $470K |
| Private Advisor Group, LLC | 0.00% | Add +6.3% | 11,626 | $468K |
| McClarren Financial Advisors, Inc. | 0.33% | Add +1.0% | 11,481 | $463K |
| One Wealth Advisors, LLC | 0.08% | Reduce -1.9% | 11,259 | $453K |
| Diversify Advisory Services, LLC | 0.03% | — | 11,159 | $444K |
| Concord Wealth Partners | 0.08% | Reduce -20.6% | 10,888 | $438K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 10,882 | $438K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,735 | $432K |
| NewEdge Wealth, LLC | 0.01% | Reduce -47.3% | 11,318 | $432K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.7% | 10,437 | $420K |
| Riverwater Partners LLC | 0.31% | Add +0.4% | 10,407 | $419K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +2.1% | 10,352 | $417K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -9.0% | 10,310 | $415K |
| Sax Wealth Advisors, LLC | 0.05% | Add +2.7% | 10,279 | $414K |
| Roberts Financial Services LLC | 0.08% | Add +0.1% | 9,961 | $401K |
| American Trust | 0.03% | Add +7.5% | 9,857 | $397K |
| Strategic Wealth Partners Group, LLC | 0.04% | Reduce -2.5% | 9,533 | $384K |
| Truefg, LLC | 0.14% | Reduce -0.9% | 9,416 | $379K |
| Savvy Advisors, Inc. | 0.22% | No change | 9,387 | $378K |
| Brewster Financial Planning LLC | 0.32% | No change | 9,354 | $377K |
| Spinnaker Trust | 0.02% | Reduce -1.8% | 9,320 | $375K |
| Focus Financial Network, Inc. | 0.02% | — | 9,985 | $369K |
| 1ST Source Bank | 0.02% | Add +7.9% | 9,095 | $366K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -0.0% | 9,070 | $365K |
| Mokosak Advisory Group, LLC | 0.12% | Reduce -15.4% | 9,024 | $363K |
| Opal Wealth Advisors, LLC | 0.12% | Add +2.5% | 8,906 | $359K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 8,889 | $358K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.2% | 8,846 | $356K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +8.6% | 8,831 | $356K |
| BLB&B Advisors, LLC | 0.02% | Reduce -15.7% | 8,659 | $349K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.7% | 8,610 | $347K |
| Obsidian Cio, LLC | 0.09% | Add +8.0% | 8,583 | $346K |
| Carr Financial Group Corp | 0.11% | No change | 8,552 | $344K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.4% | 8,431 | $340K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -4.0% | 8,430 | $339K |
| Harbor Group, Inc. | 0.09% | Reduce -0.8% | 8,379 | $337K |
| West Coast Financial LLC | 0.04% | Add +1.6% | 8,281 | $333K |
| Concord Asset Management, LLC | 0.08% | Reduce -19.2% | 7,970 | $321K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.1% | 7,870 | $317K |
| Stokes Family Office, LLC | 0.04% | No change | 7,850 | $316K |
| PrairieView Partners, LLC | 0.04% | Reduce -0.6% | 7,606 | $307K |
| SWS Partners | 0.09% | Add +13.1% | 7,550 | $304K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -9.0% | 7,537 | $304K |
| Pinnacle Associates Ltd. | 0.00% | Add +2.4% | 7,533 | $303K |
| Hills Bank & Trust Co | 0.03% | Add +0.0% | 7,519 | $303K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.4% | 7,505 | $302K |
| SVB Wealth LLC | 0.01% | Reduce -47.5% | 7,477 | $301K |
| United Asset Strategies, Inc. | 0.03% | New | 7,436 | $299K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 7,409 | $298K |
| Capital Analysts, LLC | 0.01% | Reduce -1.3% | 7,404 | $298K |
| Flagstar Securities, Inc. | 0.08% | Add +0.3% | 7,395 | $298K |
| Johnson Financial Group, LLC | 0.04% | No change | 7,359 | $296K |
| Emergent Wealth Advisors, LLC | 0.26% | New | 7,346 | $296K |
| Equitable Holdings, Inc. | 0.00% | Add +19.3% | 7,301 | $294K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.9% | 7,144 | $288K |
| Seeds Investor LLC | 0.26% | Add +34.9% | 7,111 | $286K |
| NorthRock Partners, LLC | 0.01% | Reduce -41.8% | 7,097 | $286K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Add +0.1% | 7,058 | $284K |
| Wells Financial Advisors INC | 0.19% | Reduce -0.6% | 6,955 | $280K |
| Falcon Wealth Planning | 0.04% | Add +8.8% | 6,850 | $276K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,839 | $275K |
| BBJS Financial Advisors, LLC | 0.10% | Add +2.2% | 6,819 | $275K |
| Farmers National Bank | 0.08% | New | 6,813 | $274K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -3.7% | 6,810 | $274K |
| Stordahl Capital Management, Inc. | 0.07% | Add +0.6% | 6,734 | $271K |
| CWS Financial Advisors, LLC | 0.11% | Add +0.2% | 6,732 | $271K |
| Trust Co | 0.03% | Add +10.1% | 6,572 | $265K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -71.3% | 6,466 | $260K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 6,436 | $259K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 6,408 | $258K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.3% | 6,340 | $255K |
| Moller Wealth Partners | 0.07% | Add +1.5% | 6,260 | $252K |
| Morton Brown Family Wealth, LLC | 0.10% | Add +1.9% | 6,248 | $252K |
| Founders Financial Securities LLC | 0.03% | Add +0.7% | 6,239 | $251K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 6,222 | $251K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +10.4% | 6,189 | $249K |
| Wade Financial Advisory, Inc | 0.09% | Reduce -44.6% | 6,178 | $249K |
| Shira Ridge Wealth Management | 0.14% | Add +7.3% | 6,166 | $248K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 6,075 | $245K |
| Foster Group, Inc. | 0.01% | New | 6,043 | $243K |
| Peak Financial Management, Inc. | 0.08% | Add +3.0% | 6,024 | $243K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.6% | 6,087 | $242K |
| &partners | 0.03% | New | 6,019 | $242K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -55.3% | 5,844 | $235K |
| GTS Securities LLC | 0.01% | New | 5,690 | $229K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.4% | 5,650 | $228K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 5,614 | $226K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 5,595 | $225K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.6% | 5,543 | $223K |
| Aaron Wealth Advisors LLC | 0.03% | Add +3.4% | 5,466 | $220K |
| Values Added Financial LLC | 0.17% | No change | 5,449 | $219K |
| Morris Financial Concepts, Inc. | 0.11% | Add +43.9% | 5,390 | $217K |
| Kades & Cheifetz LLC | 0.14% | Add +0.3% | 5,336 | $215K |
| Members Trust Co | 0.01% | Reduce -1.8% | 5,283 | $213K |
| Assetmark, Inc. | 0.00% | Reduce -27.2% | 5,268 | $212K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,263 | $212K |
| Nottingham Advisors, Inc. | 0.03% | New | 5,262 | $212K |
| Lincoln National Corp. | 0.00% | Reduce -1.8% | 5,193 | $209K |
| ProVise Management Group, LLC | 0.02% | New | 5,187 | $209K |
| Viewpoint Capital Management LLC | 0.13% | New | 5,000 | $201K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -12.5% | 4,950 | $199K |
| Horizons Wealth Management | 0.13% | No change | 5,127 | $195K |
| Tortoise Investment Management, LLC | 0.02% | Add +0.6% | 4,314 | $174K |
| Continuum Advisory, LLC | 0.02% | New | 4,234 | $166K |
| Carolina Wealth Advisors, LLC | 0.09% | No change | 4,044 | $163K |
| Clearstead Advisors, LLC | 0.01% | No change | 3,813 | $150K |
| First Pacific Financial | 0.04% | Reduce -3.0% | 3,613 | $146K |
| CoreCap Advisors, LLC | 0.01% | New | 3,449 | $139K |
| UMB Bank, n.a. | 0.00% | No change | 3,306 | $133K |
| Keener Financial Planning LLC | 0.09% | No change | 3,284 | $133K |
| Private Capital Management LLC | 0.03% | No change | 3,220 | $130K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.3% | 3,162 | $127K |
| American Capital Advisory, LLC | 0.09% | Reduce -31.1% | 3,162 | $107K |
| GoalVest Advisory LLC | 0.03% | No change | 2,559 | $103K |
| Operose Advisors LLC | 0.03% | Add +0.2% | 2,466 | $99K |
| Comerica Bank | 0.00% | Add +0.3% | 2,462 | $99K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 2,080 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 1,941 | $78K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.2% | 1,829 | $74K |
| 4Thought Financial Group Inc. | 0.05% | Add +59.6% | 1,760 | $71K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.9% | 1,647 | $66K |
| Voisard Asset Management Group, Inc. | 0.04% | No change | 1,587 | $64K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,536 | $62K |
| Investors Research Corp | 0.01% | No change | 1,526 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 1,473 | $59K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -58.3% | 1,248 | $50K |
| US Bancorp \de | 0.00% | Reduce -7.8% | 1,201 | $48K |
| Signaturefd, LLC | 0.00% | Add +34.8% | 1,119 | $45K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 1,106 | $45K |
| Ancora Advisors LLC | 0.00% | New | 950 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $37K |
| Your Advocates Ltd., LLP | 0.02% | No change | 888 | $36K |
| Global Retirement Partners, LLC | 0.00% | Add +3.1% | 833 | $34K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -98.7% | 881 | $33K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 823 | $33K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +150.0% | 720 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.3% | 719 | $29K |
| Spire Wealth Management | 0.00% | No change | 634 | $26K |
| LGT Financial Advisors LLC | 0.02% | Add +0.2% | 523 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 542 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 490 | $20K |
| Covestor Ltd | 0.01% | Reduce -13.9% | 438 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 424 | $17K |
| Bank of Montreal | 0.00% | No change | 397 | $16K |
| Archer Investment Corp | 0.00% | No change | 361 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 307 | $12K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 285 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 267 | $11K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +42.7% | 254 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 184 | $7K |
| Gen-Wealth Partners Inc | 0.00% | — | 180 | $7K |
| Centerpoint Advisors, LLC | 0.00% | Add +22.9% | 172 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 183 | $7K |
| Dagco, Inc. | 0.00% | New | 164 | $7K |
| CENTRAL TRUST Co | 0.00% | New | 155 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 141 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 141 | $5K |
| Centennial Bank | 0.00% | No change | 100 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 98 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 58 | $2K |
| Community Bank, N.A. | 0.00% | Add +45.7% | 51 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -72.7% | 30 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $846 |
| Ruedi Wealth Management, Inc. | 0.00% | Add +122.2% | 20 | $818 |
| Glassman Wealth Services | 0.00% | No change | 1 | $40 |
"% 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.