iShares ESG Aware MSCI USA SESMLETF
13F holders, Q2 2024 (June 30)369holders
21new positions
24sold out
2famous investors
$38.51avg. 13F price*
At the end of Q2 2024, 369 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, unchanged from Q1 2024. 21 opened new positions and 24 sold out. The largest holders were Tiaa Trust, National Association ($82.2M), Flputnam Investment Management Co. ($78.0M) and Northern Trust Corp. ($77.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.2M |
| Exits | 24 | $11.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,899,037 shares bought and 1,126,499 shares sold, net +1,772,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Tiaa Trust, National Association | 0.25% | Add +15.8% | 2,142,789 | $82.2M |
| Flputnam Investment Management Co. | 1.46% | Reduce -3.1% | 2,026,937 | $78.0M |
| Northern Trust Corp. | 0.01% | Add +6.0% | 2,006,931 | $77.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.0% | 1,810,360 | $69.7M |
| Bank of America Corp. | 0.01% | Reduce -2.1% | 1,728,072 | $66.5M |
| Betterment LLC | 0.14% | Add +189.9% | 1,375,401 | $53.0M |
| Creative Planning | 0.06% | Add +4.6% | 1,357,146 | $52.3M |
| FMR LLC | 0.00% | Add +44.4% | 1,264,364 | $48.7M |
| Fiduciary Trust Co | 0.53% | Add +0.8% | 919,963 | $35.4M |
| Vontobel Holding Ltd. | 0.10% | No change | 800,000 | $30.8M |
| M&T Bank Corp | 0.10% | Add +2.3% | 766,109 | $29.5M |
| BlackRock Inc. | 0.00% | Add +326.7% | 601,036 | $23.1M |
| Pathstone Holdings, LLC | 0.10% | Add +9.3% | 546,568 | $21.0M |
| Acorns Advisers, LLC | 0.21% | Add +7.5% | 507,135 | $19.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.2% | 446,074 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 421,779 | $16.2M |
| UBS Group AG | 0.01% | Reduce -8.2% | 420,285 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.0% | 401,953 | $15.5M |
| Sei Investments Co. | 0.02% | Add +3.0% | 393,680 | $15.2M |
| Citizens Financial Group Inc. | 0.33% | Reduce -21.9% | 382,698 | $14.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 362,757 | $14.0M |
| Accredited Investors Inc. | 0.81% | Reduce -1.1% | 338,283 | $13.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -9.2% | 315,623 | $12.2M |
| Sand Hill Global Advisors, LLC | 0.52% | Reduce -0.5% | 295,534 | $11.4M |
| SigFig Wealth Management, LLC | 0.42% | Add +12.2% | 292,665 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 290,289 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 250,228 | $9.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -2.7% | 244,069 | $9.4M |
| Modera Wealth Management, LLC | 0.14% | Add +2.7% | 243,299 | $9.4M |
| Savant Capital, LLC | 0.08% | Add +5.3% | 216,924 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.5% | 203,271 | $7.8M |
| Wealth Architects, LLC | 0.95% | Add +31.3% | 202,483 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 201,347 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.2% | 196,837 | $7.6M |
| Bailard, Inc. | 0.20% | Reduce -1.7% | 189,672 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 177,619 | $6.8M |
| EP Wealth Advisors, LLC | 0.07% | Add +21.6% | 172,538 | $6.6M |
| Litman Gregory Wealth Management LLC | 0.53% | Add +3.6% | 154,800 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +8.8% | 154,361 | $5.9M |
| HM Payson & Co. | 0.09% | Reduce -25.6% | 132,632 | $5.1M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -1.7% | 129,415 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Add +2.0% | 118,241 | $4.6M |
| Parkside Advisors LLC | 1.13% | Add +1.8% | 114,604 | $4.4M |
| Mission Wealth Management, LP | 0.12% | Reduce -5.6% | 113,047 | $4.4M |
| Alaska Wealth Advisors, LLC | 0.67% | Reduce -6.4% | 112,891 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.9% | 112,693 | $4.3M |
| Wrapmanager Inc. | 1.15% | Add +0.3% | 108,539 | $4.2M |
| Mather Group, Llc. | 0.05% | Add +7.0% | 103,398 | $4.2M |
| Ally Invest Advisors Inc. | 0.39% | Add +5.0% | 106,438 | $4.1M |
| Willow Creek Wealth Management Inc. | 0.41% | Add +1.4% | 94,038 | $3.6M |
| Morningstar Investment Services LLC | 0.04% | Reduce -6.8% | 94,517 | $3.6M |
| Invera Wealth Advisors, LLC | 3.68% | Add +1.1% | 90,727 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +86.6% | 92,023 | $3.5M |
| Bluestem Financial Advisors, LLC | 1.76% | Add +7.0% | 90,207 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +1.0% | 89,909 | $3.5M |
| Dohj, LLC | 0.82% | Add +6.7% | 85,055 | $3.3M |
| Gradient Investments LLC | 0.07% | Add +1.9% | 83,065 | $3.2M |
| Hill Island Financial LLC | 1.02% | Add +2.3% | 81,207 | $3.1M |
| Regatta Capital Group, LLC | 0.67% | Reduce -2.1% | 80,959 | $3.1M |
| Moss Adams Wealth Advisors LLC | 0.43% | Add +0.7% | 80,806 | $3.1M |
| Corient Private Wealth LP | 0.01% | Add +4.7% | 75,945 | $2.9M |
| Integris Wealth Management, LLC | 0.81% | Add +1.2% | 73,128 | $2.8M |
| Krilogy Financial LLC | 0.20% | Reduce -35.5% | 68,709 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -10.0% | 68,505 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 67,657 | $2.6M |
| Financial Advisors, LLC | 0.53% | Reduce -3.3% | 66,965 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.1% | 66,650 | $2.6M |
| Blue Edge Capital, LLC | 0.41% | Add +0.9% | 64,751 | $2.5M |
| Beacon Investment Advisory Services, Inc. | 0.11% | No change | 64,576 | $2.5M |
| Waverly Advisors, LLC | 0.05% | Reduce -28.9% | 63,493 | $2.4M |
| Asset Dedication, LLC | 0.17% | Add +4.4% | 62,925 | $2.4M |
| Stewardship Advisors, LLC | 0.79% | Add +8.6% | 62,281 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +11.6% | 61,348 | $2.4M |
| Harbour Investments, Inc. | 0.08% | Add +2.9% | 60,364 | $2.3M |
| Charter Oak Capital Management, LLC | 0.24% | Add +1.7% | 59,890 | $2.3M |
| Mariner, LLC | 0.00% | Add +24.4% | 59,795 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +735.5% | 59,691 | $2.3M |
| IMPACTfolio, LLC | 1.28% | Reduce -2.7% | 59,465 | $2.3M |
| Quent Capital, LLC | 0.25% | Reduce -7.4% | 59,082 | $2.3M |
| Vision Capital Management, Inc. | 0.33% | Reduce -4.7% | 58,330 | $2.2M |
| Stephens Consulting, LLC | 0.63% | Add +4.7% | 56,998 | $2.2M |
| Apella Capital, LLC | 0.10% | Add +2.1% | 57,556 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 56,580 | $2.2M |
| Balanced Rock Investment Advisors LLC | 1.83% | Add +2.7% | 56,527 | $2.2M |
| Omega Financial Group, LLC | 0.87% | Add +2.9% | 55,542 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Reduce -2.3% | 55,506 | $2.1M |
| Francis Financial, Inc. | 0.65% | Add +9.2% | 55,312 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -1.4% | 55,245 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 54,504 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -65.2% | 52,901 | $2.0M |
| Laurel Wealth Planning LLC | 1.37% | Add +3.7% | 51,244 | $2.0M |
| CGN Advisors LLC | 0.22% | Add +6.2% | 49,700 | $1.9M |
| Trilogy Capital Inc. | 0.10% | Reduce -0.9% | 48,944 | $1.9M |
| Hart & Patterson Financial Group LLC | 0.87% | Reduce -2.7% | 45,695 | $1.8M |
| Sage Financial Group Inc. | 0.14% | Add +6.9% | 43,381 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +28.5% | 43,367 | $1.7M |
| Financial Connections Group, Inc. | 0.85% | Reduce -1.1% | 42,470 | $1.6M |
| Plum Street Advisors, LLC | 0.94% | Reduce -1.6% | 41,788 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +3.8% | 39,245 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -2.5% | 35,974 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -3.0% | 38,508 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -15.0% | 37,329 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.8% | 37,167 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.24% | Reduce -5.7% | 36,729 | $1.4M |
| Garde Capital, Inc. | 0.10% | Reduce -7.7% | 35,572 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +32.6% | 34,695 | $1.3M |
| Addison Advisors LLC | 0.42% | Add +15.5% | 34,100 | $1.3M |
| Dunhill Financial, LLC | 0.81% | Reduce -5.0% | 34,087 | $1.3M |
| Haverford Trust Co | 0.01% | Reduce -29.8% | 32,719 | $1.3M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.2M |
| Allworth Financial LP | 0.01% | Add +4.7% | 29,712 | $1.2M |
| Bell Investment Advisors, Inc | 0.23% | Add +2.1% | 31,045 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +1.4% | 30,075 | $1.2M |
| Summit Wealth Group, LLC | 0.34% | Reduce -3.4% | 29,348 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 29,101 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.2% | 28,542 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +17.5% | 28,538 | $1.1M |
| Composition Wealth, LLC | 0.03% | Add +0.5% | 27,893 | $1.1M |
| Hilltop Wealth Advisors, LLC | 0.54% | Reduce -3.2% | 27,850 | $1.1M |
| Birchbrook, Inc. | 0.63% | Reduce -2.3% | 27,321 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.6% | 27,229 | $1.0M |
| Cambridge Financial Group, LLC | 0.47% | Reduce -3.3% | 26,683 | $1.0M |
| CW Advisors, LLC | 0.02% | Reduce -13.6% | 26,466 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +6.7% | 26,381 | $1.0M |
| Hardy Reed LLC | 0.10% | No change | 25,510 | $982K |
| Mascoma Wealth Management LLC | 0.26% | Reduce -16.5% | 25,464 | $980K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 25,431 | $979K |
| Raymond James Trust N.A. | 0.02% | No change | 25,323 | $975K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.4% | 24,996 | $962K |
| Cranbrook Wealth Management, LLC | 0.23% | Add +1.8% | 24,418 | $940K |
| Brookstone Capital Management | 0.02% | Reduce -0.0% | 22,494 | $925K |
| Topel & Distasi Wealth Management, LLC | 0.40% | Add +0.1% | 23,802 | $916K |
| Pine Haven Investment Counsel, Inc | 0.75% | Add +5.4% | 22,519 | $867K |
| WNY Asset Management, LLC | 0.11% | Add +0.2% | 22,451 | $864K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +30.4% | 22,138 | $852K |
| Cascade Financial Partners, LLC | 0.11% | No change | 21,962 | $846K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 21,947 | $845K |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 21,944 | $845K |
| Towerpoint Wealth, LLC | 0.42% | Add +23.1% | 21,872 | $842K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 21,516 | $828K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.23% | No change | 21,441 | $825K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.9% | 20,758 | $799K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -9.3% | 20,615 | $794K |
| Portland Global Advisors LLC | 0.11% | Add +0.5% | 20,590 | $793K |
| Planning Alternatives Ltd. | 0.13% | Add +5.0% | 20,432 | $787K |
| Commerce Bank | 0.01% | Reduce -6.9% | 20,201 | $778K |
| Long Run Wealth Advisors, LLC | 0.19% | Reduce -12.1% | 19,909 | $766K |
| Affinity Capital Advisors, LLC | 0.16% | Reduce -3.8% | 19,792 | $762K |
| Diversified Trust Co. | 0.02% | Reduce -1.0% | 19,745 | $760K |
| Fingerlakes Wealth Management, Inc. | 0.66% | Reduce -0.7% | 18,970 | $730K |
| Bragg Financial Advisors, Inc | 0.03% | Add +2.8% | 18,863 | $726K |
| Clarius Group, LLC | 0.05% | Add +0.3% | 18,706 | $720K |
| Aufman Associates Inc | 0.51% | Reduce -1.6% | 18,628 | $717K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.7% | 18,621 | $717K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.7% | 18,621 | $717K |
| One Capital Management, LLC | 0.02% | Add +1.6% | 18,617 | $717K |
| Bangor Savings Bank | 0.07% | Add +0.1% | 18,125 | $698K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.0% | 18,075 | $696K |
| Morgan Stanley | 0.00% | Reduce -1.5% | 17,236 | $664K |
| Sax Wealth Advisors, LLC | 0.06% | Add +66.0% | 17,065 | $657K |
| Curtis Advisory Group, LLC | 0.23% | Reduce -1.7% | 17,045 | $656K |
| Cwm, LLC | 0.00% | Add +3.9% | 17,005 | $655K |
| Raymond James & Associates | 0.00% | Reduce -15.6% | 17,005 | $655K |
| RFG Advisory, LLC | 0.02% | Add +1.4% | 16,784 | $646K |
| Cook Wealth, LLC | 0.34% | Reduce -4.8% | 15,638 | $636K |
| Northland Capital Management LLC | 0.44% | Reduce -8.1% | 16,443 | $633K |
| Bluespring Wealth Management, LLC | 0.07% | Add +9.5% | 16,381 | $631K |
| Ramiah Investment Group | 0.61% | Add +10.1% | 16,248 | $626K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -3.0% | 15,562 | $599K |
| Bond & Devick Financial Network, Inc. | 0.32% | Add +0.2% | 15,465 | $595K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -12.4% | 15,423 | $594K |
| Shepherd Financial Partners LLC | 0.08% | Add +0.1% | 15,204 | $585K |
| Montecito Bank & Trust | 0.12% | No change | 15,016 | $578K |
| Well Done, LLC | 0.12% | No change | 15,000 | $578K |
| One Day In July LLC | 0.07% | Reduce -16.9% | 14,870 | $572K |
| Round Rock Advisors LLC | 0.14% | No change | 14,797 | $570K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -7.4% | 14,440 | $556K |
| BSW Wealth Partners | 0.09% | Add +2.0% | 14,054 | $541K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.1% | 13,994 | $539K |
| Opes Wealth Management LLC | 0.11% | Add +4.7% | 13,951 | $537K |
| Evergreen Capital Management LLC | 0.02% | Add +1.3% | 13,646 | $525K |
| Great Diamond Partners, LLC | 0.12% | Reduce -4.1% | 13,403 | $516K |
| Hurlow Wealth Management Group, Inc. | 0.18% | Add +2.7% | 13,393 | $516K |
| Boston Standard Wealth Management, LLC | 0.11% | Add +0.8% | 13,151 | $506K |
| American Trust | 0.04% | Add +32.8% | 13,087 | $504K |
| TCWP LLC | 1.21% | Reduce -0.2% | 12,767 | $492K |
| Mgo One Seven LLC | 0.02% | Reduce -0.2% | 12,767 | $492K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.6% | 12,728 | $490K |
| Mayport, LLC | 0.17% | No change | 12,540 | $483K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -54.4% | 12,224 | $471K |
| VAUGHAN & Co SECURITIES, INC. | 0.28% | No change | 11,673 | $449K |
| Friedenthal Financial | 0.28% | Reduce -1.9% | 11,595 | $446K |
| NewEdge Wealth, LLC | 0.01% | Add +1.1% | 11,445 | $441K |
| Ballentine Partners, LLC | 0.01% | New | 11,373 | $438K |
| Natixis Advisors, LLC | 0.00% | New | 11,321 | $436K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.2% | 10,901 | $420K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,735 | $413K |
| JNBA Financial Advisors | 0.04% | Reduce -16.2% | 10,714 | $412K |
| Stordahl Capital Management, Inc. | 0.10% | Add +58.7% | 10,686 | $411K |
| Riverwater Partners LLC | 0.30% | Add +2.5% | 10,671 | $411K |
| Seeds Investor LLC | 0.21% | Add +49.5% | 10,632 | $409K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +1.3% | 10,484 | $404K |
| Morris Financial Concepts, Inc. | 0.19% | Add +91.8% | 10,336 | $398K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -8.3% | 10,230 | $389K |
| Focus Financial Network, Inc. | 0.02% | Reduce -5.5% | 9,441 | $388K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.8% | 10,037 | $386K |
| Roberts Financial Services LLC | 0.08% | Add +0.5% | 10,011 | $385K |
| Brewster Financial Planning LLC | 0.32% | Add +5.1% | 9,830 | $378K |
| One Wealth Advisors, LLC | 0.08% | Reduce -13.6% | 9,732 | $378K |
| Spinnaker Trust | 0.02% | Add +5.1% | 9,798 | $377K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -5.5% | 9,741 | $375K |
| Pathway Financial Advisors LLC | 0.10% | Reduce -23.5% | 9,393 | $362K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Add +5.6% | 9,389 | $361K |
| 1ST Source Bank | 0.02% | Add +3.2% | 9,383 | $361K |
| Truefg, LLC | 0.13% | Reduce -0.4% | 9,376 | $361K |
| Savvy Advisors, Inc. | 0.12% | Reduce -0.5% | 9,337 | $359K |
| Millennium Management | 0.00% | New | 9,243 | $356K |
| Emergent Wealth Advisors, LLC | 0.28% | Add +24.8% | 9,167 | $353K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.8% | 9,100 | $350K |
| Opal Wealth Advisors, LLC | 0.11% | Add +1.9% | 9,077 | $349K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -0.5% | 9,026 | $348K |
| Harbor Group, Inc. | 0.09% | Add +7.2% | 8,979 | $346K |
| Mokosak Advisory Group, LLC | 0.11% | Reduce -1.1% | 8,922 | $344K |
| Presilium Private Wealth, LLC | 0.09% | Add +5.0% | 8,850 | $341K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +19.4% | 8,848 | $341K |
| BLB&B Advisors, LLC | 0.02% | Add +0.8% | 8,728 | $336K |
| Obsidian Cio, LLC | 0.08% | Add +0.6% | 8,635 | $332K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.7% | 8,591 | $331K |
| Carr Financial Group Corp | 0.10% | Add +0.2% | 8,571 | $330K |
| AdvisorNet Financial, Inc | 0.03% | Add +10.2% | 8,309 | $320K |
| West Coast Financial LLC | 0.04% | No change | 8,281 | $319K |
| Capital Analysts, LLC | 0.01% | Add +9.3% | 8,091 | $312K |
| Stokes Family Office, LLC | 0.04% | No change | 7,850 | $302K |
| Equitable Holdings, Inc. | 0.00% | Add +6.8% | 7,801 | $300K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 7,770 | $299K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.1% | 7,661 | $295K |
| Pinnacle Associates Ltd. | 0.00% | Add +1.6% | 7,650 | $295K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,610 | $293K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -3.5% | 7,596 | $292K |
| PrairieView Partners, LLC | 0.03% | Reduce -0.6% | 7,559 | $291K |
| Hills Bank & Trust Co | 0.02% | No change | 7,519 | $289K |
| Concord Wealth Partners | 0.05% | Reduce -31.1% | 7,500 | $289K |
| SVB Wealth LLC | 0.01% | No change | 7,477 | $288K |
| United Asset Strategies, Inc. | 0.03% | Reduce -0.6% | 7,389 | $284K |
| Johnson Financial Group, LLC | 0.04% | No change | 7,359 | $283K |
| SWS Partners | 0.08% | Reduce -3.9% | 7,254 | $279K |
| Farmers National Bank | 0.08% | Add +4.4% | 7,112 | $274K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | No change | 7,058 | $272K |
| Flagstar Securities, Inc. | 0.07% | Reduce -6.0% | 6,953 | $268K |
| BBJS Financial Advisors, LLC | 0.10% | Add +0.2% | 6,835 | $263K |
| CWS Financial Advisors, LLC | 0.10% | Add +0.5% | 6,765 | $260K |
| Kingsview Wealth Management, LLC | 0.01% | Add +28.5% | 6,764 | $260K |
| Falcon Wealth Planning | 0.03% | Reduce -1.6% | 6,738 | $259K |
| Orin Green Financial, LLC | 0.12% | New | 6,697 | $258K |
| Wells Financial Advisors INC | 0.17% | Reduce -4.0% | 6,675 | $257K |
| Moller Wealth Partners | 0.07% | Add +6.5% | 6,670 | $257K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -2.2% | 6,663 | $257K |
| Birch Hill Investment Advisors LLC | 0.01% | Add +17.6% | 6,580 | $253K |
| Morton Brown Family Wealth, LLC | 0.10% | Reduce -0.2% | 6,233 | $252K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.3% | 6,529 | $249K |
| Sunpointe, LLC | 0.16% | New | 6,465 | $249K |
| PDS Planning, Inc | 0.03% | Add +0.6% | 6,444 | $248K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 6,436 | $248K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.2% | 6,355 | $245K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.6% | 6,322 | $243K |
| Trust Co | 0.03% | Reduce -4.1% | 6,303 | $243K |
| Grant/GrossMendelsohn, LLC | 0.11% | New | 6,287 | $242K |
| Founders Financial Securities LLC | 0.02% | Add +0.7% | 6,283 | $242K |
| Horizon Investments, LLC | 0.01% | New | 6,283 | $242K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -27.3% | 6,264 | $241K |
| Foster Group, Inc. | 0.01% | Add +3.6% | 6,258 | $241K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 6,189 | $238K |
| Wade Financial Advisory, Inc | 0.09% | Add +0.1% | 6,181 | $238K |
| &partners | 0.01% | Add +2.6% | 6,175 | $238K |
| Aaron Wealth Advisors LLC | 0.03% | Add +12.0% | 6,122 | $236K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 6,075 | $234K |
| Peak Financial Management, Inc. | 0.07% | No change | 6,024 | $232K |
| Grand Wealth Management, LLC | 0.14% | Reduce -53.7% | 5,976 | $230K |
| Shira Ridge Wealth Management | 0.12% | Reduce -5.8% | 5,809 | $224K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.7% | 5,805 | $223K |
| Values Added Financial LLC | 0.16% | Add +4.1% | 5,672 | $218K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 5,661 | $218K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,614 | $216K |
| DAVENPORT & Co LLC | 0.00% | Add +1.3% | 5,614 | $216K |
| Cornerstone Wealth Advisors, Inc. | 0.06% | New | 5,550 | $214K |
| Kades & Cheifetz LLC | 0.13% | Add +0.2% | 5,349 | $206K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,290 | $204K |
| Members Trust Co | 0.01% | No change | 5,283 | $203K |
| ProVise Management Group, LLC | 0.02% | Add +0.3% | 5,201 | $200K |
| Assetmark, Inc. | 0.00% | Reduce -2.9% | 5,117 | $197K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -1.0% | 4,899 | $189K |
| American Capital Advisory, LLC | 0.12% | Add +45.1% | 4,588 | $174K |
| NorthRock Partners, LLC | 0.01% | Reduce -38.3% | 4,381 | $169K |
| Tortoise Investment Management, LLC | 0.02% | Add +0.9% | 4,352 | $168K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.0% | 4,233 | $163K |
| Carolina Wealth Advisors, LLC | 0.07% | Reduce -5.4% | 3,826 | $147K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,813 | $147K |
| Brown Financial Advisors | 0.06% | — | 3,674 | $141K |
| First Pacific Financial | 0.04% | Add +0.3% | 3,622 | $139K |
| CoreCap Advisors, LLC | 0.01% | No change | 3,449 | $133K |
| UMB Bank, n.a. | 0.00% | No change | 3,306 | $127K |
| Keener Financial Planning LLC | 0.08% | No change | 3,284 | $126K |
| Private Capital Management LLC | 0.02% | No change | 3,220 | $124K |
| Horizons Wealth Management | 0.09% | Reduce -45.3% | 2,803 | $113K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -7.7% | 2,920 | $112K |
| Bogart Wealth, LLC | 0.01% | Add +62.0% | 2,668 | $103K |
| GoalVest Advisory LLC | 0.03% | No change | 2,559 | $99K |
| Comerica Bank | 0.00% | Add +0.2% | 2,468 | $95K |
| Operose Advisors LLC | 0.03% | Reduce -0.3% | 2,459 | $95K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 2,080 | $84K |
| Larson Financial Group LLC | 0.01% | Add +73.4% | 1,918 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 1,910 | $74K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -3.6% | 1,697 | $65K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -10.6% | 1,635 | $63K |
| Voisard Asset Management Group, Inc. | 0.03% | No change | 1,587 | $61K |
| Investors Research Corp | 0.01% | No change | 1,526 | $59K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +21.6% | 1,518 | $58K |
| Principal Securities, Inc. | 0.00% | No change | 1,473 | $57K |
| Signaturefd, LLC | 0.00% | Add +9.6% | 1,226 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +36.7% | 1,125 | $43K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +40.0% | 1,008 | $39K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $37K |
| Mattson Financial Services, LLC | 0.01% | — | 937 | $36K |
| US Bancorp \de | 0.00% | Reduce -23.0% | 925 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $35K |
| Spire Wealth Management | 0.00% | Add +44.3% | 915 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +8.4% | 903 | $35K |
| Your Advocates Ltd., LLP | 0.01% | Add +0.1% | 889 | $34K |
| Kimelman & Baird, LLC | 0.00% | — | 747 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.3% | 721 | $28K |
| Qube Research & Technologies Ltd | 0.00% | New | 717 | $28K |
| Avior Wealth Management, LLC | 0.00% | New | 708 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +14.6% | 621 | $24K |
| Hobbs Group Advisors, LLC | 0.01% | — | 609 | $23K |
| LGT Financial Advisors LLC | 0.04% | Add +0.4% | 525 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $19K |
| ORG Partners LLC | 0.00% | New | 475 | $18K |
| Covestor Ltd | 0.01% | Add +1.6% | 445 | $17K |
| Great Lakes Retirement, Inc. | 0.00% | New | 433 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 425 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 411 | $16K |
| Archer Investment Corp | 0.00% | No change | 361 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $14K |
| Denver PWM, LLC | 0.00% | New | 314 | $12K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 285 | $11K |
| Northwest Capital Management Inc | 0.00% | Reduce -45.9% | 265 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 184 | $7K |
| Centerpoint Advisors, LLC | 0.00% | Add +12.2% | 193 | $7K |
| Dagco, Inc. | 0.00% | Add +3.7% | 170 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 155 | $6K |
| PSI Advisors, LLC | 0.00% | Add +0.7% | 142 | $5K |
| Front Row Advisors LLC | 0.00% | New | 105 | $4K |
| Centennial Bank | 0.00% | No change | 100 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 98 | $4K |
| IFP Advisors, Inc | 0.00% | Add +160.0% | 78 | $3K |
| Family Firm, Inc. | 0.00% | New | 74 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 56 | $2K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -82.0% | 33 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +35.0% | 27 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $809 |
| International Assets Investment Management, LLC | 0.00% | New | 14 | $539 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -98.7% | 154 | $344 |
| Glassman Wealth Services | 0.00% | No change | 1 | $39 |
| Kelly Financial Services LLC | 0.00% | Reduce -98.3% | 1 | $38 |
"% 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.