iShares ESG Aware MSCI USA SESMLETF
13F holders, Q4 2024 (December 31)405holders +24
29new positions
22sold out
2famous investors
$42.07avg. 13F price*
At the end of Q4 2024, 405 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 24 from Q3 2024. 29 opened new positions and 22 sold out. The largest holders were Tiaa Trust, National Association ($100.2M), Northern Trust Corp. ($85.8M) and Bank of America Corp. ($72.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $10.1M |
| Exits | 22 | $7.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,265,785 shares bought and 1,415,311 shares sold, net −149,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| Tiaa Trust, National Association | 0.30% | Add +1.3% | 2,385,728 | $100.2M |
| Northern Trust Corp. | 0.01% | Add +1.6% | 2,040,286 | $85.8M |
| Bank of America Corp. | 0.01% | Add +0.4% | 1,729,835 | $72.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.8% | 1,604,036 | $67.4M |
| Betterment LLC | 0.16% | Add +7.5% | 1,602,629 | $67.4M |
| Creative Planning | 0.06% | Add +2.9% | 1,429,244 | $60.1M |
| Flputnam Investment Management Co. | 1.03% | Reduce -32.9% | 1,343,677 | $56.5M |
| FMR LLC | 0.00% | Add +10.1% | 1,138,603 | $47.9M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 1,052,612 | $44.3M |
| Fiduciary Trust Co | 0.55% | Reduce -0.3% | 992,461 | $41.7M |
| Vontobel Holding Ltd. | 0.12% | No change | 800,000 | $33.6M |
| M&T Bank Corp | 0.09% | Reduce -10.0% | 666,441 | $28.0M |
| BlackRock, Inc. | 0.00% | Add +4.9% | 630,041 | $26.5M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.1% | 525,287 | $22.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.9% | 520,500 | $21.9M |
| Acorns Advisers, LLC | 0.21% | Add +2.4% | 517,258 | $21.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.8% | 479,233 | $20.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 440,754 | $18.5M |
| UBS Group AG | 0.00% | Add +3.7% | 435,573 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.4% | 399,742 | $16.8M |
| Sei Investments Co. | 0.02% | Reduce -3.5% | 380,855 | $16.0M |
| Accredited Investors Inc. | 0.84% | Reduce -0.9% | 341,382 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 326,352 | $13.7M |
| Sand Hill Global Advisors, LLC | 0.54% | Add +2.3% | 305,678 | $12.9M |
| Modera Wealth Management, LLC | 0.15% | Add +3.0% | 297,148 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 263,950 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +0.0% | 253,812 | $10.7M |
| SigFig Wealth Management, LLC | 0.35% | Add +3.7% | 227,283 | $9.5M |
| Wealth Architects, LLC | 1.05% | Reduce -0.8% | 220,259 | $9.3M |
| EP Wealth Advisors, LLC | 0.07% | Add +14.9% | 207,847 | $8.7M |
| LPL Financial LLC | 0.00% | Add +0.1% | 207,304 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.2% | 195,140 | $8.2M |
| Citizens Financial Group Inc. | 0.16% | Reduce -25.2% | 189,950 | $8.0M |
| Litman Gregory Wealth Management LLC | 0.68% | Add +17.4% | 186,055 | $7.8M |
| Bailard, Inc. | 0.20% | Add +1.2% | 185,707 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.4% | 185,208 | $7.8M |
| Savant Capital, LLC | 0.06% | Reduce -19.3% | 171,775 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.9% | 169,408 | $7.1M |
| Advisory Services Network, LLC | 0.13% | Add +40.2% | 165,770 | $7.0M |
| HM Payson & Co. | 0.11% | Add +5.1% | 160,599 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.6% | 139,417 | $5.9M |
| Ally Invest Advisors Inc. | 0.48% | Add +2.5% | 131,210 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.8% | 128,635 | $5.4M |
| Raymond James Financial Inc. | 0.00% | — | 128,578 | $5.4M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -2.6% | 124,850 | $5.2M |
| Alaska Wealth Advisors, LLC | 0.80% | Add +3.7% | 122,686 | $5.2M |
| Parkside Advisors LLC | 1.16% | Add +2.5% | 116,967 | $4.9M |
| Mather Group, Llc. | 0.06% | Add +1.9% | 109,422 | $4.6M |
| Wrapmanager Inc. | 1.16% | Reduce -5.3% | 107,943 | $4.5M |
| Krilogy Financial LLC | 0.30% | Add +29.5% | 107,460 | $4.5M |
| Stanich Group LLC | 3.21% | — | 102,284 | $4.3M |
| Bluestem Financial Advisors, LLC | 1.97% | Add +0.5% | 99,663 | $4.2M |
| Invera Wealth Advisors, LLC | 3.95% | Reduce -2.2% | 90,756 | $4.0M |
| Willow Creek Wealth Management Inc. | 0.41% | Add +0.5% | 94,748 | $4.0M |
| Mission Wealth Management, LP | 0.09% | Reduce -3.7% | 92,086 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.3% | 88,736 | $3.7M |
| Hill Island Financial LLC | 1.08% | Add +4.6% | 88,316 | $3.7M |
| Gradient Investments LLC | 0.07% | Add +2.8% | 85,721 | $3.6M |
| Moss Adams Wealth Advisors LLC | 0.37% | Reduce -0.8% | 84,282 | $3.5M |
| Regatta Capital Group, LLC | 0.67% | Add +3.2% | 82,194 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +1.2% | 80,978 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +114.2% | 75,513 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 71,576 | $3.0M |
| Flow Traders U.S. LLC | 0.12% | New | 69,828 | $2.9M |
| Integris Wealth Management, LLC | 0.82% | Reduce -5.9% | 69,238 | $2.9M |
| Harbour Investments, Inc. | 0.08% | Add +3.3% | 68,289 | $2.9M |
| Financial Advisors, LLC | 0.53% | Reduce -2.6% | 65,262 | $2.7M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $2.7M |
| Clarius Group, LLC | 0.18% | Add +234.5% | 64,336 | $2.7M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.1% | 63,593 | $2.7M |
| Apella Capital, LLC | 0.10% | Add +1.7% | 62,465 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 60,570 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +18.2% | 60,539 | $2.5M |
| Mariner, LLC | 0.00% | Add +2.1% | 60,203 | $2.5M |
| Wesbanco Bank Inc. | 0.08% | Reduce -11.5% | 58,682 | $2.5M |
| Vision Capital Management, Inc. | 0.36% | Add +2.8% | 58,457 | $2.5M |
| IMPACTfolio, LLC | 1.27% | Reduce -2.3% | 58,267 | $2.5M |
| Stephens Consulting, LLC | 0.61% | Add +3.6% | 58,059 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -7.4% | 57,721 | $2.4M |
| Quent Capital, LLC | 0.25% | Reduce -2.2% | 57,199 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +24.6% | 57,127 | $2.4M |
| Charter Oak Capital Management, LLC | 0.22% | Reduce -4.8% | 57,105 | $2.4M |
| Francis Financial, Inc. | 0.61% | Reduce -2.1% | 56,649 | $2.4M |
| Regions Financial Corp. | 0.02% | Reduce -8.5% | 55,729 | $2.3M |
| Blue Edge Capital, LLC | 0.37% | Add +1.4% | 55,709 | $2.3M |
| Plum Street Advisors, LLC | 1.15% | Add +30.8% | 55,557 | $2.3M |
| Omega Financial Group, LLC | 0.87% | Add +0.8% | 54,531 | $2.3M |
| Haverford Trust Co | 0.02% | Add +76.8% | 53,717 | $2.3M |
| Dohj, LLC | 0.51% | Reduce -2.8% | 52,837 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -2.9% | 51,990 | $2.2M |
| Laurel Wealth Planning LLC | 1.34% | Reduce -0.4% | 49,566 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +2.7% | 49,564 | $2.1M |
| Asset Dedication, LLC | 0.16% | Reduce -22.3% | 49,491 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 49,428 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -0.9% | 48,443 | $2.0M |
| Trilogy Capital Inc. | 0.10% | Reduce -4.2% | 48,289 | $2.0M |
| Becker Capital Management Inc. | 0.07% | Reduce -12.8% | 47,336 | $2.0M |
| Balanced Rock Investment Advisors LLC | 1.55% | Reduce -21.8% | 46,575 | $2.0M |
| CGN Advisors LLC | 0.19% | Reduce -9.7% | 45,683 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Reduce -1.7% | 44,628 | $1.9M |
"% 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.