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 |
| Stewardship Advisors, LLC | 0.51% | Reduce -33.1% | 43,816 | $1.8M |
| Addison Advisors LLC | 0.50% | Add +1.2% | 42,645 | $1.8M |
| Financial Connections Group, Inc. | 0.84% | Reduce -1.1% | 41,629 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +243.1% | 40,566 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +0.1% | 39,581 | $1.7M |
| Hart & Patterson Financial Group LLC | 0.81% | Reduce -11.8% | 39,394 | $1.7M |
| Citadel Advisors | 0.00% | New | 37,377 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 36,984 | $1.6M |
| WNY Asset Management, LLC | 0.19% | Add +19.4% | 26,334 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -38.6% | 35,881 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.6% | 35,383 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.19% | Reduce -2.1% | 33,433 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 31,500 | $1.4M |
| Dunhill Financial, LLC | 0.64% | Add +3.3% | 32,821 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +7.0% | 32,642 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +9.6% | 31,316 | $1.3M |
| Summit Wealth Group, LLC | 0.38% | Add +2.0% | 31,256 | $1.3M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.3M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -2.7% | 30,714 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.8% | 30,563 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +9.0% | 30,303 | $1.3M |
| Allworth Financial LP | 0.01% | Add +1.5% | 28,711 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +1.4% | 29,679 | $1.2M |
| Morgan Stanley | 0.00% | Add +11.6% | 29,115 | $1.2M |
| Martin Worley Group | 0.75% | — | 28,488 | $1.2M |
| Mascoma Wealth Management LLC | 0.30% | Reduce -1.7% | 28,027 | $1.2M |
| Garde Capital, Inc. | 0.08% | Reduce -25.2% | 27,769 | $1.2M |
| SVB Wealth LLC | 0.02% | New | 27,677 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -6.1% | 26,720 | $1.1M |
| Birchbrook, Inc. | 0.63% | Reduce -4.2% | 26,514 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +2.8% | 25,643 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.46% | Reduce -0.9% | 25,640 | $1.1M |
| A&I Financial Services, LLC | 1.04% | — | 25,477 | $1.1M |
| Hilltop Wealth Advisors, LLC | 0.53% | Reduce -9.3% | 25,106 | $1.1M |
| Cambridge Financial Group, LLC | 0.45% | Reduce -6.1% | 24,762 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.9% | 24,414 | $1.0M |
| Pine Haven Investment Counsel, Inc | 0.84% | Add +5.1% | 24,315 | $1.0M |
| Hardy Reed LLC | 0.09% | Reduce -7.2% | 24,080 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +3.3% | 23,601 | $992K |
| Planning Alternatives Ltd. | 0.15% | Add +6.5% | 22,618 | $951K |
| Cranbrook Wealth Management, LLC | 0.22% | Reduce -4.3% | 22,275 | $937K |
| Jane Street Group, LLC | 0.00% | Add +50.7% | 22,143 | $931K |
| Cascade Financial Partners, LLC | 0.12% | No change | 21,962 | $924K |
| CW Advisors, LLC | 0.01% | Reduce -17.0% | 21,894 | $921K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 21,727 | $914K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.25% | No change | 21,518 | $905K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +43.1% | 20,973 | $882K |
| &partners | 0.01% | Add +224.2% | 20,703 | $879K |
| Portland Global Advisors LLC | 0.11% | No change | 20,690 | $870K |
| Cwm, LLC | 0.00% | Add +24.4% | 20,484 | $861K |
| Towerpoint Wealth, LLC | 0.42% | Reduce -7.8% | 20,347 | $856K |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 20,239 | $851K |
| Opal Wealth Advisors, LLC | 0.25% | Add +130.1% | 20,140 | $847K |
| Aufman Associates Inc | 0.57% | Add +8.1% | 20,130 | $846K |
| Commerce Bank | 0.01% | No change | 19,951 | $839K |
| Diversified Trust Co. | 0.02% | Reduce -9.2% | 19,695 | $828K |
| Long Run Wealth Advisors, LLC | 0.19% | Reduce -5.7% | 19,307 | $812K |
| One Capital Management, LLC | 0.03% | Add +2.7% | 19,118 | $804K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -7.3% | 19,035 | $800K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -10.9% | 18,944 | $797K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -0.7% | 18,888 | $794K |
| Affinity Capital Advisors, LLC | 0.14% | Reduce -3.3% | 17,663 | $748K |
| Fingerlakes Wealth Management, Inc. | 0.60% | Reduce -7.4% | 17,636 | $742K |
| Bluespring Wealth Management, LLC | 0.08% | Add +10.7% | 17,620 | $741K |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.9% | 17,513 | $736K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.3% | 17,108 | $719K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.3% | 16,459 | $692K |
| One Day In July LLC | 0.07% | Add +20.0% | 16,203 | $681K |
| Brewster Financial Planning LLC | 0.52% | Add +64.8% | 16,196 | $681K |
| BSW Wealth Partners | 0.10% | Add +2.2% | 16,173 | $680K |
| American Trust | 0.05% | Add +4.5% | 15,963 | $671K |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,900 | $669K |
| Acropolis Investment Management, LLC | 0.04% | Add +3.3% | 15,437 | $649K |
| Bond & Devick Financial Network, Inc. | 0.28% | No change | 15,500 | $648K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -6.2% | 15,130 | $636K |
| Walkner Condon Financial Advisors LLC | 0.13% | No change | 15,056 | $633K |
| Well Done, LLC | 0.11% | No change | 15,000 | $627K |
| Northland Capital Management LLC | 0.46% | Reduce -9.8% | 14,719 | $619K |
| Ramiah Investment Group | 0.56% | Reduce -9.2% | 14,650 | $616K |
| Round Rock Advisors LLC | 0.13% | Reduce -0.6% | 14,621 | $615K |
| Stordahl Capital Management, Inc. | 0.14% | Add +32.5% | 14,154 | $595K |
| Shepherd Financial Partners LLC | 0.07% | Add +1.5% | 14,009 | $589K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.4% | 13,716 | $577K |
| Susquehanna International Group, LLP | 0.00% | New | 13,715 | $577K |
| Boston Standard Wealth Management, LLC | 0.11% | Add +0.1% | 13,651 | $574K |
| Hurlow Wealth Management Group, Inc. | 0.18% | No change | 13,512 | $568K |
| Great Diamond Partners, LLC | 0.14% | Add +1.0% | 13,269 | $558K |
| Opes Wealth Management LLC | 0.11% | Reduce -7.3% | 13,231 | $556K |
| NewEdge Wealth, LLC | 0.01% | Add +16.4% | 13,175 | $554K |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.3% | 13,050 | $549K |
| United Capital Financial Advisors, LLC | 0.00% | Add +83.0% | 12,735 | $536K |
| Mayport, LLC | 0.16% | No change | 12,540 | $527K |
| Mgo One Seven LLC | 0.02% | Reduce -2.5% | 12,435 | $523K |
| Cary Street Partners Financial LLC | 0.02% | — | 12,193 | $513K |
| Diversify Advisory Services, LLC | 0.03% | Add +3.9% | 12,192 | $506K |
| PDS Planning, Inc | 0.04% | Add +0.2% | 12,044 | $506K |
| Seeds Investor LLC | 0.14% | Add +4.1% | 11,957 | $503K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.3% | 11,915 | $501K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.2% | 11,848 | $498K |
| Financial Counselors Inc. | 0.01% | New | 11,688 | $491K |
| Bangor Savings Bank | 0.05% | Add +16.2% | 11,658 | $490K |
| Friedenthal Financial | 0.28% | No change | 11,595 | $488K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -69.0% | 11,491 | $483K |
| VAUGHAN & Co SECURITIES, INC. | 0.29% | Reduce -2.0% | 11,437 | $481K |
| Johnson Financial Group, LLC | 0.06% | Add +55.1% | 11,415 | $480K |
| Cook Wealth, LLC | 0.22% | Reduce -8.4% | 10,839 | $477K |
| 1ST Source Bank | 0.03% | Add +17.4% | 10,919 | $459K |
| Morris Financial Concepts, Inc. | 0.20% | Add +3.8% | 10,866 | $457K |
| Riverwater Partners LLC | 0.22% | Add +0.4% | 10,789 | $454K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -0.4% | 10,558 | $444K |
| Rwa Wealth Partners, LLC | 0.01% | Add +7.2% | 10,438 | $439K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 10,385 | $437K |
| D. E. Shaw & Co. | 0.00% | Reduce -60.7% | 10,378 | $436K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.0% | 10,347 | $435K |
| Harbor Group, Inc. | 0.10% | Add +8.3% | 10,312 | $434K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -1.1% | 10,226 | $430K |
| Carr Financial Group Corp | 0.13% | Add +18.6% | 10,080 | $424K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 9,879 | $415K |
| Roberts Financial Services LLC | 0.08% | Reduce -0.8% | 9,763 | $411K |
| Spinnaker Trust | 0.03% | Reduce -1.8% | 9,724 | $409K |
| Montecito Bank & Trust | 0.07% | No change | 9,670 | $407K |
| Focus Financial Network, Inc. | 0.02% | Add +1.4% | 9,449 | $397K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +32.8% | 9,391 | $395K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 9,389 | $395K |
| Truefg, LLC | 0.13% | Reduce -0.1% | 9,369 | $394K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +3.1% | 9,301 | $391K |
| DAVENPORT & Co LLC | 0.00% | Add +20.4% | 9,270 | $390K |
| PrairieView Partners, LLC | 0.04% | Reduce -7.3% | 9,233 | $388K |
| Emergent Wealth Advisors, LLC | 0.28% | No change | 9,167 | $385K |
| Presilium Private Wealth, LLC | 0.09% | Add +5.7% | 9,110 | $383K |
| McClarren Financial Advisors, Inc. | 1.06% | Add +65.6% | 8,990 | $378K |
| Values Added Financial LLC | 0.22% | Add +49.9% | 8,950 | $376K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.1% | 8,833 | $371K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 8,736 | $367K |
| Obsidian Cio, LLC | 0.07% | Reduce -3.2% | 8,699 | $366K |
| Sandbox Financial Partners, LLC | 0.12% | Add +11.4% | 8,652 | $364K |
| Farmers National Bank | 0.11% | — | 8,632 | $363K |
| Mokosak Advisory Group, LLC | 0.11% | Reduce -1.2% | 8,591 | $361K |
| Nautilus Advisors LLC | 0.28% | — | 8,335 | $350K |
| Financial Futures Ltd Liability Co. | 0.20% | Reduce -1.4% | 8,331 | $350K |
| Capital Analysts, LLC | 0.01% | Reduce -0.1% | 8,122 | $342K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -4.3% | 7,640 | $335K |
| One Wealth Advisors, LLC | 0.05% | Reduce -0.2% | 7,942 | $334K |
| Compound Planning, Inc. | 0.02% | New | 7,804 | $328K |
| JNBA Financial Advisors | 0.03% | Reduce -3.5% | 7,797 | $328K |
| Pinnacle Associates Ltd. | 0.00% | Add +5.8% | 7,779 | $327K |
| OLIO Financial Planning | 0.11% | New | 7,757 | $326K |
| First Pacific Financial | 0.08% | Add +20.6% | 7,707 | $324K |
| Grant/GrossMendelsohn, LLC | 0.16% | Add +1.7% | 7,440 | $313K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +3.4% | 7,244 | $305K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.1% | 7,149 | $301K |
| Hills Bank & Trust Co | 0.02% | Reduce -5.9% | 7,026 | $295K |
| Wells Financial Advisors INC | 0.40% | Add +4.6% | 6,985 | $294K |
| Foster Group, Inc. | 0.01% | Add +2.0% | 6,977 | $293K |
| Flagstar Securities, Inc. | 0.07% | Add +0.4% | 6,859 | $288K |
| Pathway Financial Advisors LLC | 0.07% | No change | 6,821 | $287K |
| Tarbox Family Office, Inc. | 0.05% | Add +0.3% | 6,695 | $282K |
| CWS Financial Advisors, LLC | 0.09% | Reduce -1.4% | 6,686 | $281K |
| Moller Wealth Partners | 0.07% | Reduce -0.3% | 6,627 | $279K |
| Opulen Financial Group LLC | 0.25% | — | 6,531 | $275K |
| United Asset Strategies, Inc. | 0.03% | Reduce -7.2% | 6,492 | $273K |
| LWM Advisors Inc. | 0.27% | — | 6,490 | $273K |
| Thrivent Financial for Lutherans | 0.00% | Add +10.5% | 6,465 | $272K |
| NorthRock Partners, LLC | 0.01% | Add +3.6% | 6,468 | $272K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.9% | 6,443 | $271K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 6,436 | $271K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.2% | 6,306 | $265K |
| Highland Financial Advisors, LLC | 0.09% | Add +5.5% | 6,268 | $264K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -88.7% | 6,238 | $262K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -88.7% | 6,238 | $262K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.7% | 6,025 | $260K |
| Amara Financial, Llc. | 0.24% | Add +3.2% | 6,174 | $260K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -0.5% | 6,160 | $259K |
| Wade Financial Advisory, Inc | 0.09% | Reduce -0.5% | 6,157 | $259K |
| Trust Co | 0.03% | Reduce -3.2% | 6,139 | $258K |
| Linscomb Wealth, Inc. | 0.01% | New | 6,137 | $258K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 6,100 | $257K |
| Assetmark, Inc. | 0.00% | Add +17.8% | 5,980 | $251K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.5% | 5,958 | $251K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,940 | $250K |
| Grand Wealth Management, LLC | 0.14% | Reduce -0.6% | 5,929 | $249K |
| National Wealth Management Group, LLC | 0.16% | Add +5.0% | 5,844 | $246K |
| Park Avenue Securities LLC | 0.00% | Add +8.7% | 5,835 | $245K |
| NWF Advisory Services Inc. | 0.04% | New | 5,731 | $241K |
| Founders Financial Securities LLC | 0.02% | Reduce -8.1% | 5,676 | $239K |
| Horizon Investments, LLC | 0.01% | Reduce -8.1% | 5,676 | $239K |
| Shira Ridge Wealth Management | 0.12% | Reduce -1.1% | 5,672 | $239K |
| Peak Financial Management, Inc. | 0.07% | No change | 5,654 | $238K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -8.8% | 5,590 | $235K |
| BLB&B Advisors, LLC | 0.01% | Reduce -6.5% | 5,558 | $234K |
| Falcon Wealth Planning | 0.03% | Reduce -5.0% | 5,503 | $231K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -12.8% | 5,432 | $228K |
| Kades & Cheifetz LLC | 0.12% | Add +0.4% | 5,389 | $227K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,372 | $226K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -37.2% | 5,283 | $222K |
| Members Trust Co | 0.01% | No change | 5,283 | $222K |
| Legacy Trust | 0.05% | No change | 5,266 | $221K |
| Finley Financial, LLC | 0.11% | — | 5,000 | $215K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -21.3% | 5,100 | $214K |
| Cornerstone Wealth Advisors, Inc. | 0.06% | Reduce -9.0% | 5,050 | $212K |
| Ascent Capital Management, LLC | 0.22% | — | 5,034 | $212K |
| Viewpoint Capital Management LLC | 0.11% | No change | 5,000 | $210K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -8.5% | 4,856 | $204K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 4,784 | $201K |
| Traphagen Investment Advisors LLC | 0.02% | New | 4,778 | $201K |
| Tortoise Investment Management, LLC | 0.02% | Add +2.9% | 4,517 | $190K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 4,390 | $185K |
| MAI Capital Management | 0.00% | New | 4,335 | $182K |
| UMB Bank, n.a. | 0.00% | Add +26.6% | 4,186 | $176K |
| St Germain D J Co. Inc. | 0.01% | New | 4,173 | $175K |
| Continuum Advisory, LLC | 0.02% | Reduce -5.5% | 4,001 | $168K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,813 | $160K |
| Carolina Wealth Advisors, LLC | 0.08% | Reduce -3.0% | 3,711 | $156K |
| Comerica Bank | 0.00% | Add +0.3% | 3,670 | $154K |
| American Capital Advisory, LLC | 0.08% | Reduce -10.1% | 3,611 | $152K |
| Concord Wealth Partners | 0.02% | Reduce -8.7% | 3,290 | $138K |
| Keener Financial Planning LLC | 0.08% | Reduce -0.5% | 3,268 | $137K |
| Urban Financial Advisory Corp | 0.07% | Add +0.4% | 3,197 | $134K |
| GoalVest Advisory LLC | 0.03% | Add +16.6% | 2,984 | $125K |
| Larson Financial Group LLC | 0.01% | Add +12.3% | 2,823 | $119K |
| Arax Advisory Partners | 0.01% | Add +489.9% | 2,814 | $118K |
| Horizons Wealth Management | 0.09% | No change | 2,803 | $118K |
| Operose Advisors LLC | 0.04% | Reduce -0.6% | 2,452 | $103K |
| NBT Bank, N.A. | 0.01% | No change | 2,238 | $94K |
| Private Capital Management LLC | 0.02% | Reduce -31.7% | 2,198 | $92K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 2,080 | $87K |
| Advantage Trust Co | 0.05% | Add +206.6% | 1,907 | $80K |
| VSM Wealth Advisory, LLC | 0.03% | — | 1,691 | $71K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.4% | 1,645 | $69K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -4.8% | 1,640 | $69K |
| Russell Investments Group, Ltd. | 0.00% | Add +54.6% | 1,630 | $69K |
| Central Pacific Bank - Trust Division | 0.01% | New | 1,581 | $66K |
| CoreCap Advisors, LLC | 0.00% | Reduce -34.6% | 1,531 | $64K |
| Investors Research Corp | 0.01% | No change | 1,526 | $64K |
| Principal Securities, Inc. | 0.00% | Reduce -2.2% | 1,441 | $61K |
| Sherman Asset Management, Inc. | 0.05% | — | 1,368 | $58K |
| Signaturefd, LLC | 0.00% | No change | 1,327 | $56K |
| Nemes Rush Group LLC | 0.01% | New | 1,289 | $54K |
| Kennebec Savings Bank | 0.05% | New | 1,170 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 1,130 | $48K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,100 | $46K |
| Sierra Ocean, LLC | 0.03% | — | 1,017 | $43K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,008 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $38K |
| Your Advocates Ltd., LLP | 0.01% | No change | 889 | $37K |
| Glassman Wealth Services | 0.01% | Add +80900.0% | 810 | $34K |
| Global Retirement Partners, LLC | 0.00% | Add +8.5% | 792 | $33K |
| Mattson Financial Services, LLC | 0.01% | Reduce -19.1% | 758 | $32K |
| Kimelman & Baird, LLC | 0.00% | No change | 747 | $31K |
| Avior Wealth Management, LLC | 0.00% | No change | 708 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.3% | 667 | $28K |
| US Bancorp \de | 0.00% | Reduce -24.2% | 625 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 584 | $25K |
| AE Wealth Management LLC | 0.00% | New | 557 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 551 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $21K |
| ORG Partners LLC | 0.00% | No change | 475 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 463 | $19K |
| Phillips Financial Management, LLC | 0.00% | Reduce -35.9% | 429 | $18K |
| Covestor Ltd | 0.01% | Reduce -5.7% | 434 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 411 | $17K |
| Archer Investment Corp | 0.00% | No change | 361 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3.9% | 349 | $15K |
| Ameriflex Group, Inc. | 0.01% | — | 299 | $13K |
| Centerpoint Advisors, LLC | 0.00% | Add +43.0% | 276 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 276 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -57.1% | 267 | $11K |
| National Bank of Canada | 0.00% | New | 265 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 255 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $10K |
| Transce3nd, LLC | 0.00% | — | 236 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $9K |
| Denver PWM, LLC | 0.00% | New | 198 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 184 | $8K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 181 | $8K |
| Decker Retirement Planning Inc. | 0.00% | — | 170 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.1% | 160 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 155 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 143 | $6K |
| Bank of Montreal | 0.00% | Reduce -34.4% | 118 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 100 | $4K |
| Centennial Bank | 0.00% | No change | 100 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 98 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 83 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 76 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 76 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Transcendent Capital Group LLC | 0.00% | Add +1.5% | 69 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.8% | 53 | $2K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +22.2% | 33 | $1K |
| NewSquare Capital LLC | 0.00% | No change | 30 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 24 | $1K |
| Bessemer Group Inc. | 0.00% | New | 29 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $883 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 18 | $779 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $779 |
| Golden State Wealth Management, LLC | 0.00% | — | 13 | $547 |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -100.0% | 5 | $210 |
| Financial Life Planners | 0.00% | — | 3 | $127 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $42 |
"% 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.