iShares ESG Aware MSCI USA SESMLETF
13F holders, Q1 2025 (March 31)383holders −22
21new positions
40sold out
1famous investor
$38.41avg. 13F price*
At the end of Q1 2025, 383 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, down 22 from Q4 2024. 21 opened new positions and 40 sold out. The largest holders were Tiaa Trust, National Association ($93.9M), FMR LLC ($87.1M) and Northern Trust Corp. ($82.6M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.5M |
| Exits | 40 | $23.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,317,869 shares bought and 1,224,187 shares sold, net +1,093,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Tiaa Trust, National Association | 0.29% | Add +2.4% | 2,443,797 | $93.9M |
| FMR LLC | 0.01% | Add +99.2% | 2,267,705 | $87.1M |
| Northern Trust Corp. | 0.01% | Add +5.4% | 2,150,994 | $82.6M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,706,419 | $65.5M |
| Betterment LLC | 0.15% | Add +1.6% | 1,628,510 | $62.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.4% | 1,610,380 | $61.9M |
| Creative Planning | 0.05% | Add +1.8% | 1,454,427 | $55.9M |
| Flputnam Investment Management Co. | 0.95% | Reduce -2.1% | 1,314,736 | $50.5M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 1,068,874 | $41.1M |
| Fiduciary Trust Co | 0.49% | Reduce -1.9% | 973,329 | $37.4M |
| Vontobel Holding Ltd. | 0.11% | No change | 800,000 | $30.7M |
| BlackRock, Inc. | 0.00% | Add +4.2% | 656,444 | $25.2M |
| M&T Bank Corp | 0.09% | Reduce -1.5% | 656,329 | $25.2M |
| Ameriprise Financial Inc. | 0.01% | Add +23.2% | 641,341 | $24.7M |
| Acorns Advisers, LLC | 0.20% | Add +3.6% | 535,675 | $20.6M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.3% | 523,713 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.5% | 500,800 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 456,328 | $17.5M |
| UBS Group AG | 0.00% | Add +2.4% | 446,138 | $17.1M |
| Sei Investments Co. | 0.02% | Add +5.9% | 403,174 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.1% | 367,534 | $14.1M |
| Accredited Investors Inc. | 0.84% | Add +3.1% | 351,963 | $13.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.0% | 319,832 | $12.3M |
| Sand Hill Global Advisors, LLC | 0.50% | Add +2.8% | 314,368 | $12.1M |
| Modera Wealth Management, LLC | 0.15% | Reduce -3.6% | 286,308 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 265,053 | $10.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +1.4% | 257,404 | $9.9M |
| SigFig Wealth Management, LLC | 0.33% | Add +5.1% | 238,913 | $9.2M |
| Wealth Architects, LLC | 0.94% | Add +0.9% | 222,167 | $8.5M |
| LPL Financial LLC | 0.00% | Add +4.4% | 216,359 | $8.3M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 205,118 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.3% | 197,707 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 192,936 | $7.4M |
| Bailard, Inc. | 0.18% | Reduce -1.6% | 182,684 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Add +2.9% | 170,592 | $6.6M |
| Litman Gregory Wealth Management LLC | 0.54% | Reduce -11.7% | 164,295 | $6.3M |
| Alesco Advisors, LLC, An ESL Co | 0.19% | Add +24.5% | 155,437 | $6.0M |
| HM Payson & Co. | 0.10% | Reduce -4.9% | 152,663 | $5.9M |
| Savant Capital, LLC | 0.05% | Reduce -11.4% | 152,138 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +16.8% | 150,165 | $5.8M |
| Truist Financial Corp. | 0.01% | Reduce -16.3% | 141,863 | $5.4M |
| Ally Invest Advisors Inc. | 0.44% | Add +1.6% | 133,240 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.3% | 126,929 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.0% | 125,417 | $4.8M |
| Regions Financial Corp. | 0.03% | Add +115.9% | 120,301 | $4.6M |
| Parkside Advisors LLC | 1.10% | Add +1.3% | 118,454 | $4.5M |
| Alaska Wealth Advisors, LLC | 0.70% | Reduce -5.2% | 116,334 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Reduce -40.4% | 113,213 | $4.3M |
| Regatta Capital Group, LLC | 0.84% | Add +37.3% | 112,813 | $4.3M |
| Stanich Group LLC | 3.14% | Add +8.2% | 110,654 | $4.3M |
| Mather Group, Llc. | 0.05% | Reduce -1.6% | 107,673 | $4.1M |
| Willow Creek Wealth Management Inc. | 0.40% | Add +11.9% | 105,986 | $4.1M |
| Mission Wealth Management, LP | 0.10% | Add +15.1% | 105,985 | $4.1M |
| Wrapmanager Inc. | 1.04% | Reduce -4.7% | 102,851 | $4.0M |
| Bluestem Financial Advisors, LLC | 1.71% | Reduce -4.3% | 95,431 | $3.7M |
| Invera Wealth Advisors, LLC | 2.19% | Reduce -2.6% | 88,412 | $3.4M |
| Moss Adams Wealth Advisors LLC | 0.35% | Add +3.6% | 87,340 | $3.4M |
| Hill Island Financial LLC | 0.94% | Reduce -5.4% | 83,532 | $3.2M |
| Gradient Investments LLC | 0.06% | Reduce -3.9% | 82,377 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +34.5% | 81,430 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +12.9% | 80,804 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -2.8% | 78,727 | $3.0M |
| Integris Wealth Management, LLC | 0.79% | Add +3.5% | 71,672 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Add +3.7% | 70,797 | $2.7M |
| Clarius Group, LLC | 0.17% | Add +8.2% | 69,603 | $2.7M |
| Vision Capital Management, Inc. | 0.38% | Add +17.9% | 68,891 | $2.6M |
| Financial Advisors, LLC | 0.50% | Add +1.2% | 66,035 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 65,892 | $2.5M |
| Apella Capital, LLC | 0.09% | Add +9.4% | 68,366 | $2.5M |
| Wesbanco Bank Inc. | 0.09% | Add +10.8% | 65,007 | $2.5M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +362.1% | 63,384 | $2.4M |
| Mariner, LLC | 0.00% | Add +4.7% | 63,022 | $2.4M |
| Quent Capital, LLC | 0.25% | Add +7.8% | 61,634 | $2.4M |
| Stephens Consulting, LLC | 0.59% | Add +4.8% | 60,852 | $2.3M |
| Omega Financial Group, LLC | 0.88% | Add +9.1% | 59,468 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -7.6% | 58,732 | $2.3M |
| Haverford Trust Co | 0.02% | Add +8.5% | 58,281 | $2.2M |
| Charter Oak Capital Management, LLC | 0.21% | Add +2.1% | 58,280 | $2.2M |
| Dohj, LLC | 0.51% | Add +10.1% | 58,145 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 57,344 | $2.2M |
| Francis Financial, Inc. | 0.53% | Reduce -0.3% | 56,484 | $2.2M |
| Plum Street Advisors, LLC | 1.04% | Add +1.2% | 56,237 | $2.2M |
| Laurel Wealth Planning LLC | 1.33% | Add +5.1% | 52,092 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.18% | No change | 51,990 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +1.0% | 50,062 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.50% | Add +5.5% | 49,136 | $1.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 48,628 | $1.9M |
| Becker Capital Management Inc. | 0.06% | No change | 47,336 | $1.8M |
| Allworth Financial LP | 0.01% | Add +62.1% | 46,550 | $1.7M |
| Sage Financial Group Inc. | 0.14% | Add +1.1% | 45,134 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +10.4% | 44,784 | $1.7M |
| Westfuller Advisors, LLC | 1.13% | New | 44,207 | $1.7M |
| Asset Dedication, LLC | 0.14% | Reduce -11.3% | 43,910 | $1.7M |
| CGN Advisors LLC | 0.16% | Reduce -5.7% | 43,080 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +26.1% | 41,164 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +2.6% | 40,604 | $1.6M |
| Addison Advisors LLC | 0.42% | Reduce -5.7% | 40,205 | $1.5M |
| Blue Edge Capital, LLC | 0.24% | Reduce -28.8% | 39,644 | $1.5M |
| eCIO, Inc. | 0.57% | — | 36,754 | $1.4M |
"% 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.