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 |
| Financial Connections Group, Inc. | 0.63% | Reduce -12.1% | 36,612 | $1.4M |
| Martin Worley Group | 0.80% | Add +27.7% | 36,381 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +2.7% | 36,341 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +14.4% | 34,970 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.18% | Add +2.9% | 34,392 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -6.5% | 33,566 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.4% | 32,443 | $1.2M |
| Summit Wealth Group, LLC | 0.36% | Add +3.1% | 32,236 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.56% | Add +22.6% | 31,422 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -16.7% | 30,817 | $1.2M |
| Bell Investment Advisors, Inc | 0.21% | Reduce -1.4% | 30,297 | $1.2M |
| Garde Capital, Inc. | 0.07% | Add +7.8% | 29,930 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -38.2% | 29,917 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -48.5% | 29,737 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -3.9% | 28,511 | $1.1M |
| A&I Financial Services, LLC | 0.73% | Add +10.8% | 28,222 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -8.0% | 27,869 | $1.1M |
| SVB Wealth LLC | 0.04% | No change | 27,677 | $1.1M |
| Mascoma Wealth Management LLC | 0.26% | Reduce -3.6% | 27,020 | $1.0M |
| Dunhill Financial, LLC | 0.46% | Reduce -19.8% | 26,336 | $1.0M |
| One Day In July LLC | 0.10% | Add +62.2% | 26,286 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -1.8% | 26,240 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -11.9% | 25,659 | $986K |
| Planning Alternatives Ltd. | 0.15% | Add +11.3% | 25,174 | $967K |
| Hilltop Wealth Advisors, LLC | 0.53% | Reduce -1.8% | 24,657 | $947K |
| Hardy Reed LLC | 0.08% | No change | 24,080 | $925K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.39% | Add +11.8% | 24,051 | $924K |
| Towerpoint Wealth, LLC | 0.46% | Add +18.1% | 24,036 | $923K |
| Pine Haven Investment Counsel, Inc | 0.77% | Reduce -1.5% | 23,950 | $920K |
| Cambridge Financial Group, LLC | 0.38% | Reduce -5.2% | 23,480 | $902K |
| CW Advisors, LLC | 0.01% | Add +7.2% | 23,473 | $902K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +10.0% | 23,064 | $886K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.8% | 22,765 | $874K |
| Trilogy Capital Inc. | 0.05% | Reduce -53.5% | 22,463 | $863K |
| Parallel Advisors, LLC | 0.02% | Reduce -13.3% | 22,245 | $854K |
| Captrust Financial Advisors | 0.00% | Add +2.3% | 22,234 | $854K |
| Brookstone Capital Management | 0.01% | Reduce -6.0% | 22,184 | $852K |
| &partners | 0.01% | Add +6.6% | 22,067 | $849K |
| Cascade Financial Partners, LLC | 0.11% | No change | 21,962 | $844K |
| Cranbrook Wealth Management, LLC | 0.19% | Reduce -2.7% | 21,666 | $832K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +13.1% | 21,535 | $827K |
| Stordahl Capital Management, Inc. | 0.19% | Add +49.4% | 21,150 | $812K |
| WNY Asset Management, LLC | 0.10% | Reduce -19.7% | 21,137 | $812K |
| Cary Street Partners Financial LLC | 0.03% | Add +72.4% | 21,018 | $807K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.1% | 20,936 | $804K |
| Opes Wealth Management LLC | 0.16% | Add +54.9% | 20,489 | $787K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 20,369 | $782K |
| Bragg Financial Advisors, Inc | 0.03% | Add +7.2% | 20,239 | $777K |
| Aufman Associates Inc | 0.53% | Add +0.3% | 20,183 | $775K |
| Long Run Wealth Advisors, LLC | 0.17% | Add +3.4% | 19,967 | $767K |
| Commerce Bank | 0.00% | No change | 19,951 | $766K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 19,875 | $763K |
| One Capital Management, LLC | 0.02% | Reduce -0.8% | 18,972 | $729K |
| BSW Wealth Partners | 0.11% | Add +15.7% | 18,717 | $719K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 17,431 | $670K |
| Fingerlakes Wealth Management, Inc. | 0.57% | Reduce -1.6% | 17,356 | $667K |
| Empower Advisory Group, LLC | 0.00% | Add +0.9% | 17,257 | $663K |
| Portland Global Advisors LLC | 0.08% | Reduce -18.3% | 16,895 | $649K |
| Bluespring Wealth Management, LLC | 0.06% | Reduce -5.9% | 16,580 | $637K |
| Well Done, LLC | 0.11% | No change | 15,000 | $631K |
| Bond & Devick Financial Network, Inc. | 0.23% | Add +4.8% | 16,243 | $624K |
| Brewster Financial Planning LLC | 0.46% | No change | 16,196 | $622K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.8% | 16,164 | $621K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.7% | 16,021 | $615K |
| Diversify Advisory Services, LLC | 0.04% | Add +32.1% | 16,107 | $606K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,594 | $599K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -0.4% | 15,382 | $591K |
| Opal Wealth Advisors, LLC | 0.18% | Reduce -24.0% | 15,302 | $588K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -22.3% | 14,717 | $565K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.1% | 14,140 | $543K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -6.4% | 14,088 | $541K |
| Round Rock Advisors LLC | 0.10% | Reduce -3.9% | 14,055 | $540K |
| Northland Capital Management LLC | 0.36% | Reduce -4.9% | 13,997 | $538K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.1% | 13,871 | $533K |
| NewEdge Wealth, LLC | 0.01% | Add +2.6% | 13,520 | $519K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 13,432 | $516K |
| Great Diamond Partners, LLC | 0.14% | Reduce -0.5% | 13,201 | $507K |
| Boston Standard Wealth Management, LLC | 0.11% | Reduce -3.7% | 13,151 | $506K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -6.7% | 13,066 | $502K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.7% | 12,960 | $498K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 12,751 | $490K |
| Financial Counselors Inc. | 0.01% | Add +8.8% | 12,715 | $488K |
| Mayport, LLC | 0.13% | No change | 12,540 | $482K |
| Mgo One Seven LLC | 0.02% | Add +0.0% | 12,436 | $478K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +15.0% | 12,137 | $466K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 12,132 | $466K |
| PDS Planning, Inc | 0.04% | Add +0.3% | 12,076 | $464K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +26.9% | 11,921 | $458K |
| Seeds Investor LLC | 0.13% | Reduce -1.1% | 11,819 | $454K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -27.8% | 12,750 | $452K |
| VAUGHAN & Co SECURITIES, INC. | 0.28% | Add +1.8% | 11,640 | $447K |
| Bangor Savings Bank | 0.04% | Reduce -0.2% | 11,630 | $447K |
| Friedenthal Financial | 0.27% | No change | 11,595 | $445K |
| Diversified Trust Co. | 0.01% | Reduce -41.6% | 11,500 | $442K |
| Johnson Financial Group, LLC | 0.05% | No change | 11,415 | $438K |
| Natixis Advisors, LLC | 0.00% | New | 11,359 | $436K |
| Spinnaker Trust | 0.03% | Add +15.3% | 11,214 | $431K |
| Values Added Financial LLC | 0.23% | Add +22.4% | 10,952 | $421K |
| Private Advisor Group, LLC | 0.00% | Add +10.2% | 10,888 | $418K |
| 1ST Source Bank | 0.02% | Reduce -0.4% | 10,872 | $418K |
| OLIO Financial Planning | 0.14% | Add +39.2% | 10,795 | $415K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.1% | 10,773 | $414K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -1.7% | 10,682 | $410K |
| Presilium Private Wealth, LLC | 0.09% | Add +15.7% | 10,537 | $405K |
| Cook Wealth, LLC | 0.20% | Reduce -1.1% | 10,714 | $403K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.0% | 10,447 | $401K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,385 | $399K |
| Birchbrook, Inc. | 0.22% | Reduce -60.9% | 10,367 | $398K |
| Curtis Advisory Group, LLC | 0.12% | No change | 10,226 | $393K |
| D. E. Shaw & Co. | 0.00% | Reduce -2.9% | 10,078 | $387K |
| Compound Planning, Inc. | 0.02% | Add +28.6% | 10,039 | $386K |
| Riverwater Partners LLC | 0.20% | Reduce -7.6% | 9,968 | $383K |
| Truefg, LLC | 0.13% | Add +6.2% | 9,953 | $382K |
| Roberts Financial Services LLC | 0.07% | Add +0.7% | 9,828 | $377K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +5.4% | 9,806 | $377K |
| Montecito Bank & Trust | 0.07% | No change | 9,670 | $371K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -8.8% | 9,514 | $365K |
| DAVENPORT & Co LLC | 0.00% | Add +2.0% | 9,453 | $363K |
| Park Avenue Securities LLC | 0.00% | Add +61.1% | 9,402 | $361K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Reduce -0.4% | 9,350 | $359K |
| Harbor Group, Inc. | 0.07% | Reduce -9.9% | 9,295 | $357K |
| PrairieView Partners, LLC | 0.04% | Add +0.4% | 9,272 | $356K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 9,157 | $352K |
| Emergent Wealth Advisors, LLC | 0.25% | Reduce -0.6% | 9,109 | $350K |
| Farmers National Bank | 0.10% | Add +4.2% | 8,995 | $345K |
| McClarren Financial Advisors, Inc. | 0.22% | Reduce -41.3% | 5,277 | $338K |
| Mokosak Advisory Group, LLC | 0.10% | Reduce -0.5% | 8,545 | $328K |
| Financial Futures Ltd Liability Co. | 0.19% | Add +2.5% | 8,536 | $328K |
| Carr Financial Group Corp | 0.11% | Reduce -16.4% | 8,422 | $323K |
| Hurlow Wealth Management Group, Inc. | 0.10% | Reduce -38.1% | 8,365 | $321K |
| Nautilus Advisors LLC | 0.27% | Add +0.3% | 8,360 | $321K |
| Pinnacle Associates Ltd. | 0.00% | Add +6.8% | 8,311 | $319K |
| Amara Financial, Llc. | 0.28% | Add +29.8% | 8,012 | $308K |
| Focus Financial Network, Inc. | 0.01% | Reduce -16.1% | 7,927 | $304K |
| One Wealth Advisors, LLC | 0.05% | Reduce -0.2% | 7,926 | $304K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2739.9% | 7,838 | $301K |
| NWF Advisory Services Inc. | 0.04% | Add +36.0% | 7,796 | $299K |
| First Pacific Financial | 0.06% | Add +0.1% | 7,717 | $296K |
| Obsidian Cio, LLC | 0.05% | Reduce -13.6% | 7,519 | $289K |
| LongView Wealth Management | 0.09% | New | 7,512 | $289K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.0% | 7,293 | $280K |
| Moller Wealth Partners | 0.07% | Add +10.0% | 7,289 | $280K |
| Assetmark, Inc. | 0.00% | Add +21.7% | 7,278 | $280K |
| Grant/GrossMendelsohn, LLC | 0.15% | No change | 7,440 | $278K |
| Foster Group, Inc. | 0.01% | Add +2.8% | 7,172 | $275K |
| Wells Financial Advisors INC | 0.38% | Add +1.4% | 7,085 | $272K |
| Hills Bank & Trust Co | 0.02% | Add +0.0% | 7,028 | $270K |
| Paragon Capital Management Ltd | 0.06% | New | 7,015 | $269K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +8.2% | 6,972 | $268K |
| Tortoise Investment Management, LLC | 0.03% | Add +52.3% | 6,877 | $264K |
| Pathway Financial Advisors LLC | 0.05% | No change | 6,821 | $262K |
| Capital Analysts, LLC | 0.01% | Reduce -17.1% | 6,729 | $258K |
| CWS Financial Advisors, LLC | 0.08% | Add +0.2% | 6,698 | $257K |
| Tarbox Family Office, Inc. | 0.04% | No change | 6,695 | $257K |
| Flagstar Securities, Inc. | 0.06% | Reduce -4.4% | 6,555 | $252K |
| Trust Co | 0.03% | Add +6.8% | 6,554 | $252K |
| LWM Advisors Inc. | 0.30% | No change | 6,490 | $252K |
| Opulen Financial Group LLC | 0.23% | Add +0.2% | 6,543 | $251K |
| United Asset Strategies, Inc. | 0.02% | Add +0.3% | 6,508 | $250K |
| JNBA Financial Advisors | 0.03% | Reduce -17.9% | 6,402 | $246K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -1.4% | 6,343 | $244K |
| BLB&B Advisors, LLC | 0.01% | Add +13.8% | 6,328 | $243K |
| Wade Financial Advisory, Inc | 0.08% | Add +1.9% | 6,275 | $241K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.6% | 6,267 | $241K |
| Hiley Hunt Wealth Management | 0.13% | New | 6,133 | $237K |
| Linscomb Wealth, Inc. | 0.01% | No change | 6,137 | $236K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.9% | 6,122 | $235K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.9% | 6,122 | $235K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.5% | 6,109 | $235K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 6,100 | $234K |
| Two Sigma Securities, LLC | 0.04% | New | 6,048 | $232K |
| National Wealth Management Group, LLC | 0.15% | Add +3.0% | 6,022 | $231K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -3.5% | 5,942 | $228K |
| Modern Wealth Management, LLC | 0.01% | New | 5,915 | $227K |
| Grand Wealth Management, LLC | 0.12% | Reduce -0.9% | 5,875 | $226K |
| Stewardship Advisors, LLC | 0.06% | Reduce -86.7% | 5,834 | $224K |
| Peak Financial Management, Inc. | 0.07% | Add +2.8% | 5,814 | $223K |
| Caprock Group, LLC | 0.01% | New | 5,710 | $219K |
| AdvisorNet Financial, Inc | 0.02% | Add +7.3% | 5,668 | $218K |
| Horizon Investments, LLC | 0.01% | Reduce -0.7% | 5,638 | $217K |
| Orin Green Financial, LLC | 0.10% | New | 6,170 | $216K |
| Arax Advisory Partners | 0.01% | Add +100.0% | 5,628 | $216K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +0.3% | 5,447 | $209K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,372 | $206K |
| Equitable Holdings, Inc. | 0.00% | Reduce -38.7% | 5,352 | $206K |
| Founders Financial Securities LLC | 0.02% | Reduce -3.5% | 5,477 | $205K |
| Members Trust Co | 0.01% | No change | 5,283 | $203K |
| Finley Financial, LLC | 0.10% | No change | 5,000 | $188K |
| Key Financial Inc | 0.04% | New | 4,850 | $186K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.2% | 4,477 | $173K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,390 | $169K |
| UMB Bank, n.a. | 0.00% | No change | 4,186 | $161K |
| MAI Capital Management | 0.00% | Reduce -6.8% | 4,038 | $155K |
| Continuum Advisory, LLC | 0.02% | No change | 4,001 | $154K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,813 | $146K |
| Comerica Bank | 0.00% | Add +0.2% | 3,677 | $141K |
| American Capital Advisory, LLC | 0.07% | Add +0.1% | 3,616 | $139K |
| Carolina Wealth Advisors, LLC | 0.07% | Reduce -6.4% | 3,473 | $133K |
| Keener Financial Planning LLC | 0.08% | Add +2.9% | 3,361 | $129K |
| Urban Financial Advisory Corp | 0.07% | Add +0.3% | 3,205 | $123K |
| GoalVest Advisory LLC | 0.03% | No change | 2,984 | $115K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | Add +42.1% | 2,955 | $114K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 2,825 | $109K |
| Horizons Wealth Management | 0.08% | No change | 2,803 | $108K |
| Marshall Investment Management, LLC | 0.07% | New | 2,742 | $105K |
| Hughes Financial Services, LLC | 0.02% | New | 2,677 | $103K |
| SouthState Bank Corp | 0.00% | New | 2,198 | $84K |
| NBT Bank, N.A. | 0.01% | Reduce -7.8% | 2,063 | $79K |
| Advantage Trust Co | 0.04% | No change | 1,907 | $73K |
| VSM Wealth Advisory, LLC | 0.02% | Add +3.4% | 1,749 | $67K |
| 4Thought Financial Group Inc. | 0.04% | Add +4.9% | 1,721 | $66K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 1,581 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 1,441 | $61K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.0% | 1,564 | $60K |
| Investors Research Corp | 0.01% | No change | 1,526 | $59K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | — | 1,460 | $56K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -14.4% | 1,408 | $54K |
| Nemes Rush Group LLC | 0.01% | Add +0.3% | 1,293 | $50K |
| Sherman Asset Management, Inc. | 0.05% | Reduce -8.6% | 1,250 | $48K |
| Kennebec Savings Bank | 0.05% | Add +3.6% | 1,212 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +6.1% | 1,199 | $46K |
| Concord Wealth Partners | 0.01% | Reduce -67.2% | 1,078 | $41K |
| Signaturefd, LLC | 0.00% | Reduce -20.3% | 1,058 | $41K |
| Sierra Ocean, LLC | 0.03% | No change | 1,017 | $39K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.7% | 1,015 | $39K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $35K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -10.3% | 904 | $35K |
| Your Advocates Ltd., LLP | 0.01% | No change | 889 | $34K |
| Sandy Spring Bank | 0.00% | New | 849 | $33K |
| Mattson Financial Services, LLC | 0.01% | Add +11.5% | 845 | $32K |
| Kimelman & Baird, LLC | 0.00% | No change | 747 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +80.8% | 743 | $29K |
| US Bancorp \de | 0.00% | No change | 625 | $24K |
| Capitol Family Office, Inc. | 0.03% | New | 605 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 584 | $22K |
| AE Wealth Management LLC | 0.00% | Add +2.5% | 571 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 551 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $19K |
| ORG Partners LLC | 0.00% | No change | 475 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.2% | 464 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -31.9% | 454 | $17K |
| Covestor Ltd | 0.01% | Add +1.1% | 439 | $17K |
| Phillips Financial Management, LLC | 0.00% | No change | 429 | $16K |
| Dagco, Inc. | 0.01% | New | 424 | $16K |
| MCF Advisors LLC | 0.00% | New | 403 | $15K |
| Centerpoint Advisors, LLC | 0.01% | Add +30.8% | 361 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +4.3% | 364 | $14K |
| Archer Investment Corp | 0.00% | No change | 361 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $14K |
| Front Row Advisors LLC | 0.00% | Add +29.4% | 330 | $13K |
| Ameriflex Group, Inc. | 0.00% | Add +0.3% | 300 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 267 | $11K |
| National Bank of Canada | 0.00% | No change | 265 | $10K |
| Rossby Financial, LCC | 0.00% | New | 268 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $10K |
| Transce3nd, LLC | 0.00% | Add +2.5% | 242 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $8K |
| MTM Investment Management, LLC | 0.00% | New | 200 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 184 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 181 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +16.1% | 180 | $7K |
| Decker Retirement Planning Inc. | 0.00% | No change | 170 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 160 | $6K |
| Bank of Montreal | 0.00% | No change | 118 | $5K |
| IFP Advisors, Inc | 0.00% | Add +43.4% | 109 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 100 | $4K |
| Centennial Bank | 0.00% | No change | 100 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 76 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +3.0% | 34 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 29 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 24 | $926 |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $807 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $692 |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 5 | $192 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $38 |
| Glassman Wealth Services | 0.00% | Reduce -99.9% | 1 | $38 |
| Keystone Global Partners, LLC | 0.00% | — | 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.