iShares ESG Aware MSCI USA SESMLETF
13F holders, Q3 2025 (September 30)393holders +2
30new positions
21sold out
3famous investors
$45.16avg. 13F price*
At the end of Q3 2025, 393 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 2 from Q2 2025. 30 opened new positions and 21 sold out. The largest holders were FMR LLC ($118.2M), Tiaa Trust, National Association ($100.2M) and Northern Trust Corp. ($91.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $11.7M |
| Exits | 21 | $6.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,272,783 shares bought and 2,051,837 shares sold, net −779,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| FMR LLC | 0.01% | Add +11.2% | 2,622,321 | $118.2M |
| Tiaa Trust, National Association | 0.24% | Add +1.1% | 2,225,333 | $100.2M |
| Northern Trust Corp. | 0.01% | Reduce -1.2% | 2,017,751 | $91.0M |
| Betterment LLC | 0.16% | Add +1.9% | 1,780,747 | $80.3M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 1,754,263 | $79.1M |
| Creative Planning | 0.05% | Reduce -1.7% | 1,473,334 | $66.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 1,252,351 | $56.5M |
| Vontobel Holding Ltd. | 0.12% | No change | 880,000 | $39.7M |
| Fiduciary Trust Co | 0.44% | Reduce -2.7% | 868,826 | $39.2M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 711,266 | $32.1M |
| M&T Bank Corp | 0.10% | Reduce -0.4% | 678,999 | $30.6M |
| Acorns Advisers, LLC | 0.23% | Add +1.7% | 634,691 | $28.6M |
| Wells Fargo & Company | 0.01% | Reduce -46.0% | 584,513 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.8% | 562,960 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 501,263 | $22.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.6% | 497,407 | $22.5M |
| Pathstone Holdings, LLC | 0.08% | Reduce -1.9% | 463,884 | $20.9M |
| UBS Group AG | 0.00% | Reduce -1.3% | 451,955 | $20.4M |
| Sei Investments Co. | 0.02% | Add +3.0% | 445,159 | $20.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +54.5% | 316,432 | $14.3M |
| Accredited Investors Inc. | 0.76% | Reduce -6.4% | 302,109 | $13.6M |
| Sand Hill Global Advisors, LLC | 0.48% | Reduce -0.9% | 301,505 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 298,124 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -27.7% | 283,055 | $12.8M |
| Modera Wealth Management, LLC | 0.15% | Reduce -1.3% | 279,663 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +2.5% | 267,417 | $12.1M |
| LPL Financial LLC | 0.00% | Add +3.2% | 257,514 | $11.6M |
| Wealth Architects, LLC | 1.09% | Add +4.0% | 257,218 | $11.6M |
| Flputnam Investment Management Co. | 0.14% | Reduce -64.3% | 208,439 | $9.4M |
| SigFig Wealth Management, LLC | 0.28% | Reduce -21.6% | 200,496 | $9.0M |
| Bailard, Inc. | 0.18% | Reduce -1.8% | 183,102 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.4% | 181,763 | $8.2M |
| Mission Wealth Management, LP | 0.16% | Add +10.8% | 173,750 | $7.8M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Reduce -8.6% | 147,982 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.6% | 146,229 | $6.6M |
| Ally Invest Advisors Inc. | 0.46% | Add +1.5% | 142,871 | $6.4M |
| Litman Gregory Wealth Management LLC | 0.48% | Reduce -10.6% | 142,035 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +4.5% | 140,391 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.2% | 139,060 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 137,858 | $6.2M |
| Regions Financial Corp. | 0.04% | Add +14.6% | 137,012 | $6.2M |
| Savant Capital, LLC | 0.04% | Reduce -3.3% | 130,087 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 129,135 | $5.8M |
| Stanich Group LLC | 3.38% | Add +2.6% | 122,367 | $5.5M |
| Regatta Capital Group, LLC | 0.87% | Add +2.0% | 121,753 | $5.5M |
| Alaska Wealth Advisors, LLC | 0.71% | Reduce -8.6% | 120,527 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.2% | 118,331 | $5.3M |
| Citizens Financial Group Inc. | 0.07% | Add +0.4% | 114,585 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.0% | 110,876 | $5.0M |
| Mather Group, Llc. | 0.05% | Reduce -0.2% | 109,392 | $4.9M |
| Willow Creek Wealth Management Inc. | 0.41% | Reduce -0.2% | 109,292 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 99,549 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 98,098 | $4.4M |
| Bluestem Financial Advisors, LLC | 1.72% | Add +1.0% | 97,434 | $4.4M |
| Moss Adams Wealth Advisors LLC | 0.32% | Add +3.2% | 91,989 | $4.1M |
| Mariner, LLC | 0.01% | Add +26.0% | 88,461 | $4.0M |
| Invera Wealth Advisors, LLC | 2.38% | Reduce -1.4% | 85,516 | $3.9M |
| Apella Capital, LLC | 0.08% | Add +8.8% | 77,389 | $3.5M |
| Harbour Investments, Inc. | 0.08% | Reduce -0.6% | 75,691 | $3.4M |
| Quent Capital, LLC | 0.28% | Add +1.9% | 73,883 | $3.3M |
| Integris Wealth Management, LLC | 0.80% | Reduce -1.0% | 73,292 | $3.3M |
| eCIO, Inc. | 1.22% | Add +7.9% | 72,635 | $3.3M |
| Vision Capital Management, Inc. | 0.40% | Reduce -6.6% | 72,417 | $3.3M |
| Composition Wealth, LLC | 0.05% | Reduce -30.9% | 70,941 | $3.2M |
| Gradient Investments LLC | 0.05% | Reduce -0.8% | 69,159 | $3.1M |
| Clarius Group, LLC | 0.18% | Reduce -0.2% | 68,684 | $3.1M |
| Wrapmanager Inc. | 0.95% | Reduce -31.0% | 68,462 | $3.1M |
| Plum Street Advisors, LLC | 1.19% | Add +17.5% | 68,149 | $3.1M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $2.9M |
| Financial Advisors, LLC | 0.50% | Reduce -1.4% | 63,112 | $2.8M |
| Haverford Trust Co | 0.03% | Add +0.3% | 62,623 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 62,550 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +47.5% | 62,112 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -3.3% | 61,787 | $2.8M |
| Decker Retirement Planning Inc. | 1.53% | Reduce -7.3% | 61,593 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.5% | 60,485 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 59,873 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +246.7% | 59,512 | $2.7M |
| Laurel Wealth Planning LLC | 1.39% | Add +0.1% | 58,278 | $2.6M |
| Charter Oak Capital Management, LLC | 0.21% | Reduce -4.0% | 58,090 | $2.6M |
| Omega Financial Group, LLC | 0.87% | Reduce -3.7% | 57,490 | $2.6M |
| Citadel Advisors | 0.00% | New | 53,441 | $2.4M |
| Francis Financial, Inc. | 0.43% | Reduce -2.8% | 52,914 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +6.4% | 50,346 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -3.2% | 50,245 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 49,295 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +16.5% | 48,819 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +61.1% | 48,342 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.22% | Add +6.2% | 46,955 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Add +0.5% | 46,103 | $2.1M |
| Allworth Financial LP | 0.01% | Add +0.0% | 45,619 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.2% | 45,011 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +323.3% | 42,954 | $1.9M |
| Asset Dedication, LLC | 0.13% | Reduce -2.7% | 42,197 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.0% | 41,742 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 39,989 | $1.8M |
| Addison Advisors LLC | 0.41% | Reduce -3.4% | 39,262 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -12.9% | 38,649 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.2% | 36,699 | $1.7M |
| Seeds Investor LLC | 0.34% | Add +114.4% | 35,832 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | Add +8.7% | 34,309 | $1.5M |
| Cwm, LLC | 0.00% | Add +18.1% | 33,842 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.9% | 33,502 | $1.5M |
| Topel & Distasi Wealth Management, LLC | 0.74% | Reduce -0.7% | 33,105 | $1.5M |
| Values Added Financial LLC | 0.66% | Add +38.5% | 33,011 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.1% | 31,852 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.4M |
| Summit Wealth Group, LLC | 0.34% | Reduce -2.1% | 31,105 | $1.4M |
| Freestone Capital Holdings, LLC | 0.04% | New | 30,950 | $1.4M |
| A&I Financial Services, LLC | 0.68% | Add +2.3% | 30,755 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 30,639 | $1.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.27% | No change | 29,294 | $1.3M |
| Stordahl Capital Management, Inc. | 0.28% | Add +0.8% | 29,121 | $1.3M |
| Garde Capital, Inc. | 0.07% | Reduce -3.4% | 28,976 | $1.3M |
| Bell Investment Advisors, Inc | 0.21% | Reduce -2.2% | 28,587 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +29.5% | 28,540 | $1.3M |
| BSW Wealth Partners | 0.16% | Add +3.2% | 28,141 | $1.3M |
| Morgan Stanley | 0.00% | Add +7.0% | 27,497 | $1.2M |
| Towerpoint Wealth, LLC | 0.49% | Add +3.8% | 26,734 | $1.2M |
| Planning Alternatives Ltd. | 0.15% | Add +5.9% | 26,352 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 25,949 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +5.5% | 25,913 | $1.2M |
| Mascoma Wealth Management LLC | 0.25% | Add +6.2% | 25,645 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.1% | 25,488 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +1.1% | 25,233 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +45.7% | 24,442 | $1.1M |
| Blue Edge Capital, LLC | 0.16% | Reduce -0.0% | 24,439 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.78% | Add +0.8% | 24,023 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +20.0% | 23,996 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 23,876 | $1.1M |
| Hardy Reed LLC | 0.08% | Add +0.7% | 23,874 | $1.1M |
| One Day In July LLC | 0.09% | Reduce -11.6% | 23,160 | $1.0M |
| Fsa Wealth Partners, Inc. | 0.40% | New | 23,035 | $1.0M |
| Cambridge Financial Group, LLC | 0.33% | Add +1.2% | 22,971 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +8.8% | 22,881 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Reduce -0.4% | 22,709 | $1.0M |
| Cranbrook Wealth Management, LLC | 0.21% | Add +4.0% | 22,674 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.3% | 22,594 | $1.0M |
| Opes Wealth Management LLC | 0.18% | Reduce -3.8% | 22,066 | $995K |
| Cascade Financial Partners, LLC | 0.11% | No change | 21,962 | $990K |
| Parallel Advisors, LLC | 0.02% | Add +1.9% | 21,763 | $981K |
| CGN Advisors LLC | 0.08% | Reduce -33.4% | 21,139 | $953K |
| Caliber Wealth Management, LLC / KS | 0.11% | Add +3.5% | 21,065 | $950K |
| Cary Street Partners Financial LLC | 0.02% | No change | 21,063 | $950K |
| Aufman Associates Inc | 0.53% | Add +5.8% | 21,024 | $948K |
| Sound Stewardship, LLC | 0.45% | Add +2.5% | 20,606 | $929K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -0.3% | 20,604 | $929K |
| Bluespring Wealth Management, LLC | 0.08% | Add +0.3% | 19,455 | $877K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.9% | 19,088 | $860K |
| Boston Standard Wealth Management, LLC | 0.14% | Add +16.4% | 19,080 | $860K |
| Commerce Bank | 0.00% | Reduce -2.8% | 18,806 | $848K |
| Flow Traders U.S. LLC | 0.03% | New | 18,190 | $820K |
| Long Run Wealth Advisors, LLC | 0.16% | Reduce -6.7% | 18,083 | $815K |
| Balanced Rock Investment Advisors LLC | 0.59% | Add +0.8% | 17,907 | $807K |
| &partners | 0.01% | Reduce -6.2% | 17,699 | $798K |
| Krilogy Financial LLC | 0.03% | New | 17,567 | $793K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -5.5% | 17,522 | $790K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.7% | 17,450 | $787K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Reduce -0.3% | 17,387 | $784K |
| Northland Capital Management LLC | 0.45% | Add +0.1% | 17,178 | $774K |
| Portland Global Advisors LLC | 0.09% | No change | 17,050 | $769K |
| Bond & Devick Financial Network, Inc. | 0.23% | Add +3.3% | 16,881 | $761K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -13.6% | 16,618 | $752K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.3% | 16,666 | $751K |
| Brewster Financial Planning LLC | 0.47% | No change | 16,575 | $747K |
| Opal Wealth Advisors, LLC | 0.21% | Reduce -1.5% | 16,490 | $743K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.4% | 16,037 | $723K |
| Sax Wealth Advisors, LLC | 0.04% | Add +2.3% | 15,631 | $705K |
| NewEdge Wealth, LLC | 0.01% | Add +40.3% | 15,467 | $698K |
| Financial Connections Group, Inc. | 0.27% | Reduce -0.5% | 15,384 | $693K |
| Acropolis Investment Management, LLC | 0.03% | No change | 16,145 | $667K |
| American Trust | 0.06% | Add +4.5% | 14,656 | $661K |
| Sandbox Financial Partners, LLC | 0.19% | Add +73.8% | 14,463 | $652K |
| Well Done, LLC | 0.11% | No change | 14,360 | $647K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.9% | 14,215 | $641K |
| Dunhill Financial, LLC | 0.21% | Reduce -34.7% | 14,168 | $639K |
| One Capital Management, LLC | 0.02% | Reduce -6.8% | 14,069 | $634K |
| Round Rock Advisors LLC | 0.10% | Reduce -2.3% | 13,733 | $619K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.3% | 13,676 | $616K |
| Great Diamond Partners, LLC | 0.12% | Add +3.8% | 13,444 | $606K |
| Natixis Advisors, LLC | 0.00% | Add +11.8% | 13,145 | $593K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1304300.0% | 13,044 | $588K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -0.6% | 13,004 | $586K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -0.0% | 12,993 | $586K |
| Bangor Savings Bank | 0.05% | Add +11.2% | 12,905 | $582K |
| Financial Futures Ltd Liability Co. | 0.28% | Add +17.1% | 12,857 | $580K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -0.4% | 12,503 | $569K |
| Park Avenue Securities LLC | 0.00% | Add +17.7% | 12,591 | $568K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.6% | 12,526 | $565K |
| Morris Financial Concepts, Inc. | 0.20% | Reduce -2.0% | 11,974 | $540K |
| PDS Planning, Inc | 0.04% | Reduce -0.3% | 11,967 | $539K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 11,697 | $527K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 11,484 | $518K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -0.5% | 11,452 | $516K |
| Johnson Financial Group, LLC | 0.05% | No change | 11,415 | $515K |
| Compound Planning, Inc. | 0.02% | Add +6.8% | 11,399 | $514K |
| Neuberger Berman Group LLC | 0.00% | Add +75.0% | 11,385 | $513K |
| OLIO Financial Planning | 0.15% | Add +0.9% | 11,024 | $497K |
| Mgo One Seven LLC | 0.01% | Reduce -11.4% | 11,023 | $497K |
| Mayport, LLC | 0.11% | Reduce -12.7% | 10,951 | $494K |
| 1ST Source Bank | 0.03% | No change | 10,818 | $488K |
| Diversified Trust Co. | 0.01% | Reduce -2.7% | 10,765 | $485K |
| Carr Financial Group Corp | 0.13% | Add +25.7% | 10,590 | $477K |
| Mokosak Advisory Group, LLC | 0.12% | Add +23.5% | 10,579 | $477K |
| Hill Island Financial LLC | 0.12% | Add +15.7% | 10,505 | $474K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,385 | $468K |
| Shira Ridge Wealth Management | 0.20% | New | 10,367 | $467K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -2.8% | 10,245 | $462K |
| Farmers National Bank | 0.11% | Reduce -0.9% | 10,184 | $459K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.3% | 10,169 | $458K |
| Paragon Capital Management Ltd | 0.09% | Add +25.3% | 10,071 | $454K |
| Truefg, LLC | 0.12% | Reduce -0.8% | 9,997 | $451K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.4% | 9,754 | $440K |
| Emergent Wealth Advisors, LLC | 0.25% | Add +2.0% | 9,559 | $431K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 9,514 | $429K |
| Montecito Bank & Trust | 0.07% | — | 9,370 | $422K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 9,350 | $421K |
| NorthRock Partners, LLC | 0.01% | Add +72.5% | 9,350 | $421K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.1% | 9,155 | $413K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -10.4% | 9,095 | $410K |
| LongView Wealth Management | 0.11% | Add +0.2% | 9,050 | $408K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,045 | $408K |
| Farther Finance Advisors, LLC | 0.01% | Add +79.9% | 9,032 | $407K |
| Brooklyn FI, LLC | 0.09% | Add +6.0% | 8,727 | $393K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | Reduce -15.6% | 8,685 | $392K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -6.2% | 8,430 | $380K |
| Nautilus Advisors LLC | 0.25% | Add +0.0% | 8,388 | $378K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -3.1% | 8,321 | $375K |
| Riverwater Partners LLC | 0.15% | Reduce -1.8% | 8,115 | $366K |
| NWF Advisory Services Inc. | 0.04% | Add +7.1% | 8,086 | $365K |
| Washington Trust Bank | 0.03% | Add +57.1% | 8,065 | $364K |
| Ryan Investment Management, Inc. | 0.20% | No change | 8,029 | $362K |
| MAI Capital Management | 0.00% | Add +93.9% | 8,017 | $361K |
| Midwest Trust Co | 0.00% | Reduce -28.7% | 7,939 | $358K |
| Foster Group, Inc. | 0.01% | Add +2.3% | 7,939 | $358K |
| Tortoise Investment Management, LLC | 0.03% | Add +8.7% | 7,818 | $352K |
| First Pacific Financial | 0.05% | Reduce -20.1% | 7,747 | $349K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.0% | 7,574 | $341K |
| Obsidian Cio, LLC | 0.04% | Add +0.1% | 7,473 | $337K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.6% | 7,272 | $328K |
| Equita Financial Network, Inc. | 0.11% | Add +1.2% | 7,240 | $326K |
| Moller Wealth Partners | 0.07% | Add +0.3% | 7,197 | $324K |
| Hills Bank & Trust Co | 0.02% | Add +2.1% | 7,174 | $323K |
| D. E. Shaw & Co. | 0.00% | Reduce -20.5% | 7,135 | $322K |
| Wells Financial Advisors INC | 0.43% | No change | 7,085 | $319K |
| Opulen Financial Group LLC | 0.24% | Add +8.0% | 7,085 | $319K |
| Orin Green Financial, LLC | 0.13% | Add +13.7% | 7,015 | $316K |
| Amara Financial, Llc. | 0.23% | Add +0.3% | 6,962 | $314K |
| LWM Advisors Inc. | 0.28% | Add +5.3% | 6,834 | $308K |
| Trust Co | 0.03% | Add +10.2% | 6,824 | $308K |
| Pathway Financial Advisors LLC | 0.04% | No change | 6,821 | $307K |
| Friedenthal Financial | 0.16% | No change | 6,806 | $307K |
| United Asset Strategies, Inc. | 0.02% | Add +0.1% | 6,806 | $307K |
| Modern Wealth Management, LLC | 0.01% | Add +8.0% | 6,795 | $306K |
| CWS Financial Advisors, LLC | 0.08% | Add +0.6% | 6,753 | $304K |
| Tarbox Family Office, Inc. | 0.04% | No change | 6,695 | $302K |
| Weil Company, Inc. | 0.07% | Add +11.2% | 6,664 | $300K |
| St Germain D J Co. Inc. | 0.01% | No change | 6,511 | $294K |
| BLB&B Advisors, LLC | 0.01% | Reduce -2.3% | 6,436 | $290K |
| Harbor Group, Inc. | 0.05% | Add +0.3% | 6,393 | $288K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Reduce -26.0% | 6,188 | $279K |
| Hiley Hunt Wealth Management | 0.13% | Add +0.2% | 6,158 | $278K |
| Peak Financial Management, Inc. | 0.07% | Add +5.7% | 6,144 | $277K |
| Linscomb Wealth, Inc. | 0.01% | No change | 6,137 | $277K |
| Grand Wealth Management, LLC | 0.13% | Reduce -0.1% | 6,061 | $273K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.3% | 6,030 | $272K |
| JNBA Financial Advisors | 0.02% | Reduce -2.7% | 6,018 | $271K |
| One Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 5,941 | $268K |
| Capital Analysts, LLC | 0.01% | Add +1.3% | 5,894 | $266K |
| Stewardship Advisors, LLC | 0.06% | Reduce -1.0% | 5,811 | $262K |
| Brown Advisory Inc. | 0.00% | Add +18.8% | 5,779 | $261K |
| Ramiah Investment Group | 0.23% | Reduce -15.6% | 5,768 | $260K |
| VAUGHAN & Co SECURITIES, INC. | 0.13% | Reduce -51.7% | 5,624 | $254K |
| Caprock Group, LLC | 0.01% | — | 5,710 | $253K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 5,600 | $252K |
| Aaron Wealth Advisors LLC | 0.02% | Add +13.7% | 5,566 | $251K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.8% | 5,517 | $249K |
| Key Financial Inc | 0.05% | Add +12.7% | 5,466 | $247K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 5,458 | $246K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.8% | 5,435 | $245K |
| Valmark Advisers, Inc. | 0.00% | No change | 5,377 | $242K |
| Founders Financial Securities LLC | 0.02% | Add +1.4% | 5,261 | $237K |
| Horizon Investments, LLC | 0.00% | Add +1.4% | 5,261 | $237K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -2.4% | 5,242 | $236K |
| National Wealth Management Group, LLC | 0.09% | Add +1.2% | 5,201 | $234K |
| AQR Capital Management | 0.00% | New | 5,105 | $230K |
| Finley Financial, LLC | 0.10% | No change | 5,000 | $225K |
| Viewpoint Capital Management LLC | 0.10% | No change | 5,000 | $225K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +1.5% | 4,967 | $224K |
| McClarren Financial Advisors, Inc. | 0.13% | Reduce -70.8% | 1,425 | $220K |
| Nottingham Advisors, Inc. | 0.03% | New | 4,850 | $219K |
| Cornerstone Wealth Advisors, Inc. | 0.05% | Reduce -7.6% | 4,795 | $216K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -36.5% | 4,747 | $214K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -22.7% | 4,721 | $213K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,713 | $212K |
| Focus Financial Network, Inc. | 0.01% | New | 4,680 | $211K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | New | 4,656 | $210K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +13.3% | 4,635 | $209K |
| Spinnaker Trust | 0.01% | Reduce -63.2% | 4,630 | $209K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.9% | 4,539 | $205K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 4,500 | $203K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,476 | $202K |
| Traphagen Investment Advisors LLC | 0.02% | New | 4,443 | $200K |
| UMB Bank, n.a. | 0.00% | No change | 4,186 | $189K |
| American Capital Advisory, LLC | 0.08% | No change | 3,621 | $163K |
| Comerica Bank | 0.00% | Add +0.7% | 3,519 | $159K |
| Birchbrook, Inc. | 0.08% | No change | 3,394 | $153K |
| Keener Financial Planning LLC | 0.07% | No change | 3,361 | $151K |
| Carolina Wealth Advisors, LLC | 0.06% | Reduce -7.6% | 3,089 | $139K |
| GoalVest Advisory LLC | 0.03% | No change | 2,984 | $135K |
| Founders Financial Alliance, LLC | 0.02% | New | 2,890 | $130K |
| Larson Financial Group LLC | 0.00% | Reduce -10.8% | 2,724 | $123K |
| Horizons Wealth Management | 0.08% | Reduce -8.0% | 2,579 | $116K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 2,511 | $113K |
| NBT Bank, N.A. | 0.01% | No change | 2,063 | $93K |
| Stephens Consulting, LLC | 0.03% | Reduce -95.5% | 2,044 | $92K |
| Rossmore Private Capital | 0.01% | New | 2,042 | $92K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,939 | $87K |
| Advantage Trust Co | 0.04% | No change | 1,907 | $86K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.3% | 1,760 | $79K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,701 | $77K |
| Principal Securities, Inc. | 0.00% | Add +15.7% | 1,663 | $75K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -1.6% | 1,661 | $75K |
| Quaker Wealth Management, LLC | 0.02% | New | 1,607 | $72K |
| Investors Research Corp | 0.01% | No change | 1,526 | $69K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 1,421 | $64K |
| Sherman Asset Management, Inc. | 0.05% | Add +7.0% | 1,362 | $61K |
| Nemes Rush Group LLC | 0.01% | Reduce -0.4% | 1,294 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 1,234 | $56K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | No change | 1,117 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,108 | $50K |
| Kennebec Savings Bank | 0.05% | Reduce -18.4% | 1,099 | $50K |
| Concord Wealth Partners | 0.01% | No change | 1,078 | $49K |
| Signaturefd, LLC | 0.00% | No change | 1,058 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,015 | $46K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $45K |
| Your Advocates Ltd., LLP | 0.01% | Add +7.9% | 960 | $43K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $43K |
| Rossby Financial, LCC | 0.01% | Add +242.9% | 919 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 904 | $41K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.1% | 739 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -0.8% | 731 | $33K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 636 | $29K |
| US Bancorp \de | 0.00% | No change | 625 | $28K |
| Capitol Family Office, Inc. | 0.03% | No change | 605 | $27K |
| Ameriflex Group, Inc. | 0.01% | Add +100.0% | 602 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 584 | $26K |
| AE Wealth Management LLC | 0.00% | Add +54.9% | 567 | $26K |
| Centerpoint Advisors, LLC | 0.01% | Add +24.0% | 507 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $22K |
| ORG Partners LLC | 0.00% | No change | 475 | $21K |
| Westend Capital Management, LLC | 0.01% | No change | 467 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 467 | $21K |
| Covestor Ltd | 0.01% | Reduce -3.8% | 455 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -3.4% | 451 | $20K |
| Front Row Advisors LLC | 0.01% | Add +33.9% | 442 | $20K |
| Phillips Financial Management, LLC | 0.00% | No change | 429 | $19K |
| Dagco, Inc. | 0.00% | Add +0.5% | 428 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -46.8% | 411 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -33.1% | 371 | $17K |
| Archer Investment Corp | 0.00% | No change | 361 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $16K |
| Hughes Financial Services, LLC | 0.00% | No change | 321 | $15K |
| Operose Advisors LLC | 0.00% | New | 316 | $14K |
| Global Retirement Partners, LLC | 0.00% | No change | 292 | $13K |
| National Bank of Canada | 0.00% | No change | 265 | $12K |
| Maseco LLP | 0.00% | New | 254 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 200 | $9K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 191 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 180 | $8K |
| Resources Management Corp. /CT/ | 0.00% | New | 148 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 100 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 76 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Add +54.8% | 48 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 40 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 34 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $1K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 26 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $947 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $812 |
| Guerra Advisors Inc | 0.00% | New | 7 | $322 |
| Root Financial Partners, LLC | 0.00% | New | 5 | $226 |
| Financial Life Planners | 0.00% | New | 3 | $138 |
| Glassman Wealth Services | 0.00% | No change | 1 | $45 |
| Urban Financial Advisory Corp | 0.00% | Reduce -99.9% | 1 | $37 |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $0 |
"% 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.