iShares ESG Aware MSCI USA SESMLETF
13F holders, Q4 2025 (December 31)421holders +28
29new positions
20sold out
2famous investors
$46.03avg. 13F price*
At the end of Q4 2025, 421 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 28 from Q3 2025. 29 opened new positions and 20 sold out. The largest holders were FMR LLC ($134.9M), Tiaa Trust, National Association ($99.4M) and Northern Trust Corp. ($94.9M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $12.4M |
| Exits | 20 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,306,774 shares bought and 806,179 shares sold, net +1,500,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| FMR LLC | 0.01% | Add +11.9% | 2,933,728 | $134.9M |
| Tiaa Trust, National Association | 0.24% | Reduce -3.4% | 2,150,087 | $99.4M |
| Northern Trust Corp. | 0.01% | Add +2.3% | 2,064,589 | $94.9M |
| Bank of America Corp. | 0.01% | Add +4.0% | 1,823,512 | $83.8M |
| Betterment LLC | 0.16% | Add +0.1% | 1,783,423 | $82.0M |
| Creative Planning | 0.05% | Add +5.0% | 1,546,321 | $71.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.5% | 1,133,266 | $52.1M |
| Fiduciary Trust Co | 0.45% | Reduce -0.8% | 861,413 | $39.6M |
| Vontobel Holding Ltd. | 0.13% | Reduce -5.7% | 830,000 | $38.2M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 720,219 | $33.1M |
| Wells Fargo & Company | 0.01% | Add +17.8% | 688,265 | $31.6M |
| M&T Bank Corp | 0.10% | Add +1.1% | 686,681 | $31.6M |
| Acorns Advisers, LLC | 0.22% | Add +2.2% | 648,842 | $29.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.7% | 583,903 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Add +15.4% | 573,897 | $26.4M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 523,900 | $24.1M |
| Sand Hill Global Advisors, LLC | 0.76% | Add +57.4% | 474,591 | $21.8M |
| Pathstone Holdings, LLC | 0.08% | Reduce -0.0% | 463,737 | $21.3M |
| UBS Group AG | 0.00% | Add +2.4% | 462,676 | $21.3M |
| Sei Investments Co. | 0.02% | Add +2.0% | 454,167 | $20.9M |
| LPL Financial LLC | 0.00% | Add +50.6% | 387,828 | $17.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.7% | 331,276 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.5% | 305,646 | $14.1M |
| Accredited Investors Inc. | 0.73% | Reduce -0.4% | 300,948 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 286,524 | $13.2M |
| Modera Wealth Management, LLC | 0.15% | Add +2.4% | 286,275 | $13.2M |
| Wealth Architects, LLC | 1.16% | Add +8.8% | 279,907 | $12.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Add +0.1% | 267,772 | $12.3M |
| EP Wealth Advisors, LLC | 0.05% | — | 229,887 | $10.6M |
| Flputnam Investment Management Co. | 0.13% | Reduce -3.6% | 200,910 | $9.2M |
| SigFig Wealth Management, LLC | 0.27% | Reduce -1.3% | 197,887 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.0% | 185,417 | $8.5M |
| Truist Financial Corp. | 0.01% | Add +30.3% | 182,892 | $8.4M |
| Bailard, Inc. | 0.18% | Reduce -1.4% | 180,473 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +172.1% | 170,210 | $7.8M |
| Mission Wealth Management, LP | 0.16% | Reduce -2.6% | 169,146 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.0% | 158,491 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.9% | 149,645 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.8% | 151,838 | $7.0M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +0.2% | 148,229 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +4.5% | 143,200 | $6.6M |
| Ally Invest Advisors Inc. | 0.45% | Reduce -0.2% | 142,625 | $6.6M |
| NorthRock Partners, LLC | 0.11% | Add +1365.1% | 136,990 | $6.3M |
| Litman Gregory Wealth Management LLC | 0.45% | Reduce -5.2% | 134,653 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 128,986 | $5.9M |
| Stanich Group LLC | 4.38% | Add +3.3% | 126,344 | $5.8M |
| Regatta Capital Group, LLC | 0.87% | Add +3.2% | 125,628 | $5.8M |
| Alaska Wealth Advisors, LLC | 0.70% | Reduce -0.4% | 120,046 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +16.5% | 114,249 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Add +1.8% | 112,812 | $5.2M |
| Mather Group, Llc. | 0.05% | Add +2.5% | 112,151 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 111,342 | $5.1M |
| Savant Capital, LLC | 0.03% | Reduce -22.0% | 101,443 | $4.7M |
| Global Retirement Partners, LLC | 0.08% | Add +34262.0% | 100,337 | $4.6M |
| Bluestem Financial Advisors, LLC | 1.75% | Add +1.3% | 98,673 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -17.4% | 97,706 | $4.5M |
| Gemmer Asset Management LLC | 0.33% | New | 92,769 | $4.3M |
| Invera Wealth Advisors, LLC | 2.44% | Reduce -1.7% | 84,032 | $3.9M |
| Apella Capital, LLC | 0.08% | Add +8.6% | 84,018 | $3.9M |
| Plum Street Advisors, LLC | 1.33% | Add +19.2% | 81,217 | $3.7M |
| MOR Wealth Management, LLC | 1.68% | — | 80,147 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -11.1% | 78,619 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +203.3% | 76,534 | $3.5M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.0% | 74,958 | $3.4M |
| Quent Capital, LLC | 0.25% | Add +1.4% | 74,954 | $3.4M |
| Gradient Investments LLC | 0.05% | Add +7.2% | 74,108 | $3.4M |
| Integris Wealth Management, LLC | 0.76% | Reduce -0.4% | 73,021 | $3.4M |
| Vision Capital Management, Inc. | 0.40% | Reduce -0.5% | 72,078 | $3.3M |
| eCIO, Inc. | 1.53% | Reduce -1.6% | 71,501 | $3.3M |
| Composition Wealth, LLC | 0.05% | Reduce -1.5% | 69,892 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +16.8% | 69,484 | $3.2M |
| Clarius Group, LLC | 0.18% | Reduce -1.6% | 67,619 | $3.1M |
| Beacon Investment Advisory Services, Inc. | 0.12% | No change | 64,576 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 63,555 | $2.9M |
| Decker Retirement Planning Inc. | 1.44% | Add +2.3% | 62,993 | $2.9M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.4% | 60,721 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -2.6% | 60,191 | $2.8M |
| Haverford Trust Co | 0.02% | Reduce -4.2% | 59,980 | $2.8M |
| Laurel Wealth Planning LLC | 1.51% | Add +2.0% | 59,422 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 58,818 | $2.7M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -1.6% | 57,150 | $2.6M |
| Omega Financial Group, LLC | 0.85% | Reduce -2.9% | 55,828 | $2.6M |
| Wrapmanager Inc. | 0.86% | Reduce -19.0% | 55,471 | $2.6M |
| rebel Financial LLC | 1.09% | Add +0.0% | 55,450 | $2.5M |
| Birchwood Financial Partners, Inc. | 2.53% | — | 55,371 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -51.8% | 55,204 | $2.5M |
| Francis Financial, Inc. | 0.49% | Add +2.0% | 53,980 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +6.1% | 51,299 | $2.4M |
| Morgan Stanley | 0.00% | Add +84.3% | 50,692 | $2.3M |
| Focus Partners Wealth | 0.00% | Add +26.1% | 50,414 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +1.0% | 49,289 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -2.5% | 48,975 | $2.3M |
| Cwm, LLC | 0.01% | Add +41.1% | 47,748 | $2.2M |
| Becker Capital Management Inc. | 0.06% | Reduce -5.7% | 47,481 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +18.1% | 45,624 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Reduce -0.8% | 45,733 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 45,500 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Reduce -3.6% | 45,251 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 45,239 | $2.1M |
| Fsa Wealth Partners, Inc. | 0.74% | Add +95.0% | 44,916 | $2.1M |
| Asset Dedication, LLC | 0.13% | Add +4.5% | 44,099 | $2.0M |
| Midwest Financial Partners Investments, Inc. | 1.12% | — | 43,675 | $2.0M |
| Pearl Planning LLC | 1.18% | — | 41,950 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.4% | 41,904 | $1.9M |
| Aspiriant, LLC | 0.05% | New | 40,343 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.9% | 39,678 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.2% | 36,774 | $1.8M |
| Addison Advisors LLC | 0.40% | Reduce -2.0% | 38,482 | $1.8M |
| Garde Capital, Inc. | 0.10% | Add +24.3% | 36,017 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +4.5% | 35,012 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +197.3% | 34,781 | $1.6M |
| Seeds Investor LLC | 0.30% | Reduce -3.6% | 34,550 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.2% | 34,379 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +15.5% | 32,975 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 31,201 | $1.5M |
| Topel & Distasi Wealth Management, LLC | 0.72% | Reduce -2.5% | 32,281 | $1.5M |
| Freestone Capital Holdings, LLC | 0.04% | Add +4.1% | 32,208 | $1.5M |
| A&I Financial Services, LLC | 0.69% | Add +2.5% | 31,524 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.5% | 31,107 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +19.3% | 30,956 | $1.4M |
| Summit Wealth Group, LLC | 0.33% | Reduce -1.9% | 30,524 | $1.4M |
| One Capital Management, LLC | 0.04% | Add +115.5% | 30,311 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.9% | 30,284 | $1.4M |
| BSW Wealth Partners | 0.17% | Add +6.9% | 30,091 | $1.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.26% | Add +1.1% | 29,619 | $1.4M |
| Evolve Private Wealth, LLC | 0.08% | — | 29,572 | $1.4M |
| Values Added Financial LLC | 0.57% | Reduce -10.5% | 29,536 | $1.4M |
| Stordahl Capital Management, Inc. | 0.28% | Reduce -0.0% | 29,116 | $1.3M |
| Planning Alternatives Ltd. | 0.17% | Add +10.4% | 29,097 | $1.3M |
| Bell Investment Advisors, Inc | 0.21% | Add +1.0% | 28,885 | $1.3M |
| Towerpoint Wealth, LLC | 0.50% | Add +3.4% | 27,637 | $1.3M |
| Mascoma Wealth Management LLC | 0.26% | Add +4.0% | 26,670 | $1.2M |
| Marquette Associates, Inc. | 1.57% | New | 26,607 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +0.3% | 25,990 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +6.3% | 25,496 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.5% | 25,417 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +10.5% | 25,276 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.4% | 25,141 | $1.2M |
| Wealth Advisory Team LLC | 1.02% | — | 25,090 | $1.2M |
| Cambridge Financial Group, LLC | 0.40% | Add +17.3% | 26,935 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.81% | Add +2.8% | 24,698 | $1.1M |
| American Trust | 0.09% | Add +5.7% | 15,492 | $1.1M |
| Hardy Reed LLC | 0.08% | No change | 23,874 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +127.7% | 23,650 | $1.1M |
| Blue Edge Capital, LLC | 0.14% | Reduce -6.2% | 22,923 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.21% | Add +0.2% | 22,712 | $1.0M |
| Aufman Associates Inc | 0.52% | Add +5.9% | 22,260 | $1.0M |
| Cascade Financial Partners, LLC | 0.10% | No change | 21,962 | $1.0M |
| Opes Wealth Management LLC | 0.17% | Reduce -0.6% | 21,936 | $1.0M |
| Trilogy Capital Inc. | 0.04% | Reduce -3.5% | 21,903 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.5% | 21,443 | $986K |
| Rockefeller Capital Management L.P. | 0.00% | Add +136.7% | 21,410 | $984K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +27.3% | 21,214 | $975K |
| Cary Street Partners Financial LLC | 0.02% | No change | 21,063 | $968K |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -0.0% | 21,062 | $968K |
| Bragg Financial Advisors, Inc | 0.03% | Add +2.1% | 21,031 | $967K |
| Balanced Rock Investment Advisors LLC | 0.69% | Add +17.3% | 20,997 | $965K |
| CGN Advisors LLC | 0.08% | Reduce -2.2% | 20,670 | $950K |
| Compound Planning, Inc. | 0.03% | Add +80.9% | 20,616 | $948K |
| Sound Stewardship, LLC | 0.45% | Reduce -1.9% | 20,216 | $930K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.0% | 19,890 | $915K |
| Bluespring Wealth Management, LLC | 0.08% | Reduce -0.7% | 19,324 | $889K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 19,010 | $874K |
| Boston Standard Wealth Management, LLC | 0.14% | Reduce -0.6% | 18,969 | $872K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -79.4% | 18,928 | $870K |
| Commerce Bank | 0.00% | Reduce -0.7% | 18,682 | $859K |
| &partners | 0.00% | Add +4.5% | 18,502 | $851K |
| Long Run Wealth Advisors, LLC | 0.16% | Add +1.0% | 18,262 | $840K |
| One Day In July LLC | 0.07% | Reduce -21.5% | 18,172 | $836K |
| Northland Capital Management LLC | 0.47% | Add +5.3% | 18,095 | $832K |
| Acropolis Investment Management, LLC | 0.04% | Add +10.9% | 17,905 | $823K |
| Diversify Advisory Services, LLC | 0.03% | Add +0.2% | 16,650 | $820K |
| Mason & Associates Inc | 0.15% | New | 17,720 | $815K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 17,461 | $803K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Add +0.2% | 17,421 | $801K |
| Bond & Devick Financial Network, Inc. | 0.22% | Add +1.3% | 17,107 | $787K |
| Portland Global Advisors LLC | 0.08% | No change | 17,050 | $784K |
| Farther Finance Advisors, LLC | 0.01% | Add +85.9% | 16,789 | $772K |
| Brewster Financial Planning LLC | 0.47% | Add +0.7% | 16,685 | $767K |
| Opal Wealth Advisors, LLC | 0.19% | Reduce -3.6% | 15,894 | $731K |
| Shepherd Financial Partners LLC | 0.07% | Add +20.8% | 15,712 | $722K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 15,588 | $717K |
| NewEdge Wealth, LLC | 0.01% | No change | 15,467 | $711K |
| Financial Connections Group, Inc. | 0.24% | No change | 15,384 | $707K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.1% | 14,889 | $685K |
| Well Done, LLC | 0.10% | No change | 14,360 | $660K |
| Brown Advisory Inc. | 0.00% | Add +146.7% | 14,256 | $655K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -19.4% | 14,122 | $649K |
| Sandbox Financial Partners, LLC | 0.18% | Reduce -2.7% | 14,077 | $647K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.6% | 14,033 | $645K |
| Dunhill Financial, LLC | 0.20% | Reduce -1.3% | 13,987 | $643K |
| Rwa Wealth Partners, LLC | 0.01% | Add +45.8% | 13,871 | $638K |
| Financial Futures Ltd Liability Co. | 0.29% | Add +7.4% | 13,807 | $635K |
| Round Rock Advisors LLC | 0.09% | Reduce -0.8% | 13,618 | $626K |
| Park Avenue Securities LLC | 0.01% | Add +8.0% | 13,592 | $625K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +13.6% | 13,008 | $598K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -0.0% | 12,990 | $597K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.2% | 12,984 | $597K |
| Evergreen Capital Management LLC | 0.01% | Add +2.6% | 12,856 | $591K |
| Bangor Savings Bank | 0.05% | Reduce -0.4% | 12,855 | $591K |
| PDS Planning, Inc | 0.04% | Add +6.2% | 12,707 | $584K |
| Affinity Capital Advisors, LLC | 0.08% | Add +0.0% | 12,505 | $575K |
| Great Diamond Partners, LLC | 0.11% | Reduce -7.7% | 12,405 | $570K |
| Morris Financial Concepts, Inc. | 0.19% | Reduce -0.9% | 11,866 | $546K |
| Thrivent Financial for Lutherans | 0.00% | New | 11,537 | $530K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.2% | 11,511 | $529K |
| LongView Wealth Management | 0.13% | Add +20.1% | 10,868 | $528K |
| Johnson Financial Group, LLC | 0.03% | No change | 11,415 | $525K |
| Neuberger Berman Group LLC | 0.00% | No change | 11,385 | $523K |
| OLIO Financial Planning | 0.15% | Add +2.7% | 11,322 | $521K |
| Mgo One Seven LLC | 0.01% | No change | 11,023 | $507K |
| Mayport, LLC | 0.10% | No change | 10,951 | $504K |
| 1ST Source Bank | 0.03% | No change | 10,818 | $497K |
| Diversified Trust Co. | 0.01% | No change | 10,765 | $495K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.7% | 10,628 | $489K |
| DAVENPORT & Co LLC | 0.00% | Add +4.0% | 10,578 | $486K |
| Hill Island Financial LLC | 0.12% | Add +0.3% | 10,539 | $485K |
| Mokosak Advisory Group, LLC | 0.12% | Reduce -1.6% | 10,412 | $479K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.4% | 10,321 | $475K |
| Presilium Private Wealth, LLC | 0.09% | Add +0.7% | 10,314 | $474K |
| Foster Group, Inc. | 0.01% | Add +29.4% | 10,276 | $472K |
| Farmers National Bank | 0.10% | Reduce -0.2% | 10,164 | $467K |
| Brooklyn FI, LLC | 0.10% | Add +15.8% | 10,104 | $465K |
| Paragon Capital Management Ltd | 0.09% | Add +0.3% | 10,099 | $464K |
| Trailhead Planners LLC | 0.45% | — | 10,059 | $463K |
| Truefg, LLC | 0.12% | Reduce -0.5% | 9,951 | $458K |
| Modern Wealth Management, LLC | 0.01% | Add +42.5% | 9,686 | $445K |
| Emergent Wealth Advisors, LLC | 0.25% | No change | 9,559 | $440K |
| Tortoise Investment Management, LLC | 0.04% | Add +21.7% | 9,516 | $438K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 9,350 | $430K |
| Carr Financial Group Corp | 0.11% | Reduce -13.8% | 9,126 | $420K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.4% | 8,938 | $411K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Add +0.3% | 8,711 | $401K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -11.1% | 8,675 | $399K |
| Washington Trust Bank | 0.03% | Add +7.0% | 8,629 | $397K |
| Lido Advisors, LLC | 0.00% | New | 8,548 | $392K |
| Cornerstone Financial Management LLC | 0.37% | — | 8,504 | $391K |
| Nautilus Advisors LLC | 0.25% | Add +0.9% | 8,465 | $389K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,455 | $389K |
| Xena Financial Planning, LLC | 0.45% | — | 8,408 | $387K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 8,327 | $383K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -1.3% | 8,317 | $382K |
| Equita Financial Network, Inc. | 0.11% | Add +12.4% | 8,135 | $374K |
| Riverwater Partners LLC | 0.14% | Reduce -1.5% | 7,990 | $367K |
| Midwest Trust Co | 0.00% | Reduce -0.1% | 7,930 | $365K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.0% | 7,928 | $365K |
| Western Wealth Management, LLC | 0.02% | Add +4.5% | 7,915 | $364K |
| NWF Advisory Services Inc. | 0.04% | Reduce -2.6% | 7,873 | $362K |
| MAI Capital Management | 0.00% | Reduce -2.4% | 7,821 | $360K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.6% | 7,702 | $354K |
| Trust Co | 0.03% | Add +11.7% | 7,621 | $350K |
| First Pacific Financial | 0.04% | Reduce -5.3% | 7,335 | $337K |
| Moller Wealth Partners | 0.07% | Add +0.3% | 7,218 | $332K |
| Opulen Financial Group LLC | 0.24% | Add +1.4% | 7,185 | $330K |
| Ramiah Investment Group | 0.29% | Add +24.1% | 7,161 | $329K |
| Hills Bank & Trust Co | 0.02% | Reduce -0.3% | 7,149 | $329K |
| D. E. Shaw & Co. | 0.00% | No change | 7,135 | $328K |
| Pathway Financial Advisors LLC | 0.04% | No change | 6,821 | $327K |
| Wells Financial Advisors INC | 0.62% | No change | 7,085 | $326K |
| Financially in Tune, LLC | 0.30% | — | 7,070 | $325K |
| Orin Green Financial, LLC | 0.13% | No change | 7,015 | $323K |
| LWM Advisors Inc. | 0.28% | No change | 6,834 | $314K |
| St Germain D J Co. Inc. | 0.01% | Add +5.0% | 6,834 | $314K |
| CWS Financial Advisors, LLC | 0.08% | Add +0.2% | 6,767 | $311K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 6,745 | $310K |
| Founders Financial Securities LLC | 0.02% | Add +28.0% | 6,736 | $310K |
| XTX Topco Ltd | 0.01% | New | 6,736 | $310K |
| Pathfinder Wealth Consulting, Inc. | 0.20% | — | 6,721 | $309K |
| United Asset Strategies, Inc. | 0.02% | Reduce -4.0% | 6,531 | $300K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Add +37.9% | 6,422 | $295K |
| Weil Company, Inc. | 0.07% | Reduce -4.1% | 6,389 | $294K |
| Hiley Hunt Wealth Management | 0.13% | Add +2.6% | 6,316 | $290K |
| Winter & Associates, Inc. | 0.27% | — | 6,285 | $289K |
| Friedenthal Financial | 0.15% | Reduce -7.8% | 6,277 | $289K |
| Grand Wealth Management, LLC | 0.13% | Add +2.5% | 6,214 | $286K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 6,188 | $285K |
| Linscomb Wealth, Inc. | 0.01% | No change | 6,137 | $282K |
| Harbor Group, Inc. | 0.04% | Reduce -4.9% | 6,078 | $279K |
| JNBA Financial Advisors | 0.02% | Add +0.2% | 6,030 | $277K |
| Morton Brown Family Wealth, LLC | 0.08% | Add +10.3% | 6,023 | $277K |
| Old Peak Finance LLC | 0.17% | — | 5,962 | $274K |
| Capital Analysts, LLC | 0.01% | Add +0.7% | 5,937 | $273K |
| Peak Financial Management, Inc. | 0.07% | Reduce -3.4% | 5,934 | $273K |
| Ryan Investment Management, Inc. | 0.15% | Reduce -26.9% | 5,873 | $270K |
| Stewardship Advisors, LLC | 0.06% | Add +0.2% | 5,824 | $268K |
| One Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 5,768 | $265K |
| BLB&B Advisors, LLC | 0.01% | Reduce -10.7% | 5,749 | $264K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -4.9% | 5,735 | $264K |
| Caprock Group, LLC | 0.01% | No change | 5,710 | $263K |
| VAUGHAN & Co SECURITIES, INC. | 0.13% | Reduce -1.8% | 5,524 | $254K |
| Key Financial Inc | 0.05% | Add +1.0% | 5,520 | $254K |
| Cornerstone Wealth Advisors, Inc. | 0.06% | Add +13.6% | 5,445 | $250K |
| Weinberger Asset Management, Inc | 0.09% | New | 5,430 | $250K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.6% | 5,402 | $248K |
| Valmark Advisers, Inc. | 0.00% | No change | 5,377 | $247K |
| National Wealth Management Group, LLC | 0.08% | Add +1.3% | 5,266 | $242K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -6.3% | 5,250 | $241K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,242 | $241K |
| AQR Capital Management | 0.00% | No change | 5,105 | $235K |
| Amara Financial, Llc. | 0.16% | Reduce -27.0% | 5,083 | $234K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,032 | $231K |
| Finley Financial, LLC | 0.11% | No change | 5,000 | $230K |
| Viewpoint Capital Management LLC | 0.10% | No change | 5,000 | $230K |
| Godfrey Financial Associates, Inc. | 0.20% | — | 4,968 | $228K |
| Baker Avenue Asset Management, LP | 0.01% | Add +5.2% | 4,959 | $228K |
| McClarren Financial Advisors, Inc. | 0.13% | Add +152.8% | 3,602 | $225K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.5% | 4,835 | $222K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.0% | 4,748 | $218K |
| Focus Financial Network, Inc. | 0.01% | Add +1.3% | 4,739 | $218K |
| Krilogy Financial LLC | 0.01% | Reduce -75.0% | 4,388 | $216K |
| Larson Financial Group LLC | 0.01% | Add +71.6% | 4,675 | $215K |
| Continuum Advisory, LLC | 0.02% | New | 4,658 | $214K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -4.8% | 4,615 | $212K |
| Keener Financial Planning LLC | 0.09% | Add +34.1% | 4,507 | $207K |
| Ipsen Advisor Group LLC | 0.15% | New | 4,471 | $206K |
| Associated Banc-Corp | 0.01% | New | 4,449 | $205K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -4.7% | 4,419 | $203K |
| ProVise Management Group, LLC | 0.01% | New | 4,401 | $202K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -12.2% | 4,360 | $200K |
| Whitegate Investment Counselors, Inc. | 0.06% | New | 4,360 | $200K |
| UMB Bank, n.a. | 0.00% | No change | 4,186 | $192K |
| Horizon Investments, LLC | 0.00% | Reduce -21.7% | 4,118 | $189K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,990 | $183K |
| First Horizon Corp. | 0.01% | New | 3,862 | $178K |
| TFC Financial Management, Inc. | 0.02% | New | 3,840 | $177K |
| Sunrise Financial Services, LLC | 0.13% | — | 3,634 | $167K |
| American Capital Advisory, LLC | 0.07% | Add +0.2% | 3,628 | $167K |
| Comerica Bank | 0.00% | Add +0.2% | 3,525 | $162K |
| CENTRAL TRUST Co | 0.00% | Add +1836.7% | 3,486 | $160K |
| Carolina Wealth Advisors, LLC | 0.06% | No change | 3,089 | $142K |
| Arax Advisory Partners | 0.00% | New | 2,955 | $136K |
| Founders Financial Alliance, LLC | 0.03% | No change | 2,890 | $133K |
| Manning & Napier Advisors LLC | 0.00% | Add +69.8% | 2,889 | $133K |
| Central Pacific Bank - Trust Division | 0.02% | Add +13.1% | 2,840 | $131K |
| Blueline Advisors LLC | 0.11% | — | 2,803 | $129K |
| Horizons Wealth Management | 0.08% | No change | 2,579 | $119K |
| Sherman Asset Management, Inc. | 0.10% | Add +80.3% | 2,456 | $113K |
| Birchbrook, Inc. | 0.05% | Reduce -31.5% | 2,324 | $107K |
| NBT Bank, N.A. | 0.01% | Add +8.3% | 2,235 | $103K |
| Rossmore Private Capital | 0.01% | No change | 2,042 | $94K |
| Stephens Consulting, LLC | 0.03% | Reduce -3.1% | 1,980 | $91K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,939 | $89K |
| Advantage Trust Co | 0.04% | No change | 1,907 | $88K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 1,904 | $88K |
| Union Savings Bank | 0.04% | — | 1,827 | $84K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.2% | 1,764 | $81K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,645 | $76K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -1.8% | 1,631 | $75K |
| Quaker Wealth Management, LLC | 0.02% | No change | 1,607 | $74K |
| Investors Research Corp | 0.01% | No change | 1,526 | $70K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +0.3% | 1,425 | $66K |
| Nemes Rush Group LLC | 0.01% | Reduce -3.3% | 1,251 | $58K |
| Sage Mountain Advisors LLC | 0.00% | New | 1,183 | $54K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | No change | 1,117 | $51K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,108 | $51K |
| Kennebec Savings Bank | 0.04% | No change | 1,099 | $51K |
| Signaturefd, LLC | 0.00% | No change | 1,058 | $49K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,015 | $47K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $44K |
| Qube Research & Technologies Ltd | 0.00% | New | 928 | $43K |
| Rossby Financial, LCC | 0.01% | Reduce -0.2% | 917 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $42K |
| IFP Advisors, Inc | 0.00% | Add +24.5% | 910 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 904 | $42K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.5% | 861 | $40K |
| Spire Wealth Management | 0.00% | New | 797 | $37K |
| Operose Advisors LLC | 0.01% | Add +145.9% | 777 | $36K |
| GoalVest Advisory LLC | 0.01% | Reduce -77.9% | 659 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 636 | $29K |
| US Bancorp \de | 0.00% | No change | 625 | $29K |
| Capitol Family Office, Inc. | 0.03% | Reduce -2.6% | 589 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 584 | $27K |
| AE Wealth Management LLC | 0.00% | No change | 567 | $26K |
| Centerpoint Advisors, LLC | 0.01% | Add +11.2% | 564 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $23K |
| Covestor Ltd | 0.01% | Add +4.8% | 477 | $22K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -50.8% | 472 | $22K |
| Westend Capital Management, LLC | 0.01% | No change | 467 | $21K |
| AlphaCore Capital LLC | 0.00% | New | 458 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.9% | 455 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 442 | $20K |
| Phillips Financial Management, LLC | 0.00% | No change | 429 | $20K |
| Dagco, Inc. | 0.00% | Add +0.2% | 429 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 411 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 372 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +7360.0% | 373 | $17K |
| Archer Investment Corp | 0.00% | No change | 361 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $17K |
| Ameriflex Group, Inc. | 0.01% | Reduce -49.8% | 302 | $14K |
| National Bank of Canada | 0.00% | No change | 265 | $12K |
| Maseco LLP | 0.00% | No change | 254 | $12K |
| 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% | No change | 191 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $9K |
| CDKV Holdings LLC | 0.01% | — | 165 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +258.8% | 122 | $6K |
| Obsidian Cio, LLC | 0.01% | Reduce -98.5% | 115 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 100 | $5K |
| Concord Wealth Partners | 0.00% | Reduce -91.3% | 94 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 75 | $3K |
| Triumph Capital Management | 0.00% | New | 73 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +80.0% | 72 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Key Capital Management, INC | 0.00% | — | 64 | $3K |
| Noble Wealth Management PBC | 0.00% | Reduce -21.1% | 60 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +20.8% | 58 | $3K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| ORG Partners LLC | 0.00% | Reduce -92.2% | 37 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 21 | $966 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $828 |
| International Assets Investment Management, LLC | 0.00% | New | 14 | $644 |
| Commonwealth Retirement Investments LLC | 0.00% | New | 11 | $506 |
| Root Financial Partners, LLC | 0.00% | No change | 5 | $230 |
| Davis Capital Management | 0.00% | New | 2 | $92 |
| Glassman Wealth Services | 0.00% | No change | 1 | $46 |
| Urban Financial Advisory Corp | 0.00% | No change | 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.