iShares ESG Aware MSCI USA SESMLETF
13F holders, Q1 2026 (March 31)449holders +28
47new positions
15sold out
3famous investors
$47.00avg. 13F price*
At the end of Q1 2026, 449 institutions reported holding iShares ESG Aware MSCI USA S (ESML) in their 13F filings, up 28 from Q4 2025. 47 opened new positions and 15 sold out. The largest holders were FMR LLC ($152.3M), Northern Trust Corp. ($99.1M) and Bank of America Corp. ($97.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $22.5M |
| Exits | 15 | $12.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,311,530 shares bought and 3,116,120 shares sold, net −804,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| FMR LLC | 0.01% | Add +10.4% | 3,238,788 | $152.3M |
| Northern Trust Corp. | 0.01% | Add +2.1% | 2,107,110 | $99.1M |
| Bank of America Corp. | 0.01% | Add +13.2% | 2,064,849 | $97.1M |
| Betterment LLC | 0.16% | Add +0.3% | 1,789,266 | $84.1M |
| Creative Planning | 0.05% | Add +1.4% | 1,568,282 | $73.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.2% | 1,157,902 | $54.4M |
| TIAA Wealth Investment Management LLC | 0.36% | — | 1,024,984 | $46.7M |
| Fiduciary Trust Co | 0.47% | Reduce -0.8% | 854,219 | $40.2M |
| Vontobel Holding Ltd. | 0.13% | Reduce -3.6% | 800,000 | $37.6M |
| M&T Bank Corp | 0.12% | Add +12.8% | 774,890 | $36.4M |
| BlackRock, Inc. | 0.00% | Add +3.3% | 743,837 | $35.0M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 721,433 | $33.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | — | 708,994 | $33.3M |
| Acorns Advisers, LLC | 0.22% | Reduce -1.2% | 641,249 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.2% | 608,253 | $28.6M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 544,385 | $25.6M |
| UBS Group AG | 0.00% | Add +11.0% | 513,701 | $24.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.0% | 481,842 | $22.7M |
| Sand Hill Global Advisors, LLC | 0.75% | Reduce -0.5% | 472,402 | $22.2M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.5% | 461,532 | $21.7M |
| Sei Investments Co. | 0.02% | Reduce -0.2% | 453,338 | $21.3M |
| LPL Financial LLC | 0.01% | Add +11.1% | 430,739 | $20.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +15.3% | 381,872 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.1% | 329,737 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 308,007 | $14.5M |
| Accredited Investors Inc. | 0.76% | Reduce -0.6% | 299,191 | $14.1M |
| Modera Wealth Management, LLC | 0.16% | Add +0.4% | 287,377 | $13.5M |
| Wealth Architects, LLC | 1.19% | Add +1.2% | 283,141 | $13.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -2.0% | 262,528 | $12.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +277.1% | 262,028 | $12.3M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.6% | 223,883 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 182,045 | $8.6M |
| Bailard, Inc. | 0.19% | Reduce -0.4% | 179,698 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.0% | 178,049 | $8.4M |
| Flputnam Investment Management Co. | 0.12% | Reduce -12.0% | 176,801 | $8.3M |
| Mission Wealth Management, LP | 0.16% | Reduce -1.6% | 166,502 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 155,570 | $7.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.6% | 150,977 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 147,916 | $7.0M |
| Ally Invest Advisors Inc. | 0.46% | Add +1.4% | 144,606 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +0.2% | 143,519 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -4.0% | 142,291 | $6.7M |
| NorthRock Partners, LLC | 0.10% | Add +1.0% | 138,397 | $6.5M |
| Clearstead Advisors, LLC | 0.06% | Add +6968.5% | 137,059 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 138,384 | $6.4M |
| Regatta Capital Group, LLC | 0.94% | Add +4.9% | 131,796 | $6.2M |
| Stanich Group LLC | 4.67% | Add +3.1% | 130,308 | $6.1M |
| Alaska Wealth Advisors, LLC | 0.67% | Reduce -0.6% | 119,313 | $5.6M |
| Apella Capital, LLC | 0.08% | Add +27.9% | 107,468 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.6% | 115,914 | $5.5M |
| Cetera Investment Advisers | 0.01% | Reduce -1.3% | 112,794 | $5.3M |
| Mather Group, Llc. | 0.05% | Add +0.0% | 112,177 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -6.2% | 105,860 | $5.0M |
| Gemmer Asset Management LLC | 0.39% | Add +12.1% | 103,992 | $4.9M |
| CBIZ Investment Advisory Services, LLC | 0.17% | New | 99,939 | $4.7M |
| Bluestem Financial Advisors, LLC | 1.81% | Add +0.8% | 99,516 | $4.7M |
| Birchwood Financial Partners, Inc. | 4.49% | Add +78.8% | 99,013 | $4.7M |
| Savant Capital, LLC | 0.02% | Reduce -3.8% | 97,610 | $4.6M |
| Mariner, LLC | 0.01% | Add +22.2% | 96,063 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -40.5% | 88,999 | $4.2M |
| GTS Securities LLC | 0.15% | New | 87,593 | $4.1M |
| Plum Street Advisors, LLC | 1.31% | Reduce -1.0% | 80,395 | $3.8M |
| MOR Wealth Management, LLC | 1.73% | Add +0.1% | 80,270 | $3.8M |
| TFC Financial Management, Inc. | 0.46% | Add +1952.8% | 78,829 | $3.7M |
| Harbour Investments, Inc. | 0.06% | Add +3.3% | 77,422 | $3.6M |
| Quent Capital, LLC | 0.26% | Add +3.2% | 77,361 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -59.0% | 75,039 | $3.5M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 73,550 | $3.5M |
| Gradient Investments LLC | 0.05% | Reduce -2.2% | 72,449 | $3.4M |
| Integris Wealth Management, LLC | 0.77% | Reduce -2.8% | 70,944 | $3.3M |
| eCIO, Inc. | 1.43% | Reduce -3.5% | 69,010 | $3.2M |
| Decker Retirement Planning Inc. | 1.43% | Add +6.8% | 67,289 | $3.2M |
| Beacon Investment Advisory Services, Inc. | 0.13% | No change | 64,576 | $3.0M |
| Composition Wealth, LLC | 0.04% | Reduce -8.1% | 64,267 | $3.0M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.1% | 62,028 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 62,534 | $2.9M |
| Morgan Stanley | 0.00% | Add +19.6% | 60,602 | $2.8M |
| Vision Capital Management, Inc. | 0.36% | Reduce -16.2% | 60,406 | $2.8M |
| Haverford Trust Co | 0.03% | Reduce -0.7% | 59,542 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -2.4% | 58,777 | $2.8M |
| Laurel Wealth Planning LLC | 1.45% | Reduce -1.8% | 58,353 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | Reduce -1.1% | 54,584 | $2.6M |
| rebel Financial LLC | 1.09% | Reduce -3.5% | 53,515 | $2.5M |
| Francis Financial, Inc. | 0.46% | Reduce -1.8% | 53,017 | $2.5M |
| Charter Oak Capital Management, LLC | 0.19% | Reduce -7.4% | 52,932 | $2.5M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 52,041 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.8% | 51,869 | $2.4M |
| Omega Financial Group, LLC | 0.78% | Reduce -9.4% | 50,571 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +6.5% | 50,556 | $2.4M |
| Wescott Financial Advisory Group, LLC | 0.20% | Reduce -0.7% | 48,922 | $2.3M |
| Cwm, LLC | 0.01% | Add +1.1% | 48,295 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -8.1% | 47,121 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +2.6% | 46,816 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 46,383 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Add +0.1% | 45,308 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 45,166 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Reduce -1.3% | 45,152 | $2.1M |
| Midwest Financial Partners Investments, Inc. | 1.09% | Add +0.5% | 43,881 | $2.1M |
| Pearl Planning LLC | 1.09% | Add +3.2% | 43,298 | $2.0M |
| Asset Dedication, LLC | 0.14% | Reduce -2.7% | 42,913 | $2.0M |
| Wrapmanager Inc. | 0.70% | Reduce -22.8% | 42,821 | $2.0M |
| Seeds Investor LLC | 0.27% | Add +15.2% | 39,797 | $2.0M |
| Aspiriant, LLC | 0.05% | No change | 40,343 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.1% | 36,731 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.7% | 39,942 | $1.9M |
| Addison Advisors LLC | 0.40% | Reduce -0.3% | 38,378 | $1.8M |
| One Capital Management, LLC | 0.05% | Add +26.1% | 38,224 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.8% | 37,795 | $1.8M |
| Garde Capital, Inc. | 0.10% | Add +1.5% | 36,552 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +71.3% | 36,347 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.3% | 35,119 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 34,804 | $1.6M |
| Invera Wealth Advisors, LLC | 1.04% | Reduce -58.9% | 34,530 | $1.6M |
| Tiaa Trust, National Association | 0.10% | Reduce -98.4% | 34,053 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.6% | 33,162 | $1.6M |
| Stordahl Capital Management, Inc. | 0.30% | Add +6.2% | 30,918 | $1.5M |
| Marquette Associates, Inc. | 1.58% | Add +15.8% | 30,811 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | New | 30,724 | $1.4M |
| A&I Financial Services, LLC | 0.67% | Reduce -3.9% | 30,286 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +26.9% | 30,024 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.2% | 29,914 | $1.4M |
| Summit Wealth Group, LLC | 0.32% | Reduce -2.9% | 29,649 | $1.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | No change | 29,619 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.1% | 29,243 | $1.4M |
| Evolve Private Wealth, LLC | 0.07% | Reduce -2.0% | 28,966 | $1.4M |
| Values Added Financial LLC | 0.57% | Reduce -2.7% | 28,732 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +11.1% | 28,071 | $1.3M |
| Towerpoint Wealth, LLC | 0.53% | Add +1.3% | 28,004 | $1.3M |
| Topel & Distasi Wealth Management, LLC | 0.67% | Reduce -14.7% | 27,552 | $1.3M |
| PFG Investments, LLC | 0.06% | New | 27,248 | $1.3M |
| Planning Alternatives Ltd. | 0.16% | Reduce -7.8% | 26,814 | $1.3M |
| BSW Wealth Partners | 0.15% | Reduce -11.1% | 26,760 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +2.9% | 26,743 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.9% | 26,309 | $1.2M |
| Pine Haven Investment Counsel, Inc | 0.91% | Add +6.4% | 26,288 | $1.2M |
| Hardy Reed LLC | 0.09% | Add +8.3% | 25,866 | $1.2M |
| Bell Investment Advisors, Inc | 0.19% | Reduce -10.6% | 25,838 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -22.1% | 25,690 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.4% | 25,481 | $1.2M |
| Mascoma Wealth Management LLC | 0.24% | Reduce -8.3% | 24,457 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Add +8.0% | 23,659 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -7.8% | 23,496 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -24.4% | 23,415 | $1.1M |
| Blue Edge Capital, LLC | 0.14% | Add +1.1% | 23,172 | $1.1M |
| Cambridge Financial Group, LLC | 0.36% | Reduce -15.3% | 22,802 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.22% | Reduce -0.4% | 22,631 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 22,064 | $1.0M |
| Aufman Associates Inc | 0.51% | Reduce -0.9% | 22,063 | $1.0M |
| Opes Wealth Management LLC | 0.18% | Add +0.3% | 21,996 | $1.0M |
| Cascade Financial Partners, LLC | 0.11% | No change | 21,962 | $1.0M |
| Fsa Wealth Partners, Inc. | 0.49% | Reduce -51.4% | 21,822 | $1.0M |
| Bragg Financial Advisors, Inc | 0.03% | Add +2.2% | 21,494 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 21,318 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | Add +0.4% | 21,143 | $994K |
| Caliber Wealth Management, LLC / KS | 0.11% | Add +0.3% | 21,123 | $993K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -37.1% | 20,270 | $953K |
| Compound Planning, Inc. | 0.03% | Reduce -1.9% | 20,235 | $951K |
| Bluespring Wealth Management, LLC | 0.08% | Add +3.8% | 20,058 | $943K |
| Sound Stewardship, LLC | 0.43% | Reduce -2.2% | 19,768 | $930K |
| CGN Advisors LLC | 0.07% | Reduce -4.6% | 19,724 | $927K |
| Baird Financial Group, Inc. | 0.00% | Add +3.1% | 19,596 | $921K |
| Balanced Rock Investment Advisors LLC | 0.64% | Reduce -7.7% | 19,385 | $911K |
| Citadel Advisors | 0.00% | New | 19,314 | $908K |
| Boston Standard Wealth Management, LLC | 0.15% | Add +0.3% | 19,019 | $904K |
| Parallel Advisors, LLC | 0.02% | Reduce -11.2% | 19,044 | $895K |
| &partners | 0.00% | Add +0.8% | 18,653 | $881K |
| Bank of Montreal | 0.00% | Add +9659.7% | 18,641 | $877K |
| One Day In July LLC | 0.07% | Add +1.9% | 18,522 | $871K |
| Diversify Wealth Management, LLC | 0.02% | New | 16,891 | $852K |
| Sandbox Financial Partners, LLC | 0.24% | Add +28.3% | 18,063 | $849K |
| Commerce Bank | 0.00% | Reduce -5.1% | 17,721 | $833K |
| NewEdge Wealth, LLC | 0.01% | Add +14.3% | 17,674 | $831K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -1.3% | 17,670 | $831K |
| Fingerlakes Wealth Management, Inc. | 0.55% | Add +1.3% | 17,638 | $829K |
| Mason & Associates Inc | 0.16% | Add +2.6% | 18,180 | $829K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -7.9% | 17,434 | $820K |
| Northland Capital Management LLC | 0.45% | Reduce -3.9% | 17,391 | $818K |
| Horizon Investments, LLC | 0.01% | Add +320.7% | 17,324 | $815K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 17,067 | $809K |
| Bond & Devick Financial Network, Inc. | 0.22% | Reduce -1.4% | 16,860 | $793K |
| Portland Global Advisors LLC | 0.08% | Reduce -1.2% | 16,850 | $792K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.7% | 16,819 | $791K |
| Brewster Financial Planning LLC | 0.47% | Reduce -0.8% | 16,543 | $778K |
| Well Done, LLC | 0.11% | Add +13.3% | 16,277 | $765K |
| Empower Advisory Group, LLC | 0.00% | Add +47.8% | 15,707 | $739K |
| Thrivent Financial for Lutherans | 0.00% | Add +36.0% | 15,694 | $738K |
| Natixis Advisors, LLC | 0.00% | Add +19.1% | 15,470 | $727K |
| Financial Connections Group, Inc. | 0.25% | No change | 15,384 | $723K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 15,588 | $717K |
| Opal Wealth Advisors, LLC | 0.16% | Reduce -4.2% | 15,226 | $716K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.1% | 14,696 | $691K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +3466.4% | 14,658 | $689K |
| PDS Planning, Inc | 0.04% | Add +13.7% | 14,444 | $679K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -8.4% | 14,397 | $677K |
| Klaas Financial Asset Advisors, LLC | 0.09% | New | 14,386 | $676K |
| American Trust | 0.06% | Reduce -7.4% | 14,342 | $674K |
| Modern Wealth Management, LLC | 0.01% | Add +45.9% | 14,131 | $670K |
| Paragon Capital Management Ltd | 0.14% | Add +40.0% | 14,134 | $665K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 14,122 | $664K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 13,871 | $652K |
| Financial Futures Ltd Liability Co. | 0.29% | Add +0.0% | 13,813 | $650K |
| Brown Advisory Inc. | 0.00% | Reduce -3.2% | 13,797 | $649K |
| Park Avenue Securities LLC | 0.01% | Add +1.2% | 13,753 | $647K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +5.5% | 13,705 | $644K |
| Round Rock Advisors LLC | 0.10% | No change | 13,618 | $640K |
| Allodium Investment Consultants, LLC | 0.31% | New | 13,570 | $638K |
| Great Diamond Partners, LLC | 0.12% | Add +6.8% | 13,251 | $623K |
| Evergreen Capital Management LLC | 0.01% | Add +0.2% | 12,886 | $606K |
| Dunhill Financial, LLC | 0.14% | Reduce -7.9% | 12,883 | $606K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -1.6% | 12,804 | $602K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -9.7% | 12,677 | $596K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -0.1% | 12,487 | $587K |
| Founders Financial Securities LLC | 0.03% | Add +68.5% | 11,350 | $561K |
| Bangor Savings Bank | 0.04% | Reduce -7.4% | 11,908 | $560K |
| Neuberger Berman Group LLC | 0.00% | Add +2.5% | 11,672 | $549K |
| Morris Financial Concepts, Inc. | 0.19% | Reduce -2.1% | 11,615 | $546K |
| US Bancorp \de | 0.00% | Add +1743.5% | 11,522 | $542K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.7% | 11,515 | $540K |
| Johnson Financial Group, LLC | 0.04% | No change | 11,415 | $537K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 11,415 | $537K |
| OLIO Financial Planning | 0.15% | Reduce -1.6% | 11,143 | $524K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Add +27.4% | 11,095 | $522K |
| Hill Island Financial LLC | 0.13% | Add +4.9% | 11,056 | $520K |
| Mgo One Seven LLC | 0.01% | Reduce -0.4% | 10,981 | $516K |
| Mayport, LLC | 0.10% | No change | 10,951 | $515K |
| 1ST Source Bank | 0.03% | No change | 10,818 | $509K |
| Diversified Trust Co. | 0.01% | No change | 10,765 | $506K |
| DAVENPORT & Co LLC | 0.00% | Add +0.0% | 10,579 | $497K |
| Apollon Wealth Management, LLC | 0.01% | Add +16.2% | 10,387 | $488K |
| Brooklyn FI, LLC | 0.10% | Add +0.7% | 10,175 | $478K |
| Presilium Private Wealth, LLC | 0.08% | Reduce -1.9% | 10,113 | $476K |
| Farmers National Bank | 0.10% | Reduce -0.5% | 10,112 | $475K |
| Key Financial Inc | 0.08% | Add +81.2% | 10,000 | $470K |
| Mokosak Advisory Group, LLC | 0.12% | Reduce -4.2% | 9,971 | $469K |
| Carr Financial Group Corp | 0.12% | Add +8.8% | 9,933 | $467K |
| Foster Group, Inc. | 0.01% | Reduce -4.5% | 9,817 | $462K |
| Emergent Wealth Advisors, LLC | 0.27% | No change | 9,559 | $449K |
| Trailhead Planners LLC | 0.43% | Reduce -5.3% | 9,527 | $448K |
| Tortoise Investment Management, LLC | 0.04% | Add +0.0% | 9,520 | $448K |
| Truefg, LLC | 0.12% | Reduce -4.5% | 9,508 | $447K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.3% | 9,360 | $440K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 9,350 | $440K |
| Flow Traders U.S. LLC | 0.01% | New | 9,270 | $436K |
| Lido Advisors, LLC | 0.00% | Add +3.2% | 8,823 | $415K |
| Weinberger Asset Management, Inc | 0.15% | Add +59.1% | 8,641 | $406K |
| Washington Trust Bank | 0.03% | Reduce -0.4% | 8,594 | $404K |
| Ipsen Advisor Group LLC | 0.28% | Add +90.4% | 8,512 | $400K |
| Nautilus Advisors LLC | 0.27% | Add +0.0% | 8,466 | $398K |
| First Pacific Financial | 0.05% | Add +14.9% | 8,428 | $396K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.0% | 8,373 | $394K |
| Midwest Trust Co | 0.00% | Add +3.5% | 8,211 | $386K |
| Western Wealth Management, LLC | 0.01% | Add +2.1% | 8,085 | $380K |
| Riverwater Partners LLC | 0.13% | Add +0.1% | 7,995 | $376K |
| Equita Financial Network, Inc. | 0.12% | Reduce -3.1% | 7,882 | $371K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 7,881 | $371K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 7,801 | $367K |
| Aureus Asset Management, LLC | 0.02% | New | 7,800 | $367K |
| Cornerstone Financial Management LLC | 0.33% | Reduce -10.0% | 7,654 | $360K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 7,622 | $358K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.3% | 7,588 | $357K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -34.8% | 7,506 | $353K |
| Advus Financial Partners, LLC | 0.09% | New | 7,500 | $353K |
| Orin Green Financial, LLC | 0.14% | Add +6.7% | 7,488 | $352K |
| Opulen Financial Group LLC | 0.24% | Add +0.2% | 7,202 | $339K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -13.8% | 7,170 | $337K |
| Hills Bank & Trust Co | 0.02% | No change | 7,149 | $336K |
| D. E. Shaw & Co. | 0.00% | No change | 7,135 | $335K |
| Wells Financial Advisors INC | 1.52% | No change | 7,085 | $333K |
| Financially in Tune, LLC | 0.29% | No change | 7,070 | $332K |
| Pathway Financial Advisors LLC | 0.04% | No change | 6,821 | $324K |
| LWM Advisors Inc. | 0.28% | No change | 6,834 | $321K |
| Capital Analysts, LLC | 0.01% | Add +14.9% | 6,824 | $321K |
| St Germain D J Co. Inc. | 0.01% | Reduce -0.1% | 6,825 | $321K |
| Trust Co | 0.03% | Reduce -10.5% | 6,822 | $321K |
| Factor Wealth Management LTD | 0.06% | New | 6,721 | $316K |
| Pathfinder Wealth Consulting, Inc. | 0.20% | Reduce -0.1% | 6,715 | $316K |
| Summit Wealth Group LLC / Co. | 0.03% | Reduce -0.6% | 6,706 | $315K |
| United Asset Strategies, Inc. | 0.03% | Add +2.4% | 6,685 | $314K |
| CWS Financial Advisors, LLC | 0.08% | Reduce -2.1% | 6,623 | $311K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +51.8% | 6,617 | $311K |
| Xena Financial Planning, LLC | 0.34% | Reduce -23.4% | 6,440 | $303K |
| Winter & Associates, Inc. | 0.26% | Add +0.5% | 6,317 | $302K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -26.2% | 6,405 | $301K |
| Weil Company, Inc. | 0.07% | Add +0.2% | 6,400 | $301K |
| National Wealth Management Group, LLC | 0.11% | Add +20.2% | 6,330 | $298K |
| Hiley Hunt Wealth Management | 0.13% | Add +0.2% | 6,326 | $297K |
| Whittier Trust Co. | 0.00% | Reduce -80.1% | 6,201 | $296K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Reduce -1.8% | 6,305 | $296K |
| Friedenthal Financial | 0.15% | No change | 6,277 | $295K |
| Grand Wealth Management, LLC | 0.14% | Add +0.2% | 6,225 | $293K |
| Fiduciary Financial Advisors | 0.26% | — | 6,196 | $291K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 6,188 | $291K |
| Linscomb Wealth, Inc. | 0.01% | No change | 6,137 | $289K |
| Ramiah Investment Group | 0.25% | Reduce -14.4% | 6,130 | $288K |
| Equitable Holdings, Inc. | 0.00% | Add +15.1% | 6,218 | $286K |
| Harbor Group, Inc. | 0.04% | Reduce -0.3% | 6,059 | $285K |
| Old Peak Finance LLC | 0.16% | No change | 5,962 | $280K |
| Peak Financial Management, Inc. | 0.07% | No change | 5,934 | $279K |
| Stewardship Advisors, LLC | 0.06% | Add +1.1% | 5,891 | $277K |
| Ryan Investment Management, Inc. | 0.16% | No change | 5,873 | $276K |
| BLB&B Advisors, LLC | 0.01% | Add +1.6% | 5,843 | $275K |
| Valmark Advisers, Inc. | 0.00% | Add +8.7% | 5,842 | $275K |
| JNBA Financial Advisors | 0.02% | Reduce -3.4% | 5,827 | $274K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +1.6% | 5,826 | $274K |
| AAF Wealth Management, LLC | 0.11% | New | 5,819 | $274K |
| One Wealth Advisors, LLC | 0.03% | Add +0.1% | 5,772 | $271K |
| Caprock Group, LLC | 0.01% | No change | 5,710 | $268K |
| Cornerstone Wealth Advisors, Inc. | 0.06% | Add +2.3% | 5,570 | $262K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -7.7% | 5,562 | $262K |
| VAUGHAN & Co SECURITIES, INC. | 0.14% | No change | 5,524 | $260K |
| Continuum Advisory, LLC | 0.02% | Add +15.2% | 5,368 | $252K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,242 | $246K |
| Moller Wealth Partners | 0.05% | Reduce -27.5% | 5,233 | $246K |
| Godfrey Financial Associates, Inc. | 0.21% | Add +3.2% | 5,126 | $241K |
| AQR Capital Management | 0.00% | No change | 5,105 | $240K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -3.8% | 5,050 | $237K |
| Finley Financial, LLC | 0.11% | No change | 5,000 | $235K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.7% | 4,997 | $235K |
| LongView Wealth Management | 0.06% | Reduce -57.7% | 4,600 | $231K |
| McClarren Financial Advisors, Inc. | 0.14% | Add +36.0% | 4,900 | $230K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.8% | 4,872 | $229K |
| Empowered Funds, LLC | 0.00% | New | 4,789 | $225K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 4,751 | $223K |
| Legacy Edge Advisors, LLC | 0.02% | New | 4,735 | $223K |
| Krilogy Financial LLC | 0.01% | Reduce -0.2% | 4,381 | $220K |
| XTX Topco Ltd | 0.00% | Reduce -31.4% | 4,621 | $217K |
| Keener Financial Planning LLC | 0.09% | Add +2.5% | 4,622 | $217K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -3.8% | 4,570 | $215K |
| Sanchez Levi Garrett | 0.13% | — | 4,550 | $214K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -1.8% | 4,532 | $213K |
| Barden Capital Management, Inc. | 0.18% | New | 4,475 | $210K |
| Associated Banc-Corp | 0.01% | No change | 4,449 | $209K |
| Accurate Wealth Management, LLC | 0.03% | New | 4,225 | $208K |
| Curtis Advisory Group, LLC | 0.04% | New | 4,405 | $207K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,395 | $207K |
| ProVise Management Group, LLC | 0.01% | Reduce -0.8% | 4,368 | $205K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -43.4% | 4,360 | $205K |
| Traphagen Investment Advisors LLC | 0.02% | New | 4,316 | $203K |
| Merit Financial Group, LLC | 0.00% | New | 4,304 | $202K |
| Impact Investors, Inc | 0.14% | New | 4,284 | $201K |
| Etesian Wealth Advisors, Inc. | 0.06% | New | 4,282 | $201K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 4,270 | $201K |
| Fortress Financial Solutions, LLC | 0.21% | New | 4,259 | $200K |
| UMB Bank, n.a. | 0.00% | No change | 4,186 | $197K |
| First Horizon Corp. | 0.01% | No change | 3,862 | $182K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.8% | 3,830 | $180K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -15.4% | 3,740 | $176K |
| American Capital Advisory, LLC | 0.07% | Reduce -0.3% | 3,618 | $170K |
| Global Assets Advisory, LLC | 0.05% | New | 1,194 | $169K |
| Larson Financial Group LLC | 0.01% | Reduce -25.2% | 3,495 | $164K |
| CENTRAL TRUST Co | 0.00% | No change | 3,486 | $164K |
| Fifth Third Bancorp | 0.00% | New | 3,454 | $162K |
| Sherman Asset Management, Inc. | 0.14% | Add +34.6% | 3,307 | $155K |
| Clean Yield Group | 0.04% | New | 3,223 | $152K |
| Carolina Wealth Advisors, LLC | 0.06% | No change | 3,089 | $145K |
| Marshall Investment Management, LLC | 0.07% | New | 2,925 | $138K |
| Founders Financial Alliance, LLC | 0.02% | No change | 2,890 | $136K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 2,840 | $134K |
| Blueline Advisors LLC | 0.10% | Add +1.0% | 2,830 | $133K |
| Arax Advisory Partners | 0.00% | Reduce -4.6% | 2,819 | $133K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -12.8% | 2,518 | $118K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +75.7% | 2,504 | $118K |
| NBT Bank, N.A. | 0.01% | No change | 2,235 | $105K |
| Rossmore Private Capital | 0.01% | No change | 2,042 | $96K |
| Horizons Wealth Management | 0.06% | Reduce -21.9% | 2,014 | $95K |
| Advantage Trust Co | 0.04% | No change | 1,907 | $90K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 1,904 | $90K |
| Nemes Rush Group LLC | 0.01% | Add +50.0% | 1,876 | $88K |
| Union Savings Bank | 0.04% | No change | 1,827 | $86K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.2% | 1,767 | $83K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,645 | $77K |
| Smartleaf Asset Management LLC | 0.00% | Add +1268.0% | 1,669 | $76K |
| Rossby Financial, LCC | 0.02% | Add +74.3% | 1,598 | $76K |
| Quaker Wealth Management, LLC | 0.02% | No change | 1,607 | $76K |
| Investors Research Corp | 0.01% | No change | 1,526 | $72K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -7.3% | 1,512 | $71K |
| Birchbrook, Inc. | 0.03% | Reduce -46.2% | 1,250 | $59K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,183 | $56K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.4% | 1,134 | $53K |
| Kennebec Savings Bank | 0.05% | No change | 1,099 | $52K |
| Signaturefd, LLC | 0.00% | No change | 1,058 | $50K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,015 | $48K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $47K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 915 | $47K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | Reduce -12.0% | 983 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $45K |
| Your Advocates Ltd., LLP | 0.01% | Add +99.2% | 940 | $44K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 904 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -5.5% | 860 | $40K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.2% | 799 | $38K |
| Operose Advisors LLC | 0.01% | No change | 777 | $37K |
| Centerpoint Advisors, LLC | 0.01% | Add +19.7% | 675 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 584 | $27K |
| Capitol Family Office, Inc. | 0.03% | No change | 589 | $27K |
| Covestor Ltd | 0.02% | Add +7.1% | 511 | $24K |
| Vanguard Advisers Inc. | 0.00% | — | 496 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 496 | $23K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.9% | 465 | $22K |
| AlphaCore Capital LLC | 0.00% | No change | 458 | $22K |
| Westend Capital Management, LLC | 0.01% | Reduce -4.3% | 447 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 442 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -4.0% | 437 | $21K |
| Dagco, Inc. | 0.00% | Add +0.2% | 430 | $20K |
| Phillips Financial Management, LLC | 0.00% | No change | 429 | $20K |
| Security National Bank | 0.00% | New | 411 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 373 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 373 | $18K |
| Archer Investment Corp | 0.00% | No change | 361 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 360 | $17K |
| Pittenger & Anderson Inc. | 0.00% | New | 350 | $16K |
| Sunrise Financial Services, LLC | 0.01% | Reduce -90.6% | 342 | $16K |
| Cornerstone Planning Group LLC | 0.00% | New | 306 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 337 | $16K |
| Sawyer & Company, Inc | 0.01% | New | 325 | $15K |
| Milestone Investment Advisors LLC | 0.00% | New | 291 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -49.4% | 287 | $13K |
| National Bank of Canada | 0.00% | No change | 265 | $12K |
| Maseco LLP | 0.00% | No change | 254 | $12K |
| Ameriflex Group, Inc. | 0.01% | Reduce -17.6% | 249 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 248 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 218 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 200 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 185 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 179 | $8K |
| CDKV Holdings LLC | 0.01% | No change | 165 | $8K |
| GW&K Investment Management, LLC | 0.00% | New | 130 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 100 | $5K |
| Obsidian Cio, LLC | 0.00% | Reduce -29.6% | 81 | $4K |
| Triumph Capital Management | 0.00% | Add +8.2% | 79 | $4K |
| Atwood & Palmer Inc. | 0.00% | New | 79 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 72 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 60 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 58 | $3K |
| Community Bank, N.A. | 0.00% | No change | 51 | $2K |
| True Link Financial Advisors, LLC | 0.00% | New | 42 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 37 | $2K |
| WealthShield Partners, LLC | 0.00% | Add +71.4% | 36 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $847 |
| International Assets Investment Management, LLC | 0.00% | No change | 14 | $664 |
| Root Financial Partners, LLC | 0.00% | No change | 5 | $236 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -100.0% | 4 | $188 |
| Financial Life Planners | 0.00% | New | 3 | $145 |
| Davis Capital Management | 0.00% | No change | 2 | $94 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 2 | $80 |
| Glassman Wealth Services | 0.00% | No change | 1 | $47 |
| Urban Financial Advisory Corp | 0.00% | No change | 1 | $39 |
"% 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.