ISHARES ESG AWARE MSCI USA S ESML
$54.87
-0.9% 52w: $39.76 – $55.93
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data39.7647.8555.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
449
+29 QoQ
13F value
$1.62B
+3.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns ESML?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 3.2M | $152.3M | 0.0% | +10.4% |
| NORTHERN TRUST CORP | Index provider | 2.1M | $99.1M | 0.0% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.1M | $97.1M | 0.0% | +13.2% |
| Betterment LLC | Wealth advisor | 1.8M | $84.1M | 0.2% | +0.3% |
| Creative Planning | Wealth advisor | 1.6M | $73.7M | 0.1% | +1.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.2M | $54.4M | 0.0% | +2.2% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 1.0M | $46.7M | 0.4% | — |
| Fiduciary Trust Co | Other | 854.2K | $40.2M | 0.5% | -0.8% |
| Vontobel Holding Ltd. | Diversified mechanical | 800.0K | $37.6M | 0.1% | -3.6% |
| BlackRock, Inc. | Index provider | 743.8K | $35.0M | 0.0% | +3.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 721.4K | $33.9M | 0.0% | +4.8% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 709.0K | $33.3M | 0.1% | — |
| Acorns Advisers, LLC | Wealth advisor | 641.2K | $30.2M | 0.2% | -1.2% |
| M&T Bank Corp | Diversified mechanical | 621.6K | $29.2M | 0.1% | -9.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 608.3K | $28.6M | 0.0% | +4.2% |
| ROYAL BANK OF CANADA | Bank broker | 544.4K | $25.6M | 0.0% | +3.9% |
| UBS Group AG | Bank broker | 513.7K | $24.2M | 0.0% | +11.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 481.8K | $22.7M | 0.0% | -16.0% |
| Sand Hill Global Advisors, LLC | Wealth advisor | 472.4K | $22.2M | 0.7% | -0.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 461.5K | $21.7M | 0.1% | -0.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 453.3K | $21.3M | 0.0% | -0.2% |
| LPL Financial LLC | Bank broker | 430.7K | $20.3M | 0.0% | +11.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 381.9K | $18.0M | 0.0% | +15.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 329.7K | $15.5M | 0.0% | +15.1% |
| HighTower Advisors, LLC | Diversified mechanical | 308.0K | $14.5M | 0.0% | +0.8% |
| Accredited Investors Inc. | Wealth advisor | 299.2K | $14.1M | 0.8% | -0.6% |
| Modera Wealth Management, LLC | Wealth advisor | 287.4K | $13.5M | 0.2% | +0.4% |
| Wealth Architects, LLC | Wealth advisor | 283.1K | $13.3M | 1.2% | +1.2% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 262.5K | $12.3M | 0.2% | -2.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 262.0K | $12.3M | 0.1% | +277.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 223.9K | $10.5M | 0.1% | -2.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 182.0K | $8.6M | 0.0% | +7.0% |
| BAILARD, INC. | Other | 179.7K | $8.4M | 0.2% | -0.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 178.0K | $8.4M | 0.0% | -4.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 176.8K | $8.3M | 0.1% | -12.0% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 166.5K | $7.8M | 0.2% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 155.6K | $7.3M | 0.0% | -1.8% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 151.0K | $7.1M | 0.0% | -0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 147.9K | $7.0M | 0.0% | +14.7% |
| Ally Invest Advisors Inc. | Wealth advisor | 144.6K | $6.8M | 0.5% | +1.4% |
| REGIONS FINANCIAL CORP | Other | 143.5K | $6.7M | 0.0% | +0.2% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 142.3K | $6.7M | 0.2% | -4.0% |
| NorthRock Partners, LLC | Wealth advisor | 138.4K | $6.5M | 0.1% | +1.0% |
| Clearstead Advisors, LLC | Wealth advisor | 137.1K | $6.4M | 0.1% | +6968.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 138.4K | $6.4M | 0.0% | +24.3% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 131.8K | $6.2M | 0.9% | +4.9% |
| Stanich Group LLC | Wealth advisor | 130.3K | $6.1M | 4.7% | +3.1% |
| Alaska Wealth Advisors, LLC | Wealth advisor | 119.3K | $5.6M | 0.7% | -0.6% |
| Apella Capital, LLC | Wealth advisor | 107.5K | $5.5M | 0.1% | +27.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 115.9K | $5.5M | 0.0% | +18.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.