ESML Institutional Ownership
iShares ESG Aware MSCI USA Small-Cap ETF
1W: -0.1%
1M: -3.1%
3M: -4.0%
YTD: +13.6%
1Y: +17.1%
3Y: +62.4%
5Y: +40.0%
$52.85
+0.48 (+0.92%)
Weekly Expected Move ±1.5%
$51
$52
$53
$54
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Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ESML
502
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
65
New Positions
165
Increased
192
Reduced
26
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (521 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 8,831,944 | $467M | +6,767,095 | +327.7% | 15Q | SEC ↗ |
| 2 | FMR LLC | 3,485,042 | $184M | +246,254 | +7.6% | 18Q | SEC ↗ |
| 3 | NORTHERN TRUST CORP | 2,151,372 | $114M | +44,262 | +2.1% | 26Q | SEC ↗ |
| 4 | Betterment LLC | 1,776,129 | $94M | -13,137 | -0.7% | 18Q | SEC ↗ |
| 5 | Creative Planning | 1,590,035 | $84M | +21,753 | +1.4% | 30Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 1,159,635 | $61M | +1,733 | +0.1% | 15Q | SEC ↗ |
| 7 | TIAA Wealth Investment Management LLC | 1,026,609 | $54M | +1,625 | +0.2% | 2Q | SEC ↗ |
| 8 | Fiduciary Trust Co | 853,551 | $45M | -668 | -0.1% | 16Q | SEC ↗ |
| 9 | M&T Bank Corp | 804,008 | $42M | +29,118 | +3.8% | 20Q | SEC ↗ |
| 10 | Vontobel Holding Ltd. | 800,000 | $42M | — | +0.0% | 23Q | SEC ↗ |
| 11 | BlackRock, Inc. | 677,361 | $36M | -66,476 | -8.9% | 8Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 674,301 | $36M | -47,132 | -6.5% | 22Q | SEC ↗ |
| 13 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 650,274 | $34M | -58,720 | -8.3% | 2Q | SEC ↗ |
| 14 | Acorns Advisers, LLC | 639,445 | $34M | -1,804 | -0.3% | 21Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 621,438 | $33M | +13,185 | +2.2% | 24Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 537,216 | $28M | -7,169 | -1.3% | 33Q | SEC ↗ |
| 17 | UBS Group AG | 536,025 | $28M | +22,324 | +4.3% | 28Q | SEC ↗ |
| 18 | LPL Financial LLC | 506,211 | $27M | +75,472 | +17.5% | 24Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 472,415 | $25M | -9,427 | -2.0% | 16Q | SEC ↗ |
| 20 | Sand Hill Global Advisors, LLC | 457,065 | $24M | -15,337 | -3.2% | 25Q | SEC ↗ |
| 21 | SEI INVESTMENTS CO | 450,960 | $24M | -2,378 | -0.5% | 15Q | SEC ↗ |
| 22 | PNC Financial Services Group, Inc. | 391,008 | $21M | +9,136 | +2.4% | 15Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 346,255 | $18M | +16,518 | +5.0% | 29Q | SEC ↗ |
| 24 | Accredited Investors Inc. | 302,150 | $16M | +2,959 | +1.0% | 33Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 296,359 | $16M | -11,648 | -3.8% | 23Q | SEC ↗ |
| 26 | Modera Wealth Management, LLC | 288,299 | $15M | +922 | +0.3% | 19Q | SEC ↗ |
| 27 | Pathstone Holdings, LLC | 277,449 | $15M | -184,083 | -39.9% | 11Q | SEC ↗ |
| 28 | Wealth Architects, LLC | 277,437 | $15M | -5,704 | -2.0% | 19Q | SEC ↗ |
| 29 | Beacon Pointe Advisors, LLC | 265,479 | $14M | +3,451 | +1.3% | 19Q | SEC ↗ |
| 30 | Empirical Financial Services, LLC d.b. | 260,272 | $14M | -2,256 | -0.9% | 27Q | SEC ↗ |
| 31 | EP Wealth Advisors, LLC | 253,060 | $13M | +29,177 | +13.0% | 3Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 187,229 | $10M | +39,313 | +26.6% | 27Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 184,723 | $10M | +2,678 | +1.5% | 25Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 182,420 | $10M | +26,850 | +17.3% | 7Q | SEC ↗ |
| 35 | BAILARD, INC. | 176,748 | $9M | -2,950 | -1.6% | 15Q | SEC ↗ |
| 36 | MISSION WEALTH MANAGEMENT, LP | 172,992 | $9M | +6,490 | +3.9% | 19Q | SEC ↗ |
| 37 | FLPUTNAM INVESTMENT MANAGEMENT CO | 167,157 | $9M | -9,644 | -5.5% | 21Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 165,549 | $9M | +49,635 | +42.8% | 24Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 163,115 | $9M | +24,731 | +17.9% | 19Q | SEC ↗ |
| 40 | Financial Engines Advisors L.L.C. | 144,770 | $8M | -6,207 | -4.1% | 20Q | SEC ↗ |
| 41 | Ally Invest Advisors Inc. | 144,256 | $8M | -350 | -0.2% | 25Q | SEC ↗ |
| 42 | NorthRock Partners, LLC | 137,768 | $7M | -629 | -0.5% | 11Q | SEC ↗ |
| 43 | REGATTA CAPITAL GROUP, LLC | 136,226 | $7M | +4,430 | +3.4% | 19Q | SEC ↗ |
| 44 | Stanich Group LLC | 135,264 | $7M | +4,956 | +3.8% | 7Q | SEC ↗ |
| 45 | Alesco Advisors, LLC, An ESL Co | 133,598 | $7M | -8,693 | -6.1% | 24Q | SEC ↗ |
| 46 | MATHER GROUP, LLC. | 123,856 | $7M | +11,679 | +10.4% | 23Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 122,898 | $6M | -55,151 | -31.0% | 30Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 119,435 | $6M | +6,641 | +5.9% | 21Q | SEC ↗ |
| 49 | Alaska Wealth Advisors, LLC | 114,627 | $6M | -4,686 | -3.9% | 16Q | SEC ↗ |
| 50 | Apella Capital, LLC | 109,623 | $6M | +2,155 | +2.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 100,207 | $5M |
| TOMPKINS FINANCIAL CORP | 54,843 | $3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 27,989 | $1M |
| Wealth Advisory Team LLC | 27,681 | $1M |
| Diversify Advisory Services, LLC | 15,703 | $830K |
| Bank of New York Mellon Corp | 14,051 | $743K |
| SOL Capital Management CO | 10,714 | $566K |
| JANE STREET GROUP, LLC | 8,294 | $438K |
| Turner Financial Group, Inc. | 8,232 | $435K |
| HB Wealth Management, LLC | 8,129 | $430K |
| Atomic Invest LLC | 7,981 | $422K |
| Summit Financial, LLC | 6,261 | $331K |
| CAPE COD FIVE CENTS SAVINGS BANK | 5,956 | $315K |
| CHOREO, LLC | 5,773 | $305K |
| LexAurum Advisors, LLC | 5,762 | $305K |
| Heritage Family Offices, LLP | 5,546 | $293K |
| Pacific Excel Wealth Advisors, Inc. | 5,546 | $293K |
| TPG Financial Advisors, LLC | 4,738 | $250K |
| HRT FINANCIAL LP | 4,598 | $243K |
| Janney Montgomery Scott LLC | 4,585 | $242K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SigFig Wealth Management, LLC | 197,887 | $10M |
| GTS SECURITIES LLC | 87,593 | $5M |
| CITADEL ADVISORS LLC | 19,314 | $1M |
| Vanguard Personalized Indexing Mana | 11,415 | $603K |
| Johnson Financial Group, LLC | 11,415 | $603K |
| Riverwater Partners LLC | 7,995 | $423K |
| Advus Financial Partners, LLC | 7,500 | $396K |
| Caprock Group, LLC | 5,710 | $302K |
| AMARA FINANCIAL, LLC. | 5,083 | $269K |
| Viewpoint Capital Management LLC | 5,000 | $264K |
| XTX Topco Ltd | 4,621 | $244K |
| LongView Wealth Management | 4,600 | $243K |
| Barden Capital Management, Inc. | 4,475 | $237K |
| Krilogy Financial LLC | 4,381 | $232K |
| Founders Financial Alliance, LLC | 2,890 | $153K |
| Global Assets Advisory, LLC | 1,194 | $63K |
| Spire Wealth Management | 797 | $42K |
| GoalVest Advisory LLC | 659 | $35K |
| Westend Capital Management, LLC | 447 | $24K |
| DAGCO, INC. | 430 | $23K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +6,767,095 | +327.7% | 8,831,944 |
| FMR LLC | +246,254 | +7.6% | 3,485,042 |
| LPL Financial LLC | +75,472 | +17.5% | 506,211 |
| MERCER GLOBAL ADVISORS INC /ADV | +49,635 | +42.8% | 165,549 |
| Bond & Devick Financial Network, In | +45,262 | +268.5% | 62,122 |
| NORTHERN TRUST CORP | +44,262 | +2.1% | 2,151,372 |
| FSA WEALTH PARTNERS, INC. | +39,611 | +181.5% | 61,433 |
| ENVESTNET ASSET MANAGEMENT INC | +39,313 | +26.6% | 187,229 |
| Rockefeller Capital Management L.P. | +33,822 | +128.6% | 60,131 |
| EP Wealth Advisors, LLC | +29,177 | +13.0% | 253,060 |
| M&T Bank Corp | +29,118 | +3.8% | 804,008 |
| MORGAN STANLEY | +27,888 | +46.0% | 88,490 |
| RAYMOND JAMES FINANCIAL INC | +26,850 | +17.3% | 182,420 |
| JONES FINANCIAL COMPANIES LLLP | +24,731 | +17.9% | 163,115 |
| UBS Group AG | +22,324 | +4.3% | 536,025 |
| Creative Planning | +21,753 | +1.4% | 1,590,035 |
| COMMONWEALTH EQUITY SERVICES, LLC | +16,518 | +5.0% | 346,255 |
| OSAIC HOLDINGS, INC. | +16,138 | +31.1% | 68,007 |
| Integrated Wealth Concepts LLC | +13,316 | +303.0% | 17,711 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +13,185 | +2.2% | 621,438 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pathstone Holdings, LLC | -184,083 | -39.9% | 277,449 |
| Clearstead Advisors, LLC | -77,527 | -56.6% | 59,532 |
| BlackRock, Inc. | -66,476 | -8.9% | 677,361 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -58,720 | -8.3% | 650,274 |
| Cambridge Investment Research Advis | -55,151 | -31.0% | 122,898 |
| WELLS FARGO & COMPANY/MN | -47,132 | -6.5% | 674,301 |
| REGIONS FINANCIAL CORP | -37,601 | -26.2% | 105,918 |
| Addison Advisors LLC | -25,999 | -67.7% | 12,379 |
| Sand Hill Global Advisors, LLC | -15,337 | -3.2% | 457,065 |
| Betterment LLC | -13,137 | -0.7% | 1,776,129 |
| HighTower Advisors, LLC | -11,648 | -3.8% | 296,359 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,185 | -52.5% | 10,133 |
| US BANCORP \DE | -10,972 | -95.2% | 550 |
| Savant Capital, LLC | -10,388 | -10.6% | 87,222 |
| Horizon Investments, LLC | -9,966 | -57.5% | 7,358 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -9,644 | -5.5% | 167,157 |
| AMERIPRISE FINANCIAL INC | -9,427 | -2.0% | 472,415 |
| CITIZENS FINANCIAL GROUP INC/RI | -9,201 | -16.9% | 45,383 |
| Alesco Advisors, LLC, An ESL Co | -8,693 | -6.1% | 133,598 |
| ROYAL BANK OF CANADA | -7,169 | -1.3% | 537,216 |