ESML institutional holders

iShares ESG Aware MSCI USA Small-Cap ETF · 495 reporting institutions · $2.2B reported value

Funds that can replace ESML · ESML return decomposition

Institutional holdings

Institutions reporting ESML, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$494M02026-06-30
Fmr LLC$194.9M02026-06-30
Northern Trust Corp$120.3M02026-06-30
Creative Planning$88.9M1,1712026-06-30
Goldman Sachs Group Inc$64.9M02026-06-30
TIAA Wealth Investment Management LLC$56.9M72026-06-30
Fiduciary Trust Co$47.7M02026-06-30
M&T Bank Corp$45M02026-06-30
Vontobel Holding Ltd.$44.7M02026-06-30
Blackrock, Inc.$37.9M02026-06-30
Wells Fargo & Company/mn$37.7M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$36.4M1,7212026-06-30
Northwestern Mutual Wealth Management Co$34.8M02026-06-30
Royal Bank of Canada$30M02026-06-30
UBS Group AG$30M02026-06-30
Lpl Financial LLC$28.3M23,4582026-06-30
Ameriprise Financial Inc$26.7M02026-06-30
Sand Hill Global Advisors, LLC$25.6M202026-06-30
Sei Investments Co$25.2M02026-06-30
PNC Financial Services Group, Inc.$21.9M02026-06-30
Commonwealth Equity Services, LLC$19.4M2,8632026-06-30
Accredited Investors Inc.$16.9M32026-06-30
Hightower Advisors, LLC$16.6M1,0462026-06-30
Modera Wealth Management, LLC$16.1M1352026-06-30
Pathstone Holdings, LLC$15.5M02026-06-30
Wealth Architects, LLC$15.5M152026-06-30
Beacon Pointe Advisors, LLC$14.8M4662026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$14.6M02026-06-30
Ep Wealth Advisors, LLC$14.2M3382026-06-30
Envestnet Pmc$10.5M602026-06-30
Stifel Financial Corp$10.3M02026-06-30
Raymond James Financial Inc$10.2M02026-06-30
Bailard, Inc.$9.9M402026-06-30
Mission Wealth Management, LP$9.7M1382026-06-30
Flputnam Investment Management Co$9.4M782026-06-30
Mercer Global Advisors Inc /adv$9.3M02026-06-30
Jones Financial Companies LLLP$9M02026-06-30
Edelman Financial Engines$8.1M7222026-06-30
Ally Invest Advisors$8.1M822026-06-30
Northrock Partners, LLC$7.7M912026-06-30
Regatta Capital Group, LLC$7.6M142026-06-30
Stanich Group LLC$7.6M42026-06-30
Alesco Advisors, LLC, An Esl Company$7.5M142026-06-30
Mather Group, Llc.$6.9M1102026-06-30
Cetera Investment Advisers$6.7M10,3702026-06-30
Alaska Wealth Advisors, LLC$6.4M132026-06-30
Litman Gregory Wealth Management LLC$6.2M02025-12-31
Gemmer Asset Management LLC$6M82026-06-30
Advisory Services Network$6M2532026-06-30
Apella Capital, LLC$6M1042026-06-30
Regions Financial Corp$5.9M02026-06-30
Bluestem Financial Advisors, LLC$5.7M72026-06-30
Birchwood Financial Partners, Inc.$5.6M92026-06-30
Global Retirement Partners LLC$5.6M4912026-06-30
Mariner, LLC$5.4M02026-06-30
Morgan Stanley$4.9M23,1852026-06-30
Willow Creek Wealth Management Inc.$4.9M102025-09-30
Savant Wealth Management$4.9M4052026-06-30
Mor Wealth Management, LLC$4.9M32026-06-30
Wealth Enhancement Advisory Services, LLC$4.8M1,0262026-06-30
Quent Capital, LLC$4.8M02026-06-30
Cbiz Investment Advisory Services, LLC$4.7M892026-06-30
Harbour Investments, Inc.$4.6M2472026-06-30
Tfc Financial Management, Inc.$4.6M122026-06-30
Truist Financial Corp$4.4M02026-06-30
Decker Retirement Planning Inc.$4.3M102026-06-30
Gradient Investments, LLC$4.2M312026-06-30
Plum Street Advisors, LLC$4.2M62026-06-30
Corient Private Wealth LP$4.1M6742026-06-30
Integris Wealth Management, LLC$3.9M122026-06-30
Jpmorgan Chase & Co$3.8M02026-06-30
Osaic Holdings, Inc.$3.8M02026-06-30
Beacon Investment Advisory Services, Inc.$3.6M312026-06-30
Ecio, Inc.$3.6M52026-06-30
Bond & Devick Wealth Partners$3.5M102026-06-30
Composition Wealth, LLC$3.5M762026-06-30
Crestwood Advisors Group, LLC$3.5M402026-06-30
Fsa Wealth Partners, Inc.$3.4M82026-06-30
Rockefeller Capital Management LP$3.4M3462026-06-30
Clearstead; Clearstead Advisory Solutions$3.3M642026-06-30
Laurel Wealth Planning LLC$3.3M62026-06-30
Wesbanco Investment Department$3.3M12026-06-30
Vision Capital Management, Inc.$3.3M02026-06-30
Clarius Group, LLC$3.1M02025-12-31
Focus Partners Wealth$3.1M1,0482026-06-30
Tompkins Financial Corp$3.1M02026-06-30
Haverford Trust Co$3M02026-06-30
Francis Financial, Inc.$3M102026-06-30
Financial Advisors, LLC$2.8M02025-09-30
Becker Capital Management Inc$2.7M232026-06-30
Omega Financial Group, LLC$2.7M52026-06-30
Wescott Financial Advisory Group, LLC$2.7M232026-06-30
Cerity Partners LLC$2.7M7772026-06-30
Grimes & Co Wealth Management, LLC$2.7M382026-06-30
Franklin Resources Inc$2.6M02026-06-30
Seeds Investor LLC$2.6M32026-06-30
Pearl Planning$2.6M62026-06-30
Allworth Financial, LP$2.6M3172026-06-30
Sage Financial Group Inc$2.6M202026-06-30
Citizens Financial Group Inc/ri$2.5M02026-06-30
Rebel Financial LLC$2.5M72026-03-31
Relyea Zuckerberg Hanson LLC$2.5M72026-06-30
Charter Oak Capital Management, LLC$2.5M02026-03-31
Assembly Wealth$2.4M62026-06-30
Midwest Financial Partners$2.4M92026-06-30
Wealthcare Advisory Partners LLC$2.3M1702026-06-30
Cwm, LLC$2.3M6672026-03-31
Aspiriant, LLC$2.3M732026-06-30
Asset Dedication, LLC$2.2M112026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$2.1M992026-06-30
Coldstream Capital Management Inc$2.1M1362026-06-30
Pfg Investments, LLC$2.1M02026-06-30
Garde Capital, Inc.$2M92026-06-30
Chicago Partners Investment Group LLC$2M572026-06-30
Invera Wealth Advisors, LLC$1.9M22026-06-30
Steward Partners Investment Advisory, LLC$1.9M4812026-06-30
Sequoia Financial Group, LLC$1.9M2582026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
TIAA Trust, National Association$1.8M02026-06-30
Bsw Wealth Partners$1.8M02026-06-30
One Capital Management, LLC$1.8M642026-06-30
Kestra Advisory Services, LLC$1.8M1,4792026-06-30
Stordahl Capital Management, Inc.$1.7M62026-06-30
Marquette Associates, Inc.$1.7M32026-06-30
Moneta Group Investment Advisors LLC$1.7M2562026-06-30
Robertson Stephens Wealth Management, LLC$1.7M722026-06-30
Assetmark, Inc$1.7M2202026-06-30
Brookstone Capital Management$1.7M3372026-06-30
Waverly Advisors, LLC$1.7M2312026-06-30
Annis Gardner Whiting Capital Advisors, LLC$1.7M142026-06-30
A&I Financial Services, LLC$1.6M112026-06-30
Evolve Private Wealth, LLC$1.6M192026-06-30
Values Added Financial LLC$1.6M82026-06-30
Summit Wealth Group, LLC$1.6M02026-06-30
Axxcess Wealth Management, LLC$1.6M382026-06-30
Aptus Capital Advisors, LLC$1.6M212026-06-30
Blue Edge Capital, LLC$1.6M42026-06-30
Wealth Advisory Team LLC$1.5M42026-06-30
Mascoma Wealth Management$1.5M112026-06-30
Planning Alternatives Ltd /adv$1.5M102026-06-30
Captrust Financial Advisors$1.5M9622026-06-30
Pine Haven Investment Counsel, Inc$1.5M22026-06-30
Towerpoint Wealth, LLC$1.5M52026-06-30
Bluespring Wealth Management, LLC$1.5M502026-06-30
Bank of Montreal /can$1.4M02026-06-30
Topel & Distasi Wealth Management, LLC$1.4M02026-06-30
Bell Investment Advisors, Inc$1.4M92026-06-30
Freestone Capital Holdings, LLC$1.4M662026-06-30
Trilogy Capital, Inc.$1.4M722026-06-30
Hardy Reed LLC$1.4M132026-06-30
Compound Planning, Inc.$1.4M752026-06-30
Cambridge Financial Group, LLC$1.3M52026-06-30
Dorsey & Whitney Trust Co LLC$1.3M02026-06-30
Farther Finance Advisors, LLC$1.2M3342026-06-30
Cascade Financial Partners, LLC$1.2M72026-06-30
Aufman Associates Inc$1.2M32026-06-30
Cranbrook Wealth Management, LLC$1.2M52026-06-30
Cary Street Partners Financial LLC$1.2M02026-06-30
Fingerlakes Wealth Management, Inc.$1.2M42026-06-30
Bragg Financial Advisors Inc$1.2M152026-06-30
Caliber Wealth Management, LLC / Ks$1.2M142026-06-30
Sound Stewardship, LLC$1.1M92026-06-30
Baird Financial Group, Inc.$1.1M02026-06-30
&partners$1.1M5552026-06-30
Private Advisor Group, LLC$1.1M9272026-06-30
Cgn Advisors LLC$1.1M362026-06-30
Boston Standard Wealth Management, LLC$1M42026-06-30
Opes Wealth Management LLC$1M02026-03-31
Mason & Associates Inc$1M82026-06-30
One Day In July LLC$996.4K142026-06-30
Commerce Bank$991.1K02026-06-30
Integrated Wealth Concepts LLC$990.6K4802026-06-30
New Edge Wealth$989.6K1512026-06-30
Parallel Advisors, LLC$981.9K752026-06-30
Acropolis Investment Management, LLC$977.9K372026-06-30
Moss Adams Wealth Advisors LLC$975.1K212026-06-30
Stratos Wealth Partners, Ltd.$955.5K3862026-06-30
Tower Research Capital LLC (trc)$942.5K02026-06-30
Newedge Advisors$926.4K6012026-06-30
Great Diamond Partners, LLC$925.4K82026-06-30
Brewster Financial Planning LLC$918.1K32026-06-30
Northland Capital Management LLC$915.5K32026-06-30
Captrust Wealth Advisors$910.4K202026-06-30
Sax Wealth Advisors, LLC$891K422026-06-30
Balanced Rock Investment Advisors LLC$890.9K52026-06-30
American Trust$885K02026-06-30
Empower Advisory Group, LLC$883.2K1,9802026-06-30
Birch Hill Investment Advisors LLC$879.3K02026-06-30
Portland Global Advisors LLC$865.5K112026-06-30
Modern Wealth Management, LLC$858.9K1612026-06-30
Sandbox Financial Partners, LLC$849.3K12026-03-31
Paragon Capital Management Ltd$848.1K02026-06-30
Diversify Advisory Services, LLC$846.9K1162026-06-30
Diversify Wealth Management, LLC$846.9K782026-06-30
Opal Wealth Advisors, LLC$843K102026-06-30
Long Run Wealth Advisors, LLC$839.7K02025-12-31
Dunhill Financial, LLC$831.5K122026-06-30
Plante Moran Financial Advisors$819.8K1312026-06-30
Focus Partners Advisor Solutions, LLC$813K422026-06-30
Pds Planning, Inc$806.9K102026-06-30
Shepherd Financial Partners LLC$805.4K82026-06-30
Klaas Financial Asset Advisors, LLC$803.3K142026-06-30
Brown Advisory Inc$796.9K02026-06-30
Bank of New York Mellon Corp$785.9K02026-06-30
Rwa Wealth Partners, LLC$775.8K722026-06-30
Walkner Condon Financial Advisors LLC$762.2K152026-06-30
Hill Island Financial LLC$742.6K82026-06-30
Round Rock Advisors LLC$737.3K102026-06-30
Allodium Investment Consultants, LLC$735K52026-06-30
Ameritas Investment Partners, Inc.$718.1K72026-06-30
Evergreen Capital Management LLC$716.3K282026-06-30
Marble Trail Advisors$692.4K42026-06-30
Affinity Capital Advisors, LLC$687.3K52026-06-30
Bangor Savings Bank$676K02026-06-30
Fiduciary Financial Advisors$670.7K512026-06-30
Neuberger Berman Group LLC$670.7K02026-06-30
Brandywine Oak Private Wealth LLC$668.1K102026-06-30
Financial Futures Ltd Liability Co.$667.4K32026-06-30
Apollon Wealth Management, LLC$661.4K1512026-06-30
Arax Advisory Partners$634.4K2322026-06-30
1st Source Bank$623.1K02026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$616.3K212026-06-30
Morris Financial Concepts, Inc.$615.6K12026-06-30
Mgo One Seven LLC$613.3K1182026-06-30
Brooklyn Fi, LLC$599.1K152026-06-30
Diversified Trust Co$592.9K02026-06-30
Carr Financial Group Corp$590.6K62026-06-30
Farmers National Bank$579.3K02026-06-30
Aureus Asset Management, LLC$578K22026-06-30
Olio Financial Planning$573.3K122026-06-30
Presilium Private Wealth, LLC$567.4K52026-06-30
Susquehanna International Group, LLP$566.7K02026-06-30
Factor Wealth Management$559K52026-06-30
Mokosak Advisory Group, LLC$558.8K42026-06-30
Founders Financial Securities LLC$558.6K1172026-06-30
Emergent Wealth Advisors, LLC$534.6K42026-06-30
Mayport Wealth Management$530.2K32026-06-30
Foster Group, Inc.$526.4K582026-06-30
Roof Eidam Maycock Peralta, LLC$522.9K52026-06-30
Key Financial, Inc.$513K82026-06-30
Davenport & Co LLC$507.2K3392026-06-30
True Financial Group$505.2K22026-06-30
United Asset Strategies, Inc.$495.1K252026-06-30
Dynamic$493.2K752026-06-30
Ipsen Advisor Group LLC$489.9K32026-06-30
Tortoise Investment Management, LLC$487.7K152026-06-30
Washington Trust Bank$480.7K02026-06-30
Weinberger Asset Management, Inc$468.7K32026-06-30
Jane Street Group, LLC$463.9K02026-06-30
Nautilus Advisors LLC$462.8K32026-06-30

The 250 largest of 495 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30