ESML · iShares ESG Aware MSCI USA Small-Cap ETF ETF
$55.09
+0.02 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $4,743,701
Total Shares: 84,815
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
86.7%
−11.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,612
Highly concentrated−2,010
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
-87.2%
Shares held:
-89.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +79 | 7,733 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 73,506 | $4,111,190 | |
| Small Brown Financial Advisors | 3,576 | $200,005 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 774,890 | $36,435,324 | |
| Small Advus Financial Partners, LLC | 7,500 | $352,650 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ESML | $4,111,190 | 86.67% | 73,506 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC ESML | $432,506 | 9.12% | 7,733 | Shares | 2026-08-28 | |
| Small Brown Financial Advisors ESML | $200,005 | 4.22% | 3,576 | Shares | 2026-08-26 |