Security record · archived quarter
ESML
iShares ESG Aware MSCI USA Small-Cap ETF · Financial Services · Asset Management - Global
53Tracked holders
+3Δ holders
17.62MShares held
$828.30MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +6.0% ·
share flow +4.5% ·
net new positions +5.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +2 | 24.59M | $1.38B | +3 | −2 |
| Q1 2026 | 53 | +3 | 17.62M | $828.30M | +3 | — |
| Q4 2025 | 50 | -1 | 16.86M | $775.67M | — | −1 |
| Q3 2025 | 8 | +2 | 4.80M | $216.33M | +2 | — |
| Q2 2025 | 3 | 0 | 3.02M | $124.88M | — | — |
| Q1 2025 | 1 | -1 | 10.08K | $387,398 | — | −1 |
| Q4 2024 | 2 | +1 | 47.76K | $2.01M | +1 | — |
| Q3 2024 | 1 | -1 | 26.42K | $1.11M | — | −1 |
| Q2 2024 | 2 | — | 38.34K | $1.48M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 3.24M | +10.4% | $152.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Northern Trust Corp | 2.11M | +2.1% | $99.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.06M | +13.2% | $97.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Creative Planning | 1.57M | +1.4% | $73.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 1.16M | +2.2% | $54.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | BlackRock ✦ (passive) | 743.84K | +3.3% | $34.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Wells Fargo & Company/Mn | 721.43K | +4.8% | $33.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Northwestern Mutual Wealth… | 608.25K | +4.2% | $28.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 544.38K | +3.9% | $25.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | UBS Group AG | 513.70K | +11.0% | $24.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 481.84K | -16.0% | $22.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 453.34K | -0.2% | $21.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 430.74K | +11.1% | $20.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 381.87K | +15.3% | $17.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Commonwealth Equity Services, Llc | 329.74K | +15.1% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 308.01K | +0.8% | $14.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 182.04K | +7.0% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 155.57K | -1.8% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Financial Engines Advisors L.L.C. | 150.98K | -0.6% | $7.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 147.92K | +14.7% | $6.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 138.38K | +24.3% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Mercer Global Advisors Inc /Adv | 115.91K | +18.6% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 112.79K | -1.3% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 96.06K | +22.2% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 89.00K | -40.5% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 75.04K | -59.0% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 73.55K | -49.7% | $3.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 62.53K | -1.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Morgan Stanley ✦ | 60.60K | +19.6% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Focus Partners Wealth | 52.04K | +3.2% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 51.87K | -11.8% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Cwm, Llc | 48.30K | +1.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 46.82K | +2.6% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Franklin Resources Inc | 46.38K | +1.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 35 | Assetmark, Inc | 26.74K | +2.9% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 26.31K | +22.9% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 25.69K | -22.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 23.41K | -24.4% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 21.32K | New | $1.00M | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | Baird Financial Group, Inc. | 19.60K | +3.1% | $921,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 19.31K | New | $908,144 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 18.64K | +9659.7% | $876,500 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Empower Advisory Group, LLC | 15.71K | +47.8% | $738,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Brown Advisory Inc | 13.80K | -3.2% | $648,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Neuberger Berman Group LLC | 11.67K | +2.5% | $548,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 11.52K | +1743.5% | $541,764 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Lido Advisors, LLC | 8.82K | +3.2% | $414,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 7.13K | 0.0% | $335,095 | 0.0% | Held | 8 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 5.11K | 0.0% | $240,037 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 50 | Fifth Third Bancorp | 3.45K | New | $162,407 | 0.0% | New | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 799 | -7.2% | $37,549 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 465 | -49.9% | $21,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 265 | 0.0% | $12,460 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.00M | 0.0% |
| Citadel Advisors | $908,144 | 0.0% |
| Fifth Third Bancorp | $162,407 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 444 holders, 34.30M shares, $1.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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