Vault-13

ISHARES TR ESML

ESG AWARE MSCI · ETP · CUSIP 46435U663

394 institutional holders +2 vs Q2 2025
32,092,86732.1m shares reported held*
$1.4bnreported value*
29 new 150 added 138 reduced 22 sold out net sold ≈ $56.0m (-1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.16.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 330Q4 22: 355Q1 23: 347Q2 23: 359Q3 23: 357Q4 23: 363Q1 24: 371Q2 24: 369Q3 24: 381Q4 24: 406Q1 25: 384Q2 25: 392Q3 25: 394394Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022330
Q4 2022355
Q1 2023347
Q2 2023359
Q3 2023357
Q4 2023363
Q1 2024371
Q2 2024369
Q3 2024381
Q4 2024406
Q1 2025384
Q2 2025392
Q3 2025394

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 184 bought or addedQ4 23: 156 cut or sold outQ1 24: 195 bought or addedQ1 24: 133 cut or sold outQ1 24Q2 24: 184 bought or addedQ2 24: 155 cut or sold outQ3 24: 177 bought or addedQ3 24: 148 cut or sold outQ3 24Q4 24: 185 bought or addedQ4 24: 162 cut or sold outQ1 25: 188 bought or addedQ1 25: 163 cut or sold outQ1 25Q2 25: 191 bought or addedQ2 25: 150 cut or sold outQ3 25: 179 bought or addedQ3 25: 160 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023184156
Q1 2024195133
Q2 2024184155
Q3 2024177148
Q4 2024185162
Q1 2025188163
Q2 2025191150
Q3 2025179160

Biggest buyers

FMR LLC Added +264,590+264.6k
PNC Financial Services Group, Inc. Added +111,559+111.6k
JPMORGAN CHASE & CO Added +63,786+63.8k
BlackRock, Inc. Added +56,500+56.5k
CITADEL ADVISORS LLC New +53,441+53.4k
JANE STREET GROUP, LLC New +49,295+49.3k
Beacon Pointe Advisors, LLC Added +42,347+42.3k
Betterment LLC Added +33,569+33.6k
Sequoia Financial Advisors, LLC Added +32,807+32.8k
Freestone Capital Holdings, LLC New +30,950+30.9k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -496,993-497.0k
ROYAL BANK OF CANADA Reduced -429,097-429.1k
FLPUTNAM INVESTMENT MANAGEMENT CO Reduced -374,939-374.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -152,027-152.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -108,457-108.5k
GOLDMAN SACHS GROUP INC Reduced -70,746-70.7k
DOHJ, LLC Sold out -69,762-69.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -64,249-64.2k
SigFig Wealth Management, LLC Reduced -55,266-55.3k
rebel Financial LLC Reduced -54,826-54.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.3 pts · filed 2026-02-05 6.6% +1.3 pts 2.9m≈ $164.1m 2026-02-05

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 2,622,3212.6m $118.2m $118.2m 0.01% Added +264.6k +264,590
2 TIAA TRUST, NATIONAL ASSOCIATION 0.24% of their portfolio CHARLOTTE, NC 2,225,3332.2m $100.2m $100.2m 0.24% Added +25.3k +25,258
3 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,017,7512.0m $91.0m $91.0m 0.01% Reduced -24.9k -24,867
4 Betterment LLC 0.16% of their portfolio NEW YORK, NY 1,780,7471.8m $80.3m $80.3m 0.16% Added +33.6k +33,569
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,754,2631.8m $79.1m $79.1m 0.01% Reduced -28.8k -28,831
6 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 1,473,3341.5m $66.4m $66.4m 0.05% Reduced -25.7k -25,689
7 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,252,3511.3m $56.5m $56.5m 0.01% Reduced -70.7k -70,746
8 Vontobel Holding Ltd. 0.12% of their portfolio ZURICH, V8 880,000880.0k $39.7m $39.7m 0.12% Unchanged
9 Fiduciary Trust Co 0.44% of their portfolio Boston, MA 868,826868.8k $39.2m $39.2m 0.44% Reduced -24.5k -24,519
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 711,266711.3k $32.1m $32.1m 0.00% Added +56.5k +56,500
11 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 678,999679.0k $30.6m $30.6m 0.10% Reduced -2.9k -2,932
12 Acorns Advisers, LLC 0.23% of their portfolio IRVINE, CA 634,691634.7k $28.6m $28.6m 0.23% Added +10.8k +10,756
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 584,513584.5k $26.3m $26.3m 0.01% Reduced -497.0k -496,993
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 562,960563.0k $25.4m $25.4m 0.02% Added +20.7k +20,687
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 501,263501.3k $22.6m $22.6m 0.00% Reduced -429.1k -429,097
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 497,407497.4k $22.5m $22.5m 0.01% Reduced -35.1k -35,143
17 Pathstone Holdings, LLC 0.08% of their portfolio ENGLEWOOD, NJ 463,884463.9k $20.9m $20.9m 0.08% Reduced -9.0k -9,041
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 451,955452.0k $20.4m $20.4m 0.00% Reduced -5.8k -5,807
19 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 445,159445.2k $20.1m $20.1m 0.02% Added +12.9k +12,888
20 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 316,432316.4k $14.3m $14.3m 0.01% Added +111.6k +111,559
21 Accredited Investors Inc. 0.76% of their portfolio EDINA, MN 302,109302.1k $13.6m $13.6m 0.76% Reduced -20.6k -20,602
22 Sand Hill Global Advisors, LLC 0.48% of their portfolio Palo Alto, CA 301,505301.5k $13.6m $13.6m 0.48% Reduced -2.7k -2,730
23 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 298,124298.1k $13.4m $13.4m 0.02% Added +217 +217
24 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 283,055283.1k $12.8m $12.8m 0.02% Reduced -108.5k -108,457
25 Modera Wealth Management, LLC 0.15% of their portfolio WESTWOOD, NJ 279,663279.7k $12.6m $12.6m 0.15% Reduced -3.8k -3,764
26 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% of their portfolio Seattle, WA 267,417267.4k $12.1m $12.1m 0.24% Added +6.5k +6,496
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 257,514257.5k $11.6m $11.6m 0.00% Added +7.9k +7,933
28 Wealth Architects, LLC 1.09% of their portfolio MOUNTAIN VIEW, CA 257,218257.2k $11.6m $11.6m 1.09% Added +9.9k +9,925
29 FLPUTNAM INVESTMENT MANAGEMENT CO 0.14% of their portfolio PORTLAND, ME 208,439208.4k $9.4m $9.4m 0.14% Reduced -374.9k -374,939
30 SigFig Wealth Management, LLC 0.28% of their portfolio SAN FRANCISCO, CA 200,496200.5k $9.0m $9.0m 0.28% Reduced -55.3k -55,266
31 BAILARD, INC. 0.18% of their portfolio Foster City, CA 183,102183.1k $8.3m $8.3m 0.18% Reduced -3.4k -3,373
32 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 181,763181.8k $8.2m $8.2m 0.02% Reduced -43.7k -43,717
33 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 173,750173.8k $7.8m $7.8m 0.16% Added +17.0k +17,011
34 Alesco Advisors, LLC, An ESL Co 0.18% of their portfolio Pittsford, NY 147,982148.0k $6.7m $6.7m 0.18% Reduced -13.9k -13,925
35 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 146,229146.2k $6.6m $6.6m 0.01% Added +2.4k +2,350
36 Ally Invest Advisors Inc. 0.46% of their portfolio CHARLOTTE, NC 142,871142.9k $6.4m $6.4m 0.46% Added +2.2k +2,169
37 Litman Gregory Wealth Management LLC 0.48% of their portfolio LARKSPUR, CA 142,035142.0k $6.4m $6.4m 0.48% Reduced -16.9k -16,855
38 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 140,391140.4k $6.3m $6.3m 0.01% Added +6.1k +6,115
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,060139.1k $6.3m $6.3m 0.00% Reduced -152.0k -152,027
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 137,858137.9k $6.2m $6.2m 0.00% Added +16.0k +15,953
41 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 137,012137.0k $6.2m $6.2m 0.02% Added +17.4k +17,420
42 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 130,087130.1k $5.9m $5.9m 0.04% Reduced -4.5k -4,484
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 129,135129.1k $5.8m $5.8m 0.01% Added +4.2k +4,216
44 Stanich Group LLC 3.38% of their portfolio MONTAUK, NY 122,367122.4k $5.5m $5.5m 3.38% Added +3.1k +3,142
45 REGATTA CAPITAL GROUP, LLC 0.87% of their portfolio EL SEGUNDO, CA 121,753121.8k $5.5m $5.5m 0.87% Added +2.4k +2,428
46 Alaska Wealth Advisors, LLC 0.71% of their portfolio ANCHORAGE, AK 120,527120.5k $5.4m $5.4m 0.71% Reduced -11.3k -11,291
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119,746119.7k $5.4m $5.4m 0.00% Added +63.8k +63,786
48 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 118,331118.3k $5.3m $5.3m 0.01% Reduced -64.2k -64,249
49 CITIZENS FINANCIAL GROUP INC/RI 0.07% of their portfolio PROVIDENCE, RI 114,585114.6k $5.2m $5.2m 0.07% Added +485 +485
50 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 110,876110.9k $5.0m $5.0m 0.07% Reduced -15 -15
51 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 109,392109.4k $4.9m $4.9m 0.05% Reduced -213 -213
52 Willow Creek Wealth Management Inc. 0.41% of their portfolio Sebastopol, CA 109,292109.3k $4.9m $4.9m 0.41% Reduced -197 -197
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 99,54999.5k $4.5m $4.5m 0.00% Added +10.6k +10,641
54 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 98,09898.1k $4.4m $4.4m 0.01% Added +11.8k +11,850
55 BLUESTEM FINANCIAL ADVISORS, LLC 1.72% of their portfolio SAVOY, IL 97,43497.4k $4.4m $4.4m 1.72% Added +972 +972
56 Moss Adams Wealth Advisors LLC 0.32% of their portfolio SEATTLE, WA 91,98992.0k $4.1m $4.1m 0.32% Added +2.8k +2,824
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 88,46188.5k $4.0m $4.0m 0.01% Added +18.3k +18,276
58 Invera Wealth Advisors, LLC 2.38% of their portfolio BEND, OR 85,51685.5k $3.9m $3.9m 2.38% Reduced -1.2k -1,170
59 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 77,38977.4k $3.5m $3.5m 0.08% Added +6.3k +6,286
60 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 75,69175.7k $3.4m $3.4m 0.08% Reduced -428 -428
61 Quent Capital, LLC 0.28% of their portfolio NEW YORK, NY 73,88373.9k $3.3m $3.3m 0.28% Added +1.4k +1,351
62 Integris Wealth Management, LLC 0.80% of their portfolio Monterey, CA 73,29273.3k $3.3m $3.3m 0.80% Reduced -762 -762
63 eCIO, Inc. 1.22% of their portfolio MADISON, WI 72,63572.6k $3.3m $3.3m 1.22% Added +5.3k +5,295
64 Vision Capital Management, Inc. 0.40% of their portfolio PORTLAND, OR 72,41772.4k $3.3m $3.3m 0.40% Reduced -5.1k -5,135
65 Composition Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 70,94170.9k $3.2m $3.2m 0.05% Reduced -31.7k -31,698
66 Gradient Investments LLC 0.05% of their portfolio ARDEN HILLS, MN 69,15969.2k $3.1m $3.1m 0.05% Reduced -535 -535
67 Clarius Group, LLC 0.18% of their portfolio SEATTLE, WA 68,68468.7k $3.1m $3.1m 0.18% Reduced -116 -116
68 WRAPMANAGER INC 0.95% of their portfolio MILL VALLEY, CA 68,46268.5k $3.1m $3.1m 0.95% Reduced -30.8k -30,810
69 Plum Street Advisors, LLC 1.19% of their portfolio NEW ORLEANS, LA 68,14968.1k $3.1m $3.1m 1.19% Added +10.2k +10,172
70 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.12% of their portfolio MORRISTOWN, NJ 64,57664.6k $2.9m $2.9m 0.12% Unchanged
71 Financial Advisors, LLC 0.50% of their portfolio ANDOVER, MA 63,11263.1k $2.8m $2.8m 0.50% Reduced -925 -925
72 Haverford Trust Co 0.03% of their portfolio Radnor, PA 62,62362.6k $2.8m $2.8m 0.03% Added +165 +165
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,55062.5k $2.8m $2.8m 0.00% Reduced -2.0k -1,961
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 62,11262.1k $2.8m $2.8m 0.00% Added +20.0k +20,005
75 WESBANCO BANK INC 0.08% of their portfolio WHEELING, WV 61,78761.8k $2.8m $2.8m 0.08% Reduced -2.1k -2,095
76 Decker Retirement Planning Inc. 1.53% of their portfolio LEVI, UT 61,59361.6k $2.8m $2.8m 1.53% Reduced -4.9k -4,868
77 Crestwood Advisors Group, LLC 0.05% of their portfolio BOSTON, MA 60,48560.5k $2.7m $2.7m 0.05% Added +313 +313
78 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 59,51259.5k $2.7m $2.7m 0.02% Added +42.3k +42,347
79 Laurel Wealth Planning LLC 1.39% of their portfolio EDINA, MN 58,27858.3k $2.6m $2.6m 1.39% Added +83 +83
80 Charter Oak Capital Management, LLC 0.21% of their portfolio PORTSMOUTH, NH 58,09058.1k $2.6m $2.6m 0.21% Reduced -2.4k -2,438
81 Omega Financial Group, LLC 0.87% of their portfolio Santa Barbara, CA 57,49057.5k $2.6m $2.6m 0.87% Reduced -2.2k -2,199
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 53,44153.4k $2.4m $2.4m 0.00% New
83 Francis Financial, Inc. 0.43% of their portfolio NEW YORK, NY 52,91452.9k $2.4m $2.4m 0.43% Reduced -1.5k -1,542
84 BECKER CAPITAL MANAGEMENT INC 0.07% of their portfolio Portland, OR 50,34650.3k $2.3m $2.3m 0.07% Added +3.0k +3,010
85 Capital Investment Advisory Services, LLC 0.18% of their portfolio RALEIGH, NC 50,24550.2k $2.3m $2.3m 0.18% Reduced -1.7k -1,680
86 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 49,29549.3k $2.2m $2.2m 0.00% New
87 Wescott Financial Advisory Group, LLC 0.20% of their portfolio Philadelphia, PA 48,81948.8k $2.2m $2.2m 0.20% Added +6.9k +6,907
88 GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% of their portfolio WESTBOROUGH, MA 48,34248.3k $2.2m $2.2m 0.05% Added +18.3k +18,343
89 Relyea Zuckerberg Hanson LLC 0.22% of their portfolio STAMFORD, CT 46,95547.0k $2.1m $2.1m 0.22% Added +2.8k +2,757
90 SAGE FINANCIAL GROUP INC 0.14% of their portfolio W. CONSHOHOCKEN, PA 46,10346.1k $2.1m $2.1m 0.14% Added +248 +248
91 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 45,61945.6k $2.1m $2.1m 0.01% Added +11 +11
92 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 45,01145.0k $2.0m $2.0m 0.00% Reduced -1.5k -1,507
93 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 42,95443.0k $1.9m $1.9m 0.01% Added +32.8k +32,807
94 Asset Dedication, LLC 0.13% of their portfolio SAN FRANCISCO, CA 42,19742.2k $1.9m $1.9m 0.13% Reduced -1.2k -1,163
95 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 41,74241.7k $1.9m $1.9m 0.04% Added +420 +420
96 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 39,98940.0k $1.8m $1.8m 0.00% Added +1.2k +1,225
97 Addison Advisors LLC 0.41% of their portfolio MIDDLEBURY, VT 39,26239.3k $1.8m $1.8m 0.41% Reduced -1.4k -1,378
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 38,64938.6k $1.7m $1.7m 0.00% Reduced -5.7k -5,732
99 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 36,69936.7k $1.7m $1.7m 0.04% Added +82 +82
100 SEEDS INVESTOR LLC 0.34% of their portfolio NEW YORK, NY 35,83235.8k $1.6m $1.6m 0.34% Added +19.1k +19,116