Vault-13

ISHARES TR ESML

ESG AWARE MSCI · ETP · CUSIP 46435U663

421 institutional holders +27 vs Q3 2025
34,000,55534.0m shares reported held*
$1.6bnreported value*
29 new 175 added 119 reduced 20 sold out net bought ≈ $69.3m (+1.5m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.03.

Trends to Q4 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: 394Q4 25: 421421Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025421

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 195 bought or addedQ1 24: 133 cut or sold outQ2 24: 184 bought or addedQ2 24: 155 cut or sold outQ2 24Q3 24: 177 bought or addedQ3 24: 148 cut or sold outQ4 24: 185 bought or addedQ4 24: 162 cut or sold outQ4 24Q1 25: 188 bought or addedQ1 25: 163 cut or sold outQ2 25: 191 bought or addedQ2 25: 150 cut or sold outQ2 25Q3 25: 179 bought or addedQ3 25: 160 cut or sold outQ4 25: 204 bought or addedQ4 25: 139 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024195133
Q2 2024184155
Q3 2024177148
Q4 2024185162
Q1 2025188163
Q2 2025191150
Q3 2025179160
Q4 2025204139

Biggest buyers

FMR LLC Added +311,407+311.4k
Sand Hill Global Advisors, LLC Added +173,086+173.1k
LPL Financial LLC Added +130,314+130.3k
NorthRock Partners, LLC Added +127,640+127.6k
Corient Private Wealth LP Added +120,923+120.9k
STIFEL FINANCIAL CORP Added +107,660+107.7k
WELLS FARGO & COMPANY/MN Added +103,752+103.8k
Global Retirement Partners, LLC Added +100,045+100.0k
Gemmer Asset Management LLC New +92,769+92.8k
AMERIPRISE FINANCIAL INC Added +76,490+76.5k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -119,085-119.1k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -75,246-75.2k
Moss Adams Wealth Advisors LLC Reduced -73,061-73.1k
CITIZENS FINANCIAL GROUP INC/RI Reduced -59,381-59.4k
JPMORGAN CHASE & CO Reduced -56,191-56.2k
CITADEL ADVISORS LLC Sold out -53,441-53.4k
Vontobel Holding Ltd. Reduced -50,000-50.0k
JANE STREET GROUP, LLC Sold out -49,295-49.3k
Savant Capital, LLC Reduced -28,644-28.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -20,625-20.6k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 2,933,7282.9m $134.9m $134.9m 0.01% Added +311.4k +311,407
2 TIAA TRUST, NATIONAL ASSOCIATION 0.24% of their portfolio CHARLOTTE, NC 2,150,0872.2m $99.4m $99.4m 0.24% Reduced -75.2k -75,246
3 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,064,5892.1m $94.9m $94.9m 0.01% Added +46.8k +46,838
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,823,5121.8m $83.8m $83.8m 0.01% Added +69.2k +69,249
5 Betterment LLC 0.16% of their portfolio NEW YORK, NY 1,783,4231.8m $82.0m $82.0m 0.16% Added +2.7k +2,676
6 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 1,546,3211.5m $71.1m $71.1m 0.05% Added +73.0k +72,987
7 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,133,2661.1m $52.1m $52.1m 0.01% Reduced -119.1k -119,085
8 Fiduciary Trust Co 0.45% of their portfolio Boston, MA 861,413861.4k $39.6m $39.6m 0.45% Reduced -7.4k -7,413
9 Vontobel Holding Ltd. 0.13% of their portfolio ZURICH, V8 830,000830.0k $38.2m $38.2m 0.13% Reduced -50.0k -50,000
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 720,219720.2k $33.1m $33.1m 0.00% Added +9.0k +8,953
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 688,265688.3k $31.6m $31.6m 0.01% Added +103.8k +103,752
12 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 686,681686.7k $31.6m $31.6m 0.10% Added +7.7k +7,682
13 Acorns Advisers, LLC 0.22% of their portfolio IRVINE, CA 648,842648.8k $29.8m $29.8m 0.22% Added +14.2k +14,151
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 583,903583.9k $26.8m $26.8m 0.02% Added +20.9k +20,943
15 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 573,897573.9k $26.4m $26.4m 0.01% Added +76.5k +76,490
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 523,900523.9k $24.1m $24.1m 0.00% Added +22.6k +22,637
17 Sand Hill Global Advisors, LLC 0.76% of their portfolio Palo Alto, CA 474,591474.6k $21.8m $21.8m 0.76% Added +173.1k +173,086
18 Pathstone Holdings, LLC 0.08% of their portfolio ENGLEWOOD, NJ 463,737463.7k $21.3m $21.3m 0.08% Reduced -147 -147
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 462,676462.7k $21.3m $21.3m 0.00% Added +10.7k +10,721
20 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 454,167454.2k $20.9m $20.9m 0.02% Added +9.0k +9,008
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 387,828387.8k $17.8m $17.8m 0.00% Added +130.3k +130,314
22 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 331,276331.3k $15.2m $15.2m 0.01% Added +14.8k +14,844
23 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 305,646305.6k $14.1m $14.1m 0.02% Added +7.5k +7,522
24 Accredited Investors Inc. 0.73% of their portfolio EDINA, MN 300,948300.9k $13.8m $13.8m 0.73% Reduced -1.2k -1,161
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 286,524286.5k $13.2m $13.2m 0.02% Added +3.5k +3,469
26 Modera Wealth Management, LLC 0.15% of their portfolio WESTWOOD, NJ 286,275286.3k $13.2m $13.2m 0.15% Added +6.6k +6,612
27 Wealth Architects, LLC 1.16% of their portfolio MOUNTAIN VIEW, CA 279,907279.9k $12.9m $12.9m 1.16% Added +22.7k +22,689
28 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% of their portfolio Seattle, WA 267,772267.8k $12.3m $12.3m 0.22% Added +355 +355
29 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 229,887229.9k $10.6m $10.6m 0.05% First filing
30 FLPUTNAM INVESTMENT MANAGEMENT CO 0.13% of their portfolio PORTLAND, ME 200,910200.9k $9.2m $9.2m 0.13% Reduced -7.5k -7,529
31 SigFig Wealth Management, LLC 0.27% of their portfolio SAN FRANCISCO, CA 197,887197.9k $9.1m $9.1m 0.27% Reduced -2.6k -2,609
32 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 185,417185.4k $8.5m $8.5m 0.02% Added +3.7k +3,654
33 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 182,892182.9k $8.4m $8.4m 0.01% Added +42.5k +42,501
34 BAILARD, INC. 0.18% of their portfolio Foster City, CA 180,473180.5k $8.3m $8.3m 0.18% Reduced -2.6k -2,629
35 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 170,210170.2k $7.8m $7.8m 0.01% Added +107.7k +107,660
36 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 169,146169.1k $7.8m $7.8m 0.16% Reduced -4.6k -4,604
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 158,491158.5k $7.3m $7.3m 0.00% Added +20.6k +20,633
38 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 151,838151.8k $7.0m $7.0m 0.01% Added +5.6k +5,609
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 149,645149.6k $7.2m $7.2m 0.01% Added +20.5k +20,510
40 Alesco Advisors, LLC, An ESL Co 0.18% of their portfolio Pittsford, NY 148,229148.2k $6.8m $6.8m 0.18% Added +247 +247
41 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 146,156146.2k $6.7m $6.7m 0.00% Added +120.9k +120,923
42 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 143,200143.2k $6.6m $6.6m 0.04% Added +6.2k +6,188
43 Ally Invest Advisors Inc. 0.45% of their portfolio CHARLOTTE, NC 142,625142.6k $6.6m $6.6m 0.45% Reduced -246 -246
44 NorthRock Partners, LLC 0.11% of their portfolio MINNEAPOLIS, MN 136,990137.0k $6.3m $6.3m 0.11% Added +127.6k +127,640
45 Litman Gregory Wealth Management LLC 0.45% of their portfolio LARKSPUR, CA 134,653134.7k $6.2m $6.2m 0.45% Reduced -7.4k -7,382
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 128,986129.0k $5.9m $5.9m 0.00% Reduced -10.1k -10,074
47 Stanich Group LLC 4.38% of their portfolio MONTAUK, NY 126,344126.3k $5.8m $5.8m 4.38% Added +4.0k +3,977
48 REGATTA CAPITAL GROUP, LLC 0.87% of their portfolio EL SEGUNDO, CA 125,628125.6k $5.8m $5.8m 0.87% Added +3.9k +3,875
49 Alaska Wealth Advisors, LLC 0.70% of their portfolio ANCHORAGE, AK 120,046120.0k $5.5m $5.5m 0.70% Reduced -481 -481
50 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 114,249114.2k $5.3m $5.3m 0.01% Added +16.2k +16,151
51 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 112,812112.8k $5.2m $5.2m 0.07% Added +1.9k +1,936
52 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 112,151112.2k $5.2m $5.2m 0.05% Added +2.8k +2,759
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 111,342111.3k $5.1m $5.1m 0.00% Added +11.8k +11,793
54 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 101,443101.4k $4.7m $4.7m 0.03% Reduced -28.6k -28,644
55 Global Retirement Partners, LLC 0.08% of their portfolio San Rafael, CA 100,337100.3k $4.6m $4.6m 0.08% Added +100.0k +100,045
56 BLUESTEM FINANCIAL ADVISORS, LLC 1.75% of their portfolio SAVOY, IL 98,67398.7k $4.5m $4.5m 1.75% Added +1.2k +1,239
57 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 97,70697.7k $4.5m $4.5m 0.01% Reduced -20.6k -20,625
58 Gemmer Asset Management LLC 0.33% of their portfolio WALNUT CREEK, CA 92,76992.8k $4.3m $4.3m 0.33% New
59 Invera Wealth Advisors, LLC 2.44% of their portfolio BEND, OR 84,03284.0k $3.9m $3.9m 2.44% Reduced -1.5k -1,484
60 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 84,01884.0k $3.9m $3.9m 0.08% Added +6.6k +6,629
61 Plum Street Advisors, LLC 1.33% of their portfolio NEW ORLEANS, LA 81,21781.2k $3.7m $3.7m 1.33% Added +13.1k +13,068
62 MOR Wealth Management, LLC 1.68% of their portfolio PHILADELPHIA, PA 80,14780.1k $3.7m $3.7m 1.68% First filing
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 78,61978.6k $3.6m $3.6m 0.00% Reduced -9.8k -9,842
64 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 74,95875.0k $3.4m $3.4m 0.07% Reduced -733 -733
65 Quent Capital, LLC 0.25% of their portfolio NEW YORK, NY 74,95475.0k $3.4m $3.4m 0.25% Added +1.1k +1,071
66 Gradient Investments LLC 0.05% of their portfolio ARDEN HILLS, MN 74,10874.1k $3.4m $3.4m 0.05% Added +4.9k +4,949
67 Integris Wealth Management, LLC 0.76% of their portfolio Monterey, CA 73,02173.0k $3.4m $3.4m 0.76% Reduced -271 -271
68 Vision Capital Management, Inc. 0.40% of their portfolio PORTLAND, OR 72,07872.1k $3.3m $3.3m 0.40% Reduced -339 -339
69 eCIO, Inc. 1.53% of their portfolio MADISON, WI 71,50171.5k $3.3m $3.3m 1.53% Reduced -1.1k -1,134
70 Composition Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 69,89269.9k $3.2m $3.2m 0.05% Reduced -1.0k -1,049
71 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 69,48469.5k $3.2m $3.2m 0.02% Added +10.0k +9,972
72 Clarius Group, LLC 0.18% of their portfolio SEATTLE, WA 67,61967.6k $3.1m $3.1m 0.18% Reduced -1.1k -1,065
73 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.12% of their portfolio MORRISTOWN, NJ 64,57664.6k $3.0m $3.0m 0.12% Unchanged
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 63,55563.6k $2.9m $2.9m 0.00% Reduced -56.2k -56,191
75 Decker Retirement Planning Inc. 1.44% of their portfolio LEVI, UT 62,99363.0k $2.9m $2.9m 1.44% Added +1.4k +1,400
76 Crestwood Advisors Group, LLC 0.05% of their portfolio BOSTON, MA 60,72160.7k $2.8m $2.8m 0.05% Added +236 +236
77 WESBANCO BANK INC 0.08% of their portfolio WHEELING, WV 60,19160.2k $2.8m $2.8m 0.08% Reduced -1.6k -1,596
78 Haverford Trust Co 0.02% of their portfolio Radnor, PA 59,98060.0k $2.8m $2.8m 0.02% Reduced -2.6k -2,643
79 Laurel Wealth Planning LLC 1.51% of their portfolio EDINA, MN 59,42259.4k $2.7m $2.7m 1.51% Added +1.1k +1,144
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 58,81858.8k $2.7m $2.7m 0.00% Reduced -3.3k -3,294
81 Charter Oak Capital Management, LLC 0.20% of their portfolio PORTSMOUTH, NH 57,15057.1k $2.6m $2.6m 0.20% Reduced -940 -940
82 Omega Financial Group, LLC 0.85% of their portfolio Santa Barbara, CA 55,82855.8k $2.6m $2.6m 0.85% Reduced -1.7k -1,662
83 WRAPMANAGER INC 0.86% of their portfolio MILL VALLEY, CA 55,47155.5k $2.6m $2.6m 0.86% Reduced -13.0k -12,991
84 rebel Financial LLC 1.09% of their portfolio GROVEPORT, OH 55,45055.5k $2.5m $2.5m 1.09% Added +55.5k +55,450
85 Birchwood Financial Partners, Inc. 2.53% of their portfolio BLOOMINGTON, MN 55,37155.4k $2.5m $2.5m 2.53% First filing
86 CITIZENS FINANCIAL GROUP INC/RI 0.03% of their portfolio PROVIDENCE, RI 55,20455.2k $2.5m $2.5m 0.03% Reduced -59.4k -59,381
87 Francis Financial, Inc. 0.49% of their portfolio NEW YORK, NY 53,98054.0k $2.5m $2.5m 0.49% Added +1.1k +1,066
88 GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% of their portfolio WESTBOROUGH, MA 51,29951.3k $2.4m $2.4m 0.06% Added +3.0k +2,957
89 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,69250.7k $2.3m $2.3m 0.00% Added +23.2k +23,195
90 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 50,41450.4k $2.3m $2.3m 0.00% Added +10.4k +10,425
91 Wescott Financial Advisory Group, LLC 0.20% of their portfolio Philadelphia, PA 49,28949.3k $2.3m $2.3m 0.20% Added +470 +470
92 Capital Investment Advisory Services, LLC 0.16% of their portfolio RALEIGH, NC 48,97549.0k $2.3m $2.3m 0.16% Reduced -1.3k -1,270
93 CWM, LLC 0.01% of their portfolio OMAHA, NE 47,74847.7k $2.2m $2.2m 0.01% Added +13.9k +13,906
94 BECKER CAPITAL MANAGEMENT INC 0.06% of their portfolio Portland, OR 47,48147.5k $2.2m $2.2m 0.06% Reduced -2.9k -2,865
95 SAGE FINANCIAL GROUP INC 0.14% of their portfolio W. CONSHOHOCKEN, PA 45,73345.7k $2.1m $2.1m 0.14% Reduced -370 -370
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 45,62445.6k $2.1m $2.1m 0.00% Added +7.0k +6,975
97 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 45,50045.5k $2.1m $2.1m 0.00% Added +489 +489
98 Relyea Zuckerberg Hanson LLC 0.21% of their portfolio STAMFORD, CT 45,25145.3k $2.1m $2.1m 0.21% Reduced -1.7k -1,704
99 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 45,23945.2k $2.1m $2.1m 0.01% Reduced -380 -380
100 FSA WEALTH PARTNERS, INC. 0.74% of their portfolio Rockville, MD 44,91644.9k $2.1m $2.1m 0.74% Added +21.9k +21,881