Vault-13

ISHARES TR ESML

ESG AWARE MSCI · ETP · CUSIP 46435U663

450 institutional holders +29 vs Q4 2025
33,655,31033.7m shares reported held*
$1.6bnreported value*
47 new 155 added 157 reduced 15 sold out net sold ≈ $48.4m (-1.0m 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 ($35.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.00.

Trends to Q1 2026

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: 421Q1 26: 450450Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026450

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 204 bought or addedQ4 25: 139 cut or sold outQ1 26: 202 bought or addedQ1 26: 172 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024184155
Q3 2024177148
Q4 2024185162
Q1 2025188163
Q2 2025191150
Q3 2025179160
Q4 2025204139
Q1 2026202172

Biggest buyers

FMR LLC Added +305,060+305.1k
BANK OF AMERICA CORP /DE/ Added +241,337+241.3k
Beacon Pointe Advisors, LLC Added +192,544+192.5k
Clearstead Advisors, LLC Added +135,120+135.1k
CBIZ Investment Advisory Services, LLC New +99,939+99.9k
GTS SECURITIES LLC New +87,593+87.6k
TFC Financial Management, Inc. Added +74,989+75.0k
UBS Group AG Added +51,025+51.0k
PNC Financial Services Group, Inc. Added +50,596+50.6k
Birchwood Financial Partners, Inc. Added +43,642+43.6k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -2,116,034-2.1m
SigFig Wealth Management, LLC Sold out -197,887-197.9k
TRUIST FINANCIAL CORP Reduced -107,853-107.9k
AMERIPRISE FINANCIAL INC Reduced -92,055-92.1k
Corient Private Wealth LP Reduced -72,606-72.6k
M&T Bank Corp Reduced -65,069-65.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -60,646-60.6k
Invera Wealth Advisors, LLC Reduced -49,502-49.5k
Capital Investment Advisory Services, LLC Reduced -48,971-49.0k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -34,379-34.4k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 3,238,7883.2m $152.3m $152.3m 0.01% Added +305.1k +305,060
2 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,107,1102.1m $99.1m $99.1m 0.01% Added +42.5k +42,521
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,064,8492.1m $97.1m $97.1m 0.01% Added +241.3k +241,337
4 Betterment LLC 0.16% of their portfolio NEW YORK, NY 1,789,2661.8m $84.1m $84.1m 0.16% Added +5.8k +5,843
5 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 1,568,2821.6m $73.7m $73.7m 0.05% Added +22.0k +21,961
6 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,157,9021.2m $54.4m $54.4m 0.01% Added +24.6k +24,636
7 TIAA Wealth Investment Management LLC 0.36% of their portfolio New York, NY 1,024,9841.0m $46.7m $46.7m 0.36% First filing
8 Fiduciary Trust Co 0.47% of their portfolio Boston, MA 854,219854.2k $40.2m $40.2m 0.47% Reduced -7.2k -7,194
9 Vontobel Holding Ltd. 0.13% of their portfolio ZURICH, V8 800,000800.0k $37.6m $37.6m 0.13% Reduced -30.0k -30,000
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 743,837743.8k $35.0m $35.0m 0.00% Added +23.6k +23,618
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 721,433721.4k $33.9m $33.9m 0.01% Added +33.2k +33,168
12 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.13% of their portfolio CHARLOTTE, NC 708,994709.0k $33.3m $33.3m 0.13% First filing
13 Acorns Advisers, LLC 0.22% of their portfolio IRVINE, CA 641,249641.2k $30.2m $30.2m 0.22% Reduced -7.6k -7,593
14 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 621,612621.6k $29.2m $29.2m 0.10% Reduced -65.1k -65,069
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 608,253608.3k $28.6m $28.6m 0.02% Added +24.4k +24,350
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 544,385544.4k $25.6m $25.6m 0.00% Added +20.5k +20,485
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 513,701513.7k $24.2m $24.2m 0.00% Added +51.0k +51,025
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 481,842481.8k $22.7m $22.7m 0.01% Reduced -92.1k -92,055
19 Sand Hill Global Advisors, LLC 0.75% of their portfolio Palo Alto, CA 472,402472.4k $22.2m $22.2m 0.75% Reduced -2.2k -2,189
20 Pathstone Holdings, LLC 0.09% of their portfolio ENGLEWOOD, NJ 461,532461.5k $21.7m $21.7m 0.09% Reduced -2.2k -2,205
21 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 453,338453.3k $21.3m $21.3m 0.02% Reduced -829 -829
22 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 430,739430.7k $20.3m $20.3m 0.01% Added +42.9k +42,911
23 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 381,872381.9k $18.0m $18.0m 0.01% Added +50.6k +50,596
24 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 329,737329.7k $15.5m $15.5m 0.02% Added +43.2k +43,213
25 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 308,007308.0k $14.5m $14.5m 0.02% Added +2.4k +2,361
26 Accredited Investors Inc. 0.76% of their portfolio EDINA, MN 299,191299.2k $14.1m $14.1m 0.76% Reduced -1.8k -1,757
27 Modera Wealth Management, LLC 0.16% of their portfolio WESTWOOD, NJ 287,377287.4k $13.5m $13.5m 0.16% Added +1.1k +1,102
28 Wealth Architects, LLC 1.19% of their portfolio MOUNTAIN VIEW, CA 283,141283.1k $13.3m $13.3m 1.19% Added +3.2k +3,234
29 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% of their portfolio Seattle, WA 262,528262.5k $12.3m $12.3m 0.21% Reduced -5.2k -5,244
30 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 262,028262.0k $12.3m $12.3m 0.07% Added +192.5k +192,544
31 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 223,883223.9k $10.5m $10.5m 0.05% Reduced -6.0k -6,004
32 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 182,045182.0k $8.6m $8.6m 0.01% Added +11.8k +11,835
33 BAILARD, INC. 0.19% of their portfolio Foster City, CA 179,698179.7k $8.4m $8.4m 0.19% Reduced -775 -775
34 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 178,049178.0k $8.4m $8.4m 0.02% Reduced -7.4k -7,368
35 FLPUTNAM INVESTMENT MANAGEMENT CO 0.12% of their portfolio PORTLAND, ME 176,801176.8k $8.3m $8.3m 0.12% Reduced -24.1k -24,109
36 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 166,502166.5k $7.8m $7.8m 0.16% Reduced -2.6k -2,644
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 155,570155.6k $7.3m $7.3m 0.00% Reduced -2.9k -2,921
38 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 150,977151.0k $7.1m $7.1m 0.01% Reduced -861 -861
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 147,916147.9k $7.0m $7.0m 0.00% Added +18.9k +18,930
40 Ally Invest Advisors Inc. 0.46% of their portfolio CHARLOTTE, NC 144,606144.6k $6.8m $6.8m 0.46% Added +2.0k +1,981
41 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 143,519143.5k $6.7m $6.7m 0.04% Added +319 +319
42 Alesco Advisors, LLC, An ESL Co 0.17% of their portfolio Pittsford, NY 142,291142.3k $6.7m $6.7m 0.17% Reduced -5.9k -5,938
43 NorthRock Partners, LLC 0.11% of their portfolio MINNEAPOLIS, MN 138,397138.4k $6.5m $6.5m 0.11% Added +1.4k +1,407
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 138,384138.4k $6.4m $6.4m 0.00% Added +27.0k +27,042
45 Clearstead Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 137,059137.1k $6.4m $6.4m 0.06% Added +135.1k +135,120
46 REGATTA CAPITAL GROUP, LLC 0.94% of their portfolio EL SEGUNDO, CA 131,796131.8k $6.2m $6.2m 0.94% Added +6.2k +6,168
47 Stanich Group LLC 4.67% of their portfolio MONTAUK, NY 130,308130.3k $6.1m $6.1m 4.67% Added +4.0k +3,964
48 Alaska Wealth Advisors, LLC 0.67% of their portfolio ANCHORAGE, AK 119,313119.3k $5.6m $5.6m 0.67% Reduced -733 -733
49 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 115,914115.9k $5.5m $5.5m 0.01% Added +18.2k +18,208
50 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 112,794112.8k $5.3m $5.3m 0.01% Reduced -1.5k -1,455
51 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 112,177112.2k $5.3m $5.3m 0.05% Added +26 +26
52 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 107,468107.5k $5.5m $5.5m 0.08% Added +23.4k +23,450
53 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 105,860105.9k $5.0m $5.0m 0.07% Reduced -7.0k -6,952
54 Gemmer Asset Management LLC 0.39% of their portfolio WALNUT CREEK, CA 103,992104.0k $4.9m $4.9m 0.39% Added +11.2k +11,223
55 CBIZ Investment Advisory Services, LLC 0.17% of their portfolio INDEPENDENCE, OH 99,93999.9k $4.7m $4.7m 0.17% New
56 BLUESTEM FINANCIAL ADVISORS, LLC 1.81% of their portfolio SAVOY, IL 99,51699.5k $4.7m $4.7m 1.81% Added +843 +843
57 Birchwood Financial Partners, Inc. 4.49% of their portfolio BLOOMINGTON, MN 99,01399.0k $4.7m $4.7m 4.49% Added +43.6k +43,642
58 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 97,61097.6k $4.6m $4.6m 0.02% Reduced -3.8k -3,833
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 96,06396.1k $4.5m $4.5m 0.01% Added +17.4k +17,444
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 88,99989.0k $4.2m $4.2m 0.01% Reduced -60.6k -60,646
61 GTS SECURITIES LLC 0.15% of their portfolio NEW YORK, NY 87,59387.6k $4.1m $4.1m 0.15% New
62 Plum Street Advisors, LLC 1.31% of their portfolio NEW ORLEANS, LA 80,39580.4k $3.8m $3.8m 1.31% Reduced -822 -822
63 MOR Wealth Management, LLC 1.73% of their portfolio PHILADELPHIA, PA 80,27080.3k $3.8m $3.8m 1.73% Added +123 +123
64 TFC Financial Management, Inc. 0.46% of their portfolio BOSTON, MA 78,82978.8k $3.7m $3.7m 0.46% Added +75.0k +74,989
65 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 77,42277.4k $3.6m $3.6m 0.06% Added +2.5k +2,464
66 Quent Capital, LLC 0.26% of their portfolio NEW YORK, NY 77,36177.4k $3.6m $3.6m 0.26% Added +2.4k +2,407
67 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 75,03975.0k $3.5m $3.5m 0.00% Reduced -107.9k -107,853
68 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 73,55073.5k $3.5m $3.5m 0.00% Reduced -72.6k -72,606
69 Gradient Investments LLC 0.05% of their portfolio ARDEN HILLS, MN 72,44972.4k $3.4m $3.4m 0.05% Reduced -1.7k -1,659
70 Integris Wealth Management, LLC 0.77% of their portfolio Monterey, CA 70,94470.9k $3.3m $3.3m 0.77% Reduced -2.1k -2,077
71 eCIO, Inc. 1.43% of their portfolio MADISON, WI 69,01069.0k $3.2m $3.2m 1.43% Reduced -2.5k -2,491
72 Decker Retirement Planning Inc. 1.43% of their portfolio LEVI, UT 67,28967.3k $3.2m $3.2m 1.43% Added +4.3k +4,296
73 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.13% of their portfolio MORRISTOWN, NJ 64,57664.6k $3.0m $3.0m 0.13% Unchanged
74 Composition Wealth, LLC 0.04% of their portfolio LOS ANGELES, CA 64,26764.3k $3.0m $3.0m 0.04% Reduced -5.6k -5,625
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 62,53462.5k $2.9m $2.9m 0.00% Reduced -1.0k -1,021
76 Crestwood Advisors Group, LLC 0.05% of their portfolio BOSTON, MA 62,02862.0k $2.9m $2.9m 0.05% Added +1.3k +1,307
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 60,60260.6k $2.8m $2.8m 0.00% Added +9.9k +9,910
78 Vision Capital Management, Inc. 0.36% of their portfolio PORTLAND, OR 60,40660.4k $2.8m $2.8m 0.36% Reduced -11.7k -11,672
79 Haverford Trust Co 0.03% of their portfolio Radnor, PA 59,54259.5k $2.8m $2.8m 0.03% Reduced -438 -438
80 WESBANCO BANK INC 0.08% of their portfolio WHEELING, WV 58,77758.8k $2.8m $2.8m 0.08% Reduced -1.4k -1,414
81 Laurel Wealth Planning LLC 1.45% of their portfolio EDINA, MN 58,35358.4k $2.7m $2.7m 1.45% Reduced -1.1k -1,069
82 CITIZENS FINANCIAL GROUP INC/RI 0.04% of their portfolio PROVIDENCE, RI 54,58454.6k $2.6m $2.6m 0.04% Reduced -620 -620
83 rebel Financial LLC 1.09% of their portfolio GROVEPORT, OH 53,51553.5k $2.5m $2.5m 1.09% Reduced -1.9k -1,935
84 Francis Financial, Inc. 0.46% of their portfolio NEW YORK, NY 53,01753.0k $2.5m $2.5m 0.46% Reduced -963 -963
85 Charter Oak Capital Management, LLC 0.19% of their portfolio PORTSMOUTH, NH 52,93252.9k $2.5m $2.5m 0.19% Reduced -4.2k -4,218
86 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 52,04152.0k $2.4m $2.4m 0.00% Added +1.6k +1,627
87 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,86951.9k $2.4m $2.4m 0.00% Reduced -6.9k -6,949
88 Omega Financial Group, LLC 0.78% of their portfolio Santa Barbara, CA 50,57150.6k $2.4m $2.4m 0.78% Reduced -5.3k -5,257
89 BECKER CAPITAL MANAGEMENT INC 0.07% of their portfolio Portland, OR 50,55650.6k $2.4m $2.4m 0.07% Added +3.1k +3,075
90 Wescott Financial Advisory Group, LLC 0.20% of their portfolio Philadelphia, PA 48,92248.9k $2.3m $2.3m 0.20% Reduced -367 -367
91 CWM, LLC 0.01% of their portfolio OMAHA, NE 48,29548.3k $2.3m $2.3m 0.01% Added +547 +547
92 GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% of their portfolio WESTBOROUGH, MA 47,12147.1k $2.2m $2.2m 0.06% Reduced -4.2k -4,178
93 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 46,81646.8k $2.2m $2.2m 0.00% Added +1.2k +1,192
94 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 46,38346.4k $2.2m $2.2m 0.00% Added +883 +883
95 Relyea Zuckerberg Hanson LLC 0.21% of their portfolio STAMFORD, CT 45,30845.3k $2.1m $2.1m 0.21% Added +57 +57
96 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 45,16645.2k $2.1m $2.1m 0.01% Reduced -73 -73
97 SAGE FINANCIAL GROUP INC 0.14% of their portfolio W. CONSHOHOCKEN, PA 45,15245.2k $2.1m $2.1m 0.14% Reduced -581 -581
98 Midwest Financial Partners Investments, Inc. 1.09% of their portfolio ST. CLOUD, MN 43,88143.9k $2.1m $2.1m 1.09% Added +206 +206
99 Pearl Planning LLC 1.09% of their portfolio DEXTER, MI 43,29843.3k $2.0m $2.0m 1.09% Added +1.3k +1,348
100 Asset Dedication, LLC 0.14% of their portfolio SAN FRANCISCO, CA 42,91342.9k $2.0m $2.0m 0.14% Reduced -1.2k -1,186