iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
ESML
Shares outstanding
44,485,489
Price per share
$45.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,053,311
Total reported value
$1,444,856,574
% of total 13F portfolios
0.01%
Share change
-845,689
Value change
-$36,689,411
Number of holders
388
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.3% $94,662,897 2,357,731 FMR LLC 30 Jun 2025

As of 30 Sep 2025, 388 institutional investors reported holding 32,053,311 shares of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML). This represents 72% of the company’s total 44,485,489 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 5.9% 2,622,321 +11% 0.01% $118,214,242
TIAA TRUST, NATIONAL ASSOCIATION 5% 2,225,333 +1.1% 0.24% $100,180,131
NORTHERN TRUST CORP 4.5% 2,017,751 -1.2% 0.01% $90,960,215
Betterment LLC 4% 1,780,747 +1.9% 0.16% $80,276,000
BANK OF AMERICA CORP /DE/ 3.9% 1,754,263 -1.6% 0.01% $79,082,179
Creative Planning 3.3% 1,473,334 -1.7% 0.05% $66,417,915
GOLDMAN SACHS GROUP INC 2.8% 1,252,351 -5.3% 0.01% $56,455,994
Vontobel Holding Ltd. 2% 880,000 0% 0.12% $39,670,400
Fiduciary Trust Co 2% 868,826 -2.7% 0.44% $39,166,676
BlackRock, Inc. 1.6% 711,266 +8.6% 0% $32,063,871
M&T Bank Corp 1.5% 678,999 -0.43% 0.1% $30,609,633
Acorns Advisers, LLC 1.4% 634,691 +1.7% 0.23% $28,612,000
WELLS FARGO & COMPANY/MN 1.3% 584,513 -46% 0.01% $26,349,855
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.3% 562,960 +3.8% 0.02% $25,378,237
ROYAL BANK OF CANADA 1.1% 501,263 +7.8% 0% $22,597,000
AMERIPRISE FINANCIAL INC 1.1% 497,407 -6.6% 0.01% $22,470,519
Pathstone Holdings, LLC 1% 463,884 -1.9% 0.08% $20,911,901
UBS Group AG 1% 451,955 -1.3% 0% $20,374,131
SEI INVESTMENTS CO 1% 445,159 +3% 0.02% $20,067,608
PNC Financial Services Group, Inc. 0.71% 316,432 +54% 0.01% $14,264,741
Accredited Investors Inc. 0.68% 302,109 -6.4% 0.76% $13,619,056
Sand Hill Global Advisors, LLC 0.68% 301,505 -0.9% 0.48% $13,591,849
HighTower Advisors, LLC 0.67% 298,124 +0.07% 0.02% $13,439,420
COMMONWEALTH EQUITY SERVICES, LLC 0.64% 283,055 -28% 0.02% $12,760,000
Modera Wealth Management, LLC 0.63% 279,663 -1.3% 0.15% $12,607,203

Institutional Holders of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,012,626 $46,868,441 +$1,152,062 $45.98 53
2025 Q3 32,053,311 $1,444,856,574 -$36,689,411 $45.08 388
2025 Q2 33,313,814 $1,377,089,987 -$31,858,356 $41.33 387
2025 Q1 34,014,589 $1,306,362,334 +$41,657,254 $38.41 380
2024 Q4 32,843,029 $1,381,266,119 -$2,134,354 $42.05 398
2024 Q3 32,559,137 $1,361,406,097 +$33,415,268 $41.82 369
2024 Q2 31,814,130 $1,225,031,491 +$66,196,005 $38.50 359
2024 Q1 30,097,044 $1,211,245,196 +$94,106,125 $40.27 362
2023 Q4 72,320 $2,748,902 +$900,236 $38.01 5
2023 Q3 28,710,272 $966,086,046 -$76,677,276 $33.65 349
2023 Q2 30,462,334 $1,082,031,984 +$35,988,672 $35.52 351
2023 Q1 29,449,207 $1,000,659,303 -$20,375,361 $33.99 337
2022 Q4 29,892,889 $983,191,306 +$37,483,018 $32.88 351
2022 Q3 28,661,319 $880,410,887 +$37,221,160 $30.67 321
2022 Q2 27,271,607 $859,573,075 +$23,593,530 $31.50 312
2022 Q1 26,500,530 $1,008,152,639 +$52,605,610 $38.04 323
2021 Q4 25,120,583 $1,012,784,161 +$117,778,336 $40.32 318
2021 Q3 20,803,044 $811,975,328 +$154,436,547 $39.01 264
2021 Q2 17,591,134 $710,202,428 +$123,795,682 $40.37 246
2021 Q1 14,552,882 $562,429,134 +$132,422,107 $38.54 216
2020 Q4 10,942,539 $378,938,222 +$4,720,095 $34.13 171
2020 Q3 9,072,287 $240,716,835 +$52,378,549 $26.52 135
2020 Q2 6,909,155 $173,215,026 +$92,482,051 $25.07 118
2020 Q1 3,336,533 $66,605,702 +$12,563,919 $19.95 83
2019 Q4 2,653,679 $76,748,119 +$35,654,988 $28.92 79
2019 Q3 1,334,879 $35,642,844 +$9,064,998 $26.70 50
2019 Q2 995,357 $26,848,564 +$10,962,215 $26.97 41
2019 Q1 589,504 $15,561,529 +$7,284,234 $26.38 28
2018 Q4 329,793 $7,473,000 +$2,650,548 $22.66 22
2018 Q3 207,914 $5,862,000 +$5,042,565 $28.19 11
2018 Q2 29,051 $791,000 +$791,000 $27.22 5