Security Snapshot

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

CUSIP: 46435U663

13F Institutional Holders and Ownership History from Q2 2018 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

476

Shares (Excl. Options)

41,624,177

Price

$55.93

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+7,313,760
Value change
+$410,547,479
Number of holders
476
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
44,450,422
SEC-reported price per share
$53.81
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ESML - iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK is tracked under CUSIP 46435U663.
  • 476 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 448 to 476 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,616,734,380 to $2,325,746,851.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 476 institutions filings for Q2 2026.

Open SEC evidence

Security key

46435U663

Latest holder period

Q2 2026

13F holders

476

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
ESML
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 6.6% +26% $134,892,807 +$26,484,342 2,933,728 +24% FMR LLC 31 Dec 2025

As of 30 Jun 2026, 476 institutional investors reported holding 41,624,177 shares of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML). This represents 94% of the company’s total 44,450,422 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
68%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 20% 8,831,944 +328% 0.03% $493,970,606
FMR LLC 7.8% 3,485,042 +7.6% 0.01% $194,918,423
NORTHERN TRUST CORP 4.8% 2,151,372 +2.1% 0.01% $120,326,236
Betterment LLC 4% 1,776,129 -0.73% 0.17% $99,339,000
Creative Planning 3.6% 1,590,035 +1.4% 0.05% $88,930,653
GOLDMAN SACHS GROUP INC 2.6% 1,159,635 +0.15% 0.01% $64,858,399
TIAA Wealth Investment Management LLC 2.3% 1,026,609 +0.16% 0.38% $56,904,950
Fiduciary Trust Co 1.9% 853,551 -0.08% 0.52% $47,739,107
M&T Bank Corp 1.8% 804,008 +29% 0.13% $44,967,744
Vontobel Holding Ltd. 1.8% 800,000 0% 0.15% $44,744,000
BlackRock, Inc. 1.5% 677,361 -8.9% 0% $37,884,823
WELLS FARGO & COMPANY/MN 1.5% 674,301 -6.5% 0.01% $37,713,649
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.5% 650,274 -8.3% 0.13% $36,369,825
Acorns Advisers, LLC 1.4% 639,445 -0.28% 0.23% $35,764,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.4% 621,438 +2.2% 0.02% $34,757,039
ROYAL BANK OF CANADA 1.2% 537,216 -1.3% 0.01% $30,046,000
UBS Group AG 1.2% 536,025 +4.3% 0% $29,979,878
LPL Financial LLC 1.1% 506,211 +18% 0.01% $28,312,384
AMERIPRISE FINANCIAL INC 1.1% 472,415 -2% 0.01% $26,679,698
Sand Hill Global Advisors, LLC 1% 457,065 -3.2% 0.77% $25,563,650
SEI INVESTMENTS CO 1% 450,960 -0.52% 0.02% $25,222,183
PNC Financial Services Group, Inc. 0.88% 391,008 +2.4% 0.01% $21,869,078
COMMONWEALTH EQUITY SERVICES, LLC 0.78% 346,255 +5% 0.02% $19,366,038
Accredited Investors Inc. 0.68% 302,150 +0.99% 0.73% $16,899,259
HighTower Advisors, LLC 0.67% 296,359 -3.8% 0.02% $16,575,387

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
33
Latest
Q2 2026
Rows shown
1-25 of 33
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 41,624,177 $2,325,746,851 +$410,547,479 $55.93 476
2026 Q1 34,400,479 $1,616,734,380 -$44,708,354 $47.02 448
2025 Q4 33,948,907 $1,562,095,242 +$69,983,993 $45.98 419
2025 Q3 32,053,309 $1,444,856,476 -$36,689,507 $45.08 388
2025 Q2 33,313,814 $1,377,089,987 -$31,858,349 $41.33 387
2025 Q1 34,023,698 $1,306,712,211 +$41,655,026 $38.41 381
2024 Q4 32,929,543 $1,384,910,414 -$2,004,881 $42.05 404
2024 Q3 32,765,357 $1,370,030,235 +$33,534,121 $41.82 375
2024 Q2 32,039,349 $1,233,702,427 +$66,022,712 $38.50 367
2024 Q1 30,323,545 $1,220,432,177 +$94,181,942 $40.27 369
2023 Q4 28,076,613 $1,067,077,354 -$35,324,545 $38.01 363
2023 Q3 28,767,152 $968,000,047 -$79,569,341 $33.65 354
2023 Q2 30,527,163 $1,084,334,700 +$37,148,791 $35.52 356
2023 Q1 29,494,845 $1,002,212,641 -$19,977,393 $33.99 343
2022 Q4 29,905,148 $983,594,431 +$35,896,965 $32.88 353
2022 Q3 28,939,810 $888,952,788 +$38,871,199 $30.67 326
2022 Q2 27,540,056 $868,029,837 +$22,396,396 $31.50 317
2022 Q1 26,802,879 $1,019,655,620 +$54,826,352 $38.04 329
2021 Q4 25,376,159 $1,023,091,736 +$123,857,136 $40.32 322
2021 Q3 20,802,970 $811,972,328 +$155,838,881 $39.01 263
2021 Q2 17,616,950 $711,245,428 +$123,229,933 $40.37 247
2021 Q1 14,567,975 $562,690,420 +$139,538,614 $38.54 214
2020 Q4 11,016,739 $381,030,222 +$7,954,493 $34.13 174
2020 Q3 9,087,331 $241,116,835 +$53,263,327 $26.52 136
2020 Q2 7,114,776 $178,370,026 +$94,514,831 $25.07 120
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