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
-$36,689,417
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% $99,496,245 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 2,490,112 $114,803,183 +$3,199,184 $45.98 85
2025 Q3 32,053,311 $1,444,856,574 -$36,689,417 $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
2020 Q1 3,361,009 $67,092,702 +$12,563,914 $19.95 84
2019 Q4 2,653,680 $76,748,134 +$35,354,670 $28.92 80
2019 Q3 1,334,941 $35,644,844 +$9,064,996 $26.70 51
2019 Q2 995,357 $26,848,564 +$10,962,220 $26.97 41
2019 Q1 589,504 $15,561,529 +$7,284,237 $26.38 28
2018 Q4 329,793 $7,473,000 +$2,650,544 $22.66 22
2018 Q3 207,914 $5,862,000 +$5,042,564 $28.19 11
2018 Q2 29,051 $791,000 +$791,000 $27.22 5