ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF - Participação institucional - Vendedores

iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
US ˙ BATS ˙ US46435U6635

Participação institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

Upgrade para desbloquear dados premium.

Data de registro Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-08-14 13F Nemes Rush Group LLC 1.124 -40,09 63 -29,55
2026-08-14 13F Warren Averett Asset Management, LLC 29.579 -1,12 1.654 17,64
2026-08-14 13F Riverwater Partners LLC 0 -100,00 0 -100,00
2026-07-29 13F Nbt Bank N A /ny 2.228 -0,31 125 18,10
2026-07-29 13F SOL Capital Management CO 0 -100,00 0 -100,00
2026-08-03 13F ProVise Management Group, LLC 3.632 -16,85 203 -0,98
2026-07-13 13F DAVENPORT & Co LLC 9.069 -14,27 507 2,01
2026-08-12 13F Planning Alternatives Ltd /adv 26.808 -0,02 1.499 18,97
2026-07-30 13F Bailard, Inc. 176.748 -1,64 9.886 17,00
2026-08-14 13F Flow Traders U.s. Llc 4.091 -55,87 0
2026-07-16 13F Higgins & Schmidt Wealth Strategies LLC 6.114 -3,03 342 15,20
2026-07-21 13F St Germain D J Co Inc 6.724 -1,48 376 17,50
2026-08-17 13F Equitable Holdings, Inc. 5.422 -12,80 303 6,32
2026-08-11 13F APCM Wealth Management for Individuals 114.627 -3,93 6.411 14,28
2026-07-29 13F Equita Financial Network, Inc. 7.263 -7,85 406 9,73
2026-07-10 13F Dagco, Inc. 0 -100,00 0
2026-07-29 13F Robertson Stephens Wealth Management, LLC 30.306 -16,62 1.695 -0,82
2026-08-07 13F Topel & Distasi Wealth Management, LLC 25.595 -7,10 1.432 10,50
2026-08-14 13F MAI Capital Management 7.786 -0,19 435 18,85
2026-07-17 13F OLIO Financial Planning 10.251 -8,01 573 9,56
2026-08-14 13F XTX Topco Ltd 0 -100,00 0 -100,00
2026-07-30 13F Assetmark, Inc 0 -100,00 0 -100,00
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.178 -0,30 523 5,67
2026-07-27 13F Blueline Advisors Llc 2.811 -0,67 157 18,05
2026-08-03 13F AE Wealth Management LLC 264 -8,01 15 7,69
2026-04-02 13F Horizons Wealth Management 2.014 -21,91 95 -20,34
2026-09-01 13F/A Citadel Advisors Llc 0 -100,00 0 -100,00
2026-07-10 13F Pathfinder Wealth Consulting, Inc. 0 -100,00 0
2026-08-06 13F Bell Investment Advisors, Inc 24.773 -4,12 1.386 14,09
2026-08-14 13F Ameriprise Financial Inc 472.415 -1,96 26.680 17,76
2026-07-17 13F LongView Wealth Management 0 -100,00 0
2026-08-12 13F Round Rock Advisors, LLC 13.183 -3,19 737 15,16
2026-08-05 13F Alesco Advisors Llc 133.598 -6,11 7.472 11,69
2026-07-17 13F AAFCPAs Wealth Management, LLC 5.710 -1,87 319 16,85
2026-08-03 13F Crestwood Advisors Group LLC 61.685 -0,55 3.450 18,31
2026-07-29 13F Curtis Advisory Group, LLC 3.836 -12,92 215 3,38
2026-07-20 13F First Pacific Financial 8.268 -1,90 462 16,67
2026-08-13 13F Portland Global Advisors LLC 15.475 -8,16 866 9,22
2026-08-13 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-08-07 13F Westend Capital Management LLC 0 -100,00 0 -100,00
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.986 -3,79 1.283 2,07
2026-08-04 13F Midwest Trust Co 8.200 -0,13 459 18,65
2026-08-14 13F Gts Securities Llc 0 -100,00 0 -100,00
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
2026-07-27 13F Krilogy Financial LLC 0 -100,00 0 -100,00
2026-07-20 13F Mission Wealth Management, Lp 0 -100,00 0 -100,00
2026-07-29 13F Root Financial Partners, LLC 0 -100,00 0
2026-07-30 13F/A Cambridge Investment Research Advisors, Inc. 122.898 -30,98 7 -25,00
2026-08-05 13F Capital Analysts, Inc. 0 -100,00 0
2026-08-11 13F Tower Research Capital LLC (TRC) 16.851 -23,63 942 -9,16
2026-08-14 13F Betterment LLC 1.776.129 -0,73 99 17,86
2026-08-03 13F VAUGHAN & Co SECURITIES, INC. 5.352 -3,11 299 15,44
2026-08-06 13F One Wealth Advisors, LLC 5.666 -1,84 317 16,61
2026-08-12 13F Haverford Trust Co 53.342 -10,41 2.983 6,57
2026-07-27 13F Werba Rubin Papier Wealth Management 6.210 -6,15 347 11,58
2026-08-13 13F Ally Invest Advisors Inc. 144.256 -0,24 8.068 18,66
2026-07-21 13F Omega Financial Group, LLC 48.703 -3,69 2.724 14,56
2026-08-05 13F Pinnacle Wealth Management Advisory Group, LLC 3.589 -15,95 201 0,00
2026-08-07 13F Covestor Ltd 510 -0,20 0
2026-08-05 13F HighPoint Advisor Group LLC 4.993 -0,08 279 19,23
2026-08-14 13F Susquehanna International Group, Llp 10.133 -52,47 567 -43,51
2026-07-16 13F Brandywine Oak Private Wealth Llc 11.946 -6,70 668 10,96
2026-07-07 13F Foster Group, Inc. 9.412 -4,13 526 14,10
2026-07-31 13F/A True Link Financial Advisors, LLC 0 -100,00 0 -100,00
2026-08-13 13F Plum Street Advisors, LLC 74.792 -6,97 4.183 10,66
2026-07-22 13F Caliber Wealth Management, LLC / KS 20.611 -2,42 1.153 16,01
2026-07-16 13F/A Relyea Zuckerberg Hanson LLC 44.855 -1,00 2.509 17,75
2026-08-11 13F NorthRock Partners, LLC 137.768 -0,45 7.705 18,41
2026-07-30 13F Asset Dedication, LLC 40.077 -6,61 2.242 11,11
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-07-29 13F Invera Wealth Advisors, LLC 34.121 -1,18 1.908 17,56
2026-07-16 13F/A Acropolis Investment Management, LLC 17.485 -1,05 978 17,71
2026-08-13 13F Ameriflex Group, Inc. 111 -55,42 6 -45,45
2026-05-07 13F Amara Financial, Llc. 0 -100,00 0
2026-08-06 13F Urban Financial Advisory Corp 0 -100,00 0
2026-08-04 13F Wescott Financial Advisory Group, LLC 48.327 -1,22 2.703 17,48
2026-08-10 13F Regions Financial Corp 105.918 -26,20 5.924 -12,23
2026-08-12 13F Aufman Associates Inc 21.909 -0,70 1.225 18,13
2026-08-03 13F Hardy Reed LLC 24.510 -5,24 1.371 12,66
2026-07-28 13F American Capital Advisory, LLC 3.516 -2,82 197 15,29
2026-08-14 13F Western Wealth Management, LLC 6.587 -18,53 368 -3,16
2026-08-03 13F Phillips Financial Management, Llc 0 -100,00 0
2026-07-06 13F Boston Standard Wealth Management, LLC 18.625 -2,07 1.040 15,17
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.955 -0,31 1.230 5,76
2026-07-29 13F Morris Financial Concepts, Inc. 11.007 -5,23 616 12,64
2026-08-06 13F Continuum Advisory, LLC 5.013 -6,61 280 11,11
2026-07-15 13F Moller Financial Services 5.096 -2,62 285 15,85
2026-04-24 13F rebel Financial LLC 53.515 -3,49 2.516 -1,29
2026-08-14 13F Brinker Capital Investments, LLC 5.465 -27,98 306 -14,33
2026-08-13 13F Pathstone Holdings, LLC 277.449 -39,89 15.518 -28,50
2026-08-07 13F Citizens Financial Group Inc/ri 45.383 -16,86 2.538 -1,09
2026-07-14 13F Brewster Financial Planning LLC 16.415 -0,77 918 18,15
2026-07-16 13F Truefg, Llc 9.032 -5,01 505 12,98
2026-08-06 13F Russell Investments Group, Ltd. 690 -13,64 39 2,70
2026-08-13 13F Manning & Napier Advisors Llc 2.365 -6,08 132 11,86
2026-07-31 13F We Are One Seven, LLC 10.966 -0,14 613 18,80
2026-08-13 13F Fiduciary Trust Co 853.551 -0,08 47.739 18,86
2026-07-31 13F Keener Financial Planning LLC 4.538 -1,82 0
2026-08-14 13F Wells Fargo & Company/mn 674.301 -6,53 37.714 11,18
2026-08-14 13F Dorsey & Whitney Trust CO LLC 22.496 -4,26 1.258 13,95
2026-07-21 13F Morton Brown Family Wealth, LLC 5.434 -2,30 304 16,09
2026-08-10 13F Annis Gardner Whiting Capital Advisors, LLC 29.516 -0,35 1.651 18,53
2026-07-23 13F Capital Investment Advisory Services, LLC 0 -100,00 0
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.850 -1,99 660 3,94
2026-08-14 13F Sanchez Levi Garrett 4.215 -7,36 236 10,33
2026-04-14 13F SigFig Wealth Management, LLC 0 -100,00 0
2026-07-21 13F Northland Capital Management LLC 16.369 -5,88 916 12,00
2026-07-22 13F Xena Financial Planning, LLC 4.420 -31,37 247 -18,21
2026-08-27 13F/A CI Private Wealth, LLC 73.506 -0,06 4.111 18,88
2026-07-27 13F Global Assets Advisory, LLC 0 -100,00 0
2026-08-12 13F Us Bancorp \de\ 550 -95,23 31 -94,45
2026-08-06 13F Johnson Financial Group, LLC 0 -100,00 0 -100,00
2026-07-24 13F Key FInancial Inc 9.173 -8,27 513 9,15
2026-08-10 13F Savant Capital, LLC 87.222 -10,64 4.878 6,30
2026-07-17 13F Diversified Trust Co 10.600 -1,53 593 17,00
2026-08-06 13F Putnam Fl Investment Management Co 167.157 -5,45 9.361 12,61
2026-07-09 13F Focus Financial Network, Inc. 4.069 -14,35 228 1,79
2026-07-14 13F Allodium Investment Consultants, LLC 13.141 -3,16 735 15,05
2026-08-04 13F Founders Financial Alliance, LLC 0 -100,00 0 -100,00
2026-07-27 13F Walkner Condon Financial Advisors LLC 13.627 -0,57 762 18,32
2026-07-31 13F Becker Capital Management Inc 48.716 -3,64 2.725 14,60
2026-07-06 13F Garrett Investment Advisors LLC 18.874 -4,31 1.056 13,81
2026-07-31 13F Garde Capital, Inc. 35.993 -1,53 2.013 17,17
2026-07-14 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 260.272 -0,86 14.557 17,92
2026-08-13 13F Horizon Investments, LLC 7.358 -57,53 412 -49,51
2026-08-14 13F Qube Research & Technologies Ltd 233 -49,89 13 -38,10
2026-07-10 13F Trust Co 6.219 -8,84 348 8,44
2026-08-06 13F Trailhead Planners LLC 6.755 -29,10 378 -15,66
2026-08-10 13F Addison Advisors LLC 12.379 -67,74 692 -61,64
2026-08-04 13F Summit Wealth Group, LLC 28.444 -4,06 1.591 14,06
2026-08-10 13F Tiaa Trust, National Association 32.853 -3,52 1.837 14,74
2026-07-17 13F Sequoia Financial Advisors, LLC 33.861 -15,22 1.894 0,80
2026-07-15 13F Klaas Financial Asset Advisors, LLC 14.363 -0,16 803 18,79
2026-07-21 13F Halbert Hargrove Global Advisors, Llc 3.729 -0,29 209 18,86
2026-07-27 13F CAPROCK Group, Inc. 0 -100,00 0 -100,00
2026-07-06 13F MJT & Associates Financial Advisory Group, Inc. 927 -5,70 52 10,87
2026-08-12 13F Evolve Private Wealth, Llc 28.631 -1,16 1.601 17,63
2026-07-23 13F Mason & Associates Inc 18.131 -0,27 1.014 22,32
2026-08-07 13F Lido Advisors, LLC 4.476 -49,27 250 -39,61
2026-07-30 13F Diversify Wealth Management, Llc 15.703 -7,03 847 -0,59
2026-08-10 13F Vision Capital Management, Inc. 58.779 -2,69 3.288 15,74
2026-08-05 13F HighTower Advisors, LLC 296.359 -3,78 16.575 14,45
2026-08-11 13F Sand Hill Global Advisors, LLC 457.065 -3,25 25.564 15,09
2026-08-14 13F D. E. Shaw & Co., Inc. 6.835 -4,20 382 14,03
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.143 -0,82 367 5,17
2026-08-14 13F Royal Bank Of Canada 537.216 -1,32 30.046 17,38
2026-07-17 13F Cornerstone Wealth Advisors, Inc. 5.145 -7,63 288 9,96
2026-08-14 13F Thrivent Financial For Lutherans 15.088 -3,86 1
2026-07-28 13F 4Thought Financial Group Inc. 1.504 -0,53 84 18,31
2026-08-14 13F Financial Engines Advisors L.L.C. 144.770 -4,11 8.097 14,07
2026-08-13 13F Elwood & Goetz Wealth Advisory Group, LLC 11.020 -0,68 616 18,23
2026-07-20 13F Stewardship Advisors, LLC 5.792 -1,68 324 17,03
2026-07-27 13F Values Added Financial LLC 28.527 -0,71 1.596 18,15
2026-07-15 13F Midwest Financial Partners Investments, Inc. 42.373 -3,44 2.370 14,83
2026-08-14 13F Moneta Group Investment Advisors Llc 30.589 -7,76 1.711 9,69
2026-08-06 13F Cranbrook Wealth Management, LLC 21.893 -3,26 1.224 15,04
2026-08-04 13F/A Golden State Equity Partners 0 -100,00 0 -100,00
2026-07-15 13F Security National Bank 0 -100,00 0
2026-08-25 13F Advus Financial Partners, LLC 0 -100,00 0 -100,00
2026-07-13 13F Integris Wealth Management, LLC 69.298 -2,32 3.876 16,19
2026-08-06 13F Global Retirement Partners, LLC 100.207 -0,13 5.605 21,48
2026-07-08 13F Birchbrook, Inc. 450 -64,00 25 -56,90
2026-07-20 13F Opal Wealth Advisors, LLC 15.072 -1,01 843 17,76
2026-08-07 13F BlackRock, Inc. 677.361 -8,94 37.885 8,32
2026-08-07 13F Mayport, Llc 9.480 -13,43 530 3,11
2026-08-14 13F Balanced Rock Investment Advisor 15.928 -17,83 891 -2,31
2026-08-10 13F Tiaa-cref Individual & Institutional Services, Llc 650.274 -8,28 36.370 9,10
2026-04-24 13F Charter Oak Capital Management, LLC 52.932 -7,38 2.489 -5,29
2026-08-06 13F Hartland & Co., LLC 59.532 -56,56 3.330 -48,34
2026-08-03 13F One Day In July LLC 17.815 -3,82 996 14,48
2026-08-05 13F Weil Company, Inc. 6.126 -4,28 343 14,00
2026-08-07 13F Tortoise Investment Management, LLC 8.720 -8,40 488 8,95
2026-07-09 13F Towerpoint Wealth, LLC 26.489 -5,41 1.482 12,54
2026-08-05 13F Parallel Advisors, LLC 17.555 -18,13 982 -0,41
2026-07-31 13F Impact Investors, Inc 3.673 -14,26 205 1,99
2026-07-28 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-07-09 13F Ai Financial Services Llc 29.235 -3,47 1.635 14,82
2026-08-03 13F Pinnacle Associates Ltd 3.704 -18,95 207 -3,27
2026-07-31 13F Associated Banc-corp 4.391 -1,30 246 17,22
2026-08-14 13F Empowered Funds, LLC 4.613 -3,68 258 14,67
2026-04-22 13F Spire Wealth Management 0 -100,00 0
2026-07-20 13F Park Avenue Securities Llc 13.457 -2,15 1
2026-04-17 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-07-29 13F Chicago Partners Investment Group LLC 36.553 -0,48 1.974 5,00
2026-08-10 13F Francis Financial, Inc. 52.825 -0,36 2.955 18,54
2026-07-27 13F Financial Futures Ltd Liability Co. 11.932 -13,62 667 2,77
2026-07-15 13F Wealth Enhancement Advisory Services, Llc 87.783 -1,37 4.799 13,35
2026-08-13 13F Steward Partners Investment Advisory, Llc 34.096 -2,03 1.907 16,56
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.809 -1,85 555 4,13
2026-07-23 13F Etesian Wealth Advisors, Inc. 4.202 -1,87 235 16,92
2026-07-29 13F Cornerstone Planning Group LLC 0 -100,00 0 -100,00
2026-07-28 13F Baker Avenue Asset Management, LP 4.462 -8,42 250 8,73
2026-08-12 13F Bragg Financial Advisors, Inc 20.730 -3,55 1.159 14,75
2026-08-14 13F Medallion Wealth Advisors, LLC 26 -3,70 1 0,00
2026-07-20 13F IFP Advisors, Inc 156 -81,86 9 -80,00
2026-08-13 13F O'shaughnessy Asset Management, Llc 1.115 -1,68 62 16,98
2026-07-31 13F Founders Financial Securities Llc 9.987 -12,01 559 -0,36
2026-07-22 13F Miracle Mile Advisors, LLC 61.796 -3,84 3.456 14,40
2026-08-12 13F Baird Financial Group, Inc. 19.370 -1,15 1.083 17,59
2026-08-14 13F Acorns Advisers, LLC 639.445 -0,28 36 16,67
2026-06-25 NP BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28.675 -1,19 1.473 4,84
2026-08-11 13F JustInvest LLC 0 -100,00 0 -100,00
2026-07-23 13F JNBA Financial Advisors 4.856 -16,66 272 -0,73
2026-07-27 13F eCIO, Inc. 64.571 -6,43 3.611 11,31
2026-08-14 13F United Capital Financial Advisers, Llc 7.324 -2,42 410 16,19
2026-08-12 13F Emerald Investment Partners, Llc 0 -100,00 0 -100,00
2026-07-23 13F Evergreen Capital Management Llc 12.806 -0,62 716 18,35
2026-08-10 13F Hills Bank & Trust Co 7.147 -0,03 400 18,75
2026-07-27 13F Nottingham Advisors, Inc. 4.493 -0,86 241 12,68
2026-08-05 13F PDS Planning, Inc 14.426 -0,12 807 18,70
2026-07-23 13F Wealth Architects, LLC 277.437 -2,01 15.517 16,56
2026-08-06 13F Barden Capital Management, Inc. 0 -100,00 0
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista