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
44,450,422
Price per share
$48.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
33,845,487
Total reported value
$1,557,345,838
% of total 13F portfolios
0.01%
Share change
+1,448,267
Value change
+$66,751,260
Number of holders
410
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 6.6% +26% $134,892,807 +$26,484,342 2,933,728 +24% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 410 institutional investors reported holding 33,845,487 shares of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML). This represents 76% of the company’s total 44,450,422 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares ESG Aware MSCI USA Small-Cap ETF - COMMON STOCK (ESML) together control 52% 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 6.6% 2,933,728 +12% 0.01% $134,892,807
TIAA TRUST, NATIONAL ASSOCIATION 4.8% 2,150,087 -3.4% 0.24% $99,394,024
NORTHERN TRUST CORP 4.6% 2,064,589 +2.3% 0.01% $94,929,802
BANK OF AMERICA CORP /DE/ 4.1% 1,823,512 +3.9% 0.01% $83,845,104
Betterment LLC 4% 1,783,423 +0.15% 0.16% $82,002,000
Creative Planning 3.5% 1,546,321 +5% 0.05% $71,099,832
GOLDMAN SACHS GROUP INC 2.5% 1,133,266 -9.5% 0.01% $52,107,582
Fiduciary Trust Co 1.9% 861,413 -0.85% 0.45% $39,607,770
Vontobel Holding Ltd. 1.9% 830,000 -5.7% 0.13% $38,163,400
BlackRock, Inc. 1.6% 720,219 +1.3% 0% $33,115,669
WELLS FARGO & COMPANY/MN 1.5% 688,265 +18% 0.01% $31,646,394
M&T Bank Corp 1.5% 686,681 +1.1% 0.1% $31,573,925
Acorns Advisers, LLC 1.5% 648,842 +2.2% 0.22% $29,834,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.3% 583,903 +3.7% 0.02% $26,847,855
AMERIPRISE FINANCIAL INC 1.3% 573,897 +15% 0.01% $26,386,560
ROYAL BANK OF CANADA 1.2% 523,900 +4.5% 0% $24,089,000
Sand Hill Global Advisors, LLC 1.1% 474,591 +57% 0.76% $21,821,698
Pathstone Holdings, LLC 1% 463,737 -0.03% 0.08% $21,322,646
UBS Group AG 1% 462,676 +2.4% 0% $21,273,842
SEI INVESTMENTS CO 1% 454,167 +2% 0.02% $20,882,636
LPL Financial LLC 0.87% 387,828 +51% 0% $17,832,328
PNC Financial Services Group, Inc. 0.75% 331,276 +4.7% 0.01% $15,232,093
HighTower Advisors, LLC 0.69% 305,646 +2.5% 0.02% $14,053,580
Accredited Investors Inc. 0.68% 300,948 -0.38% 0.73% $13,837,586
COMMONWEALTH EQUITY SERVICES, LLC 0.64% 286,524 +1.2% 0.02% $13,174,366

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 33,845,487 $1,557,345,838 +$66,751,260 $45.98 410
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
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