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Public ownership evidence

iShares ESG Aware MSCI USA Small-Cap ETF (ESML) Ownership Disclosures

Read ESML insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-297,733$432,531None
Cornerstone Financial Management LLC2026-03-312026-08-297,654$359,884None
Cornerstone Financial Management LLC2025-12-312026-08-298,504$391,012None
Corient Private Wealth LP2026-06-302026-08-2873,506$4,111,168None
Brown Financial Advisors2026-06-302026-08-273,576$200,006None
Advus Financial Partners, LLC2026-03-312026-08-267,500$352,650None
Kingsview Wealth Management, LLC2026-06-302026-08-204,134$231,235None
Archer Investment Corp2026-06-302026-08-20361$20,191None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20165,549$9,259,116None
Beacon Pointe Advisors, LLC2026-06-302026-08-19265,479$14,848,230None
Sanchez Levi Garrett2026-06-302026-08-184,215$235,768None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1815,928$890,878None
Corient Private Wealth LP2026-06-302026-08-1873,845$4,130,128None
Blue Edge Capital, LLC2026-06-302026-08-1827,866$1,558,545None
Empowered Funds, LLC2026-06-302026-08-184,613$258,005None
Transamerica Financial Advisors, LLC2026-06-302026-08-1818$1,008None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-187,324$409,939None
Equitable Holdings, Inc.2026-06-302026-08-185,422$303,232None
Turner Financial Group, Inc.2026-06-302026-08-158,232$460,416None
AMERIFLEX GROUP, INC.2026-06-302026-08-15111$6,225None
SEI INVESTMENTS CO2026-06-302026-08-15450,960$25,222,183None
JPL Wealth Management, LLC2026-06-302026-08-1533$1,846None
Modern Wealth Management, LLC2026-06-302026-08-1515,357$858,913None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-152,365$132,274None
Basecamp Wealth Advisors LLC2026-06-302026-08-151,904$106,491None
Advyzon Investment Management, LLC2026-06-302026-08-151,705$95,361None
Advyzon Investment Management, LLC2026-06-302026-08-152,326$130,093None
Nemes Rush Group LLC2026-06-302026-08-151,124$62,840None
Milestone Investment Advisors LLC2026-06-302026-08-15612$34,246None
American Trust2026-06-302026-08-1515,818$885,029None
Western Wealth Management, LLC2026-06-302026-08-156,587$368,409None
Qube Research & Technologies Ltd2026-06-302026-08-15233$13,032None
IFG Advisory, LLC2026-06-302026-08-151,141$63,828None
Acorns Advisers, LLC2026-06-302026-08-15639,445$35,764,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,872$216,561None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,107$61,915None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,866$1,670,401None
OSAIC HOLDINGS, INC.2026-06-302026-08-1533,162$1,855,787None
Betterment LLC2026-06-302026-08-151,776,129$99,339,000None
JANE STREET GROUP, LLC2026-06-302026-08-158,294$463,883None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,465$305,649None
HRT FINANCIAL LP2026-06-302026-08-154,598$257,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-154,091$229,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,133$566,739None
Ancora Advisors LLC2026-06-302026-08-15950$53,133None
Medallion Wealth Advisors, LLC2026-06-302026-08-1526$1,454None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-153,082$172,355None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15182$10,161None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1523$1,286None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15286$15,996None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Brown Financial Advisors ↗Advus Financial Partners, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.