# ISHARES TR (ESML)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESML/

- Reporting holders: 30
- Reported value: $26.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $6.0M | 113,841 | 0.1% | 23 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $4.0M | 77,736 | 0.1% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $2.9M | 55,554 | 0.2% | 2 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $2.0M | 38,238 | 0.8% | 4 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.6M | 31,123 | 0.0% | 3 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $1.3M | 22,815 | 0.4% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 22,979 | 0.0% | 16 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $969.3K | 18,641 | 0.1% | 26 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $899.9K | 17,305 | 0.0% | 23 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $882.9K | 16,979 | 0.1% | 1 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $790.8K | 15,208 | 0.1% | 7 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $546.9K | 10,518 | 0.0% | 24 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $513.6K | 9,876 | 0.1% | 3 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $457.0K | 8,788 | 0.2% | 11 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $440.3K | 8,468 | 0.3% | 8 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $355.4K | 6,834 | 0.3% | 8 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $330.0K | 6,346 | 0.1% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $328.8K | 6,324 | 0.0% | 19 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $216.5K | 4,164 | 0.0% | 2 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $203.8K | 3,919 | 0.0% | 23 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $138.3K | 2,660 | 0.0% | 8 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $70.0K | 1,346 | 0.0% | 19 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $52.8K | 1,015 | 0.0% | 11 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $51.3K | 987 | 0.0% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $35.9K | 691 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $26.3M |
| Q2 2026 | 477 | $2.4B |
| Q1 2026 | 447 | $1.7B |
| Q4 2025 | 421 | $1.6B |
| Q3 2025 | 393 | $1.5B |
| Q2 2025 | 391 | $1.4B |
| Q1 2025 | 383 | $1.3B |
| Q4 2024 | 406 | $1.6B |
| Q3 2024 | 379 | $1.6B |
| Q2 2024 | 368 | $1.4B |
| Q1 2024 | 371 | $1.2B |
| Q4 2023 | 363 | $1.1B |