ISHARES TR (ESML)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
459
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $494.0M | 8,831,944 | 0.03% | 31q | +327.7%+$378.5M |
| FMR LLC | $194.9M | 3,485,042 | 0.01% | 18q | +7.6%+$13.8M |
| NORTHERN TRUST CORP | $120.3M | 2,151,372 | 0.01% | 26q | +2.1%+$2.5M |
| Creative Planning | $88.9M | 1,590,035 | 0.05% | 30q | +1.4%+$1.2M |
| GOLDMAN SACHS GROUP INC | $64.9M | 1,159,635 | 0.01% | 31q | HELD |
| TIAA Wealth Investment Management LLC | $56.9M | 1,026,609 | 0.38% | 2q | HELD |
| Fiduciary Trust Co | $47.7M | 853,551 | 0.52% | 30q | HELD |
| M&T Bank Corp | $45.0M | 804,008 | 0.13% | 23q | +29.3%+$10.2M |
| Vontobel Holding Ltd. | $44.7M | 800,000 | 0.14% | 23q | HELD |
| BlackRock, Inc. | $37.9M | 677,361 | 0.00% | 8q | -8.9%-$3.7M |
| WELLS FARGO & COMPANY/MN | $37.7M | 674,301 | 0.01% | 22q | -53.3%-$43.0M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $36.4M | 650,274 | 0.13% | 2q | -8.3%-$3.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.8M | 621,438 | 0.02% | 24q | +2.2%+$737.4K |
| ROYAL BANK OF CANADA | $30.0M | 537,216 | 0.00% | 31q | -1.3%-$401.0K |
| UBS Group AG | $30.0M | 536,025 | 0.00% | 28q | +4.3%+$1.2M |
| LPL Financial LLC | $28.3M | 506,211 | 0.01% | 24q | +17.5%+$4.2M |
| AMERIPRISE FINANCIAL INC | $26.7M | 472,415 | 0.01% | 25q | -51.0%-$27.7M |
| Sand Hill Global Advisors, LLC | $25.6M | 457,065 | 0.77% | 25q | -3.2%-$857.8K |
| SEI INVESTMENTS CO | $25.2M | 450,960 | 0.02% | 26q | -0.5%-$133.0K |
| PNC Financial Services Group, Inc. | $21.9M | 391,008 | 0.01% | 19q | +2.4%+$511.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.4M | 346,255 | 0.02% | 29q | +5.0%+$923.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $17.6M | 313,913 | 0.01% | 24q | +170.8%+$11.1M |
| Accredited Investors Inc. | $16.9M | 302,150 | 0.73% | 31q | +1.0%+$165.5K |
| HighTower Advisors, LLC | $16.6M | 296,359 | 0.02% | 23q | -3.8%-$651.5K |
| Modera Wealth Management, LLC | $16.1M | 288,299 | 0.17% | 19q | HELD |
| Pathstone Holdings, LLC | $15.5M | 277,449 | 0.05% | 11q | -39.9%-$10.3M |
| Wealth Architects, LLC | $15.5M | 277,437 | 1.23% | 19q | -2.0%-$319.0K |
| Beacon Pointe Advisors, LLC | $14.8M | 265,479 | 0.07% | 19q | +1.3%+$193.0K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $14.6M | 260,272 | 0.21% | 27q | -0.9%-$126.2K |
| EP Wealth Advisors, LLC | $14.2M | 253,060 | 0.05% | 28q | +13.0%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $10.5M | 187,229 | 0.00% | 27q | +26.6%+$2.2M |
| STIFEL FINANCIAL CORP | $10.3M | 184,723 | 0.01% | 25q | +1.5%+$149.8K |
| RAYMOND JAMES FINANCIAL INC | $10.2M | 182,420 | 0.00% | 7q | +17.3%+$1.5M |
| BAILARD, INC. | $9.9M | 176,748 | 0.20% | 31q | -1.6%-$165.0K |
| MISSION WEALTH MANAGEMENT, LP | $9.7M | 172,992 | 0.12% | 19q | +3.9%+$363.0K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $9.4M | 167,157 | 0.11% | 25q | -5.5%-$540.1K |
| JONES FINANCIAL COMPANIES LLLP | $9.0M | 163,115 | 0.00% | 19q | +17.9%+$1.4M |
| Corient Private Wealth LP | $8.3M | 147,689 | 0.01% | 15q | +100.8%+$4.1M |
| Financial Engines Advisors L.L.C. | $8.1M | 144,770 | 0.01% | 20q | -4.1%-$347.2K |
| Ally Invest Advisors Inc. | $8.1M | 144,256 | 0.49% | 25q | HELD |
| NorthRock Partners, LLC | $7.7M | 137,768 | 0.11% | 11q | HELD |
| REGATTA CAPITAL GROUP, LLC | $7.6M | 136,226 | 1.02% | 19q | +3.4%+$247.8K |
| Stanich Group LLC | $7.6M | 135,264 | 4.76% | 7q | +3.8%+$277.2K |
| Alesco Advisors, LLC, An ESL Co | $7.5M | 133,598 | 0.17% | 24q | -6.1%-$486.2K |
| MATHER GROUP, LLC. | $6.9M | 123,856 | 0.06% | 23q | +10.4%+$653.2K |
| Cetera Investment Advisers | $6.7M | 119,435 | 0.01% | 21q | +5.9%+$371.4K |
| Alaska Wealth Advisors, LLC | $6.4M | 114,627 | 0.69% | 16q | -3.9%-$262.1K |
| Gemmer Asset Management LLC | $6.0M | 107,264 | 0.40% | 3q | +3.1%+$183.0K |
| Advisory Services Network, LLC | $6.0M | 107,246 | 0.07% | 27q | +1.3%+$77.5K |
| Apella Capital, LLC | $6.0M | 109,623 | 0.08% | 22q | +2.0%+$117.2K |
| REGIONS FINANCIAL CORP | $5.9M | 105,918 | 0.04% | 22q | -26.2%-$2.1M |
| BLUESTEM FINANCIAL ADVISORS, LLC | $5.7M | 101,057 | 1.98% | 25q | +1.5%+$86.2K |
| Birchwood Financial Partners, Inc. | $5.6M | 100,267 | 4.59% | 3q | +1.3%+$70.1K |
| Global Retirement Partners, LLC | $5.6M | 100,207 | 0.09% | 16q | HELD |
| Mariner, LLC | $5.4M | 97,425 | 0.01% | 16q | +1.4%+$76.2K |
| Relyea Zuckerberg Hanson LLC | $5.0M | 89,710 | 0.21% | 25q | +98.0%+$2.5M |
| MORGAN STANLEY | $4.9M | 88,490 | 0.00% | 29q | +46.0%+$1.6M |
| Savant Capital, LLC | $4.9M | 87,222 | 0.01% | 26q | -10.6%-$581.0K |
| MOR Wealth Management, LLC | $4.9M | 86,947 | 1.94% | 3q | +8.3%+$373.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 87,783 | 0.01% | 17q | -1.4%-$66.5K |
| Quent Capital, LLC | $4.8M | 85,136 | 0.29% | 19q | +10.1%+$434.9K |
| CBIZ Investment Advisory Services, LLC | $4.7M | 99,939 | 0.17% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.6M | 81,844 | 0.06% | 21q | +5.7%+$247.3K |
| TFC Financial Management, Inc. | $4.6M | 81,801 | 0.51% | 3q | +3.8%+$166.2K |
| TRUIST FINANCIAL CORP | $4.4M | 78,608 | 0.01% | 27q | +4.8%+$199.6K |
| Decker Retirement Planning Inc. | $4.3M | 76,149 | 1.45% | 7q | +13.2%+$495.5K |
| Gradient Investments LLC | $4.2M | 75,253 | 0.06% | 31q | +3.9%+$156.8K |
| Plum Street Advisors, LLC | $4.2M | 74,792 | 1.34% | 11q | -7.0%-$313.4K |
| Integris Wealth Management, LLC | $3.9M | 69,298 | 0.78% | 15q | -2.3%-$92.1K |
| JPMORGAN CHASE & CO | $3.8M | 69,345 | 0.00% | 15q | +10.9%+$377.5K |
| OSAIC HOLDINGS, INC. | $3.8M | 68,007 | 0.00% | 26q | +31.1%+$902.8K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $3.6M | 64,576 | 0.13% | 24q | HELD |
| eCIO, Inc. | $3.6M | 64,571 | 1.01% | 6q | -6.4%-$248.3K |
| Bond & Devick Financial Network, Inc. | $3.5M | 62,122 | 0.86% | 23q | +268.5%+$2.5M |
| Composition Wealth, LLC | $3.5M | 61,796 | 0.04% | 11q | -3.8%-$138.2K |
| Crestwood Advisors Group, LLC | $3.5M | 61,685 | 0.05% | 25q | -0.6%-$19.2K |
| FSA WEALTH PARTNERS, INC. | $3.4M | 61,433 | 0.86% | 4q | +181.5%+$2.2M |
| Rockefeller Capital Management L.P. | $3.4M | 60,131 | 0.01% | 4q | +128.6%+$1.9M |
| Clearstead Advisors, LLC | $3.3M | 59,532 | 0.03% | 19q | -56.6%-$4.3M |
| Laurel Wealth Planning LLC | $3.3M | 58,976 | 1.46% | 21q | +1.1%+$34.8K |
| WESBANCO BANK INC | $3.3M | 58,940 | 0.08% | 8q | HELD |
| Vision Capital Management, Inc. | $3.3M | 58,779 | 0.38% | 26q | -2.7%-$91.0K |
| Focus Partners Wealth | $3.1M | 55,101 | 0.00% | 10q | +5.9%+$171.1K |
| TOMPKINS FINANCIAL CORP | $3.1M | 54,843 | 0.21% | new | NEW |
| Haverford Trust Co | $3.0M | 53,342 | 0.03% | 24q | -10.4%-$346.8K |
| Francis Financial, Inc. | $3.0M | 52,825 | 0.48% | 14q | HELD |
| BECKER CAPITAL MANAGEMENT INC | $2.7M | 48,716 | 0.07% | 14q | -3.6%-$102.9K |
| Omega Financial Group, LLC | $2.7M | 48,703 | 0.83% | 20q | -3.7%-$104.5K |
| Wescott Financial Advisory Group, LLC | $2.7M | 48,327 | 0.21% | 23q | -1.2%-$33.3K |
| Cerity Partners LLC | $2.7M | 47,848 | 0.00% | 15q | +2.2%+$57.7K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $2.7M | 47,481 | 0.06% | 13q | +0.8%+$20.1K |
| FRANKLIN RESOURCES INC | $2.6M | 47,200 | 0.00% | 25q | +1.8%+$45.7K |
| SEEDS INVESTOR LLC | $2.6M | 46,902 | 0.27% | 11q | +17.9%+$397.4K |
| Pearl Planning LLC | $2.6M | 46,809 | 1.20% | 3q | +8.1%+$196.4K |
| Allworth Financial LP | $2.6M | 46,335 | 0.01% | 17q | +2.6%+$65.4K |
| SAGE FINANCIAL GROUP INC | $2.6M | 46,334 | 0.14% | 24q | +2.6%+$66.1K |
| CITIZENS FINANCIAL GROUP INC/RI | $2.5M | 45,383 | 0.03% | 25q | -16.9%-$514.6K |
| WRAPMANAGER INC | $2.4M | 43,620 | 0.76% | 25q | +1.9%+$44.7K |
| Midwest Financial Partners Investments, Inc. | $2.4M | 42,373 | 0.98% | 3q | -3.4%-$84.3K |
| Wealthcare Advisory Partners LLC | $2.3M | 41,792 | 0.04% | 24q | +10.6%+$223.6K |
Showing the largest 100 of 475 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 459 | $2.2B | 39,295,483 | 55 | 144 | 138 | 0.0% |
| Q1 2026 | 432 | $1.5B | 32,867,008 | 45 | 119 | 135 | 0.0% |
| Q4 2025 | 408 | $1.4B | 31,377,711 | 29 | 138 | 102 | 0.0% |
| Q3 2025 | 379 | $1.3B | 29,138,050 | 27 | 120 | 118 | 0.0% |
| Q2 2025 | 375 | $1.3B | 30,648,946 | 31 | 126 | 116 | 0.0% |
| Q1 2025 | 366 | $1.2B | 31,150,030 | 19 | 137 | 107 | 0.0% |
| Q4 2024 | 384 | $1.3B | 29,972,977 | 29 | 129 | 119 | 0.0% |
| Q3 2024 | 359 | $1.3B | 30,053,798 | 25 | 116 | 110 | 0.0% |
| Q2 2024 | 348 | $1.1B | 29,266,093 | 20 | 130 | 109 | 0.0% |
| Q1 2024 | 348 | $1.1B | 28,194,763 | 30 | 122 | 90 | 0.0% |
| Q4 2023 | 338 | $987.5M | 25,913,624 | 28 | 133 | 100 | 0.0% |
| Q3 2023 | 329 | $888.9M | 26,326,678 | 24 | 109 | 116 | 0.0% |
| Q2 2023 | 326 | $981.2M | 27,491,273 | 33 | 123 | 92 | 0.0% |
| Q1 2023 | 308 | $904.2M | 26,591,615 | 21 | 119 | 109 | 0.0% |
| Q4 2022 | 296 | $862.6M | 26,224,207 | 26 | 118 | 92 | 0.0% |
| Q3 2022 | 328 | $889.2M | 28,946,817 | 27 | 166 | 69 | 0.0% |
| Q2 2022 | 321 | $870.4M | 27,601,925 | 25 | 140 | 98 | 0.0% |
| Q1 2022 | 332 | $1.0B | 27,269,772 | 39 | 176 | 67 | 0.0% |
| Q4 2021 | 323 | $1.0B | 25,429,520 | 44 | 168 | 32 | 0.0% |
| Q3 2021 | 266 | $815.1M | 20,904,051 | 26 | 166 | 27 | 0.0% |
| Q2 2021 | 250 | $716.4M | 17,742,277 | 45 | 142 | 27 | 0.0% |
| Q1 2021 | 220 | $565.2M | 14,602,917 | 51 | 99 | 34 | 0.0% |
| Q4 2020 | 174 | $385.0M | 11,126,349 | 33 | 67 | 30 | 0.0% |
| Q3 2020 | 140 | $274.2M | 9,901,760 | 25 | 69 | 18 | 0.0% |
| Q2 2020 | 121 | $211.0M | 7,922,444 | 43 | 52 | 15 | 0.0% |
| Q1 2020 | 87 | $99.8M | 4,262,015 | 20 | 47 | 11 | 0.0% |
| Q4 2019 | 81 | $109.4M | 3,461,267 | 22 | 31 | 6 | 0.0% |
| Q3 2019 | 54 | $68.3M | 2,142,696 | 14 | 22 | 7 | 0.0% |
| Q2 2019 | 44 | $59.5M | 1,803,022 | 16 | 18 | 1 | 0.0% |
| Q1 2019 | 30 | $48.2M | 1,397,111 | 12 | 11 | 2 | 0.0% |
| Q4 2018 | 22 | $7.5M | 329,793 | 0 | 0 | 0 | 0.0% |