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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG Aware MSCI USA Small-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
7,733
Value (USD)
$432,531
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ESML fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ESML fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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