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Disclosery

ESGD ISHARES TR

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COM (fund)

746 managers (756 13F filers) reported a position in ESGD shares at 2026-06-30, 90,503,867 shares in all. 43 filers opened a position and 37 filers sold out during the quarter.

Managers
746
13F filers
756
New
43
Added
328
Reduced
241
Sold out
37
Shares held by filers
90,503,867

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cranbrook Wealth Management, LLC24,307$2.5M0.47%-56313F-HRTimeline
Aureum Wealth Management, LLC23,363$2.4M1.49%+2,90913F-HRTimeline
CFM WEALTH PARTNERS LLC23,352$2.4M0.31%-17513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…23,343$2.4M0.26%-52013F-HRTimelineGroup
VICUS CAPITAL23,314$2.4M0.15%+3,66813F-HRTimeline
BigSur Wealth Management LLC23,000$2.36M0.57%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,480$2.33M<0.01%+2,90013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC22,458$2.31M<0.01%-24,88013F-HRTimelineGroup
OLIO Financial Planning21,848$2.25M0.56%-75713F-HRTimeline
Merit Financial Group, LLC21,802$2.24M0.01%-4,51813F-HR/ATimeline
Sanctuary Advisors, LLC21,037$2.16M0.01%-8013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,297$2.09M0.01%+10,76513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC20,288$2.09M0.03%+5613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,018$2.06M0.15%-13913F-HRTimeline
Values Added Financial LLC19,957$2.05M0.74%+1,23213F-HRTimeline
BIRCHBROOK, INC.19,576$2.01M0.94%+713F-HRTimeline
Chicago Partners Investment Group LLC19,206$1.96M0.04%+30913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV19,007$1.95M0.21%+8913F-HRTimeline
OKABENA INVESTMENT SERVICES INC18,550$1.91M0.34%+5,24813F-HRTimeline
MAI Capital Management18,478$1.9M0.01%+95113F-HRTimeline
Madrid Wealth Management, LLC18,397$1.89M1.24%-47913F-HRTimeline
White Lighthouse Investment Management …18,035$1.85M0.23%+50613F-HRTimeline
Ryan Investment Management, Inc.17,994$1.85M0.84%+11,21013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17,841$1.83M0.55%+33513F-HRTimeline
Weil Company, Inc.17,667$1.82M0.32%-38213F-HRTimeline
Acropolis Investment Management, LLC17,563$1.81M0.07%-4513F-HR/ATimeline
RHS Financial, LLC17,345$1.78M0.72%+4,06813F-HRTimeline
Richard P Slaughter Associates Inc17,342$1.78M0.35%+65613F-HRTimeline
Birchwood Financial Partners, Inc.17,319$1.78M1.46%+86213F-HRTimeline
Trilogy Capital Inc.17,232$1.77M0.07%+9313F-HRTimeline
Pure Financial Advisors, LLC17,169$1.77M0.02%+39213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,550$1.71M+7,421Timeline
CGN Advisors LLC16,552$1.7M0.12%-7713F-HRTimeline
Parallel Advisors, LLC16,515$1.7M0.03%+28313F-HRTimeline
Summit Wealth Group, LLC16,511$1.7M0.35%-82513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT16,485$1.69M0.45%+4,45213F-HRTimeline
Portland Global Advisors LLC16,130$1.66M0.16%013F-HRTimeline
Coastline Trust Co15,997$1.64M0.15%+49613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Williams & Novak, LLC15,920$1.64M1.09%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,884$1.63M<0.01%+3,75013F-HRTimelineGroup
Western Wealth Management, LLC15,874$1.63M0.05%+4,32513F-HRTimeline
WealthCollab, LLC15,817$1.63M0.59%013F-HRTimeline
Schneider Downs Wealth Management Advis…15,808$1.63M0.15%+1,56913F-HRTimeline
Caliber Wealth Management, LLC / KS15,296$1.57M0.15%+49813F-HRTimeline
Sage Advisory Services, Ltd.Co.15,262$1.57M0.77%+66213F-HRTimeline
Werba Rubin Papier Wealth Management15,108$1.55M0.19%-60613F-HRTimeline
HARBOUR INVESTMENTS, INC.14,892$1.53M0.02%-58613F-HRTimeline
Armbruster Capital Management, Inc.14,147$1.45M0.22%+35513F-HRTimeline
DRW Securities, LLC14,072$1.45M0.09%+7,68913F-HRTimeline
Wescott Financial Advisory Group, LLC14,039$1.44M0.11%-1713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,000$1.44M0.01%-69113F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…13,946$1.43M0.21%-35013F-HRTimeline
HF Advisory Group, LLC13,626$1.4M0.43%+45113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,503$1.39M<0.01%-40113F-HRTimelineGroup
Aprio Wealth Management, LLC13,376$1.38M0.07%+4913F-HRTimeline
Cascade Financial Partners, LLC13,367$1.37M0.12%+1,60013F-HRTimeline
NEPC LLC13,340$1.37M0.03%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,210$1.36M0.59%-38313F-HRTimeline
Private Wealth Management Group, LLC13,123$1.35M0.31%-5,85413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC12,991$1.34M0.02%+2,91013F-HRTimeline
Sequoia Financial Advisors, LLC12,870$1.32M0.01%-2,62413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,809$1.32M0.02%+1,72413F-HRTimelineGroup
Mendel Capital Management LLC12,742$1.31M0.59%+313F-HRTimeline
Argentarii, LLC12,202$1.31M0.39%-19613F-HRTimeline
Ipsen Advisor Group LLC12,668$1.3M0.84%+26913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,622$1.3M0.01%-5,19413F-HRTimelineGroup
Perigon Wealth Management, LLC12,607$1.3M0.02%+51313F-HRTimeline
Omega Financial Group, LLC12,581$1.29M0.39%-37413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,524$1.29M<0.01%-7,18213F-HRTimelineGroup
Pathway Financial Advisors LLC12,439$1.29M0.15%+4,47013F-HRTimeline
Falcon Wealth Planning12,333$1.27M0.08%-1,69913F-HRTimeline
Plante Moran Financial Advisors, LLC12,207$1.25M0.06%+413F-HRTimeline
Carr Financial Group Corp12,079$1.24M0.29%+14613F-HRTimeline
OneDigital Investment Advisors LLC12,050$1.24M0.01%+20413F-HRTimeline
Crestwood Advisors Group, LLC11,963$1.23M0.02%-19913F-HRTimeline
MainStreet Investment Advisors LLC11,830$1.22M0.17%+19513F-HRTimeline
Foster Group, Inc.11,794$1.21M0.03%+8113F-HRTimeline
1ST SOURCE BANK11,713$1.2M0.05%+47413F-HRTimeline
Vise Technologies, Inc.11,615$1.19M0.01%+2,79313F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,595$1.19M0.03%-4013F-HRTimeline
RED REEF ADVISORS LLC11,495$1.18M1.09%+14413F-HRTimeline
Francis Financial, Inc.11,475$1.18M0.19%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,403$1.17M-9,985Timeline
Diversified Enterprises, LLC11,291$1.16M0.06%+7613F-HRTimeline
Brewster Financial Planning LLC11,260$1.16M0.64%+11113F-HRTimeline
Dynamic Advisor Solutions LLC11,191$1.15M0.03%-1,45713F-HRTimeline
XY Planning Network, Inc.11,176$1.15M0.14%+51813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,166$1.15M0.01%-4,64413F-HRTimelineGroup
M. Kulyk & Associates, LLC11,143$1.15M0.19%-1,65913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,861$1.12M0.17%+20913F-HRTimeline
LexAurum Advisors, LLC10,809$1.11M0.13%-1,22313F-HRTimeline
Ameraudi Asset Management, Inc.10,755$1.11M0.5%013F-HRTimeline
Asset Dedication, LLC10,727$1.1M0.07%-36613F-HRTimeline
Cambridge Financial Group, LLC10,576$1.09M0.34%-29913F-HRTimeline
McAdam, LLC10,532$1.08M0.04%+36413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,500$1.08M0.45%-33013F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,468$1.08M0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,451$1.07M0.01%+1,18713F-HRTimeline
Bragg Financial Advisors, Inc10,382$1.07M0.03%-17313F-HRTimeline
Onyx Bridge Wealth Group LLC10,374$1.07M0.1%+3,74513F-HRTimeline
Archer Investment Management, LLC10,367$1.07M0.36%+1213F-HRTimeline
Orin Green Financial, LLC10,359$1.07M0.39%+10813F-HRTimeline
Parcion Private Wealth LLC10,298$1.06M0.06%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,193$1.05M0.05%013F-HRTimeline
WHITTIER TRUST CO10,001$1.04M0.01%+2,31413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,155$1.04M0.01%+2,37513F-HRTimelineGroup
ZENITH SOLUTIONS, INC.10,117$1.04M0.94%13F-HRTimeline
PITTENGER & ANDERSON INC10,083$1.04M0.04%-21013F-HRTimeline
ERn Financial, LLC9,952$1.02M0.17%+1413F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,943$1.02M0.14%+7413F-HRTimeline
BlueStem Wealth Partners, LLC9,899$1.02M0.1%+67813F-HRTimeline
GenTrust, LLC9,509$978K0.04%-26813F-HRTimeline
Wealth Analytics Partners, LLC9,408$970K0.35%-22213F-HRTimeline
Jordan Park Group LLC9,413$968K0.05%013F-HRTimeline
Financial Planning Fort Collins, LLC9,325$961K0.76%+16713F-HRTimeline
Shepherd Financial Partners LLC9,256$952K0.08%-53313F-HRTimeline
Walkner Condon Financial Advisors LLC9,202$946K0.11%-813F-HRTimeline
CAPE ANN SAVINGS BANK9,105$936K0.44%+77013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,955$921K<0.01%+3,39813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC9,415$900K0.04%-17413F-HRTimeline
Bell Investment Advisors, Inc8,713$896K0.13%-113F-HRTimeline
Orion Porfolio Solutions, LLC8,690$893K0.01%-3,04413F-HRTimeline
Per Stirling Capital Management, LLC.8,689$893K0.09%+16013F-HRTimeline
Birch Hill Investment Advisors LLC8,683$893K0.04%013F-HRTimeline
Montecito Bank & Trust8,654$890K0.13%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,652$890K0.04%+1413F-HRTimeline
Avise Financial Cooperative, Inc.8,531$877K0.62%-4,81613F-HRTimeline
PDS Planning, Inc8,509$875K0.05%+16513F-HRTimeline
Bluespring Wealth Management, LLC8,463$870K0.02%+3,06813F-HRTimeline
COURIER CAPITAL LLC8,412$865K0.04%-19613F-HRTimeline
Peak Financial Management, Inc.8,295$853K0.2%013F-HRTimeline
Great Diamond Partners, LLC8,184$841K0.14%+1,78313F-HRTimeline
Ashton Thomas Private Wealth, LLC8,161$839K0.02%+17813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,111$834K<0.01%+25213F-HRTimelineGroup
Savvy Advisors, Inc.8,072$830K0.02%-40013F-HRTimeline
ASPIRIANT, LLC7,883$810K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,750$797K<0.01%+5,87013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.7,731$795K0.43%+1,74613F-HRTimeline
Wedmont Private Capital7,652$791K0.02%new13F-HRTimeline
Symmetry Partners, LLC7,671$789K0.04%+33113F-HRTimeline
Level Financial Advisors7,651$787K0.18%-19213F-HRTimeline
Sharper & Granite LLC7,572$778K0.24%+27013F-HRTimeline
Argent Trust Co7,554$777K0.02%+19513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,488$770K0.03%+84313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,468$768K0.02%+31213F-HRTimeline
VERITY Wealth Advisors7,432$764K0.46%+9713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.7,432$764K0.01%-45013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…4,195$758K<0.01%+2,30913F-HRTimelineGroup
BRIGHTON JONES LLC7,166$737K0.01%-44513F-HRTimeline
Paulson Wealth Management Inc.7,145$735K0.16%+24213F-HRTimeline
Johnson Financial Group, LLC7,120$732K0.04%-10,07013F-HRTimeline
Waverly Advisors, LLC7,113$731K<0.01%+113F-HRTimeline
MGO ONE SEVEN LLC7,107$731K0.01%-2,52113F-HRTimeline
Prosperity Consulting Group, LLC7,053$725K0.03%+1,22113F-HRTimeline
IFP Advisors, Inc7,045$724K0.01%-19613F-HRTimeline
Aufman Associates Inc7,003$720K0.29%+9213F-HRTimeline
SAGE FINANCIAL GROUP INC6,911$711K0.04%+13713F-HRTimeline
Capital Advantage, Inc.6,867$706K0.09%-2513F-HRTimeline
PRIVATE TRUST CO NA6,845$704K0.06%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,788$698K0.04%+10413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,620$681K0.01%013F-HRTimeline
Farrell Financial LLC6,610$680K0.37%+10313F-HRTimeline
Fort Point Capital Partners LLC6,577$676K0.07%013F-HRTimeline
HighPoint Advisor Group LLC6,541$672K0.02%+313F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,481$666K0.05%+52013F-HRTimeline
MOLLER WEALTH PARTNERS6,452$663K0.12%+1313F-HRTimeline
Ethic Inc.6,432$661K0.01%-61,14713F-HRTimeline
WT Wealth Management6,431$661K0.18%+30613F-HRTimeline
Perennial Investment Advisors, LLC6,412$659K0.04%-1,89713F-HRTimeline
SCS Capital Management LLC6,366$654K0.01%+7013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,310$649K0.02%+28313F-HRTimelineGroup
CIBC Asset Management Inc6,245$642K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$641K0.04%013F-HRTimeline
Morton Brown Family Wealth, LLC6,229$640K0.15%+813F-HRTimeline
Equita Financial Network, Inc.6,223$640K0.18%-10013F-HRTimeline
LIBRA WEALTH LLC6,149$632K0.16%013F-HRTimeline
ABLE Financial Group, LLC6,104$628K0.11%+413F-HRTimeline
Capasso Planning Partners LLC6,071$624K0.31%+213F-HRTimeline
RCS Financial Planning, LLC6,071$624K0.3%-13913F-HRTimeline
Aaron Wealth Advisors LLC6,065$624K0.03%-18113F-HRTimeline
Old Mission Investment Co LLC6,000$617K0.13%13F-HRTimeline
Horst & Graben Wealth Management LLC5,988$611K0.08%-3,48813F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,885$605K0.07%-74213F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC5,813$598K0.01%+11113F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,804$597K0.2%+9013F-HRTimeline
Shotwell Rutter Baer Inc5,802$597K0.33%-10313F-HRTimeline
Ballentine Partners, LLC5,786$595K0.01%+16413F-HRTimeline
ROGCO, LP5,779$594K0.18%+1413F-HRTimeline
AlphaCore Capital LLC5,769$593K0.01%-1,00513F-HRTimeline
Quantinno Capital Management LP5,750$591K<0.01%+2,20813F-HRTimeline
Noble Wealth Partners LLC5,726$589K0.51%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,612$577K-185Timeline
Continuum Advisory, LLC5,582$574K0.05%-2813F-HRTimeline
Bangor Savings Bank5,532$569K0.04%+27913F-HRTimeline
DDFG, Inc5,488$564K0.11%+10613F-HRTimeline
Frisch Financial Group, Inc.5,422$557K0.1%-1,03813F-HRTimeline
NWAM LLC5,411$556K0.03%new13F-HRTimeline
Rehmann Capital Advisory Group5,403$556K0.03%-14213F-HRTimeline
World Investment Advisors5,798$555K0.01%-6413F-HRTimeline
Milestone Investment Advisors LLC5,346$550K0.12%-5413F-HRTimeline