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Disclosery

ESGD ISHARES TR

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COM (fund)

609 managers (610 13F filers) reported a position in ESGD shares at 2024-12-31, 86,435,297 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
609
13F filers
610
New
29
Added
281
Reduced
157
Sold out
38
Shares held by filers
86,435,297

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Private Wealth Management Group, LLC19,863$1.51M0.58%+26813F-HRTimeline
GenTrust, LLC19,621$1.49M0.07%+1613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…19,559$1.49M0.36%+4,43513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,512$1.49M0.03%+4513F-HRTimeline
Portland Global Advisors LLC18,800$1.43M0.18%-4013F-HRTimeline
Haverford Trust Co18,683$1.42M0.01%+5,22013F-HRTimeline
Summit Wealth Group, LLC18,225$1.39M0.4%+61513F-HRTimeline
Williams & Novak Wealth Management, LLC18,129$1.38M1.33%-2,39413F-HRTimeline
BIRCHBROOK, INC.18,073$1.38M0.78%+6313F-HRTimeline
CGN Advisors LLC18,048$1.37M0.13%+1,11713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17,950$1.37M0.58%-3,40313F-HRTimeline
Chicago Partners Investment Group LLC17,486$1.34M0.04%+21913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV17,491$1.33M0.2%+1,58913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/17,025$1.3M0.61%-1,37513F-HRTimelineGroup
Parallel Advisors, LLC16,546$1.26M0.03%+85813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/16,438$1.25M0.07%+60713F-HRTimeline
Johnson Financial Group, LLC16,380$1.25M0.15%+64813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,343$1.24M0.01%013F-HRTimelineGroup
NorthRock Partners, LLC16,319$1.24M0.04%-1,74113F-HR/ATimeline
Brooklyn FI, LLC16,277$1.24M0.41%+47413F-HR/ATimeline
WealthCollab, LLC15,817$1.2M0.77%+1,48013F-HRTimeline
Carr Financial Group Corp15,734$1.2M0.38%-4313F-HRTimeline
Montis Financial, LLC14,812$1.13M0.35%+4,88413F-HRTimeline
SAX WEALTH ADVISORS, LLC14,731$1.12M0.09%-4,27213F-HRTimeline
Cascade Financial Partners, LLC14,414$1.1M0.14%013F-HRTimeline
Pallas Capital Advisors LLC14,209$1.08M0.05%-34213F-HRTimeline
Pure Financial Advisors, LLC14,156$1.08M0.02%+4,15613F-HRTimeline
Mendel Capital Management LLC13,714$1.04M0.63%+313F-HRTimeline
Aprio Wealth Management, LLC13,566$1.03M0.15%+21213F-HRTimeline
Ipsen Advisor Group LLC13,501$1.03M0.88%13F-HRTimeline
Werba Rubin Papier Wealth Management13,463$1.03M0.24%-1013F-HRTimeline
Wescott Financial Advisory Group, LLC13,452$1.02M0.11%+1,22513F-HRTimeline
Asset Dedication, LLC13,416$1.02M0.08%-41613F-HRTimeline
Omega Financial Group, LLC12,763$972K0.37%+36113F-HRTimeline
Elios Financial Group Inc.12,744$970K0.46%-2,66713F-HRTimeline
Affinity Capital Advisors, LLC12,617$969K0.18%-1,40513F-HRTimeline
REGATTA CAPITAL GROUP, LLC12,506$952K0.18%+6913F-HRTimeline
Acropolis Investment Management, LLC12,421$946K0.06%+1,41113F-HRTimeline
Coastline Trust Co12,376$942K0.11%+1,13413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FINANCIAL COUNSELORS INC12,367$942K0.01%+1,26113F-HRTimeline
COMERICA BANK12,360$941K<0.01%-4913F-HR/ATimeline
Sage Advisory Services, Ltd.Co.12,324$938K0.56%-85413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,135$924K0.04%+11013F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC12,052$918K0.89%13F-HRTimeline
Shepherd Financial Partners LLC12,050$918K0.11%+7313F-HRTimeline
Armbruster Capital Management, Inc.12,032$916K0.19%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,017$915K0.07%+7,90013F-HRTimeline
Janney Montgomery Scott LLC11,801$899K<0.01%+6,19313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,789$898K0.01%+45613F-HRTimelineGroup
Brewster Financial Planning LLC11,776$897K0.68%+6,66313F-HRTimeline
GTS SECURITIES LLC11,684$890K0.04%new13F-HRTimeline
Cambridge Financial Group, LLC11,647$887K0.38%-41113F-HRTimeline
Compound Planning, Inc.11,624$885K0.04%-2,12413F-HRTimeline
HF Advisory Group, LLC11,599$883K0.41%+1,31213F-HRTimeline
Schneider Downs Wealth Management Advis…11,509$876K0.16%+1,05713F-HRTimeline
NorthCoast Asset Management LLC11,498$875K<0.01%-5,95113F-HR/ATimeline
Sensible Financial Planning & Managemen…11,386$867K0.18%+4,35913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,324$862K0.02%+1,64313F-HRTimelineGroup
Perennial Investment Advisors, LLC11,298$860K0.1%+1,04213F-HRTimeline
Jordan Park Group LLC10,968$835K0.06%+4413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,722$816K<0.01%-30013F-HR/ATimelineGroup
PRESILIUM PRIVATE WEALTH, LLC10,674$813K0.19%+1,44613F-HRTimeline
Sanctuary Advisors, LLC10,079$809K0.01%-30313F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,617$808K0.06%013F-HRTimeline
Richard P Slaughter Associates Inc10,509$800K0.18%+82513F-HRTimeline
1ST SOURCE BANK10,420$793K0.05%+61813F-HRTimeline
BRIGHTON JONES LLC10,341$787K0.02%+1,24913F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10,356$787K<0.01%-19,14813F-HRTimelineGroup
Mission Creek Capital Partners, Inc.10,312$785K0.17%-36513F-HRTimeline
ERn Financial, LLC10,165$774K0.12%+62313F-HRTimeline
Valeo Financial Advisors, LLC10,132$771K0.02%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,130$771K0.05%013F-HRTimeline
WHITTIER TRUST CO9,969$759K0.01%-2,71013F-HRTimeline
TOWNSQUARE CAPITAL LLC9,936$757K0.01%+1,10913F-HRTimeline
Symmetry Partners, LLC9,617$732K0.1%+2,37313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,418$717K<0.01%-13713F-HRTimelineGroup
OneDigital Investment Advisors LLC9,360$713K0.01%+11013F-HRTimeline
Diversified Enterprises, LLC9,343$711K0.07%-5,70013F-HRTimeline
HTLF Bank9,293$708K0.08%013F-HRTimeline
Clarity Asset Management, Inc.9,179$699K0.46%-9313F-HRTimeline
Level Financial Advisors9,067$690K0.25%013F-HRTimeline
Bragg Financial Advisors, Inc9,040$688K0.03%-82913F-HRTimeline
Birch Hill Investment Advisors LLC8,973$683K0.03%+50513F-HRTimeline
Mill Creek Capital Advisors, LLC8,926$680K0.02%-8213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,915$679K0.05%+40113F-HRTimeline
Bell Investment Advisors, Inc8,909$678K0.13%+50513F-HRTimeline
Ameraudi Asset Management, Inc.8,888$677K0.37%013F-HRTimeline
PDS Planning, Inc8,740$665K0.06%+21213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,564$652K0.01%+2,22513F-HRTimelineGroup
Sharper & Granite LLC8,561$652K0.29%-24513F-HRTimeline
Warren Street Wealth Advisors, LLC8,560$652K0.27%+94513F-HRTimeline
SVB WEALTH LLC8,486$646K0.01%new13F-HRTimeline
Western Wealth Management, LLC8,370$637K0.04%-25713F-HR/ATimeline
Higgins & Schmidt Wealth Strategies LLC8,366$637K0.4%new13F-HRTimeline
Peak Financial Management, Inc.8,351$636K0.19%-78613F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…8,318$633K<0.01%-3,14413F-HRTimelineGroup
Capasso Planning Partners LLC8,159$621K0.25%-11213F-HRTimeline
JFG Wealth Management, LLC8,077$615K0.14%013F-HRTimeline
Equita Financial Network, Inc.8,059$614K0.22%-1113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,048$613K<0.01%+2,86013F-HRTimeline
WT Wealth Management8,024$611K0.19%+34113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,018$610K0.01%+1,43013F-HRTimeline
Walkner Condon Financial Advisors LLC7,995$609K0.12%-6813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,962$606K<0.01%+3513F-HRTimelineGroup
Baker Avenue Asset Management, LP7,897$601K0.02%+1,75913F-HRTimeline
BlueStem Wealth Partners, LLC7,859$598K0.08%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,730$589K0.02%+1,02413F-HRTimelineGroup
SENTINEL TRUST CO LBA7,709$587K0.07%013F-HRTimeline
Foster Group, Inc.7,696$586K0.02%+75913F-HRTimeline
Aaron Wealth Advisors LLC7,670$584K0.07%-25613F-HRTimeline
Financial Insights, Inc.7,417$565K0.21%-25013F-HRTimeline
Fort Point Capital Partners LLC7,403$564K0.06%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK7,366$561K0.02%+3,16113F-HRTimelineGroup
Wealth Dimensions Group, Ltd.7,352$560K0.14%-24513F-HRTimeline
VERITY Wealth Advisors7,335$558K0.4%013F-HRTimeline
PRIVATE TRUST CO NA7,280$554K0.06%-10013F-HRTimeline
Argent Trust Co7,154$545K0.02%-20313F-HRTimeline
Per Stirling Capital Management, LLC.7,104$541K0.08%-3,03113F-HRTimeline
Perigon Wealth Management, LLC6,942$534K0.01%+1,69813F-HRTimeline
Shotwell Rutter Baer Inc6,943$524K0.44%-4313F-HRTimeline
NEPC LLC6,878$524K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,871$523K0.05%-19513F-HRTimeline
MAI Capital Management6,855$522K<0.01%+78413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,850$522K0.02%-20,94413F-HRTimeline
PITTENGER & ANDERSON INC6,686$509K0.02%+6013F-HRTimeline
Aufman Associates Inc6,676$508K0.34%+8813F-HRTimeline
Addison Advisors LLC6,631$505K0.14%013F-HRTimeline
Frisch Financial Group, Inc.6,619$504K0.15%-1,17213F-HRTimeline
Morton Brown Family Wealth, LLC6,594$502K0.17%-41413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,563$500K0.05%+2,30413F-HRTimeline
Bogart Wealth, LLC6,544$498K0.02%-2,15113F-HRTimeline
Falcon Wealth Planning6,516$496K0.06%-23013F-HRTimeline
Fulcrum Capital LLC6,482$494K0.1%013F-HRTimeline
Bell Bank6,451$491K0.04%-1713F-HRTimeline
SAGE FINANCIAL GROUP INC6,411$488K0.04%+11913F-HRTimeline
Farrell Financial LLC6,401$487K0.35%+8413F-HRTimeline
Great Diamond Partners, LLC6,378$486K0.13%+22913F-HRTimeline
CIBC Asset Management Inc6,245$475K<0.01%013F-HRTimeline
North Berkeley Wealth Management, LLC6,233$475K0.48%13F-HRTimeline
Curtis Advisory Group, LLC6,092$464K0.12%-68013F-HRTimeline
IFP Advisors, Inc5,968$454K0.01%-213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,919$451K<0.01%+2,75113F-HRTimelineGroup
Paulson Wealth Management Inc.5,914$450K0.12%+16113F-HRTimeline
Idaho Trust Co5,900$449K0.23%013F-HRTimeline
Weil Company, Inc.5,870$447K0.15%+73913F-HRTimeline
Advisory Alpha, LLC5,720$436K0.02%+2713F-HRTimeline
Ballentine Partners, LLC5,622$428K0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC5,598$426K0.06%-3413F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,504$419K0.24%+7313F-HRTimeline
Kelman-Lazarov, Inc.5,468$416K0.07%+11313F-HRTimeline
Chesley Taft & Associates LLC5,450$415K0.02%013F-HRTimeline
VILLERE ST DENIS J & CO LLC5,393$411K0.04%013F-HRTimeline
ABLE Financial Group, LLC5,390$410K0.12%+35013F-HRTimeline
Frank, Rimerman Advisors LLC5,356$408K0.03%013F-HRTimeline
Capital Advantage, Inc.5,325$405K0.07%new13F-HRTimeline
Sequoia Financial Advisors, LLC5,309$404K<0.01%+1213F-HR/ATimeline
LongView Asset Management LLC5,298$403K0.35%13F-HRTimeline
Grant/GrossMendelsohn, LLC5,220$397K0.21%+1913F-HRTimeline
Crestwood Advisors Group, LLC5,210$397K0.01%013F-HRTimeline
Community Bank, N.A.5,199$396K0.05%013F-HRTimeline
APPLETON PARTNERS INC/MA5,171$394K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,168$394K<0.01%new13F-HRTimelineGroup
Bigelow Investment Advisors, LLC5,150$392K0.18%-89813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,085$387K0.01%+37013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,070$386K<0.01%+4213F-HRTimelineGroup
Adero Partners, LLC4,935$376K0.02%013F-HRTimeline
New England Private Wealth Advisors LLC4,892$372K0.06%+6413F-HRTimeline
JSF Financial, LLC4,890$372K0.1%-27113F-HRTimeline
Milestone Investment Advisors LLC4,890$372K0.1%+113F-HRTimeline
McAdam, LLC4,851$369K0.02%+80413F-HRTimeline
TRUEFG, LLC4,821$367K0.12%+29213F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,816$367K<0.01%+56313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,694$357K0.01%+14213F-HRTimelineGroup
DDFG, Inc4,655$354K0.1%-25413F-HRTimeline
Sherman Asset Management, Inc.4,638$353K0.32%13F-HRTimeline
Heritage Trust Co4,627$352K0.04%13F-HRTimeline
Compass Ion Advisors, LLC4,622$352K0.04%013F-HRTimeline
TME FINANCIAL, INC.4,162$350K0.33%13F-HRTimeline
Bluespring Wealth Management, LLC4,594$350K0.04%+19513F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,499$342K0.13%13F-HRTimeline
MOLLER WEALTH PARTNERS4,480$341K0.09%013F-HRTimeline
Wade Financial Advisory, Inc4,470$340K0.12%+71913F-HRTimeline
NAPATREE CAPITAL LLC4,461$340K0.2%-3513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC4,424$337K0.02%+99013F-HRTimelineGroup
Metis Global Partners, LLC4,392$334K0.01%+15613F-HRTimeline
Morling Financial Advisors, LLC4,385$334K0.12%+31513F-HRTimeline
SkyView Investment Advisors, LLC4,346$331K0.05%-2413F-HRTimeline
WNY Asset Management, LLC4,305$328K0.04%+2313F-HRTimeline
Merriman Wealth Management, LLC4,296$327K0.01%new13F-HRTimeline
UNIONVIEW, LLC4,265$325K0.24%+4313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC4,260$324K0.36%13F-HR/ATimeline
Fingerlakes Wealth Management, Inc.4,258$324K0.26%+20213F-HRTimeline
Darden Wealth Group Inc4,233$322K0.22%013F-HRTimeline
Michael A. Dubis Financial Planning, LLC4,170$318K0.31%13F-HRTimeline
Orion Porfolio Solutions, LLC4,174$318K<0.01%-20,08113F-HRTimeline
Orion Portfolio Solutions, LLC4,174$318K<0.01%-20,08113F-HRTimeline
MGO ONE SEVEN LLC4,159$317K0.01%-30413F-HRTimeline
Arkos Global Advisors4,112$313K0.05%-1013F-HRTimeline
Farther Finance Advisors, LLC4,105$313K0.01%-44113F-HRTimeline
OLD MISSION CAPITAL LLC4,091$311K0.01%+89113F-HRTimeline