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Disclosery

ESGD ISHARES TR

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COM (fund)

608 managers (610 13F filers) reported a position in ESGD shares at 2025-03-31, 86,142,880 shares in all. 38 filers opened a position and 32 filers sold out during the quarter.

Managers
608
13F filers
610
New
38
Added
193
Reduced
254
Sold out
32
Shares held by filers
86,142,880

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BIRCHBROOK, INC.18,721$1.53M0.86%+64813F-HRTimeline
Sanctuary Advisors, LLC18,462$1.51M0.01%+8,38313F-HRTimeline
Private Wealth Management Group, LLC18,403$1.5M0.55%-1,46013F-HRTimeline
Chicago Partners Investment Group LLC17,525$1.5M0.05%+3913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…18,149$1.48M0.36%-1,41013F-HRTimeline
Williams & Novak Wealth Management, LLC18,015$1.47M1.44%-11413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/17,700$1.45M0.69%+67513F-HRTimelineGroup
GenTrust, LLC17,131$1.4M0.07%-2,49013F-HRTimeline
Brooklyn FI, LLC17,113$1.4M0.43%+83613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC16,688$1.36M0.59%-1,26213F-HRTimeline
Portland Global Advisors LLC16,600$1.36M0.17%-2,20013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC16,477$1.34M<0.01%+6,12113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC16,453$1.34M0.04%+9,60313F-HRTimeline
Johnson Financial Group, LLC16,380$1.34M0.14%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,343$1.34M0.01%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV16,276$1.33M0.2%-1,21513F-HRTimeline
CGN Advisors LLC15,904$1.3M0.13%-2,14413F-HRTimeline
WealthCollab, LLC15,817$1.29M0.8%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/15,557$1.27M0.07%-88113F-HRTimeline
Trilogy Capital Inc.15,509$1.27M0.07%-31,86313F-HRTimeline
eCIO, Inc.14,535$1.19M0.4%13F-HRTimeline
Omega Financial Group, LLC14,486$1.18M0.45%+1,72313F-HRTimeline
NorthRock Partners, LLC14,472$1.18M0.04%-1,84713F-HRTimeline
Pure Financial Advisors, LLC14,124$1.15M0.02%-3213F-HRTimeline
Perennial Investment Advisors, LLC13,950$1.14M0.13%+2,65213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,868$1.13M<0.01%+7,94913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC13,689$1.12M0.01%new13F-HRTimeline
Pallas Capital Advisors LLC13,595$1.11M0.05%-61413F-HRTimeline
Werba Rubin Papier Wealth Management13,517$1.1M0.24%+5413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES13,448$1.1M0.43%new13F-HRTimeline
Mendel Capital Management LLC13,402$1.09M0.66%-31213F-HRTimeline
Aprio Wealth Management, LLC13,319$1.09M0.14%-24713F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,199$1.08M0.73%+1,14713F-HRTimeline
SAX WEALTH ADVISORS, LLC13,141$1.07M0.08%-1,59013F-HRTimeline
HF Advisory Group, LLC12,969$1.06M0.46%+1,37013F-HRTimeline
Asset Dedication, LLC12,732$1.04M0.08%-68413F-HRTimeline
Janney Montgomery Scott LLC12,646$1.03M<0.01%+84513F-HRTimeline
Ipsen Advisor Group LLC12,555$1.03M0.88%-94613F-HRTimeline
NEPC LLC12,495$1.02M0.03%+5,61713F-HRTimeline
Coastline Trust Co12,445$1.02M0.13%+6913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Armbruster Capital Management, Inc.12,407$1.01M0.2%+37513F-HRTimeline
Richard P Slaughter Associates Inc12,377$1.01M0.24%+1,86813F-HRTimeline
Acropolis Investment Management, LLC12,336$1.01M0.06%-8513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,330$1.01M0.02%+54113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.12,324$1.01M0.59%013F-HRTimeline
Schneider Downs Wealth Management Advis…12,229$999K0.18%+72013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,049$984K0.03%+72513F-HRTimelineGroup
Elios Financial Group Inc.12,034$983K0.49%-71013F-HRTimeline
NorthCoast Asset Management LLC12,004$981K<0.01%+50613F-HR/ATimeline
Cascade Financial Partners, LLC11,914$973K0.12%-2,50013F-HRTimeline
Valeo Financial Advisors, LLC11,715$957K0.03%+1,58313F-HRTimeline
TOWNSQUARE CAPITAL LLC11,637$951K0.01%+1,70113F-HRTimeline
Carr Financial Group Corp11,627$950K0.31%-4,10713F-HRTimeline
Cambridge Financial Group, LLC11,571$946K0.4%-7613F-HRTimeline
Brewster Financial Planning LLC11,371$929K0.69%-40513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,342$926K0.03%-79313F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC11,279$921K0.18%-1,22713F-HRTimeline
Weil Company, Inc.11,215$916K0.27%+5,34513F-HRTimeline
Sensible Financial Planning & Managemen…11,203$915K0.18%-18313F-HRTimeline
1ST SOURCE BANK10,868$888K0.05%+44813F-HRTimeline
Diversified Enterprises, LLC10,845$886K0.07%+1,50213F-HRTimeline
Shepherd Financial Partners LLC10,825$884K0.1%-1,22513F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,617$867K0.03%013F-HRTimeline
Jordan Park Group LLC10,583$865K0.06%-38513F-HRTimeline
Wescott Financial Advisory Group, LLC10,538$861K0.09%-2,91413F-HRTimeline
ERn Financial, LLC10,528$860K0.14%+36313F-HRTimeline
Falcon Wealth Planning10,459$854K0.09%+3,94313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,419$851K0.19%-25513F-HRTimeline
BRIGHTON JONES LLC10,322$843K0.03%-1913F-HRTimeline
Bragg Financial Advisors, Inc10,005$817K0.03%+96513F-HRTimeline
OneDigital Investment Advisors LLC9,832$803K0.01%+47213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,793$800K0.05%-33713F-HRTimeline
PITTENGER & ANDERSON INC9,586$783K0.03%+2,90013F-HRTimeline
Symmetry Partners, LLC9,470$774K0.11%-14713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,390$767K<0.01%-2813F-HRTimelineGroup
FORTE CAPITAL LLC /ADV9,196$751K0.09%+5,73413F-HRTimeline
Level Financial Advisors9,067$741K0.25%013F-HRTimeline
Orin Green Financial, LLC9,070$732K0.35%new13F-HRTimeline
Compound Planning, Inc.8,953$731K0.03%-2,67113F-HRTimeline
Mill Creek Capital Advisors, LLC8,926$729K0.02%013F-HRTimeline
Ameraudi Asset Management, Inc.8,888$726K0.42%013F-HRTimeline
PDS Planning, Inc8,840$722K0.06%+10013F-HRTimeline
Bell Investment Advisors, Inc8,809$720K0.13%-10013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,808$720K0.07%-10713F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,769$716K0.01%+75113F-HRTimeline
Western Wealth Management, LLC8,684$709K0.05%+31413F-HRTimeline
Warren Street Wealth Advisors, LLC8,560$699K0.27%013F-HRTimeline
Sharper & Granite LLC8,540$698K0.29%-2113F-HRTimeline
COURIER CAPITAL LLC8,524$696K0.05%+4,99813F-HRTimeline
SVB WEALTH LLC8,486$693K0.03%013F-HRTimeline
Birch Hill Investment Advisors LLC8,481$693K0.03%-49213F-HRTimeline
Walkner Condon Financial Advisors LLC8,395$686K0.14%+40013F-HRTimeline
COMERICA BANK8,348$682K<0.01%-4,01213F-HRTimeline
Peak Financial Management, Inc.8,146$666K0.2%-20513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,099$662K<0.01%+5113F-HRTimeline
JFG Wealth Management, LLC8,077$660K0.15%013F-HRTimeline
Capasso Planning Partners LLC7,958$650K0.27%-20113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,839$640K0.38%-52713F-HRTimeline
WHITTIER TRUST CO7,687$628K0.01%-2,28213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,539$616K0.26%new13F-HRTimeline
Wealth Dimensions Group, Ltd.7,473$610K0.15%+12113F-HRTimeline
BlueStem Wealth Partners, LLC7,456$609K0.08%-40313F-HRTimeline
Equita Financial Network, Inc.7,398$604K0.21%-66113F-HRTimeline
WT Wealth Management7,347$600K0.19%-67713F-HRTimeline
VERITY Wealth Advisors7,335$599K0.44%013F-HRTimeline
PRIVATE TRUST CO NA7,280$595K0.06%013F-HRTimeline
Foster Group, Inc.7,276$594K0.02%-42013F-HRTimeline
Argent Trust Co7,154$584K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,136$583K<0.01%-28,09913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,123$582K<0.01%-83913F-HRTimelineGroup
Per Stirling Capital Management, LLC.7,104$580K0.08%013F-HRTimeline
GTS SECURITIES LLC6,985$571K0.02%-4,69913F-HRTimeline
MAI Capital Management6,943$567K<0.01%+8813F-HRTimeline
SENTINEL TRUST CO LBA6,937$567K0.07%-77213F-HRTimeline
Waverly Advisors, LLC6,931$566K0.01%new13F-HRTimeline
Fort Point Capital Partners LLC6,911$565K0.06%-49213F-HRTimeline
Perigon Wealth Management, LLC6,848$559K0.01%-9413F-HRTimeline
SeaCrest Wealth Management, LLC6,771$553K0.06%-10013F-HRTimeline
Aufman Associates Inc6,676$545K0.37%013F-HRTimeline
Addison Advisors LLC6,631$542K0.15%013F-HRTimeline
Morton Brown Family Wealth, LLC6,607$540K0.18%+1313F-HRTimeline
Aaron Wealth Advisors LLC6,600$539K0.06%-1,07013F-HRTimeline
SAGE FINANCIAL GROUP INC6,599$539K0.04%+18813F-HRTimeline
Frisch Financial Group, Inc.6,559$536K0.15%-6013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,523$533K0.06%-4013F-HRTimeline
Great Diamond Partners, LLC6,520$533K0.15%+14213F-HRTimeline
AlphaCore Capital LLC6,519$533K0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,495$531K0.01%-2,06913F-HRTimelineGroup
Bogart Wealth, LLC6,476$529K0.02%-6813F-HRTimeline
Bell Bank6,451$527K0.03%013F-HRTimeline
Farrell Financial LLC6,401$523K0.38%013F-HRTimeline
Paulson Wealth Management Inc.6,256$511K0.14%+34213F-HRTimeline
CIBC Asset Management Inc6,245$510K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$509K0.03%new13F-HRTimeline
Modern Wealth Management, LLC6,229$509K0.02%new13F-HR/ATimeline
SCS Capital Management LLC6,135$501K0.01%new13F-HR/ATimeline
IFP Advisors, Inc6,125$500K0.02%+15713F-HRTimeline
Curtis Advisory Group, LLC6,092$498K0.15%013F-HRTimeline
Fulcrum Capital LLC5,922$484K0.11%-56013F-HRTimeline
Affinity Capital Advisors, LLC6,103$482K0.1%-6,51413F-HRTimeline
CWM, LLCin group CWM, LLC5,852$478K<0.01%+3,25913F-HRTimelineGroup
Shotwell Rutter Baer Inc6,353$476K0.42%-59013F-HRTimeline
Sequoia Financial Advisors, LLC5,769$471K<0.01%+46013F-HRTimeline
MOLLER WEALTH PARTNERS5,732$468K0.12%+1,25213F-HRTimeline
JSF Financial, LLC5,721$467K0.12%+83113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,672$463K0.02%-2,05813F-HRTimelineGroup
Advisory Alpha, LLC5,627$460K0.02%-9313F-HR/ATimeline
Ballentine Partners, LLC5,622$459K0.01%013F-HRTimeline
McAdam, LLC5,593$457K0.03%+74213F-HRTimeline
North Berkeley Wealth Management, LLC5,522$451K0.47%-71113F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,504$450K0.26%013F-HRTimeline
Onyx Bridge Wealth Group LLC5,478$448K0.06%-12013F-HRTimeline
Chesley Taft & Associates LLC5,450$445K0.02%013F-HRTimeline
Grant/GrossMendelsohn, LLC5,220$442K0.25%013F-HRTimeline
ABLE Financial Group, LLC5,404$441K0.12%+1413F-HRTimeline
Milestone Investment Advisors LLC5,398$441K0.12%+50813F-HRTimeline
Frank, Rimerman Advisors LLC5,356$438K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP5,273$431K0.01%-2,62413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,264$430K<0.01%+3,10613F-HRTimelineGroup
Community Bank, N.A.5,184$423K0.06%-1513F-HRTimeline
Bigelow Investment Advisors, LLC5,162$422K0.2%+1213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,160$422K<0.01%+1,92913F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp5,159$421K0.01%+2,09613F-HRTimelineGroup
Farther Finance Advisors, LLC5,125$419K0.01%+1,02013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,125$419K<0.01%-4313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,122$418KnewTimeline
LongView Asset Management LLC5,105$417K0.36%-19313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,070$414K<0.01%013F-HRTimelineGroup
Capital Advantage, Inc.5,325$405K0.07%013F-HRTimeline
Adero Partners, LLC4,935$403K0.03%013F-HRTimeline
New England Private Wealth Advisors LLC4,892$400K0.06%013F-HRTimeline
Morling Financial Advisors, LLC4,871$398K0.14%+48613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,828$394K0.01%-25713F-HRTimelineGroup
LIBRA WEALTH LLC4,762$389K0.15%+1,09413F-HRTimeline
DDFG, Inc4,654$380K0.11%-113F-HRTimeline
WNY Asset Management, LLC4,654$380K0.05%+34913F-HRTimeline
Compass Ion Advisors, LLC4,622$378K0.04%013F-HRTimeline
SkyView Investment Advisors, LLC4,600$376K0.06%+25413F-HRTimeline
Bluespring Wealth Management, LLC4,598$376K0.04%+413F-HRTimeline
VILLERE ST DENIS J & CO LLC4,590$375K0.04%-80313F-HRTimeline
Financial Insights, Inc.4,554$372K0.15%-2,86313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,550$372K0.01%-14413F-HRTimelineGroup
NAPATREE CAPITAL LLC4,549$372K0.21%+8813F-HRTimeline
Hilltop Partners LLC4,543$371K0.13%+95113F-HRTimeline
Kelman-Lazarov, Inc.4,535$370K0.07%-93313F-HRTimeline
Wade Financial Advisory, Inc4,534$370K0.13%+6413F-HRTimeline
TRUEFG, LLC4,528$370K0.12%-29313F-HRTimeline
APPLETON PARTNERS INC/MA4,506$368K0.03%-66513F-HRTimeline
Sherman Asset Management, Inc.4,500$368K0.35%-13813F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,499$367K0.17%013F-HRTimeline
Crestwood Advisors Group, LLC4,410$360K0.01%-80013F-HRTimeline
Darden Wealth Group Inc4,233$346K0.27%013F-HRTimeline
Fingerlakes Wealth Management, Inc.4,205$343K0.29%-5313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,181$342K<0.01%+1,28813F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC4,170$341K0.33%013F-HRTimeline
FC Advisory LLC4,092$334K0.11%+1513F-HRTimeline
CWC Advisors, LLC.4,091$334K0.19%+1813F-HRTimeline
Arkos Global Advisors4,078$333K0.05%-3413F-HRTimeline
MGO ONE SEVEN LLC4,066$332K0.01%-9313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,051$331K0.02%+613F-HRTimeline