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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (646 13F filers) reported a position in ESGD shares at 2025-06-30, 85,444,697 shares in all. 63 filers opened a position and 24 filers sold out during the quarter.

Managers
642
13F filers
646
New
63
Added
267
Reduced
195
Sold out
24
Shares held by filers
85,444,697

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST FINANCIAL BANK - TRUST DIVISION21,668$1.93M0.17%+6313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,057$1.88M0.02%-1,39613F-HRTimelineGroup
Sanctuary Advisors, LLC20,772$1.85M0.01%+2,31013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/20,025$1.79M0.75%+2,32513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,995$1.78M<0.01%-308,45113F-HR/ATimelineGroup
Elwood & Goetz Wealth Advisory Group, L…19,773$1.76M0.38%+1,62413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,671$1.76M0.03%+14613F-HRTimeline
Brooklyn FI, LLC19,411$1.73M0.44%+2,29813F-HRTimeline
White Lighthouse Investment Management …19,110$1.7M0.28%-1613F-HRTimeline
GenTrust, LLC19,022$1.7M0.08%+1,89113F-HRTimeline
BIRCHBROOK, INC.18,699$1.67M0.89%-2213F-HRTimeline
Parallel Advisors, LLC18,602$1.66M0.03%-1,15413F-HRTimeline
Summit Wealth Group, LLC18,557$1.66M0.43%-39013F-HRTimeline
Values Added Financial LLC18,496$1.65M0.8%-15,87813F-HRTimeline
Chicago Partners Investment Group LLC17,839$1.63M0.05%+31413F-HRTimeline
Ryan Investment Management, Inc.18,146$1.62M1.03%13F-HRTimeline
Private Wealth Management Group, LLC18,079$1.61M0.54%-32413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17,048$1.52M0.6%+36013F-HRTimeline
Portland Global Advisors LLC16,830$1.5M0.18%+23013F-HRTimeline
Trilogy Capital Inc.16,553$1.48M0.07%+1,04413F-HRTimeline
Johnson Financial Group, LLC16,380$1.46M0.14%013F-HRTimeline
Williams & Novak Wealth Management, LLC16,345$1.46M1.24%-1,67013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,343$1.46M0.01%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV15,891$1.42M0.2%-38513F-HRTimeline
WealthCollab, LLC15,817$1.41M0.79%013F-HRTimeline
CGN Advisors LLC15,623$1.39M0.12%-28113F-HRTimeline
Richard P Slaughter Associates Inc15,523$1.38M0.28%+3,14613F-HRTimeline
Sage Advisory Services, Ltd.Co.15,379$1.37M0.75%+3,05513F-HRTimeline
RHS Financial, LLC15,283$1.36M0.77%-7,40013F-HRTimeline
Pure Financial Advisors, LLC15,232$1.36M0.02%+1,10813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,972$1.34M<0.01%+9,81213F-HRTimelineGroup
Weil Company, Inc.14,908$1.33M0.35%+3,69313F-HRTimeline
Elios Financial Group Inc.14,562$1.3M0.59%+2,52813F-HRTimeline
Omega Financial Group, LLC14,542$1.3M0.47%+5613F-HRTimeline
Perennial Investment Advisors, LLC14,221$1.27M0.12%+27113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,141$1.26M<0.01%+13,49613F-HRTimelineGroup
Schneider Downs Wealth Management Advis…14,047$1.25M0.19%+1,81813F-HRTimeline
Mendel Capital Management LLC13,976$1.25M0.71%+57413F-HRTimeline
Caliber Wealth Management, LLC / KS13,946$1.24M0.13%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,895$1.24M0.04%+2,55313F-HRTimelineGroup
NorthRock Partners, LLC13,798$1.23M0.03%-67413F-HR/ATimeline
Coastline Trust Co13,703$1.22M0.14%+1,25813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
A&I FINANCIAL SERVICES, LLC13,613$1.21M0.69%+41413F-HRTimeline
Werba Rubin Papier Wealth Management13,499$1.2M0.23%-1813F-HRTimeline
Asset Dedication, LLC12,888$1.15M0.08%+15613F-HRTimeline
Aprio Wealth Management, LLC12,849$1.15M0.13%-47013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,826$1.14M0.01%+6,33113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,737$1.14M0.02%+40713F-HRTimelineGroup
Ipsen Advisor Group LLC12,576$1.12M0.85%+2113F-HRTimeline
NEPC LLC12,495$1.11M0.03%013F-HRTimeline
Acropolis Investment Management, LLC12,483$1.11M0.06%+14713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,450$1.11M0.06%-3,10713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,315$1.1M0.01%+7,24513F-HRTimelineGroup
Wescott Financial Advisory Group, LLC12,271$1.09M0.1%+1,73313F-HRTimeline
SAX WEALTH ADVISORS, LLC12,091$1.08M0.07%-1,05013F-HRTimeline
Cascade Financial Partners, LLC11,914$1.06M0.13%013F-HRTimeline
Armbruster Capital Management, Inc.11,908$1.06M0.19%-49913F-HRTimeline
Carr Financial Group Corp11,842$1.06M0.31%+21513F-HRTimeline
HF Advisory Group, LLC11,773$1.05M0.42%-1,19613F-HRTimeline
Falcon Wealth Planning11,743$1.05M0.11%+1,28413F-HRTimeline
BRIGHTON JONES LLC11,467$1.02M0.03%+1,14513F-HRTimeline
Cambridge Financial Group, LLC11,448$1.02M0.38%-12313F-HRTimeline
OneDigital Investment Advisors LLC11,392$1.02M0.01%+1,56013F-HRTimeline
Brewster Financial Planning LLC11,371$1.01M0.68%013F-HRTimeline
NorthCoast Asset Management LLC11,271$1.01M<0.01%-73313F-HRTimeline
Diversified Enterprises, LLC11,241$1M0.07%+39613F-HRTimeline
Sensible Financial Planning & Managemen…11,163$996K0.19%-4013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,086$989K0.02%-96313F-HRTimelineGroup
LexAurum Advisors, LLC10,974$979K0.15%new13F-HRTimeline
1ST SOURCE BANK10,813$965K0.05%-5513F-HRTimeline
Ameraudi Asset Management, Inc.10,755$960K0.5%+1,86713F-HRTimeline
Shepherd Financial Partners LLC10,627$948K0.1%-19813F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,468$934K0.03%-14913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,380$926K0.19%-3913F-HRTimeline
Bragg Financial Advisors, Inc10,169$907K0.03%+16413F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,070$898K0.15%-1,20913F-HRTimeline
ERn Financial, LLC9,913$884K0.19%-61513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,793$874K0.05%013F-HRTimeline
SigFig Wealth Management, LLC9,790$872K0.03%new13F-HRTimeline
XY Planning Network, Inc.9,669$863K0.29%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,540$851K<0.01%+15013F-HRTimelineGroup
PITTENGER & ANDERSON INC9,326$832K0.03%-26013F-HRTimeline
Jordan Park Group LLC9,309$831K0.05%-1,27413F-HRTimeline
Orion Porfolio Solutions, LLC9,293$829K0.01%+5,41013F-HR/ATimeline
FORTE CAPITAL LLC /ADV9,196$820K0.09%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,180$819K<0.01%+1,08113F-HRTimeline
COURIER CAPITAL LLC9,093$811K0.05%+56913F-HRTimeline
Orin Green Financial, LLC9,070$809K0.34%013F-HRTimeline
Level Financial Advisors9,067$809K0.25%013F-HRTimeline
Mill Creek Capital Advisors, LLC9,067$809K0.02%+14113F-HRTimeline
PDS Planning, Inc8,933$797K0.06%+9313F-HRTimeline
Compound Planning, Inc.8,906$795K0.03%-4713F-HRTimeline
COMERICA BANK8,898$794K<0.01%+55013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,870$791K0.06%+6213F-HRTimeline
Bell Investment Advisors, Inc8,822$787K0.14%+1313F-HRTimeline
Western Wealth Management, LLC8,742$780K0.05%+5813F-HRTimeline
Valeo Financial Advisors, LLC8,653$772K0.02%-3,06213F-HR/ATimeline
Birch Hill Investment Advisors LLC8,626$770K0.03%+14513F-HRTimeline
Per Stirling Capital Management, LLC.8,609$768K0.1%+1,50513F-HRTimeline
Warren Street Wealth Advisors, LLC8,577$765K0.25%+1713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,574$765K0.27%+1,03513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,376$747K0.01%-39313F-HRTimeline
Perigon Wealth Management, LLC8,318$742K0.02%+1,47013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,315$741K<0.01%+8,03313F-HRTimelineGroup
Peak Financial Management, Inc.8,282$739K0.21%+13613F-HRTimeline
HILL ISLAND FINANCIAL LLC8,261$737K0.21%-89,74813F-HRTimeline
Capasso Planning Partners LLC8,239$735K0.42%+28113F-HRTimeline
Walkner Condon Financial Advisors LLC8,172$729K0.13%-22313F-HRTimeline
Onyx Bridge Wealth Group LLC8,030$716K0.09%+2,55213F-HRTimeline
MAI Capital Management7,815$697K<0.01%+87213F-HRTimeline
Symmetry Partners, LLC7,807$697K0.09%-1,66313F-HRTimeline
WHITTIER TRUST CO7,687$686K0.01%013F-HRTimeline
MGO ONE SEVEN LLC7,679$685K0.02%+3,61313F-HRTimeline
WT Wealth Management7,644$682K0.2%+29713F-HRTimeline
Foster Group, Inc.7,638$681K0.02%+36213F-HRTimeline
BlueStem Wealth Partners, LLC7,595$678K0.08%+13913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,590$677K0.37%-24913F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,435$663K0.25%+2,93613F-HRTimeline
Sharper & Granite LLC7,411$661K0.25%-1,12913F-HRTimeline
Argent Trust Co7,359$657K0.02%+20513F-HRTimeline
VERITY Wealth Advisors7,335$654K0.44%013F-HRTimeline
Wealth Dimensions Group, Ltd.7,292$651K0.14%-18113F-HRTimeline
PRIVATE TRUST CO NA7,280$650K0.06%013F-HRTimeline
Farther Finance Advisors, LLC7,165$639K0.01%+2,04013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,123$636K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC6,971$622K0.01%+4013F-HRTimeline
CWM, LLCin group CWM, LLC6,952$620K<0.01%+1,10013F-HRTimelineGroup
Aufman Associates Inc6,802$607K0.37%+12613F-HRTimeline
Equita Financial Network, Inc.6,702$598K0.24%-69613F-HRTimeline
Addison Advisors LLC6,631$592K0.15%013F-HRTimeline
Morton Brown Family Wealth, LLC6,607$589K0.18%013F-HRTimeline
SAGE FINANCIAL GROUP INC6,591$588K0.04%-813F-HRTimeline
Fort Point Capital Partners LLC6,577$587K0.06%-33413F-HRTimeline
Frisch Financial Group, Inc.6,557$585K0.14%-213F-HRTimeline
Farrell Financial LLC6,522$582K0.39%+12113F-HRTimeline
Paulson Wealth Management Inc.6,381$569K0.15%+12513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,378$569K0.06%-14513F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,377$569K0.02%+70513F-HRTimelineGroup
Great Diamond Partners, LLC6,258$558K0.12%-26213F-HRTimeline
CIBC Asset Management Inc6,245$557K<0.01%013F-HRTimeline
IFP Advisors, Inc6,238$557K0.02%+11313F-HRTimeline
Affinity Capital Advisors, LLC6,233$556K0.1%+13013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$556K0.03%013F-HRTimeline
SCS Capital Management LLC6,215$554K0.01%+8013F-HRTimeline
Bell Bank6,199$553K0.03%-25213F-HRTimeline
LIBRA WEALTH LLC6,149$549K0.18%+1,38713F-HRTimeline
Curtis Advisory Group, LLC6,092$544K0.14%013F-HRTimeline
Shotwell Rutter Baer Inc6,082$543K0.37%-27113F-HRTimeline
SENTINEL TRUST CO LBA6,072$542K0.06%-86513F-HRTimeline
Horst & Graben Wealth Management LLC6,061$541K0.09%new13F-HRTimeline
SkyView Investment Advisors, LLC5,983$533K0.08%+1,38313F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,931$529K<0.01%new13F-HRTimeline
Bogart Wealth, LLC5,918$528K0.02%-55813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,890$526K<0.01%+4,69613F-HRTimelineGroup
McAdam, LLC5,879$525K0.03%+28613F-HRTimeline
Advisory Alpha, LLC5,859$523K0.02%+23213F-HRTimeline
Sharkey, Howes & Javer5,759$514K0.07%new13F-HRTimeline
MOLLER WEALTH PARTNERS5,730$511K0.11%-213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,624$510K0.02%+1,98213F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp5,715$510K0.01%+55613F-HRTimelineGroup
ABLE Financial Group, LLC5,702$509K0.12%+29813F-HRTimeline
SeaCrest Wealth Management, LLC5,701$509K0.06%-1,07013F-HRTimeline
North Berkeley Wealth Management, LLC5,690$508K0.47%+16813F-HRTimeline
Capital Advantage, Inc.5,678$507K0.08%+35313F-HRTimeline
Ballentine Partners, LLC5,622$502K0.01%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,608$500K0.28%+10413F-HRTimeline
Aaron Wealth Advisors LLC5,604$500K0.05%-99613F-HRTimeline
Fulcrum Capital LLC5,579$498K0.11%-34313F-HRTimeline
Chesley Taft & Associates LLC5,450$486K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC5,411$483K<0.01%-35813F-HRTimeline
Milestone Investment Advisors LLC5,399$482K0.13%+113F-HRTimeline
Frank, Rimerman Advisors LLC5,356$478K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,311$474K<0.01%+4713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,281$471K0.02%+1,23013F-HRTimeline
Root Financial Partners, LLC5,272$470K0.05%+1,63713F-HRTimeline
BLB&B Advisors, LLC5,245$468K0.02%+1,80613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,214$465K<0.01%+8913F-HRTimelineGroup
Crestwood Advisors Group, LLC5,192$463K0.01%+78213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,163$461K+41Timeline
Bigelow Investment Advisors, LLC5,162$461K0.2%013F-HRTimeline
Community Bank, N.A.5,159$460K0.06%-2513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,114$456K0.01%new13F-HRTimeline
Martin Worley Group5,015$447K0.22%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,006$447K<0.01%+82513F-HRTimelineGroup
New England Private Wealth Advisors LLC4,985$439K0.06%+9313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,851$433K0.01%+2313F-HRTimelineGroup
LongView Asset Management LLC4,754$424K0.32%-35113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,719$421K0.01%+1,19213F-HRTimelineGroup
World Investment Advisors4,670$417K0.01%+1,69013F-HRTimeline
Morling Financial Advisors, LLC4,664$416K0.14%-20713F-HRTimeline
DDFG, Inc4,654$415K0.1%013F-HRTimeline
Compass Ion Advisors, LLC4,622$412K0.04%013F-HRTimeline
Bluespring Wealth Management, LLC4,608$411K0.04%+1013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,590$410K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.4,563$407K0.07%+2813F-HRTimeline
Austin Private Wealth, LLC4,555$406K0.03%new13F-HRTimeline
TRUEFG, LLC4,541$405K0.12%+1313F-HRTimeline
Sherman Asset Management, Inc.4,500$401K0.36%013F-HRTimeline
Baker Avenue Asset Management, LP4,498$401K0.01%-77513F-HRTimeline
APPLETON PARTNERS INC/MA4,456$398K0.03%-5013F-HRTimeline