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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (648 13F filers) reported a position in ESGD shares at 2025-09-30, 85,081,201 shares in all. 42 filers opened a position and 32 filers sold out during the quarter.

Managers
642
13F filers
648
New
42
Added
278
Reduced
178
Sold out
32
Shares held by filers
85,081,201

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GenTrust, LLC20,262$1.88M0.09%+1,24013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,852$1.85M0.02%+18113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,640$1.85M<0.01%-3,61013F-HRTimelineGroup
NorthRock Partners, LLC19,571$1.82M0.03%+5,77313F-HRTimeline
White Lighthouse Investment Management …19,459$1.81M0.28%+34913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC19,054$1.77M<0.01%-77,95013F-HRTimelineGroup
BIRCHBROOK, INC.18,695$1.74M0.9%-413F-HRTimeline
Chicago Partners Investment Group LLC17,787$1.7M0.04%-5213F-HRTimeline
Private Wealth Management Group, LLC18,115$1.68M0.46%+3613F-HRTimeline
Summit Wealth Group, LLC18,066$1.68M0.41%-49113F-HRTimeline
Values Added Financial LLC18,056$1.68M0.75%-44013F-HRTimeline
Ryan Investment Management, Inc.17,631$1.64M0.91%-51513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…17,621$1.64M0.31%-2,15213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,124$1.59M0.01%+4,29813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC17,073$1.59M0.57%+2513F-HR/ATimeline
Parallel Advisors, LLC16,944$1.58M0.03%-1,65813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,737$1.56M<0.01%+1,76513F-HRTimelineGroup
CGN Advisors LLC16,713$1.55M0.13%+1,09013F-HRTimeline
Trilogy Capital Inc.16,617$1.55M0.07%+6413F-HRTimeline
Johnson Financial Group, LLC16,380$1.52M0.14%013F-HRTimeline
Portland Global Advisors LLC16,355$1.52M0.17%-47513F-HRTimeline
Williams & Novak Wealth Management, LLC16,345$1.52M1.17%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV16,341$1.52M0.2%+45013F-HRTimeline
Acropolis Investment Management, LLC16,873$1.51M0.08%+4,39013F-HRTimeline
Richard P Slaughter Associates Inc16,153$1.5M0.32%+63013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,939$1.48M0.01%+3,62413F-HRTimelineGroup
WealthCollab, LLC15,817$1.47M0.68%013F-HRTimeline
Sage Advisory Services, Ltd.Co.15,369$1.43M0.75%-1013F-HRTimeline
RHS Financial, LLC15,000$1.39M0.72%-28313F-HRTimeline
Weil Company, Inc.14,948$1.39M0.33%+4013F-HRTimeline
MAI Capital Management14,601$1.36M0.01%+6,78613F-HRTimeline
Pure Financial Advisors, LLC14,480$1.35M0.02%-75213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,455$1.34M0.04%+56013F-HRTimelineGroup
Falcon Wealth Planning14,392$1.34M0.12%+2,64913F-HRTimeline
Coastline Trust Co14,380$1.34M0.14%+67713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perennial Investment Advisors, LLC14,268$1.33M0.11%+4713F-HRTimeline
Caliber Wealth Management, LLC / KS14,117$1.31M0.15%+17113F-HRTimeline
Omega Financial Group, LLC14,113$1.31M0.44%-42913F-HRTimeline
Schneider Downs Wealth Management Advis…14,047$1.31M0.15%013F-HRTimeline
Mendel Capital Management LLC13,976$1.3M0.68%013F-HRTimeline
Orion Porfolio Solutions, LLC13,810$1.28M0.01%+4,51713F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,648$1.28M0.62%+3513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,673$1.27M0.01%+93613F-HRTimelineGroup
NorthCoast Asset Management LLC13,511$1.26M<0.01%+2,24013F-HRTimeline
Wescott Financial Advisory Group, LLC13,065$1.21M0.11%+79413F-HRTimeline
Aprio Wealth Management, LLC12,956$1.2M0.12%+10713F-HRTimeline
Werba Rubin Papier Wealth Management12,699$1.18M0.19%-80013F-HRTimeline
HF Advisory Group, LLC12,500$1.16M0.43%+72713F-HRTimeline
NEPC LLC12,495$1.16M0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC12,478$1.16M0.06%+38713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,441$1.16M0.06%-913F-HRTimeline
Ipsen Advisor Group LLC12,425$1.16M0.83%-15113F-HRTimeline
Asset Dedication, LLC12,388$1.15M0.08%-50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,218$1.14M0.02%+1,13213F-HRTimelineGroup
Armbruster Capital Management, Inc.12,158$1.13M0.19%+25013F-HRTimeline
Compound Planning, Inc.12,108$1.13M0.04%+3,20213F-HRTimeline
Farther Finance Advisors, LLC12,063$1.12M0.02%+4,89813F-HRTimeline
OneDigital Investment Advisors LLC11,921$1.11M0.01%+52913F-HRTimeline
Cascade Financial Partners, LLC11,914$1.11M0.13%013F-HRTimeline
Carr Financial Group Corp11,763$1.09M0.3%-7913F-HRTimeline
LexAurum Advisors, LLC11,524$1.07M0.15%+55013F-HRTimeline
Cambridge Financial Group, LLC11,475$1.07M0.34%+2713F-HRTimeline
BRIGHTON JONES LLC11,420$1.06M0.03%-4713F-HRTimeline
Brewster Financial Planning LLC11,371$1.06M0.66%013F-HRTimeline
SigFig Wealth Management, LLC11,327$1.05M0.03%+1,53713F-HRTimeline
Diversified Enterprises, LLC11,189$1.04M0.07%-5213F-HRTimeline
1ST SOURCE BANK10,829$1.01M0.05%+1613F-HRTimeline
Sensible Financial Planning & Managemen…10,770$1M0.18%-39313F-HRTimeline
Ameraudi Asset Management, Inc.10,755$1M0.6%013F-HR/ATimeline
PRESILIUM PRIVATE WEALTH, LLC10,594$985K0.19%+21413F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,468$973K0.03%013F-HRTimeline
HILL ISLAND FINANCIAL LLC10,462$973K0.24%+2,20113F-HRTimeline
Sequoia Financial Advisors, LLC10,287$956K0.01%+4,87613F-HRTimeline
ERn Financial, LLC10,268$955K0.19%+35513F-HRTimeline
Perigon Wealth Management, LLC10,214$950K0.02%+1,89613F-HRTimeline
Bragg Financial Advisors, Inc10,150$944K0.03%-1913F-HRTimeline
PITTENGER & ANDERSON INC10,086$938K0.03%+76013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT10,055$935K0.3%+1,48113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,011$931K<0.01%-113,58813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC9,937$924K0.15%-13313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,793$911K0.05%013F-HRTimeline
Horst & Graben Wealth Management LLC9,733$905K0.14%+3,67213F-HRTimeline
COURIER CAPITAL LLC9,731$905K0.05%+63813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,607$893K0.01%+1,23113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,532$886K<0.01%-813F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…9,516$884K0.3%+2,08113F-HRTimeline
COMERICA BANK9,473$881K<0.01%+57513F-HRTimeline
Shepherd Financial Partners LLC9,368$871K0.08%-1,25913F-HRTimeline
Jordan Park Group LLC9,309$866K0.05%013F-HRTimeline
XY Planning Network, Inc.9,669$863K0.29%013F-HRTimeline
MGO ONE SEVEN LLC9,181$854K0.02%+1,50213F-HRTimeline
Sharkey, Howes & Javer9,133$849K0.11%+3,37413F-HRTimeline
Orin Green Financial, LLC9,070$843K0.34%013F-HRTimeline
PDS Planning, Inc8,922$830K0.06%-1113F-HRTimeline
Western Wealth Management, LLC8,742$813K0.04%013F-HRTimeline
Bell Investment Advisors, Inc8,722$811K0.13%-10013F-HRTimeline
Valeo Financial Advisors, LLC8,653$805K0.02%013F-HRTimeline
Birch Hill Investment Advisors LLC8,635$803K0.03%+913F-HRTimeline
Per Stirling Capital Management, LLC.8,609$800K0.1%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,401$781K0.05%-46913F-HRTimeline
Peak Financial Management, Inc.8,397$781K0.21%+11513F-HRTimeline
Onyx Bridge Wealth Group LLC8,371$778K0.08%+34113F-HRTimeline
Walkner Condon Financial Advisors LLC8,277$770K0.12%+10513F-HRTimeline
Pathway Financial Advisors LLC7,969$741K0.1%+5,42013F-HRTimeline
Warren Street Wealth Advisors, LLC7,881$733K0.22%-69613F-HRTimeline
Foster Group, Inc.7,845$729K0.02%+20713F-HRTimeline
Level Financial Advisors7,843$729K0.21%-1,22413F-HRTimeline
WHITTIER TRUST CO7,696$729K0.01%+913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,789$724K0.37%+19913F-HRTimeline
Mill Creek Capital Advisors, LLC7,747$720K0.01%-1,32013F-HRTimeline
Savvy Advisors, Inc.7,480$695K0.03%new13F-HRTimeline
WT Wealth Management7,437$691K0.2%-20713F-HRTimeline
Sharper & Granite LLC7,434$691K0.25%+2313F-HRTimeline
Argent Trust Co7,359$684K0.02%013F-HRTimeline
VERITY Wealth Advisors7,335$682K0.43%013F-HRTimeline
PRIVATE TRUST CO NA7,280$677K0.06%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,115$662K0.05%-30,29613F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,108$661K<0.01%-1513F-HRTimelineGroup
Waverly Advisors, LLC6,951$646K0.01%-2013F-HRTimeline
CWM, LLCin group CWM, LLC6,909$642K<0.01%-4313F-HRTimelineGroup
Advisory Alpha, LLC6,794$638K0.02%+93513F-HRTimeline
SAGE FINANCIAL GROUP INC6,828$635K0.04%+23713F-HRTimeline
Addison Advisors LLC6,806$633K0.15%+17513F-HRTimeline
Aufman Associates Inc6,802$632K0.36%013F-HRTimeline
BlueStem Wealth Partners, LLC6,773$630K0.07%-82213F-HRTimeline
Equita Financial Network, Inc.6,773$630K0.21%+7113F-HRTimeline
Capasso Planning Partners LLC6,656$619K0.39%-1,58313F-HRTimeline
Symmetry Partners, LLC6,630$616K0.07%-1,17713F-HRTimeline
Paulson Wealth Management Inc.6,622$616K0.15%+24113F-HRTimeline
Morton Brown Family Wealth, LLC6,607$614K0.18%013F-HRTimeline
Bangor Savings Bank6,591$613K0.05%+2,61713F-HRTimeline
Fort Point Capital Partners LLC6,577$612K0.08%013F-HRTimeline
Great Diamond Partners, LLC6,513$606K0.12%+25513F-HRTimeline
Farrell Financial LLC6,484$603K0.38%-3813F-HRTimeline
Curtis Advisory Group, LLC6,260$582K0.13%+16813F-HRTimeline
CIBC Asset Management Inc6,245$581K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$579K0.03%013F-HRTimeline
Frisch Financial Group, Inc.6,229$579K0.13%-32813F-HRTimeline
SCS Capital Management LLC6,215$578K0.01%013F-HRTimeline
LIBRA WEALTH LLC6,149$572K0.17%013F-HRTimeline
Aaron Wealth Advisors LLC6,126$570K0.03%+52213F-HRTimeline
Affinity Capital Advisors, LLC6,034$567K0.09%-19913F-HRTimeline
Ashton Thomas Private Wealth, LLC6,046$562K0.01%+3,02813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,036$561K0.05%-34213F-HRTimeline
IFP Advisors, Inc6,035$561K0.01%-20313F-HR/ATimeline
Shotwell Rutter Baer Inc5,937$560K0.36%-14513F-HRTimeline
Bogart Wealth, LLC6,011$559K0.02%+9313F-HRTimeline
Capital Advantage, Inc.6,004$558K0.08%+32613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,004$558K<0.01%+69313F-HRTimelineGroup
Old Mission Investment Co LLC6,000$558K0.14%new13F-HRTimeline
Davis Wealth Advisors, LLC5,995$557K0.5%+1,80813F-HRTimeline
McAdam, LLC5,988$557K0.03%+10913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,897$555K0.02%+27313F-HRTimelineGroup
SkyView Investment Advisors, LLC5,943$553K0.07%-4013F-HRTimeline
SENTINEL TRUST CO LBA5,921$551K0.06%-15113F-HRTimeline
World Investment Advisors5,797$539K0.01%+1,12713F-HRTimeline
SeaCrest Wealth Management, LLC5,701$537K0.06%013F-HRTimeline
MOLLER WEALTH PARTNERS5,730$533K0.11%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,691$529K0.02%+41013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,672$527K0.01%-4313F-HRTimelineGroup
ABLE Financial Group, LLC5,648$525K0.11%-5413F-HRTimeline
Ballentine Partners, LLC5,622$523K0.01%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,608$521K0.27%013F-HRTimeline
Root Financial Partners, LLC5,485$510K0.03%+21313F-HRTimeline
Fulcrum Capital LLC5,467$508K0.1%-11213F-HRTimeline
Milestone Investment Advisors LLC5,399$502K0.12%013F-HRTimeline
Frank, Rimerman Advisors LLC5,356$498K0.03%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,356$498K+193Timeline
Chesley Taft & Associates LLC5,350$497K0.02%-10013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,323$495K0.01%+1,44113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,252$488K<0.01%+3813F-HRTimelineGroup
Crestwood Advisors Group, LLC5,244$488K0.01%+5213F-HRTimeline
BLB&B Advisors, LLC5,200$483K0.02%-4513F-HRTimeline
DDFG, Inc5,191$483K0.11%+53713F-HRTimeline
Bigelow Investment Advisors, LLC5,162$480K0.19%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,114$476K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,071$472K0.01%+1,68613F-HRTimeline
WNY Asset Management, LLC5,034$468K0.05%+58913F-HRTimeline
New England Private Wealth Advisors LLC4,985$463K0.06%013F-HRTimeline
Regal Investment Advisors LLC4,923$458K0.03%+1,58613F-HRTimeline
Kelman-Lazarov, Inc.4,875$453K0.07%+31213F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,818$448K0.07%+62913F-HRTimeline
Baker Avenue Asset Management, LP4,791$445K0.01%+29313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,790$445K0.01%-6113F-HRTimelineGroup
Krilogy Financial LLC4,747$445K0.02%new13F-HRTimeline
Bluespring Wealth Management, LLC4,779$444K0.04%+17113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,779$444K<0.01%-22713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,773$444K0.01%+5413F-HRTimelineGroup
North Berkeley Wealth Management, LLC4,729$440K0.35%-96113F-HRTimeline
Morling Financial Advisors, LLC4,662$434K0.14%-213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,659$433K<0.01%-186,52713F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,649$432K0.03%+19313F-HRTimeline
Compass Ion Advisors, LLC4,622$430K0.04%013F-HRTimeline
Sage Mountain Advisors LLC4,597$427K0.02%+4,45113F-HRTimeline
VILLERE ST DENIS J & CO LLC4,590$427K0.04%013F-HRTimeline
Austin Private Wealth, LLC4,587$426K0.03%+3213F-HRTimeline
Community Bank, N.A.4,586$426K0.05%-57313F-HRTimeline
TRUEFG, LLC4,584$426K0.12%+4313F-HRTimeline
GTS SECURITIES LLC4,501$419K0.02%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.4,322$402K0.26%+1113F-HRTimeline