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Disclosery

ESGD ISHARES TR

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COM (fund)

717 managers (724 13F filers) reported a position in ESGD shares at 2025-12-31, 90,789,624 shares in all. 66 filers opened a position and 23 filers sold out during the quarter.

Managers
717
13F filers
724
New
66
Added
303
Reduced
200
Sold out
23
Shares held by filers
90,789,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TriaGen Wealth Management LLC25,064$2.38M0.62%+1613F-HRTimeline
Charter Oak Capital Management, LLC24,973$2.37M0.18%-55013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,879$2.37M0.03%+2,20113F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/24,100$2.29M0.91%+3,17513F-HRTimelineGroup
Wingate Wealth Advisors, Inc.23,870$2.27M1.27%+44413F-HRTimeline
CFM WEALTH PARTNERS LLC23,527$2.24M0.32%-52513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd23,092$2.2M0.02%new13F-HRTimelineGroup
BigSur Wealth Management LLC23,000$2.19M0.53%013F-HRTimeline
OLIO Financial Planning22,574$2.15M0.6%+95513F-HRTimeline
Long Run Wealth Advisors, LLC22,456$2.14M0.4%+46513F-HRTimeline
GenTrust, LLC20,532$1.95M0.08%+27013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,335$1.93M0.16%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,312$1.93M0.02%+46013F-HRTimeline
BIRCHBROOK, INC.19,985$1.9M0.95%+1,29013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,580$1.86M<0.01%-6013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC19,420$1.85M<0.01%-3,06113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC19,327$1.84M<0.01%+27313F-HRTimelineGroup
Madrid Wealth Management, LLC18,876$1.79M1.46%13F-HRTimeline
Chicago Partners Investment Group LLC18,117$1.79M0.04%+33013F-HRTimeline
Private Wealth Management Group, LLC18,848$1.79M0.48%+73313F-HRTimeline
Values Added Financial LLC18,775$1.79M0.75%+71913F-HRTimeline
Summit Wealth Group, LLC17,780$1.69M0.39%-28613F-HRTimeline
Acropolis Investment Management, LLC17,693$1.68M0.08%+82013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV17,665$1.68M0.21%+1,32413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,614$1.67M0.01%+49013F-HRTimelineGroup
MAI Capital Management17,608$1.67M0.01%+3,00713F-HRTimeline
White Lighthouse Investment Management …17,464$1.66M0.23%-1,99513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17,460$1.66M0.59%+38713F-HRTimeline
Johnson Financial Group, LLC17,190$1.63M0.1%+81013F-HRTimeline
CGN Advisors LLC17,087$1.62M0.13%+37413F-HRTimeline
VICUS CAPITAL16,923$1.61M0.12%-3,76713F-HRTimeline
Parallel Advisors, LLC16,894$1.61M0.03%-5013F-HRTimeline
Aureum Wealth Management, LLC16,729$1.59M1.48%13F-HRTimeline
Pure Financial Advisors, LLC16,535$1.57M0.02%+2,05513F-HRTimeline
Birchwood Financial Partners, Inc.16,514$1.57M1.56%13F-HRTimeline
Richard P Slaughter Associates Inc16,405$1.56M0.33%+25213F-HRTimeline
Portland Global Advisors LLC16,355$1.56M0.17%013F-HRTimeline
Sequoia Financial Advisors, LLC16,305$1.55M0.01%+6,01813F-HRTimeline
Williams & Novak Wealth Management, LLC16,225$1.54M1.16%-12013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,915$1.51M0.01%-2413F-HRTimelineGroup
Trilogy Capital Inc.15,869$1.51M0.07%-74813F-HRTimeline
WealthCollab, LLC15,817$1.5M0.62%013F-HRTimeline
Weil Company, Inc.15,649$1.49M0.34%+70113F-HRTimeline
Sage Advisory Services, Ltd.Co.15,369$1.46M0.8%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,236$1.45M0.03%-7,88713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,818$1.41M<0.01%-1,91913F-HRTimelineGroup
RHS Financial, LLC14,817$1.41M0.69%-18313F-HRTimeline
Savvy Advisors, Inc.14,772$1.4M0.05%+7,29213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,708$1.4M0.04%+25313F-HR/ATimelineGroup
Compound Planning, Inc.14,704$1.4M0.04%+2,59613F-HRTimeline
Coastline Trust Co14,695$1.4M0.13%+31513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elwood & Goetz Wealth Advisory Group, L…14,382$1.37M0.24%-3,23913F-HRTimeline
Caliber Wealth Management, LLC / KS14,235$1.35M0.15%+11813F-HRTimeline
Wescott Financial Advisory Group, LLC14,197$1.35M0.12%+1,13213F-HRTimeline
Falcon Wealth Planning14,145$1.35M0.11%-24713F-HRTimeline
Schneider Downs Wealth Management Advis…14,047$1.34M0.15%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC14,036$1.33M0.63%+38813F-HRTimeline
Dynamic Advisor Solutions LLC13,748$1.31M0.04%-11,59513F-HRTimeline
Omega Financial Group, LLC13,745$1.31M0.43%-36813F-HRTimeline
Perennial Investment Advisors, LLC13,602$1.29M0.1%-66613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,541$1.29M0.01%-13213F-HRTimelineGroup
Aprio Wealth Management, LLC13,374$1.27M0.07%+41813F-HRTimeline
NEPC LLC13,340$1.27M0.03%+84513F-HRTimeline
Orion Porfolio Solutions, LLC12,974$1.23M0.01%-83613F-HRTimeline
HF Advisory Group, LLC12,767$1.21M0.42%+26713F-HR/ATimeline
Argentarii, LLC12,398$1.18M0.38%new13F-HRTimeline
Ipsen Advisor Group LLC12,353$1.17M0.83%-7213F-HRTimeline
Asset Dedication, LLC12,315$1.17M0.08%-7313F-HRTimeline
Armbruster Capital Management, Inc.12,192$1.16M0.19%+3413F-HRTimeline
Avise Financial Cooperative, Inc.12,173$1.16M1.04%13F-HRTimeline
Foster Group, Inc.12,125$1.15M0.03%+4,28013F-HRTimeline
Carr Financial Group Corp11,983$1.14M0.3%+22013F-HRTimeline
OneDigital Investment Advisors LLC11,831$1.13M0.01%-9013F-HRTimeline
Cascade Financial Partners, LLC11,767$1.12M0.11%-14713F-HRTimeline
Western Wealth Management, LLC11,720$1.11M0.05%+2,97813F-HRTimeline
Ryan Investment Management, Inc.11,657$1.11M0.61%-5,97413F-HRTimeline
Perigon Wealth Management, LLC11,561$1.1M0.02%+1,34713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,338$1.08M0.02%-88013F-HRTimelineGroup
Werba Rubin Papier Wealth Management11,272$1.07M0.29%-1,42713F-HRTimeline
RED REEF ADVISORS LLC11,254$1.07M1.09%13F-HRTimeline
Diversified Enterprises, LLC11,190$1.06M0.06%+113F-HRTimeline
Brewster Financial Planning LLC11,174$1.06M0.65%-19713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,863$1.03M0.49%+3,07413F-HRTimeline
1ST SOURCE BANK10,829$1.03M0.05%013F-HRTimeline
HILL ISLAND FINANCIAL LLC10,756$1.02M0.24%+29413F-HRTimeline
Ameraudi Asset Management, Inc.10,755$1.02M0.56%013F-HRTimeline
XY Planning Network, Inc.10,703$1.02M0.18%+1,03413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,655$1.01M0.19%+6113F-HRTimeline
SigFig Wealth Management, LLC10,480$997K0.03%-84713F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,468$995K0.03%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,449$994K<0.01%+43813F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT10,400$989K0.31%+34513F-HRTimeline
Montecito Bank & Trust10,384$987K0.16%-20,11813F-HRTimeline
Parcion Private Wealth LLC10,309$980K0.06%new13F-HRTimeline
Bragg Financial Advisors, Inc10,175$968K0.03%+2513F-HRTimeline
PITTENGER & ANDERSON INC10,161$966K0.04%+7513F-HRTimeline
ERn Financial, LLC10,142$964K0.18%-12613F-HRTimeline
McAdam, LLC10,109$961K0.04%+4,12113F-HRTimeline
Cambridge Financial Group, LLC12,111$941K0.33%+63613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,793$931K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,757$928K0.04%+1,35613F-HRTimeline
Wealth Analytics Partners, LLC9,630$916K0.36%13F-HRTimeline
SAX WEALTH ADVISORS, LLC9,589$912K0.04%-2,88913F-HRTimeline
COURIER CAPITAL LLC9,571$910K0.05%-16013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,532$906K<0.01%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…9,518$905K0.19%+213F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,438$897K0.14%-49913F-HRTimeline
Horst & Graben Wealth Management LLC9,241$879K0.13%-49213F-HRTimeline
Shepherd Financial Partners LLC9,236$878K0.08%-13213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,118$867K<0.01%-48913F-HRTimeline
Orin Green Financial, LLC9,070$862K0.34%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC9,064$862K0.16%new13F-HRTimeline
Jordan Park Group LLC9,012$857K0.05%-29713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,565$843K+2,668Timeline
Vise Technologies, Inc.8,822$839K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC8,765$833K0.01%-16,34313F-HRTimeline
Bell Investment Advisors, Inc8,744$831K0.13%+2213F-HRTimeline
Valeo Financial Advisors, LLC8,653$823K0.02%013F-HRTimeline
PDS Planning, Inc8,613$819K0.05%-30913F-HRTimeline
Per Stirling Capital Management, LLC.8,609$819K0.09%013F-HRTimeline
MGO ONE SEVEN LLC8,551$813K0.02%-63013F-HRTimeline
Birch Hill Investment Advisors LLC8,513$810K0.03%-12213F-HRTimeline
Onyx Bridge Wealth Group LLC8,439$802K0.09%+6813F-HRTimeline
Peak Financial Management, Inc.8,345$794K0.2%-5213F-HRTimeline
Walkner Condon Financial Advisors LLC8,285$788K0.11%+813F-HRTimeline
Financial Planning Fort Collins, LLC8,265$786K0.69%13F-HRTimeline
Pathway Financial Advisors LLC7,969$776K0.1%013F-HRTimeline
COMERICA BANK8,034$764K<0.01%-1,43913F-HRTimeline
Sharkey, Howes & Javer7,996$760K0.1%-1,13713F-HRTimeline
WHITTIER TRUST CO7,696$750K0.01%013F-HRTimeline
ASPIRIANT, LLC7,883$750K0.02%new13F-HRTimeline
BlueStem Wealth Partners, LLC7,875$749K0.08%+1,10213F-HRTimeline
Level Financial Advisors7,843$746K0.2%013F-HRTimeline
Range Advisory, LLC7,689$731K0.19%13F-HRTimeline
Symmetry Partners, LLC7,490$712K0.04%+86013F-HRTimeline
Sharper & Granite LLC7,474$711K0.25%+4013F-HRTimeline
Paulson Wealth Management Inc.7,394$703K0.16%+77213F-HRTimeline
Argent Trust Co7,359$700K0.02%013F-HRTimeline
VERITY Wealth Advisors7,335$697K0.43%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,757$679K0.33%+18113F-HRTimeline
CWM, LLCin group CWM, LLC7,123$677K<0.01%+21413F-HRTimelineGroup
Waverly Advisors, LLC7,112$676K0.01%+16113F-HRTimeline
Sonoma Allocations LLC6,678$670K0.22%+3,30713F-HRTimeline
WT Wealth Management7,049$670K0.19%-38813F-HRTimeline
Mill Creek Capital Advisors, LLC7,039$669K0.01%-70813F-HRTimeline
Davis Wealth Advisors, LLC7,000$666K0.55%+1,00513F-HRTimeline
Aufman Associates Inc6,911$657K0.34%+10913F-HRTimeline
PRIVATE TRUST CO NA6,845$651K0.06%-43513F-HRTimeline
Fort Point Capital Partners LLC6,577$647K0.08%013F-HRTimeline
Addison Advisors LLC6,723$639K0.14%-8313F-HRTimeline
Farrell Financial LLC6,607$628K0.37%+12313F-HRTimeline
IFP Advisors, Inc6,606$628K0.01%+57113F-HRTimeline
Morton Brown Family Wealth, LLC6,602$628K0.17%-513F-HRTimeline
Bangor Savings Bank6,582$626K0.05%-913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,542$622K0.04%new13F-HRTimeline
HighPoint Advisor Group LLC6,516$620K0.01%new13F-HRTimeline
SAGE FINANCIAL GROUP INC6,477$616K0.04%-35113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,475$616K0.01%+1,36113F-HRTimeline
Capital Advantage, Inc.6,468$615K0.08%+46413F-HRTimeline
RCS Financial Planning, LLC6,342$603K0.26%new13F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…6,333$602K<0.01%+3,75013F-HRTimelineGroup
EFG International AGin group EFG International AG6,333$602K0.01%13F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,330$602K0.01%13F-HRTimeline
Equita Financial Network, Inc.6,327$602K0.18%-44613F-HRTimeline
Frisch Financial Group, Inc.6,306$600K0.13%+7713F-HRTimeline
SCS Capital Management LLC6,296$599K0.01%+8113F-HRTimeline
CIBC Asset Management Inc6,245$594K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$592K0.03%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,218$591K0.02%new13F-HRTimeline
Atomic Invest LLC6,177$590K0.33%13F-HRTimeline
Capasso Planning Partners LLC6,166$586K0.32%-49013F-HRTimeline
CAPE ANN SAVINGS BANK6,155$585K0.3%new13F-HRTimeline
LIBRA WEALTH LLC6,149$585K0.16%013F-HRTimeline
ABLE Financial Group, LLC6,135$583K0.12%+48713F-HRTimeline
Wealth Enhancement Trust Services, Inc.6,104$580K0.07%13F-HRTimeline
Shotwell Rutter Baer Inc5,934$576K0.35%-313F-HRTimeline
Aaron Wealth Advisors LLC6,053$576K0.03%-7313F-HRTimeline
Affinity Capital Advisors, LLC6,044$575K0.08%+1013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,036$574K0.05%013F-HRTimeline
Great Diamond Partners, LLC6,028$573K0.11%-48513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,027$573K0.01%+35513F-HRTimelineGroup
Old Mission Investment Co LLC6,000$571K0.14%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,963$567K0.03%+27213F-HRTimeline
SkyView Investment Advisors, LLC5,943$565K0.07%013F-HRTimeline
Bogart Wealth, LLC5,884$560K0.02%-12713F-HRTimeline
Financially in Tune, LLC5,860$557K0.52%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,839$555K<0.01%-16513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,789$550K+433Timeline
Crestwood Advisors Group, LLC5,778$549K0.01%+53413F-HRTimeline
GTS SECURITIES LLC5,770$549K0.02%+1,26913F-HRTimeline
World Investment Advisors5,744$546K0.01%-5313F-HR/ATimeline
MOLLER WEALTH PARTNERS5,730$545K0.11%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,714$543K0.26%+10613F-HRTimeline
Ashton Thomas Private Wealth, LLC5,703$542K0.01%-34313F-HRTimeline
Ballentine Partners, LLC5,622$535K0.01%013F-HRTimeline
SENTINEL TRUST CO LBA5,473$520K0.05%-44813F-HRTimeline
Rehmann Capital Advisory Group5,431$516K0.03%new13F-HRTimeline
Milestone Investment Advisors LLC5,400$513K0.12%+113F-HRTimeline
Frank, Rimerman Advisors LLC5,356$509K0.03%013F-HRTimeline
SeaCrest Wealth Management, LLC5,239$509K0.05%-46213F-HRTimeline