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Disclosery

ESGD ISHARES TR

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COM (fund)

745 managers (754 13F filers) reported a position in ESGD shares at 2026-03-31, 87,943,312 shares in all. 58 filers opened a position and 25 filers sold out during the quarter.

Managers
745
13F filers
754
New
58
Added
284
Reduced
247
Sold out
25
Shares held by filers
87,943,312

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…23,863$2.28M0.27%-3,36213F-HRTimelineGroup
Pioneer Wealth Management Group23,656$2.26M0.63%-2,20613F-HRTimeline
CFM WEALTH PARTNERS LLC23,527$2.25M0.34%013F-HRTimeline
BigSur Wealth Management LLC23,000$2.2M0.62%013F-HRTimeline
OLIO Financial Planning22,605$2.16M0.6%+3113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC21,892$2.09M<0.01%+2,56513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding21,388$2.05MnewTimeline
Compound Planning, Inc.21,241$2.03M0.06%+6,53713F-HRTimeline
Sanctuary Advisors, LLC21,117$2.02M0.01%-4,25513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,924$2M0.06%-10,07913F-HRTimelineGroup
Aureum Wealth Management, LLC20,454$1.96M1.36%+3,72513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,232$1.93M0.02%-8013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,157$1.93M0.16%-17813F-HRTimeline
Chicago Partners Investment Group LLC18,897$1.9M0.04%+78013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,580$1.89M<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC19,706$1.88M<0.01%+28613F-HRTimelineGroup
VICUS CAPITAL19,646$1.88M0.14%+2,72313F-HRTimeline
BIRCHBROOK, INC.19,569$1.87M0.92%-41613F-HRTimeline
Private Wealth Management Group, LLC18,977$1.81M0.48%+12913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV18,918$1.81M0.23%+1,25313F-HRTimeline
Madrid Wealth Management, LLC18,876$1.8M1.36%013F-HR/ATimeline
Values Added Financial LLC18,725$1.79M0.75%-5013F-HRTimeline
Weil Company, Inc.18,049$1.73M0.39%+2,40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,816$1.69M0.01%+20213F-HRTimelineGroup
Acropolis Investment Management, LLC17,608$1.68M0.07%-8513F-HRTimeline
White Lighthouse Investment Management …17,529$1.68M0.23%+6513F-HRTimeline
MAI Capital Management17,527$1.68M0.01%-8113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17,506$1.67M0.6%+4613F-HRTimeline
Summit Wealth Group, LLC17,336$1.66M0.38%-44413F-HRTimeline
Johnson Financial Group, LLC17,190$1.64M0.11%013F-HRTimeline
Trilogy Capital Inc.17,139$1.64M0.07%+1,27013F-HRTimeline
Pure Financial Advisors, LLC16,777$1.6M0.02%+24213F-HRTimeline
Richard P Slaughter Associates Inc16,686$1.6M0.35%+28113F-HRTimeline
CGN Advisors LLC16,629$1.59M0.13%-45813F-HRTimeline
Birchwood Financial Partners, Inc.16,457$1.57M1.52%-5713F-HRTimeline
Parallel Advisors, LLC16,232$1.55M0.03%-66213F-HR/ATimeline
Williams & Novak Wealth Management, LLC15,920$1.55M1.16%-30513F-HRTimeline
Portland Global Advisors LLC16,130$1.54M0.16%-22513F-HRTimeline
WealthCollab, LLC15,817$1.51M0.62%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,810$1.51M0.01%-10513F-HRTimelineGroup
Werba Rubin Papier Wealth Management15,714$1.5M0.21%+4,44213F-HRTimeline
Coastline Trust Co15,501$1.48M0.15%+80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sequoia Financial Advisors, LLC15,494$1.48M0.01%-81113F-HRTimeline
HARBOUR INVESTMENTS, INC.15,478$1.48M0.02%+24213F-HRTimeline
Caliber Wealth Management, LLC / KS14,798$1.41M0.15%+56313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,691$1.4M0.02%+1,15013F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.14,600$1.4M0.76%-76913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…14,296$1.37M0.23%-8613F-HRTimeline
Schneider Downs Wealth Management Advis…14,239$1.36M0.15%+19213F-HRTimeline
Wescott Financial Advisory Group, LLC14,056$1.34M0.12%-14113F-HRTimeline
Falcon Wealth Planning14,032$1.34M0.09%-11313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,904$1.33M<0.01%-91413F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,812$1.32M0.04%-442,43113F-HRTimeline
Armbruster Capital Management, Inc.13,792$1.32M0.22%+1,60013F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,593$1.3M0.62%-44313F-HRTimeline
Range Advisory, LLC13,361$1.28M0.24%+5,67213F-HRTimeline
Avise Financial Cooperative, Inc.13,347$1.28M1.06%+1,17413F-HRTimeline
NEPC LLC13,340$1.28M0.03%013F-HRTimeline
Aprio Wealth Management, LLC13,327$1.27M0.07%-4713F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,302$1.27M0.25%+4,23813F-HRTimeline
RHS Financial, LLC13,277$1.27M0.6%-1,54013F-HRTimeline
HF Advisory Group, LLC13,175$1.26M0.43%+40813F-HRTimeline
Omega Financial Group, LLC12,955$1.24M0.41%-79013F-HRTimeline
M. Kulyk & Associates, LLC12,802$1.22M0.23%new13F-HRTimeline
Mendel Capital Management LLC12,739$1.22M0.61%13F-HRTimeline
Dynamic Advisor Solutions LLC12,648$1.21M0.04%-1,10013F-HRTimeline
Ipsen Advisor Group LLC12,399$1.19M0.83%+4613F-HRTimeline
Argentarii, LLC12,398$1.19M0.41%013F-HRTimeline
Plante Moran Financial Advisors, LLC12,203$1.17M0.08%+9,18113F-HRTimeline
Crestwood Advisors Group, LLC12,162$1.16M0.02%+6,38413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,134$1.16M<0.01%+1,68513F-HRTimelineGroup
Perigon Wealth Management, LLC12,094$1.16M0.02%+53313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT12,033$1.15M0.34%+1,63313F-HRTimeline
LexAurum Advisors, LLC12,032$1.15M0.15%13F-HRTimeline
Carr Financial Group Corp11,933$1.14M0.3%-5013F-HRTimeline
OneDigital Investment Advisors LLC11,846$1.13M0.01%+1513F-HRTimeline
Cascade Financial Partners, LLC11,767$1.13M0.12%013F-HRTimeline
Orion Porfolio Solutions, LLC11,734$1.12M0.01%-1,24013F-HRTimeline
Foster Group, Inc.11,713$1.12M0.03%-41213F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,635$1.11M0.03%+11,53513F-HRTimeline
MainStreet Investment Advisors LLC11,635$1.11M0.17%new13F-HRTimeline
Western Wealth Management, LLC11,549$1.1M0.04%-17113F-HR/ATimeline
RED REEF ADVISORS LLC11,351$1.09M1.14%+9713F-HRTimeline
HILL ISLAND FINANCIAL LLC11,240$1.07M0.26%+48413F-HRTimeline
1ST SOURCE BANK11,239$1.07M0.06%+41013F-HRTimeline
Diversified Enterprises, LLC11,215$1.07M0.06%+2513F-HRTimeline
Brewster Financial Planning LLC11,149$1.07M0.64%-2513F-HRTimeline
Asset Dedication, LLC11,093$1.06M0.07%-1,22213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,085$1.06M0.02%-25313F-HRTimelineGroup
Cambridge Financial Group, LLC10,875$1.04M0.35%-1,23613F-HRTimeline
XY Planning Network, Inc.10,658$1.04M0.17%-4513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,830$1.04M0.47%-3313F-HRTimeline
Ameraudi Asset Management, Inc.10,755$1.03M0.56%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,652$1.02M0.18%-313F-HRTimeline
Bragg Financial Advisors, Inc10,555$1.01M0.03%+38013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,081$1M0.01%+7,97113F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,468$1M0.03%013F-HR/ATimeline
Archer Investment Management, LLC10,355$990K0.42%new13F-HRTimeline
Parcion Private Wealth LLC10,298$985K0.06%-1113F-HRTimeline
PITTENGER & ANDERSON INC10,293$984K0.04%+13213F-HRTimeline
Orin Green Financial, LLC10,251$980K0.4%+1,18113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,193$975K0.05%+40013F-HRTimeline
McAdam, LLC10,168$972K0.04%+5913F-HRTimeline
ERn Financial, LLC9,938$950K0.18%-20413F-HRTimeline
Horst & Graben Wealth Management LLC9,476$950K0.13%+23513F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,869$944K0.14%+43113F-HRTimeline
Shepherd Financial Partners LLC9,789$936K0.09%+55313F-HRTimeline
GenTrust, LLC9,777$935K0.04%-10,75513F-HRTimeline
Wealth Analytics Partners, LLC9,630$921K0.37%013F-HRTimeline
MGO ONE SEVEN LLC9,628$921K0.02%+1,07713F-HRTimeline
Financial Planning Fort Collins, LLC9,158$920K0.72%+89313F-HRTimeline
SAX WEALTH ADVISORS, LLC9,589$912K0.04%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,532$911K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding9,129$901K+564Timeline
Jordan Park Group LLC9,413$900K0.05%+40113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,264$886K<0.01%+14613F-HRTimeline
BlueStem Wealth Partners, LLC9,221$882K0.1%+1,34613F-HRTimeline
Walkner Condon Financial Advisors LLC9,210$881K0.12%+92513F-HRTimeline
Metis Global Partners, LLC8,873$848K0.02%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,805$841K0.26%-71313F-HRTimeline
Vise Technologies, Inc.8,822$839K0.02%013F-HRTimeline
Bell Investment Advisors, Inc8,714$833K0.13%-3013F-HRTimeline
Birch Hill Investment Advisors LLC8,683$830K0.04%+17013F-HRTimeline
Montecito Bank & Trust8,654$827K0.14%-1,73013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,638$826K0.04%-1,11913F-HRTimeline
COURIER CAPITAL LLC8,608$823K0.05%-96313F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,539$816K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,534$816K<0.01%+1,41113F-HRTimelineGroup
Per Stirling Capital Management, LLC.8,529$816K0.09%-8013F-HRTimeline
Savvy Advisors, Inc.8,472$810K0.02%-6,30013F-HRTimeline
PDS Planning, Inc8,344$798K0.05%-26913F-HRTimeline
CAPE ANN SAVINGS BANK8,335$797K0.4%+2,18013F-HRTimeline
Perennial Investment Advisors, LLC8,309$795K0.06%-5,29313F-HRTimeline
Peak Financial Management, Inc.8,295$793K0.2%-5013F-HRTimeline
Pathway Financial Advisors LLC7,969$770K0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,983$763K0.02%+2,28013F-HRTimeline
Sonoma Allocations LLC7,821$757K0.26%+1,14313F-HRTimeline
Sharkey, Howes & Javer7,913$757K0.1%-8313F-HRTimeline
ASPIRIANT, LLC7,883$754K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,882$753K0.01%+2,77313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,859$751K<0.01%+5,33913F-HRTimelineGroup
Level Financial Advisors7,843$750K0.19%013F-HRTimeline
WHITTIER TRUST CO7,687$746K0.01%-913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,780$744K0.01%+3,69213F-HRTimelineGroup
BRIGHTON JONES LLC7,611$728K0.02%new13F-HR/ATimeline
Argent Trust Co7,359$704K0.02%013F-HRTimeline
Symmetry Partners, LLC7,340$702K0.04%-15013F-HRTimeline
VERITY Wealth Advisors7,335$701K0.47%013F-HRTimeline
Sharper & Granite LLC7,302$698K0.24%-17213F-HRTimeline
IFP Advisors, Inc7,241$692K0.01%+63513F-HRTimeline
Davis Wealth Advisors, LLC7,181$687K0.57%+18113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,156$684K0.02%+93813F-HRTimeline
Waverly Advisors, LLC7,112$680K0.01%013F-HRTimeline
SigFig Wealth Management, LLC7,089$678K0.02%-3,39113F-HRTimeline
Mill Creek Capital Advisors, LLC7,039$673K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,684$672K0.04%+14213F-HR/ATimeline
Aufman Associates Inc6,911$661K0.32%013F-HRTimeline
Paulson Wealth Management Inc.6,903$660K0.15%-49113F-HRTimeline
Capital Advantage, Inc.6,892$659K0.09%+42413F-HRTimeline
PRIVATE TRUST CO NA6,845$655K0.06%013F-HRTimeline
Ryan Investment Management, Inc.6,784$649K0.36%-4,87313F-HRTimeline
SAGE FINANCIAL GROUP INC6,774$648K0.04%+29713F-HRTimeline
AlphaCore Capital LLC6,774$648K0.02%+1,98413F-HRTimeline
Addison Advisors LLC6,723$643K0.14%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,645$635K0.03%+68213F-HRTimeline
Onyx Bridge Wealth Group LLC6,629$634K0.07%-1,81013F-HRTimeline
Wealth Enhancement Trust Services, Inc.6,627$634K0.08%+52313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,620$633K0.01%+14513F-HR/ATimeline
Fort Point Capital Partners LLC6,577$629K0.08%013F-HRTimeline
HighPoint Advisor Group LLC6,538$625K0.03%+2213F-HRTimeline
Farrell Financial LLC6,507$622K0.37%-10013F-HRTimeline
Frisch Financial Group, Inc.6,460$618K0.13%+15413F-HRTimeline
MOLLER WEALTH PARTNERS6,439$616K0.12%+70913F-HRTimeline
Great Diamond Partners, LLC6,401$612K0.12%+37313F-HRTimeline
DRW Securities, LLC6,383$610K0.03%new13F-HRTimeline
Equita Financial Network, Inc.6,323$605K0.19%-413F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…6,300$602K0.04%new13F-HRTimeline
SCS Capital Management LLC6,296$602K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC6,246$597K0.03%+19313F-HRTimeline
CIBC Asset Management Inc6,245$597K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,230$596K0.04%013F-HRTimeline
Morton Brown Family Wealth, LLC6,221$595K0.16%-38113F-HRTimeline
RCS Financial Planning, LLC6,210$594K0.31%-13213F-HRTimeline
LIBRA WEALTH LLC6,149$588K0.17%013F-HRTimeline
WT Wealth Management6,125$586K0.17%-92413F-HRTimeline
ABLE Financial Group, LLC6,100$583K0.11%-3513F-HRTimeline
Capasso Planning Partners LLC6,069$580K0.31%-9713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,027$576K0.02%013F-HRTimelineGroup
Financially in Tune, LLC6,005$574K0.49%+14513F-HRTimeline
Old Mission Investment Co LLC6,000$574K0.13%013F-HRTimeline
Affinity Capital Advisors, LLC5,999$574K0.08%-4513F-HRTimeline
Fingerlakes Wealth Management, Inc.5,985$572K0.38%+1,35013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY5,961$570K0.05%-7513F-HRTimeline
Shotwell Rutter Baer Inc5,905$565K0.33%-2913F-HRTimeline
World Investment Advisors5,862$560K0.01%+11813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,839$558K<0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC5,832$558K0.02%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,797$554K+8Timeline
Atomic Invest LLC5,962$552K0.26%-21513F-HRTimeline
ROGCO, LP5,765$551K0.18%new13F-HRTimeline