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Disclosery

ESGD ISHARES TR

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COM (fund)

750 managers (760 13F filers) reported a position in ESGD shares at 2026-06-30, 90,522,585 shares in all. 43 filers opened a position and 39 filers sold out during the quarter.

Managers
750
13F filers
760
New
43
Added
330
Reduced
242
Sold out
39
Shares held by filers
90,522,585

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Milestone Investment Advisors LLC5,346$550K0.12%-5413F-HRTimeline
KINTRA WEALTH, LLC5,035$543K0.03%+1013F-HRTimeline
Abundance Wealth Counselors5,260$541K0.04%+2,63013F-HRTimeline
Simmons Bankin group Simmons Bank5,255$540K0.03%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS5,232$538K0.05%+2,91213F-HRTimeline
BLB&B Advisors, LLC5,215$536K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,214$536K<0.01%-62513F-HRTimelineGroup
SENTINEL TRUST CO LBA5,210$536K0.05%-26313F-HRTimeline
Bigelow Investment Advisors, LLC5,212$536K0.19%013F-HRTimeline
Advisors Capital Management, LLC5,208$535K0.01%013F-HRTimeline
Empowered Funds, LLC5,170$532K<0.01%-30013F-HRTimeline
SigFig Wealth Management, LLC5,162$529K0.01%-1,92713F-HRTimeline
Curtis Advisory Group, LLC5,057$520K0.1%-51613F-HRTimeline
Advisory Alpha, LLC4,971$511K0.01%+52213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,928$507K<0.01%013F-HRTimelineGroup
Morling Financial Advisors, LLC4,922$506K0.14%+7413F-HRTimeline
Affinity Capital Advisors, LLC4,841$506K0.06%-1,15813F-HRTimeline
Sherman Asset Management, Inc.4,865$500K0.39%013F-HRTimeline
North Berkeley Wealth Management, LLC4,789$492K0.2%+44713F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,740$487K0.05%-213F-HRTimeline
United Asset Strategies, Inc.4,705$484K0.03%+1,07313F-HRTimeline
Baker Avenue Asset Management, LP4,704$484K0.01%-37813F-HRTimeline
Sharkey, Howes & Javer4,699$483K0.06%-3,21413F-HRTimeline
DWR WEALTH MANAGEMENT, LLC4,706$482K0.36%+12313F-HRTimeline
Veracity Capital LLC4,680$481K0.13%+41413F-HRTimeline
Bell Bank4,642$477K0.02%-9113F-HRTimeline
Compass Ion Advisors, LLC4,622$475K0.04%013F-HRTimeline
OpenArc Corporate Advisory, LLC4,615$474K0.01%-1,14613F-HRTimeline
Heritage Family Offices, LLP4,614$474K0.18%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,614$474K0.18%new13F-HRTimeline
FIDUCIARY COUNSELLING INC4,602$473K1.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farmers National Bank4,601$473K0.1%+56913F-HRTimeline
Sage Mountain Advisors LLC4,597$473K0.03%013F-HRTimeline
Warren Street Wealth Advisors, LLC4,542$467K0.11%-1413F-HRTimeline
Davis Wealth Advisors, LLC4,514$464K0.36%-2,66713F-HRTimeline
Capital Management Associates, Inc4,500$463K0.09%013F-HRTimeline
PECAUT & CO.4,481$461K0.14%+6913F-HRTimeline
Hughes Financial Services, LLC4,439$456K0.06%+22113F-HRTimeline
APPLETON PARTNERS INC/MA4,386$451K0.03%013F-HRTimeline
New England Private Wealth Advisors LLC4,323$443K0.04%+613F-HRTimeline
Community Bank, N.A.4,308$443K0.05%-12913F-HRTimeline
EFG International AGin group EFG International AG4,277$440K0.01%+2,24713F-HRTimelineGroup
NerdWallet Wealth Partners, LLC4,277$440K0.15%+1,76113F-HRTimeline
Envision Financial LLC4,234$435K0.2%new13F-HRTimeline
Darden Wealth Group Inc4,233$435K0.17%013F-HRTimeline
TRUEFG, LLC4,230$435K0.1%-12213F-HRTimeline
Chesley Taft & Associates LLC4,190$431K0.02%-26013F-HRTimeline
AdvisorNet Financial, Inc4,188$431K0.02%+35013F-HRTimeline
Bogart Wealth, LLC4,180$430K0.01%-22413F-HRTimeline
Etesian Wealth Advisors, Inc.4,153$427K0.13%+22113F-HRTimeline
Fulcrum Capital LLC4,089$420K0.09%-85513F-HRTimeline
WARNER FINANCIAL, INC4,082$420K0.12%+1213F-HRTimeline
CWC Advisors, LLC.4,074$419K0.19%-1613F-HRTimeline
Opulen Financial Group LLC4,030$414K0.26%+36313F-HRTimeline
Nautilus Advisors LLC4,000$414K0.24%013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,000$411K0.05%013F-HRTimeline
Cadia Private Client LLC4,000$411K0.3%013F-HRTimeline
Hanson & Doremus Investment Management3,995$411K0.04%013F-HRTimeline
Krilogy Financial LLC3,980$409K0.01%013F-HRTimeline
Keener Financial Planning LLC3,977$408K0.15%+1,02413F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,965$408K0.29%013F-HRTimeline
Focus Financial Network, Inc.3,940$405K0.01%+31913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,895$400K0.02%+913F-HRTimeline
Stephenson & Company, Inc.3,869$398K0.19%+1213F-HRTimeline
Confluence Wealth Services, Inc.3,839$395K0.01%+9313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,830$394K0.06%new13F-HRTimeline
Harbor Group, Inc.3,823$393K0.05%-46713F-HRTimeline
Hilltop Partners LLC3,817$392K0.1%-44213F-HRTimeline
True Link Financial Advisors, LLC3,806$391K0.02%-6213F-HR/ATimeline
Leverty Financial Group, LLC3,788$389K0.08%013F-HRTimeline
Syntegra Private Wealth Group, LLC3,769$387K0.03%-1913F-HRTimeline
Gemmer Asset Management LLC3,717$382K0.03%+5613F-HRTimeline
NewEdge Wealth, LLC3,715$382K<0.01%+90013F-HRTimeline
Cassilly Financial Group LLC3,711$382K0.28%new13F-HR/ATimeline
Wealth Dimensions Group, Ltd.3,690$379K0.07%-4913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,689$379K0.01%+23013F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC3,682$379K0.02%+70913F-HRTimeline
Physician Wealth Advisors, Inc.3,675$378K0.05%+113F-HRTimeline
HILL ISLAND FINANCIAL LLC3,675$378K0.08%-7,56513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,658$376K0.09%-36613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,625$373K<0.01%+1,00513F-HRTimelineGroup
DWM Financial Group, Inc.3,874$368K0.33%13F-HRTimeline
Avior Wealth Management, LLC3,572$367K0.01%-16413F-HRTimeline
Financial Insights, Inc.3,555$365K0.1%-19813F-HRTimeline
SIGNATUREFD, LLC3,551$365K<0.01%+60813F-HRTimeline
Arkos Global Advisors3,538$364K0.04%-2813F-HRTimeline
MOTIVE WEALTH ADVISORS3,512$361K0.15%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,510$361K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,504$360K<0.01%-21113F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,450$355K<0.01%+3,10013F-HRTimelineGroup
Cornerstone Planning Group LLC3,402$352K0.04%-26913F-HRTimeline
BridgePort Financial Solutions, LLC3,387$348K0.09%+3213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,370$346K0.16%+1513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,338$343K0.11%+18913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,328$342K0.2%+80813F-HRTimeline
Snowden Capital Advisors LLC3,303$340K0.01%-40713F-HRTimeline
PFG Investments, LLC3,274$337K0.01%+13713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,273$336K0.01%-1,20413F-HRTimeline
Shum Financial Group, Inc.3,223$331K0.2%+5013F-HRTimeline
MOR Wealth Management, LLC3,216$331K0.13%013F-HRTimeline
RFG Advisory, LLC3,191$328K0.01%-1,46113F-HRTimeline
Kingsview Wealth Management, LLC3,186$328K<0.01%+17213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,175$326K0.03%13F-HRTimeline
PW ADVISORS, LLC \ FL3,161$325K0.22%+31013F-HRTimeline
NorthCrest Asset Manangement, LLC3,150$325K0.01%+81713F-HRTimeline
Abacus Planning Group, Inc.3,147$324K0.04%+3913F-HRTimeline
Avantax Planning Partners, Inc.3,146$323K0.01%013F-HRTimeline
Nadler Financial Group, Inc.3,130$322K0.03%+25013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,127$322K<0.01%new13F-HR/ATimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$320K0.03%013F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC3,104$319K0.01%013F-HRTimelineGroup
Metis Global Partners, LLC3,098$319K0.01%-5,77513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,085$317K0.04%-713F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…3,080$317K0.01%+1213F-HRTimelineGroup
J. Mark Nickell & Co.3,073$316K0.25%-61613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,070$316K<0.01%-3313F-HRTimelineGroup
Regal Investment Advisors LLC3,062$315K0.02%-1,28013F-HRTimeline
Rockbridge Investment Management, LCC3,026$311K0.03%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,014$310K0.04%+4713F-HRTimeline
Tortoise Investment Management, LLC2,996$308K0.02%013F-HRTimeline
TRUST CO OF VERMONT2,972$306K0.01%13F-HRTimeline
Mission Creek Capital Partners, Inc.2,969$305K0.05%-7513F-HRTimeline
XML Financial, LLC2,943$303K0.02%+23913F-HRTimeline
JGP Wealth Management, LLC2,941$302K0.03%+12413F-HRTimeline
CWS Financial Advisors, LLC2,930$301K0.07%+19713F-HRTimeline
Crusonia Wealth Advisors LLC2,910$299K0.05%+3113F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,907$299K<0.01%-3013F-HRTimeline
Round Rock Advisors LLC2,895$298K0.04%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,845$292K0.02%013F-HRTimeline
Connecticut Wealth Management, LLC2,835$291K0.01%+513F-HRTimeline
Well Done, LLC2,833$291K0.04%013F-HRTimeline
NWF Advisory Services Inc.2,831$291K0.03%-11613F-HRTimeline
Basecamp Wealth Advisors LLC2,813$289K0.05%013F-HRTimeline
AE Wealth Management LLC2,804$288K<0.01%-30513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,803$288K0.02%013F-HRTimelineGroup
Investment Research Partners LLC2,801$288K0.1%-16413F-HRTimeline
Avail Investment Partners, LLC2,752$283K0.22%-16013F-HRTimeline
APS Management Group, Inc.2,741$282K0.22%+113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,737$281K0.13%+3113F-HRTimeline
Topel & Distasi Wealth Management, LLC2,716$279K0.13%-4913F-HRTimeline
NATURAL INVESTMENTS, LLC2,710$278K0.06%+1613F-HRTimeline
Silver Oak Advisory Group, Inc.2,687$276K0.11%-57513F-HRTimeline
Prospera Financial Services Inc2,681$276K<0.01%+32413F-HRTimeline
Kelman-Lazarov, Inc.2,680$276K0.04%-1,24013F-HRTimeline
WEALTH ALLIANCE, LLC2,664$274K0.02%-1,31113F-HRTimeline
American Money Management, LLC2,617$269K0.04%new13F-HRTimeline
Rede Wealth, LLC2,606$268K0.09%+50213F-HRTimeline
SmartHarvest Portfolios, LLC2,601$267K0.09%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,576$265K0.11%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,586$265K0.17%+7713F-HRTimeline
Rossby Financial, LCC2,568$264K0.05%-7813F-HRTimeline
Busey Bank2,560$263K0.01%013F-HRTimeline
Sachetta, LLC2,544$262K0.13%-8213F-HRTimeline
Fairlight Advisors2,533$260K0.21%13F-HRTimeline
WealthSpring Partners, LLC2,528$260K0.22%013F-HRTimeline
Elmwood Wealth Management, Inc.2,514$258K0.06%-33513F-HRTimeline
Columbia Bank2,469$254K0.06%013F-HRTimeline
Fairway Financial, LLC2,466$253K0.17%-113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…2,464$253K0.02%-12313F-HRTimelineGroup
JSF Financial, LLC2,460$253K0.04%+3713F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,458$253K0.05%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,426$249K<0.01%+1313F-HRTimeline
TWO SIGMA SECURITIES, LLC2,418$249K0.02%new13F-HRTimeline
Stonebridge Financial Group, LLC2,414$248K0.02%-2313F-HRTimeline
Welch & Forbes LLC2,396$246K<0.01%-14213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,377$245K<0.01%+14213F-HRTimeline
BayBridge Capital Group, LLC2,369$244K0.13%+1013F-HRTimeline
Financial Council, LLC2,355$242K0.08%+2113F-HRTimeline
Compton Financial Group, LLC2,341$241K0.05%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$240K0.05%013F-HRTimeline
MA Private Wealth2,326$239K0.04%-7813F-HRTimeline
Midway Capital Research & Management2,321$239K0.19%013F-HRTimeline
Stewardship Advisors, LLC2,315$238K0.05%-5213F-HRTimeline
Kellett Wealth Advisors, LLC2,295$236K0.11%new13F-HRTimeline
Gateway Wealth Partners, LLC2,288$235K0.01%-2,70313F-HRTimeline
WBH ADVISORY INC2,272$234K0.02%-43313F-HRTimeline
Liberty Atlantic Advisors LLC2,261$232K0.17%-19013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,244$231K0.02%+1813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,236$230K<0.01%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,210$228K0.03%+1513F-HRTimeline
Mengis Capital Management, Inc.2,221$228K0.03%+6713F-HRTimeline
ETF Portfolio Partners, Inc.2,214$228K0.05%+613F-HRTimeline
Pekin Hardy Strauss, Inc.2,210$227K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC2,209$227K0.05%+1413F-HRTimeline
Snider Financial Group2,207$227K0.06%-4913F-HRTimeline
GenWealth Group, Inc.2,201$226K0.04%new13F-HRTimeline
LifeGoal Investments, LLC2,194$226K0.1%013F-HRTimeline
Armstrong, Fleming & Moore, Inc2,178$224K0.07%+1313F-HRTimeline
Navigation Group, LLC2,169$223K0.04%new13F-HRTimeline
TPG Financial Advisors, LLC2,169$223K0.07%-3413F-HRTimeline
SWEENEY & MICHEL, LLC2,063$222K0.06%+3113F-HRTimeline
Financial Futures Ltd Liability Co.2,156$222K0.08%-27513F-HRTimeline
SeaCrest Wealth Management, LLC2,155$222K0.02%-1,80713F-HRTimeline
Revolve Wealth Partners, LLC2,135$220K0.02%+113F-HRTimeline
Frankly Finances, LLC2,130$219K0.17%new13F-HR/ATimeline
Allworth Financial LP2,119$218K<0.01%+21213F-HRTimeline
Argyle Capital Partners, LLC2,107$217K0.14%013F-HRTimeline
Emergent Wealth Advisors, LLC2,101$216K0.11%-11613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,100$216K0.01%new13F-HRTimeline
Wolff Financial Management LLC2,099$216K0.04%new13F-HRTimeline