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Disclosery

ESGD ISHARES TR

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COM (fund)

609 managers (610 13F filers) reported a position in ESGD shares at 2024-12-31, 86,435,297 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
609
13F filers
610
New
29
Added
281
Reduced
157
Sold out
38
Shares held by filers
86,435,297

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FC Advisory LLC4,077$310K0.1%new13F-HRTimeline
CWC Advisors, LLC.4,073$310K0.31%+213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,060$309K0.01%+51113F-HRTimeline
WARNER FINANCIAL, INC4,042$308K0.13%+913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,045$308K0.02%+44313F-HRTimeline
Hughes Financial Services, LLC4,022$306K0.06%13F-HRTimeline
Integrated Investment Consultants, LLC4,017$306K0.06%013F-HR/ATimeline
Nautilus Advisors LLC4,000$305K0.24%13F-HRTimeline
Hanson & Doremus Investment Management3,995$304K0.05%013F-HRTimeline
PrairieView Partners, LLC3,984$303K0.03%+29013F-HRTimeline
Physician Wealth Advisors, Inc.3,942$300K0.05%-10213F-HRTimeline
World Investment Advisors3,934$300K0.01%+37713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,901$296K0.05%-17913F-HRTimeline
Veracity Capital LLC3,881$295K0.11%+7213F-HRTimeline
Simmons Bankin group Simmons Bank3,878$295K0.02%-1513F-HRTimelineGroup
Focus Financial Network, Inc.3,856$294K0.01%+7613F-HRTimeline
Bangor Savings Bank3,835$292K0.03%+11213F-HRTimeline
Gemmer Asset Management LLC3,833$292K0.03%-2,23813F-HRTimeline
Topel & Distasi Wealth Management, LLC3,759$286K0.12%+3413F-HRTimeline
Root Financial Partners, LLC3,757$286K0.04%013F-HRTimeline
Silver Oak Advisory Group, Inc.3,751$285K0.15%+5013F-HRTimeline
Integrated Advisors Network LLC3,737$285K0.01%+1613F-HRTimeline
Global Retirement Partners, LLC3,712$283K0.01%+5913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,736$282K0.02%+28913F-HRTimelineGroup
Kingsview Wealth Management, LLC3,676$280K0.01%-14813F-HRTimeline
O'Brien Wealth Partners LLC3,676$280K0.05%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…3,673$280K0.06%-38113F-HRTimeline
LIBRA WEALTH LLC3,668$279K0.11%013F-HRTimeline
BANK OF HAWAII3,636$277K0.02%-1,46313F-HRTimeline
PECAUT & CO.3,631$276K0.1%+1,04813F-HRTimeline
United Asset Strategies, Inc.3,622$276K0.03%-23413F-HRTimeline
Hilltop Partners LLC3,592$273K0.09%+16813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,583$273K0.04%-47213F-HRTimelineGroup
Compass Investment Advisers LLC3,577$272K0.79%13F-HRTimeline
Marcum Wealth, LLC3,567$272K0.02%+5613F-HRTimeline
True Link Financial Advisors, LLC3,547$270K0.02%new13F-HRTimeline
Opulen Financial Group LLC3,538$269K0.24%13F-HRTimeline
Tarbox Family Office, Inc.3,527$269K0.04%+2213F-HRTimeline
COURIER CAPITAL LLC3,526$268K0.02%new13F-HRTimeline
Maxwell Wealth Strategies Inc.3,523$268K0.11%013F-HRTimeline
Vested Financial Planning, LLC3,504$267K0.25%13F-HRTimeline
FORTE CAPITAL LLC /ADV3,462$264K0.03%+12913F-HRTimeline
SIGNATUREFD, LLC3,413$260K<0.01%+57413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,400$259K0.03%013F-HRTimeline
D. SCOTT NEAL, INC.3,393$258K0.14%+2513F-HRTimeline
Farmers National Bank3,382$258K0.08%13F-HRTimeline
Leverty Financial Group, LLC3,365$256K0.13%new13F-HRTimeline
Mayflower Financial Advisors, LLC3,326$253K0.04%-64413F-HRTimeline
Rede Wealth, LLC3,286$250K0.1%+44613F-HRTimeline
Stephens Consulting, LLC3,259$248K0.06%+32613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,231$246K<0.01%+14213F-HRTimelineGroup
Independent Advisor Alliance3,192$243K<0.01%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV3,180$242K0.14%+5113F-HRTimeline
Avantax Planning Partners, Inc.3,172$242K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.3,144$239K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,121$238K0.16%13F-HRTimeline
BLB&B Advisors, LLC3,105$236K0.01%013F-HRTimeline
Ascent Capital Management, LLC3,069$234K0.24%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,063$233K0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,063$233K0.06%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,746$231K0.02%013F-HRTimelineGroup
Continuum Advisory, LLC3,018$230K0.03%-17913F-HRTimeline
Stonebridge Financial Group, LLC2,988$228K0.03%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,967$226K0.02%+25413F-HR/ATimeline
Plante Moran Financial Advisors, LLC2,957$225K0.02%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,909$221K0.08%-61313F-HRTimeline
GPS Wealth Strategies Group, LLC2,899$221K0.03%-1113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,893$220K<0.01%-21513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,866$218K<0.01%+24613F-HRTimelineGroup
XML Financial, LLC2,866$218K0.02%+313F-HRTimeline
Bordeaux Wealth Advisors LLC2,795$213K0.03%013F-HR/ATimeline
Confluence Wealth Services, Inc.2,675$212K0.01%-3513F-HRTimeline
NewEdge Wealth, LLC2,754$210K<0.01%+30713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,750$209K0.09%+8513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,750$209K0.03%+6113F-HRTimeline
Petros Family Wealth, LLC2,735$208K0.23%13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,709$206K0.13%013F-HRTimeline
Round Rock Advisors LLC2,648$202K0.04%013F-HRTimeline
Stephenson & Company, Inc.2,627$200K0.13%new13F-HRTimeline
AdvisorNet Financial, Inc2,590$197K0.02%+10513F-HRTimeline
CWM, LLCin group CWM, LLC2,593$197K<0.01%+1,24713F-HRTimelineGroup
TRUST CO OF VERMONT2,580$196K0.01%+1,35113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,533$193K<0.01%-19613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.2,350$179K0.02%+313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,215$169K<0.01%+13013F-HRTimeline
Sachetta, LLC2,204$168K0.07%-5713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,158$164K<0.01%+1,67713F-HRTimelineGroup
MOTCO2,091$159K0.02%+1,64513F-HRTimeline
CoreCap Advisors, LLC2,085$159K0.01%-12813F-HRTimeline
Cornerstone Planning Group LLC1,963$156K0.04%+2613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,007$153K<0.01%-713F-HRTimeline
WPG Advisers, LLC1,974$150K0.14%13F-HRTimeline
Keener Financial Planning LLC1,969$149K0.09%+1,20913F-HRTimeline
Parkside Financial Bank & Trust1,893$144K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,880$143K<0.01%013F-HRTimelineGroup
Horizons Wealth Management1,873$143K0.11%013F-HRTimeline
Finley Financial, LLC1,830$140K0.07%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,657$132K0.01%+1213F-HRTimelineGroup
McClarren Financial Advisors, Inc.1,723$131K0.37%+47213F-HRTimeline
Bellwether Advisors, LLC1,717$131K0.02%new13F-HRTimeline
Covestor Ltd1,671$127K0.08%-4613F-HRTimeline
Gould Capital, LLC1,614$123K0.09%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,575$120K0.07%+9513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,534$117K0.01%+413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,527$116K<0.01%-3913F-HRTimelineGroup
STANCE CAPITAL LLC1,504$115K0.07%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,463$111K<0.01%+77613F-HRTimelineGroup
Clearstead Advisors, LLC1,411$107K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…1,344$102K0.09%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,267$96.5K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,231$93.7K<0.01%+4513F-HRTimeline
Coppell Advisory Solutions LLC1,158$88.1K0.01%+62413F-HRTimeline
Investors Research Corp1,137$86.6K0.02%013F-HRTimeline
BFSG, LLC1,114$84.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,096$83.4K0.05%013F-HRTimeline
Allworth Financial LP1,061$83.4K<0.01%+23513F-HRTimeline
Trust Co1,051$80K0.01%+6713F-HRTimeline
Founders Financial Alliance, LLC950$72.3K0.02%013F-HRTimeline
Hurley Capital, LLC929$70.7K0.06%13F-HRTimeline
Rice Partnership, LLC916$69.7K0.01%+14813F-HRTimeline
4Thought Financial Group Inc.869$66.2K0.04%013F-HRTimeline
Princeton Global Asset Management LLC863$65.7K0.01%new13F-HRTimeline
Pacifica Partners Inc.850$64.5K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$64.2K0.01%+7213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …801$61K0.01%-2013F-HRTimelineGroup
Geneos Wealth Management Inc.800$60.9K<0.01%+6213F-HRTimeline
IAG Wealth Partners, LLC765$58.2K0.01%013F-HRTimeline
TD Capital Management LLC730$55.6K0.01%+1013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…699$54.9K<0.01%013F-HRTimeline
Kimelman & Baird, LLC692$52.7K<0.01%013F-HRTimeline
Balefire, LLC682$51.7K0.02%new13F-HRTimeline
Pacific Center for Financial Services673$51.2K0.01%013F-HRTimeline
Your Advocates Ltd., LLP673$51.2K0.02%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$50K<0.01%013F-HRTimelineGroup
Evolution Advisers, Inc.650$49K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.637$48.5K<0.01%+3413F-HRTimeline
Archer Investment Corp635$48.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.635$48.3K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC627$47.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC627$47.7K<0.01%+2813F-HRTimeline
TD Waterhouse Canada Inc.600$45.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management585$44.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.567$43.4K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.568$43.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC564$42.9K0.01%13F-HRTimeline
Center for Financial Planning, Inc.545$41.5K0.01%013F-HRTimeline
Avior Wealth Management, LLC500$38.1K<0.01%new13F-HRTimeline
Smithfield Trust Co496$38K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.480$36.5K0.01%+2513F-HRTimeline
Redwood Park Advisors LLC469$35.7K0.03%13F-HRTimeline
Sandy Spring Bank438$33.4K<0.01%+113F-HRTimeline
Rise Advisors, LLC438$33.3K0.02%+613F-HRTimeline
North Star Investment Management Corp.408$31.1K<0.01%+513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.377$28.7K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC372$28.3K0.01%+1113F-HRTimeline
Lowe Wealth Advisors, LLC350$26.6K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC348$26.5K0.01%+413F-HRTimeline
Golden State Wealth Management, LLC346$26.3K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC341$26K<0.01%+3013F-HRTimeline
Capital Investment Advisory Services, L…330$25.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC323$25K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.325$24.7K0.02%new13F-HRTimeline
Creative Capital Management Investments…321$24.4K0.01%013F-HRTimeline
Coston, McIsaac & Partners287$21K0.01%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC282$21K<0.01%+6613F-HRTimelineGroup
Tortoise Investment Management, LLC266$20.3K<0.01%013F-HR/ATimeline
HM PAYSON & CO257$19.6K<0.01%013F-HRTimeline
Key Financial Inc225$17.1K<0.01%-63413F-HRTimeline
Longview Financial Advisors LLC222$16.9K0.01%13F-HRTimeline
CVA Family Office, LLC219$16.7K<0.01%013F-HRTimeline
Crewe Advisors LLC210$16K<0.01%+1913F-HRTimeline
AMERIFLEX GROUP, INC.200$15.9K0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…185$14.1K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…183$13.9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC172$13.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC166$12.6K<0.01%new13F-HRTimeline
Copia Wealth Management164$12.5K0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA160$12.1K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.155$11.9K<0.01%-3,53813F-HRTimeline
WASHINGTON TRUST Co155$11.8K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC147$11.2K0.01%+1313F-HRTimeline
Sage Mountain Advisors LLC146$11.1K<0.01%013F-HRTimeline
Compass Financial Services Inc137$10.4K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP121$9.18K<0.01%-1413F-HRTimeline
Transce3nd, LLC120$9.14K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV110$8.38K<0.01%013F-HRTimeline
Signature Resources Capital Management,…99$7.54K0.01%013F-HRTimeline
Decker Retirement Planning Inc.93$7.08K<0.01%13F-HRTimeline
Sound Income Strategies, LLC92$7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC90$6.84K0.01%-313F-HRTimeline
Cherry Tree Wealth Management, LLC89$6.78K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC78$6K<0.01%+3013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS77$5.86K<0.01%-60613F-HRTimelineGroup
Founders Capital Management73$5.56K<0.01%013F-HRTimeline
PSI Advisors, LLC68$5.17K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC67$5.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC64$4.87K<0.01%-213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…60$4.57K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC57$4.34K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC52$3.96K<0.01%-12113F-HRTimeline