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Disclosery

ESGD ISHARES TR

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COM (fund)

608 managers (610 13F filers) reported a position in ESGD shares at 2025-03-31, 86,142,880 shares in all. 38 filers opened a position and 32 filers sold out during the quarter.

Managers
608
13F filers
610
New
38
Added
193
Reduced
254
Sold out
32
Shares held by filers
86,142,880

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VALLEY NATIONAL ADVISERS INC4,048$330K0.06%+14713F-HRTimeline
WARNER FINANCIAL, INC4,042$330K0.15%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,033$329K0.01%-2713F-HRTimeline
BANK OF HAWAII4,010$328K0.02%+37413F-HRTimeline
Bangor Savings Bank4,000$327K0.03%+16513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC4,000$327K0.36%-26013F-HRTimeline
Nautilus Advisors LLC4,000$327K0.27%013F-HRTimeline
Hanson & Doremus Investment Management3,995$326K0.05%013F-HRTimeline
Sowell Financial Services LLC3,990$326K0.01%new13F-HRTimeline
PrairieView Partners, LLC3,972$324K0.03%-1213F-HRTimeline
Integrated Investment Consultants, LLC3,913$320K0.06%-10413F-HR/ATimeline
Veracity Capital LLC3,893$318K0.12%+1213F-HRTimeline
Orion Porfolio Solutions, LLC3,883$317K<0.01%-29113F-HRTimeline
Orion Portfolio Solutions, LLC3,883$317K<0.01%-29113F-HR/ATimeline
Simmons Bankin group Simmons Bank3,878$317K0.02%013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,859$315K<0.01%-4,45913F-HRTimelineGroup
Hughes Financial Services, LLC3,837$314K0.06%-18513F-HRTimeline
Callan Family Office, LLC3,809$311K0.02%-61513F-HRTimeline
United Asset Strategies, Inc.3,799$310K0.03%+17713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,642$309K0.02%-9413F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC3,759$307K0.14%013F-HRTimeline
PECAUT & CO.3,740$306K0.1%+10913F-HRTimeline
TWO SIGMA SECURITIES, LLC3,729$305K0.05%new13F-HRTimeline
Physician Wealth Advisors, Inc.3,718$304K0.05%-22413F-HRTimeline
TME FINANCIAL, INC.3,703$302K0.26%-45913F-HRTimeline
O'Brien Wealth Partners LLC3,676$300K0.06%013F-HRTimeline
Harbor Group, Inc.3,650$298K0.06%new13F-HRTimeline
Root Financial Partners, LLC3,635$297K0.03%-12213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,625$296K0.01%new13F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC3,560$291K<0.01%-1,25613F-HRTimeline
Marcum Wealth, LLC3,546$290K0.03%-2113F-HRTimeline
Opulen Financial Group LLC3,538$289K0.26%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,527$288K0.01%+66113F-HRTimelineGroup
Gemmer Asset Management LLC3,501$286K0.03%-33213F-HRTimeline
Farmers National Bank3,497$286K0.08%+11513F-HRTimeline
SIGNATUREFD, LLC3,464$283K0.01%+5113F-HRTimeline
PFG Investments, LLC3,445$281K0.02%new13F-HRTimeline
BLB&B Advisors, LLC3,439$281K0.01%+33413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,400$278K0.03%013F-HRTimeline
D. SCOTT NEAL, INC.3,393$277K0.15%013F-HRTimeline
Focus Financial Network, Inc.3,388$277K0.01%-46813F-HRTimeline
Leverty Financial Group, LLC3,365$275K0.11%013F-HRTimeline
Silver Oak Advisory Group, Inc.3,251$265K0.14%-50013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,200$261K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC3,195$261K<0.01%-48113F-HRTimeline
Avantax Planning Partners, Inc.3,172$259K0.01%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV3,158$258K0.15%-2213F-HRTimeline
Sachetta, LLC3,158$258K0.11%+95413F-HRTimeline
Tarbox Family Office, Inc.3,149$257K0.04%-37813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$254K0.04%new13F-HRTimelineGroup
Rede Wealth, LLC3,105$254K0.09%-18113F-HRTimeline
Stephenson & Company, Inc.3,078$251K0.16%+45113F-HRTimeline
CW Advisors, LLC3,075$251K<0.01%new13F-HRTimeline
Mission Creek Capital Partners, Inc.3,044$249K0.06%-7,26813F-HRTimeline
Continuum Advisory, LLC3,028$247K0.03%+1013F-HRTimeline
True Link Financial Advisors, LLC3,018$247K0.02%-52913F-HRTimeline
World Investment Advisors2,980$243K0.01%-95413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,967$242K0.02%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC2,924$239K0.03%+2513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,914$238K0.1%+16413F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,911$238K0.09%+213F-HRTimeline
Plante Moran Financial Advisors, LLC2,869$234K0.02%-8813F-HRTimeline
Confluence Wealth Services, Inc.2,821$233K0.01%+14613F-HRTimeline
Bordeaux Wealth Advisors LLC2,795$228K0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.2,794$228K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,756$225K0.02%-9,26113F-HRTimeline
Founders Financial Alliance, LLC2,750$225K0.05%+1,80013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,750$225K0.04%013F-HRTimeline
TRUST CO OF VERMONT2,723$222K0.01%+14313F-HRTimeline
Etesian Wealth Advisors, Inc.2,696$220K0.09%new13F-HRTimeline
NewEdge Wealth, LLC2,693$220K<0.01%-6113F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,684$219K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.2,680$219K0.14%-6,49913F-HRTimeline
Vested Financial Planning, LLC2,676$219K0.22%-82813F-HRTimeline
Round Rock Advisors LLC2,648$216K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC2,626$215K0.02%-36213F-HRTimeline
CWS Financial Advisors, LLC2,620$214K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc2,581$211K0.02%-913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,576$210K0.12%new13F-HRTimeline
Ascent Capital Management, LLC2,575$210K0.21%-49413F-HRTimeline
BayBridge Capital Group, LLC2,566$210K0.15%new13F-HRTimeline
Pathway Financial Advisors LLC2,549$208K0.04%new13F-HRTimeline
NWF Advisory Services Inc.2,508$205K0.03%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,474$202K0.03%new13F-HRTimeline
Auxano Advisors, LLC2,472$202K0.05%new13F-HRTimeline
Welch & Forbes LLC2,453$200K<0.01%new13F-HRTimeline
Financial Council, LLC2,450$200K0.11%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,444$200K0.14%-67713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,533$193K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,768$181K<0.01%+96813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,178$178K<0.01%-3713F-HRTimeline
MOTCO2,091$171K0.02%013F-HRTimeline
Rossby Financial, LCC2,016$170K0.07%new13F-HRTimeline
Cornerstone Planning Group LLC1,963$162K0.04%013F-HRTimeline
WPG Advisers, LLC1,974$161K0.15%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,956$160K0.03%-1,62713F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,946$159K0.02%-40413F-HRTimeline
Keener Financial Planning LLC1,936$158K0.1%-3313F-HRTimeline
Finley Financial, LLC1,830$155K0.09%013F-HRTimeline
Parkside Financial Bank & Trust1,893$155K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,880$154K<0.01%013F-HRTimelineGroup
Horizons Wealth Management1,873$153K0.12%013F-HRTimeline
CoreCap Advisors, LLC1,808$148K0.01%-27713F-HRTimeline
Gould Capital, LLC1,757$144K0.1%+14313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,725$141K0.08%+15013F-HRTimeline
Bellwether Advisors, LLC1,717$140K0.03%013F-HRTimeline
McClarren Financial Advisors, Inc.245$140K0.09%-1,47813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,710$140K<0.01%-29713F-HRTimeline
Stephens Consulting, LLC1,636$134K0.03%-1,62313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,534$125K0.01%013F-HRTimelineGroup
Covestor Ltd1,524$125K0.08%-14713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,438$117K0.01%-21913F-HRTimelineGroup
Clearstead Advisors, LLC1,411$115K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,361$111K<0.01%+13013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,309$107K<0.01%-21813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,267$104K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC1,204$98.3K0.13%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,194$97.5K<0.01%-9,52813F-HRTimelineGroup
Investors Research Corp1,137$92.9K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,097$89.6K0.09%13F-HRTimeline
AllSquare Wealth Management LLC1,096$89.5K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…1,090$89K0.07%-25413F-HRTimeline
Trust Co957$78.2K0.01%-9413F-HRTimeline
Hurley Capital, LLC929$75.9K0.06%013F-HRTimeline
Rice Partnership, LLC910$74.3K0.02%-613F-HRTimeline
BFSG, LLC858$70.1K0.01%-25613F-HRTimeline
Princeton Global Asset Management LLC844$68.9K0.01%-1913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$68.9K0.01%013F-HRTimeline
Pacifica Partners Inc.850$68.2K0.03%013F-HRTimeline
4Thought Financial Group Inc.810$66.1K0.04%-5913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …794$64.9K0.01%13F-HRTimelineGroup
IAG Wealth Partners, LLC765$62.5K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…744$60.8K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC727$59.9K0.01%+66313F-HRTimeline
Kimelman & Baird, LLC692$56.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC683$55.8K<0.01%+2613F-HRTimelineGroup
Pacific Center for Financial Services673$55K0.01%013F-HRTimeline
Your Advocates Ltd., LLP673$54.9K0.02%013F-HRTimeline
Larson Financial Group LLC652$53.2K<0.01%+2513F-HRTimeline
Evolution Advisers, Inc.650$53K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC647$52.9K0.04%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC645$52.7K<0.01%-81813F-HRTimelineGroup
Archer Investment Corp635$51.9K0.01%013F-HRTimeline
TD Capital Management LLC603$49.2K<0.01%-12713F-HRTimeline
TD Waterhouse Canada Inc.600$49.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.594$48.5K0.02%-4113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management585$47.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC580$47.4K<0.01%+41413F-HRTimeline
UMB Bank, n.a.568$46.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.568$46.4K<0.01%-6913F-HRTimeline
Rialto Wealth Management, LLC553$45.2K0.01%-1113F-HRTimeline
Center for Financial Planning, Inc.549$44.8K0.01%+413F-HRTimeline
Smithfield Trust Co508$42K<0.01%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.567$41.4K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.475$38.8K0.01%-513F-HRTimeline
Redwood Park Advisors LLC469$38.3K0.03%013F-HRTimeline
Sandy Spring Bank438$35.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.408$33.3K<0.01%013F-HRTimeline
Allworth Financial LP394$33K<0.01%-66713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.377$30.8K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC372$30.4K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC350$28.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC346$28.3K<0.01%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC343$28K0.01%-513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC341$27.9K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.325$26.6K0.02%013F-HRTimeline
Creative Capital Management Investments…321$26.2K0.01%013F-HRTimeline
Winthrop Capital Management, LLC323$26K0.01%013F-HRTimeline
Coston, McIsaac & Partners287$23K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC282$23K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC266$21.7K<0.01%013F-HR/ATimeline
HM PAYSON & CO257$21K<0.01%013F-HRTimeline
Key Financial Inc225$18.4K<0.01%013F-HRTimeline
Longview Financial Advisors LLC222$18.1K0.01%013F-HRTimeline
CVA Family Office, LLC219$17.9K<0.01%013F-HRTimeline
Crewe Advisors LLC210$17.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.200$16.4K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…185$15.1K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…183$14.9K<0.01%013F-HRTimeline
Copia Wealth Management164$13.4K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA160$13.1K<0.01%013F-HRTimelineGroup
CX Institutional155$13K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.155$12.7K<0.01%013F-HRTimeline
WASHINGTON TRUST Co155$12.7K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC147$12K0.01%013F-HRTimeline
Sage Mountain Advisors LLC146$11.9K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS143$11.7K<0.01%+6613F-HRTimelineGroup
Transce3nd, LLC123$10K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV110$8.99K<0.01%013F-HRTimeline
Signature Resources Capital Management,…99$8.09K0.01%013F-HRTimeline
Centerpoint Advisors, LLC93$8K<0.01%+1513F-HRTimeline
Decker Retirement Planning Inc.93$7.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC92$7.51K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC89$7.27K<0.01%013F-HRTimeline
Founders Capital Management73$5.96K<0.01%013F-HRTimeline
Arax Advisory Partners69$5.62K<0.01%new13F-HRTimeline
Front Row Advisors LLC66$5.39K<0.01%+3313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC60$4.9K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP56$4.54K<0.01%-6513F-HRTimeline
Provenance Wealth Advisors, LLC52$4.25K<0.01%013F-HRTimeline