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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (646 13F filers) reported a position in ESGD shares at 2025-06-30, 85,444,697 shares in all. 63 filers opened a position and 24 filers sold out during the quarter.

Managers
642
13F filers
646
New
63
Added
267
Reduced
195
Sold out
24
Shares held by filers
85,444,697

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WNY Asset Management, LLC4,445$397K0.04%-20913F-HRTimeline
Fingerlakes Wealth Management, Inc.4,311$385K0.29%+10613F-HRTimeline
Hilltop Partners LLC4,310$384K0.12%-23313F-HRTimeline
Darden Wealth Group Inc4,233$378K0.23%013F-HRTimeline
Davis Wealth Advisors, LLC4,187$374K0.4%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,189$373K0.06%+14113F-HRTimeline
Veracity Capital LLC4,088$365K0.13%+19513F-HRTimeline
CWC Advisors, LLC.4,087$365K0.19%-413F-HRTimeline
Arkos Global Advisors4,078$364K0.05%013F-HRTimeline
True Link Financial Advisors, LLC4,064$363K0.03%+1,04613F-HRTimeline
WARNER FINANCIAL, INC4,056$362K0.15%+1413F-HRTimeline
WEALTH ALLIANCE, LLC4,008$358K0.04%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC4,000$357K0.36%013F-HRTimeline
Nautilus Advisors LLC4,000$357K0.26%013F-HRTimeline
Hanson & Doremus Investment Management3,995$356K0.05%013F-HRTimeline
Bangor Savings Bank3,974$355K0.03%-2613F-HRTimeline
Harbor Group, Inc.3,959$353K0.06%+30913F-HRTimeline
Financial Insights, Inc.3,921$350K0.13%-63313F-HRTimeline
Integrated Investment Consultants, LLC3,913$349K0.07%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,882$346K0.01%-15113F-HRTimeline
Simmons Bankin group Simmons Bank3,878$346K0.02%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,830$342K0.01%-72013F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV3,288$341K0.18%+13013F-HRTimeline
PrairieView Partners, LLC3,778$337K0.03%-19413F-HRTimeline
PECAUT & CO.3,777$337K0.11%+3713F-HRTimeline
Topel & Distasi Wealth Management, LLC3,759$335K0.18%013F-HRTimeline
United Asset Strategies, Inc.3,740$334K0.03%-5913F-HRTimeline
Stephenson & Company, Inc.3,731$333K0.2%+65313F-HRTimeline
Farmers National Bank3,730$333K0.09%+23313F-HRTimeline
O'Brien Wealth Partners LLC3,676$328K0.05%013F-HRTimeline
Focus Financial Network, Inc.3,667$327K0.01%+27913F-HRTimeline
Hughes Financial Services, LLC3,679$326K0.06%-15813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,625$323K0.01%013F-HRTimelineGroup
Opulen Financial Group LLC3,577$319K0.26%+3913F-HRTimeline
Physician Wealth Advisors, Inc.3,574$319K0.05%-14413F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,568$318K<0.01%+813F-HRTimeline
Gemmer Asset Management LLC3,564$318K0.03%+6313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,475$310K0.12%+56113F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,430$306K<0.01%-42913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,400$303K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,385$302K0.01%new13F-HRTimeline
Leverty Financial Group, LLC3,365$300K0.09%013F-HRTimeline
Regal Investment Advisors LLC3,337$298K0.02%new13F-HRTimeline
Silver Oak Advisory Group, Inc.3,312$295K0.14%+6113F-HRTimeline
D. SCOTT NEAL, INC.3,288$293K0.15%-10513F-HRTimeline
TME FINANCIAL, INC.3,277$292K0.24%-42613F-HRTimeline
CW Advisors, LLC3,260$291K<0.01%+18513F-HRTimeline
Continuum Advisory, LLC3,234$289K0.03%+20613F-HRTimeline
Tarbox Family Office, Inc.3,149$281K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.3,146$281K0.01%-2613F-HRTimeline
Global Retirement Partners, LLC3,121$278K0.01%13F-HRTimeline
Rede Wealth, LLC3,105$277K0.1%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$277K0.04%013F-HRTimelineGroup
Kingsview Wealth Management, LLC3,090$276K<0.01%-10513F-HRTimeline
Mission Creek Capital Partners, Inc.3,044$272K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,018$269K0.01%new13F-HRTimeline
Confluence Wealth Services, Inc.3,011$269K0.01%+19013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,005$268K0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,000$268K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…2,997$267K0.03%new13F-HRTimeline
Callan Family Office, LLC2,966$265K0.01%-84313F-HRTimeline
Plante Moran Financial Advisors, LLC2,963$264K0.02%+9413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,959$264K0.02%-813F-HR/ATimeline
Round Rock Advisors LLC2,929$261K0.05%+28113F-HRTimeline
Rockbridge Investment Management, LCC2,888$258K0.03%new13F-HRTimeline
SIGNATUREFD, LLC2,870$256K<0.01%-59413F-HRTimeline
GPS Wealth Strategies Group, LLC2,868$256K0.03%-5613F-HRTimeline
AlphaCore Capital LLC2,868$256K0.01%-3,65113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,858$255K0.04%+10813F-HRTimeline
Sachetta, LLC2,857$255K0.1%-30113F-HRTimeline
Quantinno Capital Management LP2,853$255K<0.01%new13F-HRTimeline
Etesian Wealth Advisors, Inc.2,818$251K0.09%+12213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,756$246K0.02%013F-HRTimeline
Founders Financial Alliance, LLC2,750$245K0.06%013F-HRTimeline
TRUST CO OF VERMONT2,723$243K0.01%013F-HRTimeline
Clarity Asset Management, Inc.2,723$243K0.14%+4313F-HRTimeline
NewEdge Wealth, LLC2,696$241K<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc2,688$240K0.02%+10713F-HRTimeline
Vested Financial Planning, LLC2,676$239K0.21%013F-HRTimeline
CWS Financial Advisors, LLC2,666$238K0.07%+4613F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,911$238K0.08%013F-HRTimeline
RFG Advisory, LLC2,641$236K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC2,626$234K0.02%013F-HRTimeline
Ascent Capital Management, LLC2,606$232K0.21%+3113F-HRTimeline
Welch & Forbes LLC2,605$232K<0.01%+15213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,590$231K<0.01%new13F-HR/ATimelineGroup
Busey Bank2,560$228K0.01%new13F-HRTimeline
Pathway Financial Advisors LLC2,549$227K0.03%013F-HRTimeline
BridgePort Financial Solutions, LLC2,546$227K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,533$226K0.01%-26113F-HRTimeline
Snowden Capital Advisors LLC2,527$225K0.01%new13F-HRTimeline
JSF Financial, LLC2,504$223K0.05%-3,21713F-HRTimeline
Auxano Advisors, LLC2,472$221K0.05%013F-HRTimeline
Financial Council, LLC2,439$218K0.1%-1113F-HRTimeline
Columbia Bank2,434$216K0.07%new13F-HRTimeline
PFG Investments, LLC2,418$216K0.01%-1,02713F-HRTimeline
Petros Family Wealth, LLC2,408$215K0.2%new13F-HRTimeline
Abacus Planning Group, Inc.2,396$214K0.03%new13F-HR/ATimeline
NWF Advisory Services Inc.2,393$214K0.03%-11513F-HRTimeline
High Falls Advisors, Inc2,367$211K0.05%new13F-HRTimeline
BayBridge Capital Group, LLC2,364$211K0.14%-20213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,576$210K0.12%013F-HRTimeline
Fairway Financial, LLC2,353$210K0.18%new13F-HRTimeline
Larson Financial Group LLC2,334$208K0.01%+1,68213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$208K0.07%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,326$208K<0.01%new13F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC2,317$207K0.1%new13F-HRTimeline
Valmark Advisers, Inc.2,308$206K<0.01%new13F-HRTimeline
Stewardship Advisors, LLC2,291$204K0.05%new13F-HRTimeline
Centurion Wealth Management LLC2,274$203K0.06%new13F-HRTimeline
Revolve Wealth Partners, LLC2,270$203K0.03%new13F-HRTimeline
WBH ADVISORY INC2,258$201K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,178$194K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,145$190K0.13%-29913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,058$184K0.01%+62013F-HRTimelineGroup
MOTCO2,091$183K0.02%013F-HRTimeline
Keener Financial Planning LLC2,018$180K0.09%+8213F-HRTimeline
Cornerstone Planning Group LLC2,000$176K0.04%+3713F-HRTimeline
WPG Advisers, LLC1,974$176K0.15%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,939$173K0.03%-1713F-HRTimelineGroup
Parkside Financial Bank & Trust1,893$169K0.02%013F-HRTimeline
Glenmede Investment Management, LP1,880$168K<0.01%13F-HRTimeline
Horizons Wealth Management1,873$167K0.12%013F-HRTimeline
Finley Financial, LLC1,830$163K0.08%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,770$158K0.02%-17613F-HRTimeline
Gould Capital, LLC1,757$157K0.1%013F-HRTimeline
Rossby Financial, LCC1,753$156K0.06%-26313F-HRTimeline
Bellwether Advisors, LLC1,717$153K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,710$153K<0.01%013F-HRTimeline
Covestor Ltd1,570$140K0.08%+4613F-HRTimeline
Stephens Consulting, LLC1,559$139K0.03%-7713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,518$135K<0.01%-1,01513F-HRTimelineGroup
Clearstead Advisors, LLC1,411$126K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,361$121K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,326$118K0.01%+59913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,312$117K0.01%-22213F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,267$113K0.04%013F-HRTimeline
First Horizon Advisors, Inc.1,208$108K<0.01%+1,05313F-HRTimeline
Financial Network Wealth Advisors LLC1,204$107K0.13%013F-HRTimeline
Investors Research Corp1,137$101K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,131$101K<0.01%-17813F-HRTimelineGroup
AllSquare Wealth Management LLC1,096$97.8K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…1,090$97.2K0.07%013F-HRTimeline
Westend Capital Management, LLC1,075$95.9K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,053$93.9K<0.01%-75513F-HRTimeline
TD Waterhouse Canada Inc.1,037$92.3K<0.01%+43713F-HRTimeline
Hurley Capital, LLC929$82.9K0.06%013F-HRTimeline
AE Wealth Management LLC899$80.2K<0.01%+31913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC884$78.8K0.01%new13F-HRTimelineGroup
Trust Co880$78.5K0.01%-7713F-HRTimeline
Princeton Global Asset Management LLC872$77.8K0.01%+2813F-HRTimeline
Rice Partnership, LLC862$76.9K0.01%-4813F-HRTimeline
BFSG, LLC858$76.6K0.01%013F-HRTimeline
Gen-Wealth Partners Inc855$76.3K0.03%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$75.2K0.01%013F-HRTimeline
Scarborough Advisors, LLC801$71.5K0.01%new13F-HRTimeline
4Thought Financial Group Inc.801$71.5K0.04%-913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST800$71.4K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…799$71.3K0.09%-29813F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …794$70.8K0.01%13F-HRTimelineGroup
Geneos Wealth Management Inc.771$68.8K<0.01%-99713F-HRTimeline
IAG Wealth Partners, LLC765$68.3K0.01%013F-HRTimeline
Pacifica Partners Inc.750$66.8K0.03%-10013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…744$66.4K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.707$63.1K0.02%+11313F-HRTimeline
Kimelman & Baird, LLC692$61.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC683$60.9K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP677$60.4K0.02%+413F-HRTimeline
Pacific Center for Financial Services673$60K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC647$57.7K0.04%013F-HRTimeline
Evolution Advisers, Inc.650$57K0.03%013F-HRTimeline
Archer Investment Corp635$56.7K0.01%013F-HRTimeline
Kilter Group LLC618$55.1K0.03%new13F-HRTimeline
TD Capital Management LLC614$54.8K0.01%+1113F-HRTimeline
FAS Wealth Partners, Inc.579$51.6K<0.01%+1113F-HRTimeline
UMB Bank, n.a.568$50.7K<0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.567$50.6K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC553$49.3K0.01%013F-HRTimeline
Center for Financial Planning, Inc.549$49K0.01%013F-HRTimeline
Tortoise Investment Management, LLC516$46K<0.01%+25013F-HRTimeline
Smithfield Trust Co508$45K<0.01%013F-HRTimeline
Redwood Park Advisors LLC478$42.6K0.03%+913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp438$39.1K<0.01%new13F-HRTimelineGroup
Providence Capital Advisors, LLC416$37.1K0.01%new13F-HRTimeline
Allworth Financial LP395$35.3K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC390$34.8K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC378$33.8K0.01%+3513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.377$33.6K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC372$33.2K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC355$32.2K0.01%new13F-HRTimeline
North Star Investment Management Corp.355$31.6K<0.01%-5313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC353$31.5K<0.01%+1213F-HRTimeline
Golden State Wealth Management, LLC352$31.4K<0.01%+613F-HRTimeline
Lowe Wealth Advisors, LLC350$31.2K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC347$31K<0.01%new13F-HR/ATimeline
Kathleen S. Wright Associates Inc.327$29.2K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC323$29K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.325$29K0.02%013F-HRTimeline
Creative Capital Management Investments…321$28.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners292$26K0.01%+513F-HRTimeline