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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (648 13F filers) reported a position in ESGD shares at 2025-09-30, 85,081,201 shares in all. 42 filers opened a position and 32 filers sold out during the quarter.

Managers
642
13F filers
648
New
42
Added
278
Reduced
178
Sold out
32
Shares held by filers
85,081,201

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WEALTH ALLIANCE, LLC4,310$401K0.04%+30213F-HRTimeline
Darden Wealth Group Inc4,233$394K0.21%013F-HRTimeline
Harbor Group, Inc.4,163$387K0.06%+20413F-HRTimeline
Veracity Capital LLC4,143$385K0.12%+5513F-HRTimeline
CWC Advisors, LLC.4,087$380K0.19%013F-HRTimeline
Arkos Global Advisors4,078$379K0.05%013F-HRTimeline
Snowden Capital Advisors LLC4,060$377K0.01%+1,53313F-HRTimeline
WARNER FINANCIAL, INC4,056$377K0.14%013F-HRTimeline
Sherman Asset Management, Inc.4,051$377K0.32%-44913F-HRTimeline
Nautilus Advisors LLC4,000$372K0.25%013F-HRTimeline
Hanson & Doremus Investment Management3,995$371K0.05%013F-HRTimeline
Simmons Bankin group Simmons Bank3,954$368K0.02%+7613F-HRTimelineGroup
Stephenson & Company, Inc.3,918$364K0.21%+18713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,856$359K0.01%+2613F-HRTimelineGroup
Financial Insights, Inc.3,761$350K0.12%-16013F-HRTimeline
Hughes Financial Services, LLC3,679$349K0.06%013F-HRTimeline
True Link Financial Advisors, LLC3,749$349K0.02%-31513F-HRTimeline
Topel & Distasi Wealth Management, LLC3,747$348K0.17%-1213F-HRTimeline
Farmers National Bank3,739$348K0.08%+913F-HRTimeline
Wealth Dimensions Group, Ltd.3,739$348K0.07%-3,55313F-HRTimeline
United Asset Strategies, Inc.3,727$347K0.03%-1313F-HRTimeline
Continuum Advisory, LLC3,718$346K0.04%+48413F-HRTimeline
Hilltop Partners LLC3,716$345K0.1%-59413F-HRTimeline
Opulen Financial Group LLC3,677$342K0.26%+10013F-HRTimeline
O'Brien Wealth Partners LLC3,676$342K0.05%013F-HRTimeline
Focus Financial Network, Inc.3,667$341K0.01%013F-HRTimeline
Gemmer Asset Management LLC3,596$334K0.03%+3213F-HRTimeline
Confluence Wealth Services, Inc.3,591$334K0.02%+58013F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,568$332K<0.01%013F-HRTimeline
PECAUT & CO.3,542$329K0.11%-23513F-HRTimeline
Physician Wealth Advisors, Inc.3,524$328K0.05%-5013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,410$317K0.03%+1013F-HRTimeline
Sonoma Allocations LLC3,371$316K0.12%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,372$314K0.11%-10313F-HRTimeline
Connecticut Wealth Management, LLC3,362$313K0.01%-19,37213F-HRTimeline
Leverty Financial Group, LLC3,348$311K0.08%-1713F-HRTimeline
Metis Global Partners, LLC3,300$307K0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,291$306K0.14%+97413F-HRTimeline
D. SCOTT NEAL, INC.3,288$306K0.14%013F-HRTimeline
RFG Advisory, LLC3,279$305K0.01%+63813F-HRTimeline
TME FINANCIAL, INC.3,277$305K0.23%013F-HRTimeline
Capital Management Associates, Inc3,205$298K0.08%new13F-HRTimeline
Silver Oak Advisory Group, Inc.3,202$297K0.13%-11013F-HRTimeline
Prime Capital Investment Advisors, LLC3,181$296K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,161$294K0.01%+4013F-HRTimeline
Investment Research Partners LLC3,099$294K0.13%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,150$293K<0.01%-2,74013F-HRTimelineGroup
Tarbox Family Office, Inc.3,149$293K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.3,146$293K0.01%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$289K0.03%013F-HRTimelineGroup
NWF Advisory Services Inc.3,093$288K0.03%+70013F-HRTimeline
Atria Investments, Inc3,092$288K<0.01%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC3,086$287K0.01%+12013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.3,082$287K0.09%+26413F-HRTimeline
Abacus Planning Group, Inc.3,063$285K0.04%+66713F-HRTimeline
Mission Creek Capital Partners, Inc.3,044$283K0.06%013F-HRTimeline
Avior Wealth Management, LLC3,029$282K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC3,020$281K<0.01%-7013F-HRTimeline
Rockbridge Investment Management, LCC2,991$278K0.03%+10313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,973$276K0.02%+1413F-HR/ATimeline
Round Rock Advisors LLC2,917$271K0.04%-1213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,911$271K<0.01%-9413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,873$267K0.03%+513F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,872$267K0.08%-3913F-HRTimeline
APS Management Group, Inc.2,869$267K0.24%13F-HRTimeline
WBH ADVISORY INC2,868$267K0.02%+61013F-HRTimeline
AlphaCore Capital LLC2,868$267K0.01%013F-HRTimeline
JSF Financial, LLC2,862$266K0.06%+35813F-HRTimeline
BridgePort Financial Solutions, LLC2,861$266K0.07%+31513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,859$266K0.03%+113F-HRTimeline
Sachetta, LLC2,857$266K0.1%013F-HRTimeline
AdvisorNet Financial, Inc2,825$263K0.01%+13713F-HRTimeline
Quantinno Capital Management LP2,795$260K<0.01%-5813F-HRTimeline
Plante Moran Financial Advisors, LLC2,778$258K0.02%-18513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,756$256K0.02%013F-HRTimeline
Founders Financial Alliance, LLC2,750$256K0.05%013F-HRTimeline
SIGNATUREFD, LLC2,733$254K<0.01%-13713F-HRTimeline
Vested Financial Planning, LLC2,731$254K0.21%+5513F-HRTimeline
Clarity Asset Management, Inc.2,719$253K0.14%-413F-HRTimeline
NewEdge Wealth, LLC2,696$253K<0.01%013F-HRTimeline
TRUST CO OF VERMONT2,703$251K0.01%-2013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,672$249K0.12%-61613F-HRTimeline
CWS Financial Advisors, LLC2,672$248K0.07%+613F-HRTimeline
Maia Wealth LLC2,618$248K0.04%new13F-HRTimeline
Ascent Capital Management, LLC2,627$244K0.19%+2113F-HRTimeline
Stonebridge Financial Group, LLC2,626$244K0.02%013F-HRTimeline
Welch & Forbes LLC2,605$242K<0.01%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,583$240K<0.01%-84713F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.2,576$240K0.12%013F-HRTimeline
Busey Bank2,560$238K0.01%013F-HRTimeline
PFG Investments, LLC2,557$238K0.01%+13913F-HRTimeline
LongView Asset Management LLC2,542$236K0.16%-2,21213F-HRTimeline
Talisman Wealth Advisors LLC2,510$233K0.19%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,499$232K<0.01%-9113F-HRTimelineGroup
Columbia Bank2,469$231K0.06%+3513F-HRTimeline
Auxano Advisors, LLC2,472$230K0.05%013F-HRTimeline
Financial Council, LLC2,470$230K0.1%+3113F-HRTimeline
Fairway Financial, LLC2,435$226K0.18%+8213F-HRTimeline
Shum Financial Group, Inc.2,430$226K0.17%13F-HRTimeline
Aries Wealth Management2,422$225K0.05%new13F-HRTimeline
MA Private Wealth2,419$225K0.04%new13F-HRTimeline
BayBridge Capital Group, LLC2,364$220K0.14%013F-HRTimeline
LifePlan Investment Advisors, Inc.2,343$218K0.09%new13F-HRTimeline
Stewardship Advisors, LLC2,340$218K0.05%+4913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$217K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,326$216K<0.01%013F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC2,275$216K0.16%new13F-HRTimeline
Valmark Advisers, Inc.2,308$215K<0.01%013F-HRTimeline
Centurion Wealth Management LLC2,305$214K0.05%+3113F-HRTimeline
Emergent Wealth Advisors, LLC2,272$211K0.12%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,250$208K0.13%+10513F-HRTimeline
Revolve Wealth Partners, LLC2,233$208K0.02%-3713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,178$206K<0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.2,210$205K0.02%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,204$205K0.03%new13F-HRTimeline
ETF Portfolio Partners, Inc.2,182$203K0.05%new13F-HRTimeline
WEALTHGARDEN F.S. LLC2,117$201K0.14%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc2,151$200K0.1%new13F-HRTimeline
Rossby Financial, LCC2,123$199K0.07%+37013F-HRTimeline
MOTCO2,091$194K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,070$192K0.01%-1,55513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,058$191K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC2,000$189K0.03%013F-HRTimeline
Keener Financial Planning LLC2,018$187K0.09%013F-HRTimeline
WPG Advisers, LLC1,974$184K0.14%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,956$182K0.01%+64413F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,939$180K0.02%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,893$176K0.01%013F-HRTimeline
Glenmede Investment Management, LP1,880$175K<0.01%013F-HRTimeline
Horizons Wealth Management1,873$174K0.12%013F-HRTimeline
Finley Financial, LLC1,830$170K0.08%013F-HRTimeline
Gould Capital, LLC1,757$163K0.1%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,710$159K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,697$158K0.05%+13813F-HRTimeline
STANCE CAPITAL LLC1,687$157K0.06%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,656$154K0.05%+38913F-HRTimeline
Covestor Ltd1,589$148K0.08%+1913F-HRTimeline
Clearstead Advisors, LLC1,411$131K<0.01%013F-HRTimeline
AE Wealth Management LLC1,410$131K<0.01%+51113F-HRTimeline
Gen-Wealth Partners Inc1,307$122K0.04%+45213F-HRTimeline
CoreCap Advisors, LLC1,261$117K<0.01%+20813F-HRTimeline
Tortoise Investment Management, LLC1,236$115K0.01%+72013F-HRTimeline
Smartleaf Asset Management LLC1,237$115K0.01%-8913F-HRTimeline
Financial Network Wealth Advisors LLC1,204$112K0.12%013F-HRTimeline
Investors Research Corp1,137$106K0.02%013F-HRTimeline
AllSquare Wealth Management LLC1,096$102K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…1,090$101K0.06%013F-HRTimeline
Westend Capital Management, LLC1,075$100K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,060$99.4K<0.01%+2313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,037$96.4K<0.01%-9413F-HRTimelineGroup
Trust Co996$92.6K0.01%+11613F-HRTimeline
Hurley Capital, LLC929$86.4K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.922$85.7K0.03%+71813F-HRTimeline
Key Financial Inc898$84.2K0.02%+67313F-HRTimeline
Princeton Global Asset Management LLC872$81.1K0.01%013F-HRTimeline
Rice Partnership, LLC859$79.9K0.01%-313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$78.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …809$75.2K0.01%13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST800$74.4K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC784$72.9K<0.01%-10013F-HRTimelineGroup
BFSG, LLC783$72.8K0.01%-7513F-HRTimeline
4Thought Financial Group Inc.780$72.6K0.04%-2113F-HRTimeline
MJT & Associates Financial Advisory Gro…772$71.8K0.06%-2713F-HRTimeline
IAG Wealth Partners, LLC765$71.1K0.01%013F-HRTimeline
Pacifica Partners Inc.750$70.3K0.03%013F-HRTimeline
Geneos Wealth Management Inc.717$66.7K<0.01%-5413F-HRTimeline
Cape Investment Advisory, Inc.707$65.7K0.06%013F-HRTimeline
Archer Investment Corp683$63.5K0.01%+4813F-HRTimeline
Your Advocates Ltd., LLP677$62.9K0.02%013F-HRTimeline
Pacific Center for Financial Services673$62.6K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$61.1K<0.01%-2613F-HRTimelineGroup
Kilter Group LLC653$60.7K0.03%+3513F-HRTimeline
Nalls Sherbakoff Group, LLC647$60.2K0.04%013F-HRTimeline
Evolution Advisers, Inc.650$60K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.569$52.9K<0.01%-1013F-HRTimeline
UMB Bank, n.a.568$52.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.567$52.7K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…566$52.6K0.01%-17813F-HRTimeline
JFS WEALTH ADVISORS, LLC559$52K<0.01%+16913F-HRTimeline
Larson Financial Group LLC553$51.5K<0.01%-1,78113F-HRTimeline
Rialto Wealth Management, LLC553$51.4K0.01%013F-HRTimeline
Center for Financial Planning, Inc.549$51K0.01%013F-HRTimeline
Smithfield Trust Co508$46K<0.01%013F-HRTimeline
Redwood Park Advisors LLC478$44.4K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp438$40.7K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC419$39K0.01%+6913F-HRTimeline
TD Capital Management LLC397$36.9K<0.01%-21713F-HRTimeline
Scarborough Advisors, LLC385$35.8K0.01%-41613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.377$35.1K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.355$33K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC353$32.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC352$32.8K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.327$30.4K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.325$30.2K0.02%013F-HRTimeline
Winthrop Capital Management, LLC323$30K0.01%013F-HRTimeline
Creative Capital Management Investments…321$29.8K0.01%013F-HRTimeline
Rossmore Private Capital300$27.9K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners292$27K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.275$25.6K0.01%+24513F-HRTimeline
HM PAYSON & CO270$25.1K<0.01%+1213F-HRTimeline