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Disclosery

ESGD ISHARES TR

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COM (fund)

717 managers (724 13F filers) reported a position in ESGD shares at 2025-12-31, 90,789,624 shares in all. 66 filers opened a position and 23 filers sold out during the quarter.

Managers
717
13F filers
724
New
66
Added
303
Reduced
200
Sold out
23
Shares held by filers
90,789,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fulcrum Capital LLC5,337$507K0.1%-13013F-HRTimeline
New England Private Wealth Advisors LLC5,333$507K0.06%+34813F-HR/ATimeline
Root Financial Partners, LLC5,322$506K0.03%-16313F-HRTimeline
Bluespring Wealth Management, LLC5,296$504K0.04%+51713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,292$503K0.01%-3113F-HRTimeline
Advisors Capital Management, LLC5,208$495K0.01%new13F-HRTimeline
BLB&B Advisors, LLC5,200$494K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,187$493K<0.01%-6513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC5,172$492K<0.01%+39313F-HRTimelineGroup
Baker Avenue Asset Management, LP5,172$492K0.01%+38113F-HRTimeline
Curtis Advisory Group, LLC5,163$491K0.1%-1,09713F-HRTimeline
Bigelow Investment Advisors, LLC5,162$491K0.19%013F-HRTimeline
DDFG, Inc5,148$490K0.11%-4313F-HRTimeline
Pathfinder Wealth Consulting, Inc.5,143$489K0.31%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,109$486K0.01%+33613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,982$474K<0.01%new13F-HRTimelineGroup
Chesley Taft & Associates LLC4,950$471K0.02%-40013F-HRTimeline
Contango Wealth Management LLC4,943$470K0.53%13F-HRTimeline
Morling Financial Advisors, LLC4,873$463K0.15%+21113F-HRTimeline
Kelman-Lazarov, Inc.4,864$462K0.07%-1113F-HRTimeline
AlphaCore Capital LLC4,790$455K0.01%+1,92213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,772$454K0.01%-29913F-HRTimeline
RFG Advisory, LLC4,748$452K0.01%+1,46913F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,741$450K0.06%-7713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,708$448K0.01%-8213F-HRTimelineGroup
North Berkeley Wealth Management, LLC4,671$444K0.26%-5813F-HRTimeline
APPLETON PARTNERS INC/MA4,664$443K0.03%+1513F-HRTimeline
Fingerlakes Wealth Management, Inc.4,635$441K0.28%+31313F-HRTimeline
TRUEFG, LLC4,630$440K0.12%+4613F-HRTimeline
Krilogy Financial LLC4,418$440K0.01%-32913F-HRTimeline
Compass Ion Advisors, LLC4,622$440K0.04%013F-HRTimeline
Sage Mountain Advisors LLC4,597$437K0.02%013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,590$436K0.04%013F-HRTimeline
Community Bank, N.A.4,518$430K0.05%-6813F-HRTimeline
Sherman Asset Management, Inc.4,427$421K0.36%+37613F-HRTimeline
Harbor Group, Inc.4,414$420K0.06%+25113F-HRTimeline
Warren Street Wealth Advisors, LLC4,383$417K0.12%-3,49813F-HRTimeline
Regal Investment Advisors LLC4,324$411K0.02%-59913F-HRTimeline
Veracity Capital LLC4,266$406K0.12%+12313F-HRTimeline
Darden Wealth Group Inc4,233$403K0.2%013F-HRTimeline
Capital Management Associates, Inc4,205$400K0.09%+1,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,111$391K<0.01%new13F-HRTimelineGroup
Advisory Alpha, LLC4,103$390K0.01%-2,69113F-HRTimeline
CWC Advisors, LLC.4,090$389K0.19%+313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,088$389K<0.01%+1,17713F-HRTimelineGroup
Snowden Capital Advisors LLC4,070$387K0.01%+1013F-HRTimeline
WARNER FINANCIAL, INC4,070$387K0.13%+1413F-HRTimeline
Farmers National Bank4,040$384K0.09%+30113F-HRTimeline
Nautilus Advisors LLC4,000$380K0.25%013F-HRTimeline
Hanson & Doremus Investment Management3,995$380K0.05%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,965$377K0.31%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,892$370K0.01%+3613F-HRTimelineGroup
Austin Private Wealth, LLC3,876$369K0.03%-71113F-HRTimeline
Stephenson & Company, Inc.3,853$366K0.2%-6513F-HRTimeline
Simmons Bankin group Simmons Bank3,845$366K0.02%-10913F-HRTimelineGroup
Avior Wealth Management, LLC3,821$363K0.01%+79213F-HRTimeline
WEALTH ALLIANCE, LLC3,809$362K0.04%-50113F-HRTimeline
PECAUT & CO.3,763$358K0.12%+22113F-HRTimeline
Financial Insights, Inc.3,761$358K0.12%013F-HRTimeline
Focus Financial Network, Inc.3,749$356K0.01%+8213F-HRTimeline
Opulen Financial Group LLC3,747$356K0.26%+7013F-HRTimeline
Continuum Advisory, LLC3,745$356K0.04%+2713F-HRTimeline
Topel & Distasi Wealth Management, LLC3,742$356K0.17%-513F-HRTimeline
Wealth Dimensions Group, Ltd.3,739$356K0.07%013F-HRTimeline
Hilltop Partners LLC3,735$355K0.09%+1913F-HRTimeline
J. Mark Nickell & Co.3,689$351K0.32%13F-HRTimeline
O'Brien Wealth Partners LLC3,676$350K0.05%013F-HRTimeline
Confluence Wealth Services, Inc.3,666$349K0.01%+7513F-HRTimeline
Gemmer Asset Management LLC3,661$348K0.03%+6513F-HRTimeline
Hughes Financial Services, LLC3,660$348K0.05%-1913F-HRTimeline
Arkos Global Advisors3,656$348K0.04%-42213F-HRTimeline
True Link Financial Advisors, LLC3,656$348K0.02%-9313F-HRTimeline
United Asset Strategies, Inc.3,566$339K0.03%-16113F-HRTimeline
Empowered Funds, LLC3,542$337K0.01%new13F-HR/ATimeline
Physician Wealth Advisors, Inc.3,525$335K0.05%+113F-HRTimeline
MOTIVE WEALTH ADVISORS3,512$334K0.14%new13F-HRTimeline
Cadia Private Client LLC3,500$333K0.26%13F-HRTimeline
Rede Wealth, LLC3,484$331K0.12%new13F-HRTimeline
BridgePort Financial Solutions, LLC3,454$328K0.09%+59313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,410$324K0.03%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,355$319K0.16%new13F-HRTimeline
TME FINANCIAL, INC.3,339$318K0.22%+6213F-HRTimeline
Etesian Wealth Advisors, Inc.3,303$314K0.1%+22113F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,274$311K<0.01%-29413F-HRTimeline
Silver Oak Advisory Group, Inc.3,262$310K0.14%+6013F-HRTimeline
Keener Financial Planning LLC3,244$308K0.13%+1,22613F-HRTimeline
Leverty Financial Group, LLC3,233$307K0.07%-11513F-HRTimeline
XML Financial, LLC3,221$306K0.02%new13F-HRTimeline
MOR Wealth Management, LLC3,216$306K0.14%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,178$302K0.11%-19413F-HRTimeline
Avantax Planning Partners, Inc.3,146$299K0.01%013F-HRTimeline
Quantinno Capital Management LP3,116$296K<0.01%+32113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$296K0.03%013F-HRTimelineGroup
Kingsview Wealth Management, LLC3,111$296K<0.01%+9113F-HRTimeline
Abacus Planning Group, Inc.3,108$296K0.04%+4513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC3,053$290K0.01%-3313F-HRTimelineGroup
Mission Creek Capital Partners, Inc.3,044$289K0.06%013F-HRTimeline
AdvisorNet Financial, Inc3,036$289K0.02%+21113F-HRTimeline
PW ADVISORS, LLC \ FL3,026$288K0.23%13F-HRTimeline
Rockbridge Investment Management, LCC3,023$287K0.03%+3213F-HRTimeline
Plante Moran Financial Advisors, LLC3,022$287K0.02%+24413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,997$285K0.02%+2413F-HR/ATimeline
Keystone Financial Services2,982$284K0.09%new13F-HRTimeline
Atria Investments, Inc2,968$282K<0.01%-12413F-HRTimeline
Investment Research Partners LLC2,965$282K0.12%-13413F-HRTimeline
NWF Advisory Services Inc.2,947$280K0.03%-14613F-HRTimeline
Tortoise Investment Management, LLC2,941$280K0.02%+1,70513F-HRTimeline
Talisman Wealth Advisors LLC2,928$279K0.22%+41813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,928$278K0.03%+6913F-HRTimeline
Round Rock Advisors LLC2,917$277K0.04%013F-HR/ATimeline
APS Management Group, Inc.2,903$276K0.24%+3413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,900$276K<0.01%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,892$275K0.07%+2013F-HRTimeline
SIGNATUREFD, LLC2,880$274K<0.01%+14713F-HRTimeline
Crusonia Wealth Advisors LLC2,879$274K0.06%13F-HRTimeline
Nadler Financial Group, Inc.2,855$271K0.03%new13F-HRTimeline
Connecticut Wealth Management, LLC2,843$270K0.01%-51913F-HRTimeline
Shum Financial Group, Inc.2,843$270K0.19%+41313F-HRTimeline
JGP Wealth Management, LLC2,792$265K0.03%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC2,757$263K0.24%13F-HRTimeline
JSF Financial, LLC2,767$263K0.05%-9513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,760$263K0.13%+8813F-HRTimeline
NewEdge Wealth, LLC2,760$262K<0.01%+6413F-HRTimeline
WBH ADVISORY INC2,751$262K0.02%-11713F-HRTimeline
Founders Financial Alliance, LLC2,750$261K0.05%013F-HRTimeline
Vested Financial Planning, LLC2,731$260K0.2%013F-HRTimeline
CWS Financial Advisors, LLC2,726$259K0.07%+5413F-HRTimeline
TRUST CO OF VERMONT2,712$258K0.01%+913F-HRTimeline
Spectrum Financial Alliance Ltd LLC2,700$257K0.05%new13F-HRTimeline
Sachetta, LLC2,695$256K0.14%-16213F-HRTimeline
NATURAL INVESTMENTS, LLC2,694$256K0.06%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,692$256K0.11%-59913F-HRTimeline
Abundance Wealth Counselors2,630$250K0.04%new13F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…2,627$250K0.02%new13F-HRTimelineGroup
SmartHarvest Portfolios, LLC2,601$247K0.09%13F-HRTimeline
Stonebridge Financial Group, LLC2,600$247K0.02%-2613F-HRTimeline
Busey Bank2,560$243K0.01%013F-HRTimeline
LifePlan Investment Advisors, Inc.2,559$243K0.1%+21613F-HRTimeline
Welch & Forbes LLC2,538$241K<0.01%-6713F-HRTimeline
WealthSpring Partners, LLC2,528$240K0.25%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,520$240K<0.01%+2113F-HRTimelineGroup
Basecamp Wealth Advisors LLC2,513$239K0.05%13F-HRTimeline
Financial Council, LLC2,499$238K0.09%+2913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,496$237K0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK2,486$236K<0.01%+16013F-HRTimelineGroup
Columbia Bank2,469$235K0.07%013F-HRTimeline
Fairway Financial, LLC2,467$235K0.18%+3213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,458$234K0.05%new13F-HRTimelineGroup
Centurion Wealth Management LLC2,408$229K0.05%+10313F-HRTimeline
MA Private Wealth2,404$229K0.04%-1513F-HRTimeline
AE Wealth Management LLC2,393$228K<0.01%+98313F-HRTimeline
Stewardship Advisors, LLC2,380$226K0.05%+4013F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,289$226K0.15%+1413F-HRTimeline
NorthCrest Asset Manangement, LLC2,306$224K0.01%new13F-HRTimeline
BayBridge Capital Group, LLC2,359$224K0.14%-513F-HRTimeline
Prospera Financial Services Inc2,334$222K<0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$222K0.05%013F-HRTimeline
Midway Capital Research & Management2,321$221K0.22%13F-HRTimeline
Old Peak Finance LLC2,299$219K0.13%13F-HRTimeline
Emergent Wealth Advisors, LLC2,278$217K0.12%+613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,271$216K0.06%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,266$215K0.14%+1613F-HRTimeline
Maia Wealth LLC2,089$215K0.04%-52913F-HRTimeline
Liberty Atlantic Advisors LLC2,241$213K0.21%13F-HRTimeline
Financial Futures Ltd Liability Co.2,237$213K0.1%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,178$212K<0.01%013F-HRTimeline
TPG Financial Advisors, LLC2,229$212K0.07%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,226$212K0.02%+2213F-HRTimeline
SWEENEY & MICHEL, LLC2,032$211K0.06%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,216$211K0.01%new13F-HRTimeline
Pekin Hardy Strauss, Inc.2,210$210K0.02%013F-HRTimeline
Revolve Wealth Partners, LLC2,198$209K0.02%-3513F-HRTimeline
ETF Portfolio Partners, Inc.2,196$209K0.05%+1413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,185$208K0.03%13F-HRTimeline
Cornerstone Planning Group LLC2,062$207K0.03%+6213F-HRTimeline
EQ LLC2,167$206K0.06%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc2,165$206K0.1%+1413F-HRTimeline
PFG Investments, LLC2,164$206K0.01%-39313F-HRTimeline
Sowell Financial Services LLC2,132$203K0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC2,122$202K0.06%new13F-HRTimeline
Eaton Financial Holdings Company, LLC2,121$202K0.05%new13F-HRTimeline
Team Hewins, LLC2,111$201K0.06%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,110$201K<0.01%+40013F-HRTimeline
MOTCO2,091$199K0.02%013F-HRTimeline
Rossby Financial, LCC2,073$197K0.06%-5013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,974$188K0.01%-78213F-HRTimeline
WPG Advisers, LLC1,974$188K0.14%013F-HRTimeline
Clarity Asset Management, Inc.1,962$187K0.1%-75713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,907$181K0.01%+1,83213F-HRTimelineGroup
Parkside Financial Bank & Trust1,893$180K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,880$179K<0.01%13F-HRTimelineGroup
Horizons Wealth Management1,873$178K0.12%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,867$178K0.01%-19113F-HRTimelineGroup
Gould Capital, LLC1,857$177K0.11%+10013F-HRTimeline
Smartleaf Asset Management LLC1,845$176K0.01%+60813F-HRTimeline
Finley Financial, LLC1,830$174K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,760$167K0.01%-19613F-HRTimelineGroup
Allworth Financial LP1,717$163K<0.01%+1,65813F-HRTimeline
Covestor Ltd1,683$160K0.08%+9413F-HRTimeline
Stephens Consulting, LLC1,676$159K0.05%-2113F-HRTimeline