Skip to content
Disclosery

ESGD ISHARES TR

Follow

COM (fund)

745 managers (754 13F filers) reported a position in ESGD shares at 2026-03-31, 87,943,312 shares in all. 58 filers opened a position and 25 filers sold out during the quarter.

Managers
745
13F filers
754
New
58
Added
284
Reduced
247
Sold out
25
Shares held by filers
87,943,312

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OpenArc Corporate Advisory, LLC5,761$551K0.01%-56913F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,714$546K0.21%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,702$545K0.01%+41013F-HRTimeline
SkyView Investment Advisors, LLC5,664$542K0.07%-27913F-HRTimeline
Ballentine Partners, LLC5,622$538K0.01%013F-HRTimeline
Continuum Advisory, LLC5,610$536K0.05%+1,86513F-HRTimeline
Curtis Advisory Group, LLC5,573$533K0.11%+41013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,557$531K<0.01%+57513F-HRTimelineGroup
Rehmann Capital Advisory Group5,545$530K0.03%+11413F-HRTimeline
Empowered Funds, LLC5,470$523K<0.01%+1,92813F-HR/ATimeline
SENTINEL TRUST CO LBA5,473$523K0.05%013F-HRTimeline
Milestone Investment Advisors LLC5,400$516K0.12%013F-HRTimeline
Bluespring Wealth Management, LLC5,395$516K0.04%+9913F-HRTimeline
DDFG, Inc5,382$515K0.11%+23413F-HRTimeline
Simmons Bankin group Simmons Bank5,255$502K0.03%+1,41013F-HRTimelineGroup
Bangor Savings Bank5,253$502K0.04%-1,32913F-HRTimeline
BLB&B Advisors, LLC5,215$499K0.02%+1513F-HRTimeline
Bigelow Investment Advisors, LLC5,212$498K0.2%+5013F-HRTimeline
Advisors Capital Management, LLC5,208$498K0.01%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.5,143$492K0.32%013F-HRTimeline
Baker Avenue Asset Management, LP5,082$486K0.01%-9013F-HRTimeline
KINTRA WEALTH, LLC5,025$480K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC4,991$477K0.02%new13F-HRTimeline
Fulcrum Capital LLC4,944$473K0.1%-39313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,928$471K<0.01%-25913F-HRTimelineGroup
Sherman Asset Management, Inc.4,865$465K0.43%+43813F-HRTimeline
Morling Financial Advisors, LLC4,848$464K0.14%-2513F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,742$453K0.06%+113F-HRTimeline
Bell Bank4,733$453K0.02%new13F-HRTimeline
RFG Advisory, LLC4,652$445K0.01%-9613F-HRTimeline
Compass Ion Advisors, LLC4,622$442K0.04%013F-HRTimeline
Sage Mountain Advisors LLC4,597$440K0.03%013F-HRTimeline
Warren Street Wealth Advisors, LLC4,556$436K0.11%+17313F-HRTimeline
Contango Wealth Management LLC4,536$434K0.51%-40713F-HRTimeline
Capital Management Associates, Inc4,500$430K0.1%+29513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,477$428K0.01%-29513F-HRTimeline
Chesley Taft & Associates LLC4,450$426K0.02%-50013F-HRTimeline
Advisory Alpha, LLC4,449$425K0.01%+34613F-HRTimeline
Community Bank, N.A.4,437$424K0.05%-8113F-HRTimeline
GK Wealth Management LLC4,583$424K0.37%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC4,583$424K0.37%+1,82613F-HRTimeline
PECAUT & CO.4,412$422K0.14%+64913F-HRTimeline
Bogart Wealth, LLC4,404$421K0.02%-1,48013F-HRTimeline
APPLETON PARTNERS INC/MA4,386$419K0.03%-27813F-HRTimeline
TRUEFG, LLC4,352$416K0.11%-27813F-HRTimeline
North Berkeley Wealth Management, LLC4,342$415K0.22%-32913F-HRTimeline
Regal Investment Advisors LLC4,342$415K0.02%+1813F-HRTimeline
New England Private Wealth Advisors LLC4,317$413K0.05%-1,01613F-HRTimeline
Harbor Group, Inc.4,290$410K0.06%-12413F-HRTimeline
Veracity Capital LLC4,266$408K0.15%013F-HRTimeline
Hilltop Partners LLC4,259$407K0.1%+52413F-HRTimeline
Darden Wealth Group Inc4,233$405K0.21%013F-HRTimeline
Krilogy Financial LLC3,980$405K0.01%-43813F-HRTimeline
Hughes Financial Services, LLC4,218$403K0.06%+55813F-HRTimeline
CWC Advisors, LLC.4,090$391K0.19%013F-HRTimeline
WARNER FINANCIAL, INC4,070$389K0.13%013F-HRTimeline
Farmers National Bank4,032$386K0.09%-813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,024$385K0.11%+1,75313F-HRTimeline
Independent Advisor Alliance4,003$383K<0.01%new13F-HRTimeline
VILLERE ST DENIS J & CO LLC4,000$382K0.04%-59013F-HRTimeline
Nautilus Advisors LLC4,000$382K0.26%013F-HRTimeline
Cadia Private Client LLC4,000$382K0.31%+50013F-HRTimeline
Hanson & Doremus Investment Management3,995$382K0.04%013F-HRTimeline
WEALTH ALLIANCE, LLC3,975$380K0.04%+16613F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,965$379K0.3%013F-HRTimeline
SeaCrest Wealth Management, LLC3,962$379K0.04%-1,27713F-HRTimeline
Etesian Wealth Advisors, Inc.3,932$376K0.12%+62913F-HRTimeline
Kelman-Lazarov, Inc.3,920$375K0.05%-94413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,886$372K0.03%+88913F-HRTimeline
Cornerstone Planning Group LLC3,671$370K0.05%+1,60913F-HRTimeline
True Link Financial Advisors, LLC3,868$370K0.02%+21213F-HR/ATimeline
Stephenson & Company, Inc.3,857$369K0.2%+413F-HRTimeline
AdvisorNet Financial, Inc3,838$367K0.02%+80213F-HRTimeline
Leverty Financial Group, LLC3,788$362K0.08%+55513F-HRTimeline
Syntegra Private Wealth Group, LLC3,788$362K0.03%new13F-HRTimeline
Financial Insights, Inc.3,753$359K0.12%-813F-HRTimeline
Confluence Wealth Services, Inc.3,746$358K0.01%+8013F-HRTimeline
Wealth Dimensions Group, Ltd.3,739$358K0.07%013F-HRTimeline
Avior Wealth Management, LLC3,736$357K0.01%-8513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,715$355K0.01%-99313F-HRTimelineGroup
Snowden Capital Advisors LLC3,710$355K0.01%-36013F-HRTimeline
J. Mark Nickell & Co.3,689$353K0.32%013F-HR/ATimeline
Physician Wealth Advisors, Inc.3,674$351K0.05%+14913F-HRTimeline
Opulen Financial Group LLC3,667$351K0.25%-8013F-HRTimeline
Gemmer Asset Management LLC3,661$350K0.03%013F-HRTimeline
United Asset Strategies, Inc.3,632$347K0.03%+6613F-HRTimeline
Focus Financial Network, Inc.3,621$346K0.01%-12813F-HRTimeline
Arkos Global Advisors3,566$341K0.04%-9013F-HRTimeline
Quantinno Capital Management LP3,542$339K<0.01%+42613F-HRTimeline
MOTIVE WEALTH ADVISORS3,512$336K0.16%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,510$336K0.03%+10013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,459$331K0.01%-43313F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC3,355$321K0.16%013F-HRTimeline
BridgePort Financial Solutions, LLC3,355$321K0.09%-9913F-HRTimeline
TME FINANCIAL, INC.3,339$319K0.22%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,307$316K0.01%new13F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,886$316K<0.01%-4,44713F-HRTimelineGroup
Silver Oak Advisory Group, Inc.3,262$311K0.13%013F-HRTimeline
MOR Wealth Management, LLC3,216$308K0.14%013F-HRTimeline
Shum Financial Group, Inc.3,173$303K0.21%+33013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,149$301K0.1%-2913F-HRTimeline
Avantax Planning Partners, Inc.3,146$301K0.01%013F-HRTimeline
PFG Investments, LLC3,137$300K0.01%+97313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,111$297K0.03%013F-HRTimelineGroup
AE Wealth Management LLC3,109$297K<0.01%+71613F-HRTimeline
Abacus Planning Group, Inc.3,108$297K0.04%013F-HRTimeline
Callan Family Office, LLC3,104$297K0.01%+5113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,103$297K<0.01%new13F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,092$296K0.04%-22,66213F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…3,068$293K0.01%new13F-HRTimelineGroup
Mission Creek Capital Partners, Inc.3,044$291K0.06%013F-HRTimeline
Atria Investments, Inc3,038$290K<0.01%+7013F-HRTimeline
Rockbridge Investment Management, LCC3,026$289K0.03%+313F-HRTimeline
Kingsview Wealth Management, LLC3,014$288K<0.01%-9713F-HRTimeline
Tortoise Investment Management, LLC2,996$286K0.02%+5513F-HRTimeline
Reynders McVeigh Capital Management, LLC2,973$284K0.01%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,967$284K0.04%+3913F-HRTimeline
Investment Research Partners LLC2,965$284K0.12%013F-HRTimeline
Keener Financial Planning LLC2,953$282K0.12%-29113F-HRTimeline
NWF Advisory Services Inc.2,947$282K0.03%013F-HRTimeline
SIGNATUREFD, LLC2,943$281K<0.01%+6313F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,937$281K<0.01%-33713F-HRTimeline
Avail Investment Partners, LLC2,912$278K0.3%13F-HRTimeline
Round Rock Advisors LLC2,895$277K0.04%-2213F-HRTimeline
Nadler Financial Group, Inc.2,880$275K0.03%+2513F-HRTimeline
Crusonia Wealth Advisors LLC2,879$275K0.06%013F-HRTimeline
PW ADVISORS, LLC \ FL2,851$273K0.2%-17513F-HRTimeline
Elmwood Wealth Management, Inc.2,849$272K0.08%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,845$272K0.02%new13F-HRTimeline
Well Done, LLC2,833$271K0.04%new13F-HRTimeline
Connecticut Wealth Management, LLC2,830$271K0.01%-1313F-HRTimeline
JGP Wealth Management, LLC2,817$269K0.03%+2513F-HRTimeline
NewEdge Wealth, LLC2,815$269K<0.01%+5513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,698$269K0.12%+613F-HRTimeline
Basecamp Wealth Advisors LLC2,813$269K0.06%+30013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,803$268K0.02%new13F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC2,765$264K0.14%-97713F-HRTimeline
WBH ADVISORY INC2,705$263K0.02%-4613F-HRTimeline
Founders Financial Alliance, LLC2,750$263K0.05%013F-HRTimeline
APS Management Group, Inc.2,740$262K0.22%-16313F-HRTimeline
CWS Financial Advisors, LLC2,733$261K0.07%+713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,706$259K0.12%-5413F-HRTimeline
Patriot Financial Group Insurance Agenc…2,704$259K0.01%new13F-HRTimeline
XML Financial, LLC2,704$259K0.02%-51713F-HRTimeline
Rossby Financial, LCC2,646$257K0.05%+57313F-HRTimeline
NATURAL INVESTMENTS, LLC2,694$257K0.06%013F-HRTimeline
Root Financial Partners, LLC2,649$253K0.01%-2,67313F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,509$253K0.17%+22013F-HRTimeline
Abundance Wealth Counselors2,630$251K0.04%013F-HRTimeline
Sachetta, LLC2,626$251K0.14%-6913F-HRTimeline
Keystone Financial Services2,620$251K0.07%-36213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,620$251K<0.01%+13413F-HRTimelineGroup
SmartHarvest Portfolios, LLC2,601$249K0.1%013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…2,587$247K0.02%-4013F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.2,576$246K0.11%-18113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,566$245K0.01%+7013F-HRTimelineGroup
Busey Bank2,560$245K0.01%013F-HRTimeline
Welch & Forbes LLC2,538$243K<0.01%013F-HRTimeline
WealthSpring Partners, LLC2,528$242K0.22%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,520$241K0.16%+25413F-HRTimeline
NerdWallet Wealth Partners, LLC2,516$241K0.1%new13F-HRTimeline
Columbia Bank2,469$236K0.07%013F-HRTimeline
Fairway Financial, LLC2,467$236K0.18%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,458$235K0.05%013F-HRTimelineGroup
Liberty Atlantic Advisors LLC2,451$234K0.2%+21013F-HRTimeline
Stonebridge Financial Group, LLC2,437$233K0.02%-16313F-HRTimeline
Financial Futures Ltd Liability Co.2,431$232K0.1%+19413F-HRTimeline
JSF Financial, LLC2,423$232K0.05%-34413F-HRTimeline
Prime Capital Investment Advisors, LLC2,413$231K<0.01%new13F-HRTimeline
MA Private Wealth2,404$230K0.04%013F-HRTimeline
Centurion Wealth Management LLC2,401$230K0.05%-713F-HRTimeline
Kaizen Financial Strategies2,255$229K0.1%new13F-HRTimeline
Stewardship Advisors, LLC2,367$226K0.05%-1313F-HRTimeline
Prospera Financial Services Inc2,357$225K<0.01%+2313F-HRTimeline
NorthCrest Asset Manangement, LLC2,333$225K0.01%+2713F-HRTimeline
BayBridge Capital Group, LLC2,359$224K0.14%013F-HRTimeline
EQ LLC2,345$224K0.06%+17813F-HRTimeline
Financial Council, LLC2,334$223K0.09%-16513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$223K0.05%013F-HRTimeline
Midway Capital Research & Management2,321$222K0.21%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,320$222K0.2%13F-HRTimeline
Old Peak Finance LLC2,299$220K0.13%013F-HRTimeline
Hoxton Planning & Management, LLC2,297$220K0.07%+17513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,235$217K<0.01%+5713F-HRTimeline
LifePlan Investment Advisors, Inc.2,267$217K0.09%-29213F-HRTimeline
Snider Financial Group2,256$216K0.07%new13F-HRTimeline
LifeGoal Investments, LLC2,194$213K0.12%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,226$213K0.02%013F-HRTimeline
Emergent Wealth Advisors, LLC2,217$212K0.13%-6113F-HRTimeline
Pekin Hardy Strauss, Inc.2,210$211K0.02%013F-HRTimeline
ETF Portfolio Partners, Inc.2,208$211K0.06%+1213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,206$211K0.06%+55013F-HRTimeline
TPG Financial Advisors, LLC2,203$211K0.07%-2613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,199$210K0.02%+1413F-HRTimeline
Barden Capital Management, Inc.2,198$210K0.18%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,195$210K0.04%-69713F-HRTimeline
Grey Ledge Advisors, LLC2,195$210K0.05%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc2,165$207K0.09%013F-HRTimeline
Mengis Capital Management, Inc.2,154$206K0.04%new13F-HRTimeline
SWEENEY & MICHEL, LLC2,032$206K0.06%013F-HRTimeline