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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
THURSTON, SPRINGER, MILLER, HERD & TITA…269$24K<0.01%+8613F-HRTimeline
HM PAYSON & CO258$23.1K<0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.234$20.9K0.02%13F-HRTimeline
Sound Income Strategies, LLC232$20.7K<0.01%+14013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding229$20.4K+44Timeline
Key Financial Inc225$20.1K<0.01%013F-HRTimeline
Longview Financial Advisors LLC222$19.8K0.01%013F-HRTimeline
CVA Family Office, LLC219$19.5K<0.01%013F-HRTimeline
Crewe Advisors LLC216$19.3K<0.01%+613F-HRTimeline
AMERIFLEX GROUP, INC.204$18K0.01%+413F-HRTimeline
Transce3nd, LLC189$16.9K0.01%+6613F-HRTimeline
Copia Wealth Management164$14.6K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA160$14.3K<0.01%013F-HRTimelineGroup
CX Institutional155$14K<0.01%013F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC147$13.1K0.01%013F-HRTimeline
Sage Mountain Advisors LLC146$13K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd105$9.37K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC99$9K<0.01%+613F-HRTimeline
Beacon Capital Management, LLC100$8.92K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…99$8.83K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC93$8.3K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC89$7.94K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.88$7.85K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75$6.69K<0.01%-51013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74$6.6K<0.01%-6913F-HRTimelineGroup
Founders Capital Management73$6.51K<0.01%013F-HRTimeline
Arax Advisory Partners70$6.25K<0.01%+113F-HRTimeline
Front Row Advisors LLC66$5.89K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP57$5.05K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC52$4.64K<0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC49$4.37K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.47$4K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC42$3.75K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.40$3.6K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.40$3.57K<0.01%+513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC35$3.12K<0.01%-2513F-HRTimeline
Choate Investment Advisors31$2.77K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.30$2.68K<0.01%-1,69513F-HRTimeline
BARRETT & COMPANY, INC.27$2.41K<0.01%013F-HRTimeline
Glassman Wealth Services2$178<0.01%013F-HRTimeline
Keystone Global Partners, LLC2$178<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.