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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
LANARK FINANCIAL, INC.237$22K<0.01%+19013F-HRTimeline
Harbor Asset Planning, Inc.234$21.8K0.02%013F-HRTimeline
Longview Financial Advisors LLC222$20.6K0.01%013F-HRTimeline
CVA Family Office, LLC219$20.4K<0.01%013F-HRTimeline
Crewe Advisors LLC216$20.1K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding185$17.2K-44Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…179$16.6K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC166$15.5K<0.01%-6613F-HRTimeline
Copia Wealth Management164$15.2K0.01%013F-HRTimeline
United Financial Planning Group LLC163$15.1K0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA160$14.9K<0.01%013F-HRTimelineGroup
CX Institutional155$14K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC147$13.7K0.01%013F-HRTimeline
Cloud Capital Management, LLC145$13K0.01%new13F-HRTimeline
Centerpoint Advisors, LLC124$12K<0.01%+2513F-HRTimeline
Qube Research & Technologies Ltd107$9.95K<0.01%+213F-HRTimeline
Signature Resources Capital Management,…99$9.21K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC89$8.28K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV87$8K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management75$6.97K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74$6.88K<0.01%013F-HRTimelineGroup
Founders Capital Management73$6.79K<0.01%013F-HRTimeline
Abound Wealth Management71$6.6K<0.01%new13F-HRTimeline
Front Row Advisors LLC66$6.14K<0.01%013F-HRTimeline
Allworth Financial LP59$5.51K<0.01%-33613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP57$5.27K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55$5.11K<0.01%+2013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC54$5K<0.01%-8,26113F-HRTimelineGroup
Provenance Wealth Advisors, LLC52$4.83K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.40$3.72K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.27$2.51K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank26$2.42K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC21$1.95K<0.01%new13F-HRTimeline
Guerra Advisors Inc17$1.61K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.17$1.58K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$930<0.01%new13F-HRTimeline
MASECO LLP8$744<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC6$558<0.01%new13F-HRTimeline
Glassman Wealth Services2$186<0.01%013F-HRTimeline
Financial Life Planners1$96<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…1$74<0.01%new13F-HRTimeline