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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
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,656$157K0.05%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,556$148K<0.01%+1,11813F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,552$148K0.07%new13F-HRTimelineGroup
Clearstead Advisors, LLC1,511$144K<0.01%+10013F-HRTimeline
CoreCap Advisors, LLC1,452$138K<0.01%+19113F-HRTimeline
Rice Partnership, LLC1,196$114K0.02%+33713F-HRTimeline
Gen-Wealth Partners Inc1,156$110K0.04%-15113F-HRTimeline
EQ WEALTH ADVISORS, LLC1,125$107K0.06%new13F-HRTimeline
Fort Vancouver Investment Management, L…1,090$104K0.06%013F-HRTimeline
Westend Capital Management, LLC1,075$102K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,037$98.6K<0.01%-2313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,019$96.9K0.01%-92013F-HRTimelineGroup
Trust Co996$94.7K0.01%013F-HRTimeline
Key Financial Inc937$89.1K0.02%+3913F-HRTimeline
Hurley Capital, LLC929$88.3K0.05%013F-HRTimeline
Kilter Group LLC878$83.5K0.04%+22513F-HRTimeline
Princeton Global Asset Management LLC850$80.8K0.01%-2213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$80.2K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST800$76.1K0.01%013F-HRTimeline
4Thought Financial Group Inc.795$75.6K0.04%+1513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …789$75K0.01%-2013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC784$74.5K<0.01%013F-HRTimelineGroup
BFSG, LLC783$74.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…774$73.6K<0.01%-26313F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…772$73.4K0.05%013F-HR/ATimeline
Financial Network Wealth Advisors LLC769$73.1K0.08%-43513F-HRTimeline
IAG Wealth Partners, LLC765$72.7K0.01%013F-HRTimeline
Pacifica Partners Inc.750$72.1K0.03%013F-HRTimeline
FIRST HORIZON CORP755$71.8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.749$71.2K<0.01%+18213F-HRTimelineGroup
Keating Financial Advisory Services, In…710$67.5K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.707$67.2K0.02%013F-HRTimeline
Redwood Park Advisors LLC700$66.6K0.05%+22213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp697$66.3K<0.01%-1,37313F-HRTimelineGroup
Your Advocates Ltd., LLP688$65.4K0.02%+1113F-HRTimeline
Archer Investment Corp684$65K0.01%+113F-HRTimeline
DT Investment Partners, LLC670$63.7K0.01%new13F-HRTimeline
Pacific Center for Financial Services673$62.6K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$62.5K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC647$61.5K0.04%013F-HRTimeline
Evolution Advisers, Inc.650$61K0.03%013F-HRTimeline
Geneos Wealth Management Inc.636$60.5K<0.01%-8113F-HRTimeline
Smithfield Trust Co643$60K<0.01%+13513F-HRTimeline
Investors Research Corp589$56K0.01%-54813F-HRTimeline
UMB Bank, n.a.568$54K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…566$53.8K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC556$53K<0.01%+50213F-HRTimelineGroup
Center for Financial Planning, Inc.549$52.2K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.549$52.2K<0.01%-2013F-HRTimeline
Rialto Wealth Management, LLC501$47.6K0.01%-5213F-HRTimeline
Larson Financial Group LLC499$47.5K<0.01%-5413F-HRTimeline
JFS WEALTH ADVISORS, LLC493$46.9K<0.01%-6613F-HRTimeline
AMERIFLEX GROUP, INC.465$44.2K0.02%-45713F-HRTimeline
GAMMA Investing LLC428$40.7K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC428$40.7K0.03%13F-HRTimeline
TD Capital Management LLC405$38.5K<0.01%+813F-HRTimeline
Arax Advisory Partners400$38K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.377$35.8K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.361$34.4K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC359$34.2K<0.01%+713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC353$33.6K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC323$31K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.325$30.9K0.02%013F-HRTimeline
Scarborough Advisors, LLC322$30.6K0.01%-6313F-HRTimeline
Creative Capital Management Investments…321$30.5K0.01%013F-HRTimeline
Rossmore Private Capital300$28.5K<0.01%013F-HRTimeline
Triumph Capital Management299$28.4K0.01%new13F-HRTimeline
Coston, McIsaac & Partners298$28K0.01%+613F-HRTimeline
HM PAYSON & CO260$24.7K<0.01%-1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…248$23.5K<0.01%+6913F-HRTimelineGroup
Harbor Asset Planning, Inc.239$22.7K0.02%+513F-HRTimeline
LANARK FINANCIAL, INC.237$22.5K<0.01%013F-HRTimeline
Longview Financial Advisors LLC222$21.1K0.01%013F-HRTimeline
CVA Family Office, LLC219$20.8K<0.01%013F-HRTimeline
Crewe Advisors LLC216$20.5K<0.01%013F-HRTimeline
Investors Portfolio Services LLC208$19.7K0.02%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.188$18K<0.01%+17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…185$17.6K<0.01%013F-HRTimelineGroup
United Financial Planning Group LLC166$15.8K0.01%+313F-HRTimeline
Copia Wealth Management164$15.6K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA160$15.2K<0.01%013F-HRTimelineGroup
CX Institutional158$15K<0.01%+313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\150$14.3K<0.01%-3,00013F-HRTimelineGroup
Integrity Financial Corp /WA148$14.1K0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC149$14K0.01%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC147$14K0.01%013F-HRTimeline
Centerpoint Advisors, LLC136$13K<0.01%+1213F-HRTimeline
Key Capital Management, INC134$12.7K0.01%13F-HRTimeline
Abound Wealth Management133$12.7K<0.01%+6213F-HRTimeline
Vision Retirement, LLC126$12K<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.126$12K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$9.51K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…99$9.41K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC89$8.46K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC85$8.08K<0.01%new13F-HRTimeline
Blue Trust, Inc.79$7.56K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC74$7.29K<0.01%-9213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74$7.04K<0.01%013F-HRTimelineGroup
Founders Capital Management73$6.94K<0.01%013F-HRTimeline
Camelot Portfolios, LLC71$6.75K<0.01%new13F-HRTimeline
Front Row Advisors LLC66$6.28K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC63$5.99K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP58$5.49K<0.01%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55$5.23K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC52$4.95K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC40$3.82K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.40$3.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34$3.23K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.27$2.57K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.27$2.57K<0.01%+1013F-HRTimeline
Millstone Evans Group, LLC21$2K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC11$1.05K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$951<0.01%013F-HRTimeline
Davis Capital Management9$856<0.01%new13F-HRTimeline
MASECO LLP8$761<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…3$267<0.01%+213F-HRTimeline
Glassman Wealth Services2$190<0.01%013F-HRTimeline