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Disclosery

ESGD ISHARES TR

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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
Sowell Financial Services LLC2,145$205K0.01%+1313F-HRTimeline
Revolve Wealth Partners, LLC2,134$204K0.03%-6413F-HRTimeline
Argyle Capital Partners, LLC2,107$201K0.15%new13F-HRTimeline
Rede Wealth, LLC2,104$201K0.07%-1,38013F-HRTimeline
MOTCO2,091$200K0.02%013F-HRTimeline
EFG International AGin group EFG International AG2,030$194K<0.01%-4,30313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,981$189K<0.01%+42513F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,974$189K0.01%013F-HRTimeline
WPG Advisers, LLC1,974$189K0.14%013F-HRTimeline
Clarity Asset Management, Inc.1,943$186K0.09%-1913F-HRTimeline
Allworth Financial LP1,907$182K<0.01%+19013F-HRTimeline
Parkside Financial Bank & Trust1,893$181K0.01%013F-HRTimeline
Gould Capital, LLC1,887$180K0.11%+3013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,880$180K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,853$177K<0.01%-12,85513F-HRTimelineGroup
Finley Financial, LLC1,830$175K0.08%013F-HRTimeline
Horizons Wealth Management1,827$175K0.12%-4613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,772$169K0.01%+1213F-HR/ATimelineGroup
Covestor Ltd1,728$165K0.11%+4513F-HRTimeline
Smartleaf Asset Management LLC1,775$164K0.01%-7013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,703$163K0.01%-16413F-HRTimelineGroup
Clean Yield Group1,682$161K0.05%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,642$157K0.08%+9013F-HRTimelineGroup
CoreCap Advisors, LLC1,554$150K0.01%+10213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,453$139K<0.01%+67913F-HRTimelineGroup
Kennebec Savings Bank1,365$131K0.12%new13F-HRTimeline
Princeton Global Asset Management LLC1,261$121K0.02%+41113F-HRTimeline
LANARK FINANCIAL, INC.1,199$115K0.01%+96213F-HRTimeline
Rice Partnership, LLC1,192$114K0.02%-413F-HRTimeline
TD Waterhouse Canada Inc.1,142$111K<0.01%+10513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,095$105K<0.01%+94513F-HRTimelineGroup
Fort Vancouver Investment Management, L…1,090$104K0.05%013F-HRTimeline
Gen-Wealth Partners Inc1,043$99.7K0.03%-11313F-HRTimeline
Westend Capital Management, LLC1,030$98.5K0.03%-4513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management967$92.5K<0.01%-94013F-HRTimelineGroup
CVA Family Office, LLC957$91.5K0.01%+73813F-HRTimeline
Key Financial Inc937$89.6K0.02%013F-HRTimeline
Hurley Capital, LLC929$88.8K0.05%013F-HRTimeline
Trust Co911$87.1K0.01%-8513F-HRTimeline
Global Assets Advisory, LLC882$84.3K0.02%new13F-HRTimeline
Smithfield Trust Co890$84K<0.01%+24713F-HRTimeline
STANCE CAPITAL LLC871$83.3K0.04%new13F-HRTimeline
Kilter Group LLC857$81.9K0.04%-2113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC843$80.6K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.799$76.4K0.06%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC784$74.9K<0.01%013F-HRTimelineGroup
BFSG, LLC783$74.9K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…772$73.8K0.05%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …767$73.3K0.01%-2213F-HRTimelineGroup
IAG Wealth Partners, LLC765$73.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT763$73K<0.01%new13F-HRTimeline
FIRST HORIZON CORP755$72.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.750$71.7K0.02%013F-HRTimeline
4Thought Financial Group Inc.728$69.6K0.03%-6713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST725$69.3K0.01%-7513F-HRTimeline
Keating Financial Advisory Services, In…710$67.9K0.01%013F-HRTimeline
Redwood Park Advisors LLC700$66.9K0.05%013F-HRTimeline
Archer Investment Corp684$65.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC675$64.6K0.01%+35313F-HRTimeline
Pacific Center for Financial Services673$64.4K0.02%013F-HRTimeline
DT Investment Partners, LLC670$64.1K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.666$63.7K0.05%+42713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$62.8K<0.01%013F-HRTimelineGroup
Evolution Advisers, Inc.650$62K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC647$61.9K0.05%013F-HRTimeline
Geneos Wealth Management Inc.646$61.8K<0.01%+1013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…620$59.3K0.01%+5413F-HRTimeline
Investors Research Corp589$56.3K0.01%013F-HRTimeline
North Star Investment Management Corp.581$55.6K<0.01%+22013F-HRTimeline
Your Advocates Ltd., LLP573$54.8K0.02%-11513F-HRTimeline
UMB Bank, n.a.568$54.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.549$52.5K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp541$51.7K<0.01%-15613F-HRTimelineGroup
MCF Advisors LLC537$51.3K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.530$50.7K<0.01%-1913F-HRTimeline
Rialto Wealth Management, LLC501$47.9K0.01%013F-HRTimeline
Larson Financial Group LLC499$47.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC477$45.6K<0.01%-1613F-HRTimeline
BLUELINE ADVISORS LLC430$41.1K0.03%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…420$40.2K<0.01%+17213F-HRTimelineGroup
AMERIFLEX GROUP, INC.405$38.7K0.02%-6013F-HRTimeline
TD Capital Management LLC405$38.7K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC384$36.7K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC353$33.8K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.350$33.5K<0.01%new13F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.325$31.1K0.02%013F-HRTimeline
Winthrop Capital Management, LLC323$31K0.01%013F-HRTimeline
Creative Capital Management Investments…321$30.7K0.01%013F-HRTimeline
Rossmore Private Capital300$28.7K<0.01%013F-HRTimeline
Triumph Capital Management299$28.6K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.295$28.2K<0.01%-8213F-HRTimelineGroup
Coston, McIsaac & Partners298$28K0.01%013F-HRTimeline
HM PAYSON & CO260$24.8K<0.01%013F-HRTimeline
JDM Financial Group LLC254$24.3K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…232$22.2K<0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC222$21.2K0.01%013F-HRTimeline
Crewe Advisors LLC216$20.7K<0.01%013F-HRTimeline
GW&K Investment Management, LLC208$20K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC208$19.9K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…185$17.7K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC170$16.3K<0.01%-25813F-HRTimeline
Centerpoint Advisors, LLC166$16K0.01%+3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.164$16K<0.01%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Financial Planning Group LLC166$15.9K0.01%013F-HRTimeline
Copia Wealth Management164$15.7K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA160$15.3K<0.01%013F-HRTimelineGroup
CX Institutional157$15K<0.01%-113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC147$14.1K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.141$13.5K0.01%+1513F-HRTimeline
Abound Wealth Management133$12.8K<0.01%013F-HRTimeline
Vision Retirement, LLC126$12K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC117$11.2K<0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC123$11K0.01%-2613F-HRTimeline
Signature Resources Capital Management,…99$9.47K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC89$8.51K<0.01%013F-HRTimeline
Arax Advisory Partners83$7.95K<0.01%-31713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC82$7.84K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.79$7.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC74$7.2K<0.01%013F-HRTimeline
Founders Capital Management73$6.98K<0.01%013F-HRTimeline
Front Row Advisors LLC66$6.31K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC61$6K<0.01%-49513F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP58$5.52K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC55$5.26K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC52$4.97K<0.01%013F-HRTimeline
Financial Avengers, Inc.50$4.78K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.41$3.92K<0.01%+113F-HRTimeline
Lodestone Wealth Management LLC40$3.84K<0.01%013F-HR/ATimeline
BARRETT & COMPANY, INC.27$2.58K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.27$2.58K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS24$2.29K<0.01%-5013F-HRTimelineGroup
Millstone Evans Group, LLC21$2.01K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/18$1.72K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16$1.56K<0.01%-1813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$1.05K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC11$1.05K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…9$861<0.01%new13F-HRTimeline
Davis Capital Management9$861<0.01%013F-HRTimeline
MASECO LLP8$765<0.01%013F-HRTimeline
Key Capital Management, INC8$765<0.01%-12613F-HRTimeline
Raleigh Capital Management Inc.5$478<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.5$467<0.01%new13F-HRTimeline
Glassman Wealth Services2$191<0.01%013F-HRTimeline
Financial Life Planners1$101<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…1$77<0.01%-213F-HRTimeline