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Disclosery

ESGD ISHARES TR

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COM (fund)

609 managers (610 13F filers) reported a position in ESGD shares at 2024-12-31, 86,435,297 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
609
13F filers
610
New
29
Added
281
Reduced
157
Sold out
38
Shares held by filers
86,435,297

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,710,875$739M0.07%+230,63913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,268,152$477M0.04%+399,96213F-HRTimelineGroup
Empower Advisory Group, LLC5,963,609$454M1.53%+271,62613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,604,447$427M0.06%+973,27613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,054,619$385M0.03%+62,40713F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,482,820$341M1.04%+176,99313F-HRTimelineGroup
Betterment LLC3,403,920$259M0.62%+53,72113F-HRTimeline
FMR LLCin group FMR LLC2,343,423$178M0.01%+459,85113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,007,305$153M0.04%+16,68213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,870,256$142M0.05%+116,76913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,652,696$126M0.03%-7,59913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,624,062$124M0.02%+121,84813F-HRTimelineGroup
Acorns Advisers, LLC1,496,050$114M1.1%+156,22613F-HRTimeline
UBS Group AGin group UBS Group AG1,440,370$110M0.02%-23,78813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,380,210$105M0.38%-421,45713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,205,740$91.8M0.22%+74,19813F-HRTimeline
SPINNAKER TRUST1,201,071$91.4M5.77%+5,00413F-HRTimeline
Wealthfront Advisers LLC1,126,828$85.8M0.25%-43,57413F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1,121,980$85.4M<0.01%-130,69113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,024,276$78M1.43%-203,95213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,015,945$77.4M0.07%+62,91013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC986,250$75.1M0.11%+27,75013F-HRTimeline
Ellevest, Inc.909,767$69.3M4%+65,50813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\851,387$64.8M0.08%+49,11313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC624,581$47.6M0.08%+489,68313F-HRTimelineGroup
HighTower Advisors, LLC557,731$42.5M0.06%-14,83213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…555,446$42.3M0.03%-8,68213F-HRTimelineGroup
EP Wealth Advisors, LLC553,762$42.2M0.34%+38,59513F-HRTimeline
Creative Planningin group Creative Planning539,688$41.1M0.04%+25,50013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp534,326$40.7M0.14%+3,81913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co524,932$40M0.53%+28,55513F-HRTimelineGroup
LPL Financial LLC516,418$39.3M0.02%+17,21213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA409,814$31.2M0.01%+27,64513F-HRTimelineGroup
IMPACTfolio, LLC406,743$31M16.07%+18,76613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO403,562$30.7M0.04%+8,09713F-HRTimelineGroup
D.A. DAVIDSON & CO.403,336$30.7M0.25%-1,74813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP381,466$29M0.69%+11,10813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…346,743$27.5M0.05%-45,88313F-HRTimelineGroup
Olde Wealth Management, LLC346,888$26.4M9.44%+17,84613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP325,839$24.8M0.04%-5,12313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…325,500$24.8M0.1%-50,00013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…295,067$22.5M0.61%+5,80113F-HRTimeline
High Note Wealth, LLC293,384$22.3M5.81%+8,60313F-HRTimeline
Federation des caisses Desjardins du Qu…283,557$21.6M0.11%+79013F-HRTimeline
Ally Invest Advisors Inc.280,094$21.3M1.85%+22,21013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC276,132$21M0.92%-5,22813F-HRTimeline
Mariner, LLCin group Mariner, LLC251,990$19.2M0.03%-4,15413F-HRTimelineGroup
Money Design Co.,Ltd.247,269$18.8M0.97%+3,33113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…244,252$18.6M0.04%+31,90413F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…242,345$18.5M0.07%+17413F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP241,405$18.4M0.51%+1,93813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.235,728$17.9M0.43%-2,39413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC228,595$17.4M0.06%+7,11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.220,008$16.8M0.03%+8,40713F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC218,606$16.6M0.77%-2,98113F-HRTimeline
Cambridge Investment Research Advisors,…213,998$16.3M0.05%-6,09513F-HRTimeline
MATHER GROUP, LLC.205,178$15.6M0.2%+22,43513F-HRTimeline
Bond & Devick Financial Network, Inc.172,613$14.5M6.21%013F-HRTimeline
BLAIR WILLIAM & CO/IL187,831$14.3M0.04%-14,31213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp175,990$13.4M<0.01%+4,34813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC173,266$13.2M<0.01%13F-HR/ATimelineGroup
EASTERN BANK171,454$13.1M0.24%-4,01113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers171,208$13M0.02%+2,29713F-HRTimelineGroup
Windsor Capital Management, LLC166,610$12.7M3.76%+2,44713F-HRTimeline
DOHJ, LLC166,324$12.7M2.93%-9,51413F-HRTimeline
Financial Engines Advisors L.L.C.164,553$12.5M0.03%+4,77313F-HRTimeline
Modera Wealth Management, LLC160,880$12.2M0.15%-77013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…148,081$11.3M0.22%-22,86313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co142,920$10.9M0.34%+55613F-HRTimeline
ALLIANCEBERNSTEIN L.P.137,521$10.5M<0.01%+62,20813F-HRTimeline
Steward Partners Investment Advisory, L…135,802$10.3M0.09%-2,96913F-HRTimeline
Stanich Group LLC134,124$10.2M7.63%13F-HRTimeline
Fund Evaluation Group, LLC130,708$9.95M0.47%+44,49913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,816$9.88M0.01%+14,86113F-HRTimelineGroup
Clarius Group, LLC121,617$9.26M0.63%+35,05913F-HRTimeline
RVW Wealth, LLC120,830$9.2M0.86%-1,17213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources120,309$9.16M<0.01%-6813F-HRTimelineGroup
Wealthspire Advisors, LLC119,680$9.11M0.09%-86213F-HRTimeline
Roof Eidam Maycock Peralta, LLC119,134$9.07M2.34%+4,12013F-HRTimeline
Sand Hill Global Advisors, LLC117,156$8.92M0.38%+6,89913F-HRTimeline
Shira Ridge Wealth Management117,018$8.91M4.36%+7,56113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,705$8.81M0.01%+45513F-HRTimelineGroup
Orgel Wealth Management, LLC113,790$8.66M0.23%+6,86013F-HRTimeline
Wealth Architects, LLC104,463$7.95M0.9%+5,80813F-HRTimeline
WRAPMANAGER INC96,914$7.38M1.89%-86413F-HRTimeline
HILL ISLAND FINANCIAL LLC96,145$7.32M2.14%+2,19113F-HRTimeline
Laurel Wealth Planning LLC95,464$7.27M4.69%+4,25113F-HRTimeline
GeoWealth Management, LLC95,255$7.25M0.24%-22,74013F-HRTimeline
Essential Planning, LLC.88,110$7.02M0.05%new13F-HRTimeline
Litman Gregory Wealth Management LLC91,207$6.94M0.6%+40213F-HRTimeline
Private Advisor Group, LLC88,065$6.71M0.04%+1,30513F-HRTimeline
Apella Capital, LLC85,063$6.48M0.25%-11013F-HRTimeline
Impact Investors, Inc78,982$6.01M4.67%13F-HRTimeline
BSW Wealth Partners75,762$5.77M0.85%+84113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,172$5.65M0.01%+2,31113F-HRTimelineGroup
Mascoma Wealth Management LLC73,517$5.6M1.41%+4,22313F-HRTimeline
NOTTINGHAM ADVISORS, INC.72,858$5.55M0.7%-6,42713F-HRTimeline
SOA Wealth Advisors, LLC.71,965$5.48M1.01%-1,30613F-HR/ATimeline
NewEdge Advisors, LLC71,614$5.45M0.03%+8,65513F-HRTimeline
JNBA Financial Advisors68,448$5.21M0.53%+2,04313F-HRTimeline
Accredited Investors Inc.65,082$4.96M0.29%-2,08713F-HRTimeline
Cetera Investment Advisers64,603$4.92M0.01%+5,98413F-HRTimeline
Beacon Pointe Advisors, LLC62,218$4.74M0.05%-2,91613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,205$4.74M0.01%+9,66513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC61,093$4.65M<0.01%+1,86413F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC57,700$4.39M2.14%+3,08213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC57,096$4.35M0.06%+5,67613F-HRTimeline
SageView Advisory Group, LLC56,894$4.33M0.19%+44013F-HRTimeline
Relyea Zuckerberg Hanson LLC56,715$4.32M0.58%-40813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC55,488$4.22M0.03%-98013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC55,191$4.2M0.01%+1,96013F-HRTimelineGroup
Quent Capital, LLC54,604$4.16M0.43%+8,14713F-HRTimeline
Advisory Services Network, LLC54,195$4.13M0.08%+24,41313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,435$4M0.01%+49613F-HR/ATimelineGroup
RAFFA WEALTH MANAGEMENT, LLC52,172$3.97M0.92%-6,61513F-HRTimeline
Dynamic Advisor Solutions LLC51,489$3.92M0.17%+1,57713F-HRTimeline
Robertson Stephens Wealth Management, L…50,766$3.87M0.14%-2,87013F-HRTimeline
Garde Capital, Inc.49,976$3.81M0.25%-6,89413F-HRTimeline
Cresset Asset Management, LLC48,283$3.68M0.02%+5,36013F-HRTimeline
Trilogy Capital Inc.47,372$3.61M0.19%-90913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …47,361$3.61M0.04%+1,27813F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO46,617$3.55M0.21%013F-HRTimelineGroup
Veridan Wealth LLC44,413$3.49M1.63%13F-HRTimeline
CENTRAL TRUST Co45,738$3.48M0.09%+84613F-HRTimeline
Blue Edge Capital, LLC43,973$3.35M0.53%-1,48313F-HRTimeline
Integris Wealth Management, LLC43,902$3.34M0.94%+90613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,635$3.32M-15,965Timeline
Facet Wealth, Inc.41,162$3.28M0.09%+35713F-HRTimeline
Fisher Asset Management, LLC42,469$3.23M<0.01%-2,31113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC42,194$3.21M0.06%+1,58813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…42,177$3.21M0.32%-1,77513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.41,952$3.19M0.2%+3,07913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,682$3.17M0.08%+6,04213F-HRTimeline
Dunhill Financial, LLC41,114$3.13M1.46%-7,02013F-HRTimeline
Plancorp, LLC40,797$3.11M0.13%+55213F-HRTimeline
Waypoint Wealth Partners Inc.40,439$3.08M0.84%+1413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding39,598$3.01M+19,633Timeline
Balanced Rock Investment Advisors LLC39,426$3M2.38%-12,74813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,331$2.92M0.03%+1,00213F-HRTimelineGroup
Keel Point, LLC37,749$2.87M0.23%+48213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.37,428$2.85M1.71%13F-HRTimeline
Objective Capital Management, LLC36,690$2.79M1.87%-55813F-HRTimeline
Aptus Capital Advisors, LLC35,992$2.74M0.03%+28,89313F-HRTimeline
JMG Financial Group, Ltd.35,817$2.73M0.09%-2813F-HRTimeline
Parkside Advisors LLC35,452$2.7M0.64%+23813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,235$2.68M<0.01%+27,60613F-HRTimelineGroup
Baron Financial Group, LLC34,013$2.59M1.61%-63513F-HRTimeline
Merit Financial Group, LLC33,102$2.52M0.05%+4,21313F-HRTimeline
Pine Haven Investment Counsel, Inc32,722$2.49M2.05%+99813F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC32,250$2.46M2.12%13F-HRTimeline
WealthShield Partners, LLC32,237$2.45M0.35%-3,40313F-HRTimeline
Vision Capital Management, Inc.32,016$2.44M0.36%+37513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/31,882$2.43M0.51%+39013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV31,737$2.42M0.08%-37,95413F-HRTimeline
Montecito Bank & Trust31,493$2.4M0.42%+6,04013F-HRTimeline
WESBANCO BANK INC30,580$2.33M0.08%+18913F-HRTimeline
RTD Financial Advisors, Inc.30,306$2.31M0.3%-29713F-HRTimeline
Financial Advisors, LLC30,153$2.3M0.44%-61713F-HRTimeline
Brio Consultants, LLC29,855$2.27M0.36%+3,20213F-HRTimeline
GC Wealth Management RIA, LLC29,697$2.26M0.4%-3,78013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC29,412$2.24M0.22%+2,29013F-HRTimeline
Sincerus Advisory, LLC29,065$2.21M2.37%13F-HRTimeline
Dorsey & Whitney Trust CO LLC29,002$2.21M0.12%-3,50013F-HRTimeline
CHOREO, LLC28,813$2.19M0.03%-1,14613F-HRTimeline
Charter Oak Capital Management, LLC28,387$2.16M0.2%-61513F-HRTimeline
BAILARD, INC.28,207$2.15M0.05%+3,10413F-HRTimeline
IMA Advisory Services, Inc.27,842$2.12M0.26%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…27,815$2.12M0.33%+92613F-HRTimelineGroup
Legacy Edge Advisors, LLC27,422$2.09M0.33%+24413F-HRTimeline
DIVERSIFIED TRUST CO27,313$2.08M0.05%+3,88213F-HRTimeline
Long Run Wealth Advisors, LLC27,133$2.07M0.5%+1,74213F-HRTimeline
Laird Norton Wetherby Wealth Management…27,120$2.06M0.1%-12,01713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC26,597$2.03M1.02%-2,44113F-HRTimeline
Neumann Capital Management, LLC26,565$2.02M0.67%-51013F-HRTimeline
Heritage Wealth Advisors26,372$2.01M0.1%+34613F-HRTimeline
&PARTNERS25,697$1.96M0.02%+22,94513F-HRTimeline
Cranbrook Wealth Management, LLC25,560$1.95M0.45%-26113F-HRTimeline
TriaGen Wealth Management LLC25,350$1.93M0.65%-12013F-HRTimeline
Affiance Financial, LLC25,291$1.93M0.46%+2113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…25,092$1.91M0.53%+10013F-HRTimeline
VICUS CAPITAL24,838$1.89M0.17%+1,30513F-HRTimeline
Values Added Financial LLC24,105$1.84M1.06%+5,00613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,960$1.82M0.03%+1,23313F-HRTimelineGroup
CFM WEALTH PARTNERS LLC23,662$1.8M0.3%+47813F-HRTimeline
OLIO Financial Planning23,602$1.8M0.63%+3,67013F-HRTimeline
One Capital Management, LLC23,436$1.78M0.06%-32013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC23,274$1.77M0.1%+66913F-HR/ATimeline
RHS Financial, LLC23,112$1.76M0.91%+21713F-HRTimeline
Wingate Wealth Advisors, Inc.23,094$1.76M1.73%13F-HRTimeline
BigSur Wealth Management LLC23,000$1.75M0.5%013F-HRTimeline
Integrated Wealth Concepts LLC22,866$1.74M0.02%-22,42313F-HRTimeline
Connecticut Wealth Management, LLC22,700$1.73M0.08%-3,59813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION22,016$1.68M0.16%-21813F-HRTimeline
HARBOUR INVESTMENTS, INC.21,805$1.66M0.05%+69513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,112$1.61M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS21,072$1.6M<0.01%-2,29413F-HRTimeline
HB Wealth Management, LLC20,724$1.58M0.02%+84013F-HRTimeline
One Wealth Advisors, LLC20,498$1.56M0.23%+92813F-HRTimeline
White Lighthouse Investment Management …19,954$1.52M0.27%+51213F-HRTimeline
Composition Wealth, LLC19,907$1.52M0.03%+3,02413F-HRTimeline