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Disclosery

ESGD ISHARES TR

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COM (fund)

608 managers (610 13F filers) reported a position in ESGD shares at 2025-03-31, 86,142,880 shares in all. 38 filers opened a position and 32 filers sold out during the quarter.

Managers
608
13F filers
610
New
38
Added
193
Reduced
254
Sold out
32
Shares held by filers
86,142,880

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,639,251$869M0.08%+928,37613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,173,197$586M0.04%+905,04513F-HRTimelineGroup
Empower Advisory Group, LLC5,858,225$479M1.56%-105,38413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,656,013$462M0.07%+51,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,854,304$397M0.03%-200,31513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,278,805$350M1.09%-204,01513F-HRTimelineGroup
Betterment LLC3,295,488$269M0.64%-108,43213F-HRTimeline
FMR LLCin group FMR LLC2,549,402$208M0.01%+205,97913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,784,896$146M0.05%-85,36013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,661,510$136M0.03%+8,81413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,571,253$128M0.02%-52,80913F-HR/ATimelineGroup
Acorns Advisers, LLC1,456,662$119M1.14%-39,38813F-HRTimeline
UBS Group AGin group UBS Group AG1,308,502$107M0.02%-131,86813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,290,845$106M0.03%-716,46013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,288,831$105M0.4%-91,37913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,229,253$100M0.23%+23,51313F-HRTimeline
Wealthfront Advisers LLC1,121,344$91.6M0.25%-5,48413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,086,253$88.7M<0.01%-35,72713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,083,587$88.5M0.07%+67,64213F-HRTimelineGroup
SPINNAKER TRUST1,054,975$86.2M5.63%-146,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,016,204$83M0.12%+29,95413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,006,200$82.2M1.54%-18,07613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\825,203$67.4M0.09%-26,18413F-HRTimelineGroup
Ellevest, Inc.805,253$65.8M4.38%-104,51413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…621,606$50.8M0.03%+66,16013F-HRTimelineGroup
EP Wealth Advisors, LLC551,520$45.1M0.36%-2,24213F-HRTimeline
Creative Planningin group Creative Planning549,666$44.9M0.04%+9,97813F-HRTimelineGroup
HighTower Advisors, LLC548,819$44.8M0.06%-8,91213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp532,277$43.5M0.16%-2,04913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co531,916$43.5M0.57%+6,98413F-HRTimelineGroup
LPL Financial LLC526,658$43M0.02%+10,24013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC519,771$42.5M0.08%-104,81013F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP426,940$34.9M0.88%+45,47413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA412,370$33.7M0.01%+2,55613F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO401,388$32.8M0.04%-2,17413F-HR/ATimelineGroup
D.A. DAVIDSON & CO.396,506$32.4M0.26%-6,83013F-HRTimeline
IMPACTfolio, LLC374,374$30.6M16.07%-32,36913F-HRTimeline
Olde Wealth Management, LLC364,219$29.8M10.5%+17,33113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP324,563$26.5M0.04%-1,27613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…328,446$26.1M0.06%-18,29713F-HR/ATimelineGroup
High Note Wealth, LLC308,414$25.2M6.24%+15,03013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…295,800$24.4M0.1%-29,70013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.297,849$24.3M8.82%+125,23613F-HRTimeline
Empirical Financial Services, LLC d.b.a…290,948$23.8M0.61%-4,11913F-HRTimeline
Federation des caisses Desjardins du Qu…278,452$22.7M0.11%-5,10513F-HRTimeline
Ally Invest Advisors Inc.274,161$22.4M1.92%-5,93313F-HRTimeline
Mariner, LLCin group Mariner, LLC261,083$21.3M0.04%+9,09313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…247,799$20.2M0.08%+5,45413F-HRTimelineGroup
EASTERN BANK245,284$20M0.39%+73,83013F-HRTimeline
Money Design Co.,Ltd.238,384$19.5M0.97%-8,88513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…236,047$19.3M0.04%-8,20513F-HRTimeline
MML INVESTORS SERVICES, LLC232,157$19M0.06%+3,56213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP225,418$18.4M0.31%-15,98713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC220,150$18M0.8%-55,98213F-HRTimeline
Cambridge Investment Research Advisors,…209,215$17.1M0.06%-4,78313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.208,571$17M0.03%-11,43713F-HRTimelineGroup
MATHER GROUP, LLC.194,614$15.9M0.18%-10,56413F-HRTimeline
BLAIR WILLIAM & CO/IL187,712$15.3M0.05%-11913F-HRTimeline
DOHJ, LLC175,188$14.3M3.27%+8,86413F-HRTimeline
Windsor Capital Management, LLC172,153$14.1M4.32%+5,54313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers166,311$13.6M0.03%-4,89713F-HRTimelineGroup
Financial Engines Advisors L.L.C.162,987$13.3M0.03%-1,56613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp158,286$12.9M<0.01%-17,70413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,139$12.9M<0.01%-15,12713F-HRTimelineGroup
Modera Wealth Management, LLC156,357$12.8M0.17%-4,52313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.155,653$12.7M0.33%-80,07513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149,219$12.3M0.01%+19,40313F-HR/ATimelineGroup
Private Advisor Group, LLC145,439$11.9M0.07%+57,37413F-HRTimeline
Fund Evaluation Group, LLC143,349$11.7M0.51%+12,64113F-HRTimeline
Clarius Group, LLC143,215$11.7M0.73%+21,59813F-HRTimeline
Alesco Advisors, LLC, An ESL Co142,775$11.7M0.37%-14513F-HRTimeline
Stanich Group LLC139,627$11.4M8.43%+5,50313F-HRTimeline
Steward Partners Investment Advisory, L…132,106$10.8M0.1%-3,69613F-HRTimeline
ALLIANCEBERNSTEIN L.P.131,060$10.7M<0.01%-6,46113F-HRTimeline
Shira Ridge Wealth Management127,869$10.4M5.21%+10,85113F-HRTimeline
Sand Hill Global Advisors, LLC120,388$9.83M0.41%+3,23213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources120,165$9.82M<0.01%-14413F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC118,639$9.69M2.57%-49513F-HRTimeline
Wealthspire Advisors, LLC118,625$9.69M0.06%-1,05513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,456$9.68M0.01%+2,75113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…115,166$9.41M0.19%-32,91513F-HRTimelineGroup
Wealth Architects, LLC106,225$8.68M0.96%+1,76213F-HR/ATimeline
Orgel Wealth Management, LLC99,752$8.15M0.21%-14,03813F-HRTimeline
HILL ISLAND FINANCIAL LLC98,009$8.01M2.35%+1,86413F-HRTimeline
WRAPMANAGER INC97,887$8M2.1%+97313F-HRTimeline
Litman Gregory Wealth Management LLC97,340$7.95M0.68%+6,13313F-HRTimeline
Laurel Wealth Planning LLC95,582$7.81M5.19%+11813F-HRTimeline
Facet Wealth, Inc.79,190$6.82M0.18%+38,02813F-HRTimeline
Impact Investors, Inc83,386$6.81M5.3%+4,40413F-HRTimeline
Apella Capital, LLC83,896$6.58M0.23%-1,16713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC78,681$6.43M0.01%+23,49013F-HRTimelineGroup
GeoWealth Management, LLC74,327$6.07M0.24%-20,92813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,908$6.04M0.01%-26413F-HRTimelineGroup
RVW Wealth, LLC69,523$5.68M0.53%-51,30713F-HRTimeline
BSW Wealth Partners69,129$5.65M0.86%-6,63313F-HRTimeline
Robertson Stephens Wealth Management, L…67,697$5.53M0.21%+16,93113F-HRTimeline
NewEdge Advisors, LLC67,133$5.48M0.03%-4,48113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,776$5.37M0.01%+3,57113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC65,009$5.31M0.07%+7,91313F-HRTimeline
JNBA Financial Advisors64,417$5.26M0.55%-4,03113F-HRTimeline
Accredited Investors Inc.62,306$5.09M0.32%-2,77613F-HRTimeline
Quent Capital, LLC61,724$5.04M0.53%+7,12013F-HRTimeline
Cetera Investment Advisers61,057$4.99M0.01%-3,54613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59,787$4.88M<0.01%-1,30613F-HRTimelineGroup
Mascoma Wealth Management LLC59,674$4.87M1.21%-13,84313F-HRTimeline
Fisher Asset Management, LLC59,196$4.84M<0.01%+16,72713F-HRTimeline
Advisory Services Network, LLC58,991$4.82M0.09%+4,79613F-HRTimeline
Beacon Pointe Advisors, LLC58,654$4.79M0.05%-3,56413F-HRTimeline
Relyea Zuckerberg Hanson LLC58,086$4.75M0.64%+1,37113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …57,420$4.69M0.06%+10,05913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding54,341$4.44M+14,743Timeline
Savant Capital, LLCin group Savant Capital, LLC54,276$4.43M0.04%-1,21213F-HR/ATimelineGroup
RAFFA WEALTH MANAGEMENT, LLC54,188$4.43M1.01%+2,01613F-HRTimeline
NOTTINGHAM ADVISORS, INC.53,536$4.37M0.67%-19,32213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC50,674$4.14M0.08%+8,48013F-HRTimeline
Cresset Asset Management, LLC48,555$3.97M0.02%+27213F-HRTimeline
Blue Edge Capital, LLC47,909$3.91M0.63%+3,93613F-HRTimeline
PITCAIRN COin group PITCAIRN CO46,665$3.81M0.23%+4813F-HRTimelineGroup
Garde Capital, Inc.44,426$3.63M0.21%-5,55013F-HRTimeline
Integris Wealth Management, LLC43,902$3.59M1.02%013F-HRTimeline
CENTRAL TRUST Co42,751$3.49M0.09%-2,98713F-HRTimeline
Veridan Wealth LLC41,926$3.42M1.55%-2,48713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…41,918$3.42M0.34%-25913F-HRTimelineGroup
Balanced Rock Investment Advisors LLC40,307$3.29M2.62%+88113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,323$3.21M0.02%-4,31213F-HRTimelineGroup
Waypoint Wealth Partners Inc.39,104$3.19M0.88%-1,33513F-HRTimeline
Parkside Advisors LLC38,954$3.18M0.77%+3,50213F-HRTimeline
Plancorp, LLC38,399$3.14M0.12%-2,39813F-HRTimeline
Keel Point, LLC37,749$3.08M0.24%013F-HRTimeline
Dunhill Financial, LLC37,631$3.07M1.4%-3,48313F-HRTimeline
McKinley Carter Wealth Services, Inc.37,479$3.06M0.19%-4,47313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,131$3.03M0.08%-4,55113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.36,957$3.02M1.97%-47113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,881$3.02M0.01%-15,55413F-HRTimelineGroup
SageView Advisory Group, LLC35,866$2.93M0.12%-21,02813F-HRTimeline
Aptus Capital Advisors, LLC34,931$2.85M0.03%-1,06113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,751$2.84M0.03%-3,58013F-HRTimelineGroup
Values Added Financial LLC34,374$2.81M1.56%+10,26913F-HRTimeline
One Capital Management, LLC33,948$2.77M0.09%+10,51213F-HRTimeline
Baron Financial Group, LLC33,921$2.77M1.74%-9213F-HRTimeline
Pine Haven Investment Counsel, Inc33,140$2.71M2.27%+41813F-HRTimeline
Dorsey & Whitney Trust CO LLC33,002$2.7M0.16%+4,00013F-HRTimeline
JMG Financial Group, Ltd.32,998$2.7M0.09%-2,81913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC32,320$2.64M2.35%+7013F-HRTimeline
WealthShield Partners, LLC32,238$2.63M0.34%+113F-HRTimeline
Vision Capital Management, Inc.31,986$2.61M0.38%-3013F-HRTimeline
Dynamic Advisor Solutions LLC31,881$2.6M0.09%-19,60813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/31,817$2.6M0.54%-6513F-HRTimeline
FINANCIAL COUNSELORS INC31,699$2.59M0.04%+19,33213F-HRTimeline
Montecito Bank & Trust31,123$2.54M0.45%-37013F-HRTimeline
Brio Consultants, LLC31,093$2.54M0.4%+1,23813F-HR/ATimeline
GC Wealth Management RIA, LLC30,797$2.52M0.46%+1,10013F-HRTimeline
RTD Financial Advisors, Inc.30,566$2.5M0.34%+26013F-HRTimeline
WESBANCO BANK INC30,296$2.47M0.09%-28413F-HRTimeline
Financial Advisors, LLC30,161$2.46M0.49%+813F-HRTimeline
BAILARD, INC.30,039$2.45M0.06%+1,83213F-HRTimeline
Legacy Edge Advisors, LLC29,855$2.44M0.38%+2,43313F-HRTimeline
Merit Financial Group, LLC29,605$2.42M0.04%-3,49713F-HRTimeline
SOA Wealth Advisors, LLC.29,546$2.41M0.5%-42,41913F-HRTimeline
Sincerus Advisory, LLC29,097$2.38M2.51%+3213F-HRTimeline
&PARTNERS28,716$2.37M0.03%+3,01913F-HRTimeline
Affiance Financial, LLC28,776$2.35M0.55%+3,48513F-HRTimeline
DIVERSIFIED TRUST CO28,725$2.35M0.06%+1,41213F-HRTimeline
IMA Advisory Services, Inc.27,842$2.27M0.27%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,652$2.26M0.22%-1,76013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…27,626$2.26M0.95%+2,53413F-HRTimeline
CHOREO, LLC27,468$2.24M0.03%-1,34513F-HRTimeline
Heritage Wealth Advisors27,412$2.24M0.11%+1,04013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC27,315$2.23M0.13%+4,04113F-HRTimeline
Neumann Capital Management, LLC26,515$2.17M0.75%-5013F-HRTimeline
Charter Oak Capital Management, LLC26,088$2.13M0.2%-2,29913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC25,966$2.12M1.2%-63113F-HRTimeline
Pioneer Wealth Management Group25,709$2.1M0.9%13F-HRTimeline
TriaGen Wealth Management LLC25,265$2.06M0.73%-8513F-HRTimeline
CFM WEALTH PARTNERS LLC24,637$2.01M0.35%+97513F-HRTimeline
Cranbrook Wealth Management, LLC24,612$2.01M0.47%-94813F-HRTimeline
OLIO Financial Planning24,366$1.99M0.69%+76413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,946$1.96M<0.01%+2,87413F-HRTimeline
VICUS CAPITAL23,660$1.93M0.18%-1,17813F-HRTimeline
Montis Financial, LLC23,273$1.9M0.56%+8,46113F-HRTimeline
HARBOUR INVESTMENTS, INC.23,251$1.9M0.05%+1,44613F-HRTimeline
HB Wealth Management, LLC23,066$1.88M0.02%+2,34213F-HRTimeline
BigSur Wealth Management LLC23,000$1.88M0.51%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,971$1.88M0.29%-4,84413F-HRTimelineGroup
Long Run Wealth Advisors, LLC22,934$1.87M0.42%-4,19913F-HRTimeline
Wingate Wealth Advisors, Inc.22,796$1.86M2.14%-29813F-HRTimeline
Connecticut Wealth Management, LLC22,700$1.85M0.1%013F-HRTimeline
RHS Financial, LLC22,683$1.85M1.04%-42913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,272$1.85M<0.01%+1,16013F-HRTimelineGroup
Integrated Wealth Concepts LLC22,506$1.84M0.02%-36013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,453$1.83M0.03%-1,50713F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION21,605$1.76M0.17%-41113F-HRTimeline
Haverford Trust Co20,432$1.67M0.02%+1,74913F-HRTimeline
One Wealth Advisors, LLC20,267$1.66M0.25%-23113F-HRTimeline
Parallel Advisors, LLC19,756$1.61M0.04%+3,21013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK19,608$1.6M0.23%+12,24213F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC19,525$1.6M0.03%+1313F-HRTimeline
Composition Wealth, LLC19,292$1.58M0.03%-61513F-HRTimeline
White Lighthouse Investment Management …19,126$1.56M0.28%-82813F-HRTimeline
Summit Wealth Group, LLC18,947$1.55M0.45%+72213F-HRTimeline