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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (646 13F filers) reported a position in ESGD shares at 2025-06-30, 85,444,697 shares in all. 63 filers opened a position and 24 filers sold out during the quarter.

Managers
642
13F filers
646
New
63
Added
267
Reduced
195
Sold out
24
Shares held by filers
85,444,697

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,659,560$951M0.08%+20,30913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,499,593$669M0.05%+326,39613F-HRTimelineGroup
Empower Advisory Group, LLC5,649,063$504M1.51%-209,16213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,837,272$432M0.06%-818,74113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,229,303$377M0.02%-625,00113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,964,182$353M0.92%-314,62313F-HRTimelineGroup
Betterment LLC3,856,164$344M0.73%+560,67613F-HRTimeline
FMR LLCin group FMR LLC2,953,536$264M0.01%+404,13413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,289,743$204M+504,847Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,687,563$151M0.03%+26,05313F-HRTimelineGroup
Acorns Advisers, LLC1,516,142$135M1.16%+59,48013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,496,294$133M0.02%-74,95913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,269,873$113M0.25%+40,62013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,261,024$113M1.93%+254,82413F-HRTimeline
UBS Group AGin group UBS Group AG1,244,100$111M0.02%-64,40213F-HRTimelineGroup
Wealthfront Advisers LLC1,121,283$100M0.26%-6113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,119,074$99.8M0.07%+35,48713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,106,334$98.7M0.02%-184,51113F-HRTimelineGroup
SPINNAKER TRUST1,042,117$93M5.59%-12,85813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\835,568$74.5M0.09%+10,36513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC823,830$73.5M0.1%-192,37413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…744,884$66.5M0.04%+123,27813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.733,187$65.4M<0.01%-353,06613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…695,850$62.1M0.21%-592,98113F-HRTimelineGroup
LPL Financial LLC654,212$58.4M0.02%+127,55413F-HRTimeline
EP Wealth Advisors, LLC568,174$50.7M0.33%+16,65413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co564,886$50.4M0.62%+32,97013F-HRTimelineGroup
Creative Planningin group Creative Planning549,546$49M0.04%-12013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp530,265$47.3M0.16%-2,01213F-HRTimelineGroup
HighTower Advisors, LLC521,531$46.5M0.06%-27,28813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…503,922$45M0.07%+496,78613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA450,724$40.2M0.01%+38,35413F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP415,759$37.1M0.81%-11,18113F-HRTimeline
IMPACTfolio, LLC390,322$34.8M16.51%+15,94813F-HRTimeline
D.A. DAVIDSON & CO.379,018$33.8M0.24%-17,48813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO376,390$33.6M0.04%-24,99813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC349,222$31.2M0.02%+289,43513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP325,501$29M0.04%+93813F-HR/ATimelineGroup
High Note Wealth, LLC320,164$28.6M6.54%+11,75013F-HRTimeline
Bond & Devick Financial Network, Inc.304,592$27.2M9.04%+6,74313F-HRTimeline
EASTERN BANK303,872$27.1M0.52%+58,58813F-HRTimeline
Federation des caisses Desjardins du Qu…285,740$25.5M0.11%+7,28813F-HRTimeline
Empirical Financial Services, LLC d.b.a…282,864$25.2M0.57%-8,08413F-HRTimeline
Mariner, LLCin group Mariner, LLC271,695$24.2M0.03%+10,61213F-HRTimelineGroup
Ally Invest Advisors Inc.269,107$24M1.87%-5,05413F-HRTimeline
Composition Wealth, LLC267,994$23.9M0.4%+248,70213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…265,077$23.7M0.09%+17,27813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.256,534$22.9M0.57%+100,88113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC251,548$22.4M0.06%+19,39113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…245,390$21.9M0.04%+9,34313F-HRTimeline
LFA - Lugano Financial Advisors SA229,552$20.5M12.14%new13F-HRTimeline
Money Design Co.,Ltd.220,715$19.7M0.92%-17,66913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp218,022$19.5M<0.01%+59,73613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC217,800$19.4M0.79%-2,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,077$18.7M0.01%+51,93813F-HRTimelineGroup
Cambridge Investment Research Advisors,…197,306$17.6M0.05%-11,90913F-HRTimeline
MATHER GROUP, LLC.197,096$17.6M0.19%+2,48213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…195,400$17.4M0.06%-100,40013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC191,186$17.1M0.01%+177,31813F-HRTimelineGroup
Stanich Group LLC191,740$17M15.2%+52,11313F-HRTimeline
BLAIR WILLIAM & CO/IL188,998$16.9M0.05%+1,28613F-HRTimeline
Ellevest, Inc.184,913$16.5M2.63%-620,34013F-HRTimeline
Windsor Capital Management, LLC176,072$15.7M4.58%+3,91913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,774$15.7M0.03%-32,79713F-HRTimelineGroup
Steward Partners Investment Advisory, L…172,166$15.4M0.12%+40,06013F-HRTimeline
DOHJ, LLC183,380$15.2M4.41%+8,19213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP165,288$14.7M0.01%+16,06913F-HRTimelineGroup
Private Advisor Group, LLC158,313$14.1M0.08%+12,87413F-HRTimeline
Modera Wealth Management, LLC155,251$13.9M0.17%-1,10613F-HRTimeline
Clarius Group, LLC141,548$12.6M0.74%-1,66713F-HRTimeline
Financial Engines Advisors L.L.C.141,238$12.6M0.03%-21,74913F-HRTimeline
Alesco Advisors, LLC, An ESL Co135,637$12.1M0.35%-7,13813F-HRTimeline
Fund Evaluation Group, LLC131,697$11.7M0.45%-11,65213F-HRTimeline
Shira Ridge Wealth Management128,514$11.5M5.24%+64513F-HRTimeline
ALLIANCEBERNSTEIN L.P.127,804$11.4M<0.01%-3,25613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers123,599$11M0.02%-42,71213F-HRTimelineGroup
Sand Hill Global Advisors, LLC122,342$10.9M0.41%+1,95413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,373$10.6M0.01%-8313F-HRTimelineGroup
Wealthspire Advisors, LLC117,314$10.5M0.06%-1,31113F-HRTimeline
Wealth Architects, LLC116,914$10.4M1.06%+10,68913F-HRTimeline
Roof Eidam Maycock Peralta, LLC116,456$10.4M2.56%-2,18313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources116,409$10.4M<0.01%-3,75613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…108,066$9.64M0.15%-7,10013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,111$9.02M0.01%+35,33513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC97,004$8.65M0.02%+80,52713F-HRTimelineGroup
WRAPMANAGER INC96,959$8.65M2.11%-92813F-HRTimeline
Litman Gregory Wealth Management LLC94,559$8.44M0.66%-2,78113F-HRTimeline
Laurel Wealth Planning LLC91,699$8.18M4.65%-3,88313F-HRTimeline
HB Wealth Management, LLC86,935$7.76M0.06%+63,86913F-HRTimeline
Cetera Investment Advisers86,769$7.74M0.01%+25,71213F-HRTimeline
Impact Investors, Inc84,839$7.57M5.35%+1,45313F-HRTimeline
Apella Capital, LLC83,813$7.39M0.2%-8313F-HRTimeline
NewEdge Advisors, LLC80,269$7.16M0.04%+13,13613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC78,806$7.03M0.01%+12513F-HRTimelineGroup
Advisory Services Network, LLC80,378$7.02M0.11%+21,38713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,141$6.88M0.02%+3,23313F-HR/ATimelineGroup
Facet Wealth, Inc.77,933$6.8M0.15%-1,25713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,423$6.73M0.01%-444,34813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,398$6.55M0.06%+38,64713F-HRTimelineGroup
Forefront Analytics, LLC72,693$6.49M7.24%new13F-HR/ATimeline
GeoWealth Management, LLC68,997$6.16M0.24%-5,33013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC66,375$5.92M0.07%+1,36613F-HRTimeline
JNBA Financial Advisors65,342$5.83M0.56%+92513F-HRTimeline
Mascoma Wealth Management LLC65,067$5.81M1.35%+5,39313F-HRTimeline
Beacon Pointe Advisors, LLC64,069$5.72M0.06%+5,41513F-HRTimeline
Accredited Investors Inc.62,476$5.57M0.33%+17013F-HRTimeline
Quent Capital, LLC62,240$5.55M0.54%+51613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding61,702$5.51M+7,361Timeline
RVW Wealth, LLC61,550$5.49M0.47%-7,97313F-HRTimeline
BSW Wealth Partners61,530$5.49M0.75%-7,59913F-HRTimeline
Relyea Zuckerberg Hanson LLC61,398$5.48M0.64%+3,31213F-HRTimeline
Fisher Asset Management, LLC61,130$5.45M<0.01%+1,93413F-HRTimeline
Robertson Stephens Wealth Management, L…61,117$5.45M0.19%-6,58013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC58,427$5.21M1.04%+4,23913F-HRTimeline
Orgel Wealth Management, LLC57,871$5.16M0.12%-41,88113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …57,487$5.13M0.06%+6713F-HRTimelineGroup
Modern Wealth Management, LLC57,244$5.11M0.13%+51,01513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,893$4.9M0.01%+18,01213F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC53,089$4.74M0.03%-1,18713F-HR/ATimelineGroup
Blue Edge Capital, LLC52,202$4.66M0.69%+4,29313F-HRTimeline
NOTTINGHAM ADVISORS, INC.49,944$4.46M0.66%-3,59213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,116$4.38M0.07%-1,55813F-HRTimeline
CENTRAL TRUST Co48,120$4.29M0.1%+5,36913F-HRTimeline
Cresset Asset Management, LLC46,594$4.16M0.02%-1,96113F-HR/ATimeline
Garde Capital, Inc.44,565$3.98M0.21%+13913F-HRTimeline
Integris Wealth Management, LLC43,319$3.86M1.01%-58313F-HRTimeline
Balanced Rock Investment Advisors LLC41,061$3.66M2.87%+75413F-HRTimeline
Dunhill Financial, LLC40,477$3.61M1.05%+2,84613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…39,976$3.57M0.33%-1,94213F-HRTimelineGroup
Waypoint Wealth Partners Inc.39,104$3.49M0.85%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.38,864$3.47M1.78%+1,90713F-HRTimeline
Keel Point, LLC38,439$3.43M0.23%+69013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,933$3.38M0.02%-1,39013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO37,411$3.34M0.22%-9,25413F-HR/ATimelineGroup
Parkside Advisors LLC37,245$3.32M0.73%-1,70913F-HRTimeline
Dorsey & Whitney Trust CO LLC37,002$3.3M0.17%+4,00013F-HRTimeline
SageView Advisory Group, LLC36,542$3.25M0.12%+67613F-HRTimeline
Decker Retirement Planning Inc.36,267$3.24M1.87%+36,17413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC36,196$3.23M0.08%-93513F-HRTimeline
Plancorp, LLC36,175$3.23M0.11%-2,22413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,427$3.16M1.78%+9,46113F-HRTimeline
McKinley Carter Wealth Services, Inc.34,986$3.12M0.17%-2,49313F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,958$3.12M2.25%+2,63813F-HRTimeline
Vision Capital Management, Inc.33,981$3.03M0.4%+1,99513F-HRTimeline
Brio Consultants, LLC33,855$3.02M0.44%+2,76213F-HRTimeline
Aptus Capital Advisors, LLC33,843$3.02M0.03%-1,08813F-HRTimeline
Heritage Wealth Advisors33,677$3M0.14%+6,26513F-HRTimeline
Pine Haven Investment Counsel, Inc33,556$2.99M2.35%+41613F-HRTimeline
Midwest Trust Co33,224$2.96M0.04%13F-HRTimeline
Baron Financial Group, LLC33,161$2.96M1.74%-76013F-HRTimeline
Sincerus Advisory, LLC32,442$2.93M2.76%+3,34513F-HRTimeline
One Capital Management, LLC32,324$2.88M0.1%-1,62413F-HRTimeline
CRUX WEALTH ADVISORS32,263$2.88M1.23%new13F-HRTimeline
Merit Financial Group, LLC32,056$2.86M0.03%+2,45113F-HRTimeline
JMG Financial Group, Ltd.31,974$2.85M0.09%-1,02413F-HRTimeline
&PARTNERS31,873$2.84M0.02%+3,15713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/31,670$2.83M0.55%-14713F-HRTimeline
GC Wealth Management RIA, LLC30,797$2.75M0.22%013F-HRTimeline
BAILARD, INC.30,492$2.72M0.06%+45313F-HRTimeline
Legacy Edge Advisors, LLC30,484$2.72M0.36%+62913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30,384$2.71M0.94%+2,75813F-HRTimeline
Affiance Financial, LLC29,485$2.63M0.53%+70913F-HRTimeline
SOA Wealth Advisors, LLC.29,291$2.61M0.49%-25513F-HRTimeline
WESBANCO BANK INC29,178$2.6M0.08%-1,11813F-HRTimeline
DIVERSIFIED TRUST CO28,982$2.59M0.06%+25713F-HRTimeline
rebel Financial LLC28,618$2.55M1.16%13F-HRTimeline
RTD Financial Advisors, Inc.28,485$2.54M0.33%-2,08113F-HRTimeline
IMA Advisory Services, Inc.28,365$2.53M0.27%+52313F-HRTimeline
Wealth Advisory Team LLC28,079$2.51M2.34%13F-HRTimeline
Laird Norton Wetherby Wealth Management…27,120$2.42M0.11%13F-HRTimeline
One Wealth Advisors, LLC26,985$2.41M0.33%+6,71813F-HRTimeline
Dynamic Advisor Solutions LLC26,882$2.4M0.07%-4,99913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC26,828$2.39M0.22%-82413F-HRTimeline
Montis Financial, LLC26,612$2.37M0.66%+3,33913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,165$2.33M0.06%+9,71213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,034$2.32M0.32%+6,42613F-HRTimelineGroup
CHOREO, LLC25,953$2.32M0.03%-1,51513F-HRTimeline
Neumann Capital Management, LLC25,685$2.29M0.72%-83013F-HRTimeline
Charter Oak Capital Management, LLC25,596$2.28M0.19%-49213F-HRTimeline
Haverford Trust Co25,152$2.24M0.02%+4,72013F-HRTimeline
TriaGen Wealth Management LLC25,080$2.24M0.68%-18513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25,047$2.23M0.12%-2,26813F-HRTimeline
Pioneer Wealth Management Group24,932$2.22M0.82%-77713F-HRTimeline
WealthShield Partners, LLC24,736$2.21M0.27%-7,50213F-HRTimeline
eCIO, Inc.24,512$2.19M0.92%+9,97713F-HRTimeline
Cranbrook Wealth Management, LLC24,297$2.17M0.46%-31513F-HRTimeline
OLIO Financial Planning23,729$2.12M0.67%-63713F-HRTimeline
HARBOUR INVESTMENTS, INC.23,609$2.11M0.05%+35813F-HRTimeline
Integrated Wealth Concepts LLC23,469$2.09M0.02%+96313F-HRTimeline
Wingate Wealth Advisors, Inc.23,227$2.07M1.85%+43113F-HRTimeline
VICUS CAPITAL23,201$2.07M0.17%-45913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,250$2.07M<0.01%+97813F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS23,141$2.06M<0.01%-80513F-HRTimeline
BigSur Wealth Management LLC23,000$2.05M0.52%013F-HRTimeline
Financial Advisors, LLC22,998$2.05M0.38%-7,16313F-HRTimeline
Connecticut Wealth Management, LLC22,734$2.03M0.1%+3413F-HRTimeline
CFM WEALTH PARTNERS LLC22,596$2.02M0.32%-2,04113F-HRTimeline
Long Run Wealth Advisors, LLC22,512$2.01M0.42%-42213F-HRTimeline
Janney Montgomery Scott LLC21,752$1.94M0.01%+9,10613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…21,750$1.94M0.28%-1,22113F-HRTimelineGroup