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Disclosery

ESGD ISHARES TR

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COM (fund)

642 managers (648 13F filers) reported a position in ESGD shares at 2025-09-30, 85,081,201 shares in all. 42 filers opened a position and 32 filers sold out during the quarter.

Managers
642
13F filers
648
New
42
Added
278
Reduced
178
Sold out
32
Shares held by filers
85,081,201

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/10,703,934$995M0.07%+44,37413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,849,611$730M0.05%+350,01813F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,614,910$522M1.45%-34,15313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,687,296$436M0.06%-149,97613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,267,559$397M0.02%+38,25613F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,091,655$379M0.92%+127,47313F-HRTimelineGroup
Betterment LLC3,888,708$362M0.71%+32,54413F-HRTimeline
FMR LLCin group FMR LLC3,242,467$301M0.02%+288,93113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,717,278$160M-572,465Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,684,463$157M0.03%-3,10013F-HRTimelineGroup
Acorns Advisers, LLC1,553,309$144M1.14%+37,16713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,498,393$139M0.02%+2,09913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,337,965$124M0.21%+68,09213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,331,282$124M1.85%+70,25813F-HRTimeline
UBS Group AGin group UBS Group AG1,206,616$112M0.02%-37,48413F-HRTimelineGroup
Wealthfront Advisers LLC1,169,041$109M0.26%+47,75813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,160,592$108M0.07%+41,51813F-HRTimelineGroup
SPINNAKER TRUST1,049,501$97.6M5.41%+7,38413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,011,179$94M0.02%-95,15513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.824,365$76.6M<0.01%+91,17813F-HRTimelineGroup
LPL Financial LLC785,721$73.1M0.02%+131,50913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\780,169$72.5M0.09%-55,39913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC765,658$71.2M0.09%-58,17213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…741,988$69M0.04%-2,89613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding661,946$61.5M-33,904Timeline
Fiduciary Trust Coin group Fiduciary Trust Co610,864$56.8M0.64%+45,97813F-HRTimelineGroup
Creative Planningin group Creative Planning554,297$51.5M0.04%+4,75113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp548,319$51M0.17%+18,05413F-HRTimelineGroup
HighTower Advisors, LLC519,980$48.3M0.05%-1,55113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA459,050$42.7M0.01%+8,32613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP421,528$39.2M0.8%+5,76913F-HRTimeline
Olde Wealth Management, LLC401,264$38.1M11.75%13F-HRTimeline
IMPACTfolio, LLC384,182$35.7M15.41%-6,14013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO378,896$35.2M0.04%+2,50613F-HRTimelineGroup
D.A. DAVIDSON & CO.374,627$34.8M0.22%-4,39113F-HRTimeline
Bond & Devick Financial Network, Inc.327,627$30.5M9.16%+23,03513F-HRTimeline
High Note Wealth, LLC317,498$29.5M5.93%-2,66613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP309,415$28.8M0.05%-16,08613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC285,422$26.5M0.03%+13,72713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…283,859$26.4M0.53%+99513F-HRTimeline
Composition Wealth, LLC283,115$26.3M0.39%+15,12113F-HRTimeline
EASTERN BANK282,738$26.3M0.47%-21,13413F-HRTimeline
Ally Invest Advisors Inc.275,866$25.6M1.84%+6,75913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…274,324$25.5M0.09%+9,24713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich273,436$25.4M0.07%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.269,271$25M0.59%+12,73713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC265,050$24.6M0.07%+13,50213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…250,843$23.6M0.04%+5,45313F-HRTimeline
Federation des caisses Desjardins du Qu…246,594$22.9M0.09%-39,14613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp230,046$21.4M<0.01%+12,02413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA229,552$21.3M11.25%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,199$21.2M0.01%+18,12213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL211,068$19.6M0.05%+22,07013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…208,414$19.4M0.04%+188,41913F-HRTimelineGroup
Beacon Pointe Advisors, LLC206,765$19.2M0.16%+142,69613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC203,944$19M0.72%-13,85613F-HRTimeline
Cambridge Investment Research Advisors,…203,209$18.9M0.05%+5,90313F-HRTimeline
Ellevest, Inc.202,420$18.8M2.69%+17,50713F-HRTimeline
MATHER GROUP, LLC.201,813$18.8M0.19%+4,71713F-HRTimeline
Stanich Group LLC200,733$18.7M11.43%+8,99313F-HRTimeline
Steward Partners Investment Advisory, L…186,534$17.3M0.1%+14,36813F-HRTimeline
Forefront Analytics, LLC185,230$17.2M16.59%+112,53713F-HRTimeline
Windsor Capital Management, LLC181,937$16.9M4.67%+5,86513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,435$16.8M0.01%+17,14713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,634$16.7M0.03%+3,86013F-HRTimelineGroup
Private Advisor Group, LLC161,359$15M0.07%+3,04613F-HRTimeline
Modera Wealth Management, LLC152,346$14.2M0.16%-2,90513F-HRTimeline
Financial Engines Advisors L.L.C.148,531$13.8M0.03%+7,29313F-HRTimeline
Clarius Group, LLC141,681$13.2M0.78%+13313F-HRTimeline
Fund Evaluation Group, LLC131,229$12.2M0.44%-46813F-HRTimeline
Shira Ridge Wealth Management130,330$12.1M5.14%+1,81613F-HRTimeline
ALLIANCEBERNSTEIN L.P.129,314$12M<0.01%+1,51013F-HRTimeline
Litman Gregory Wealth Management LLC128,698$12M0.89%+34,13913F-HRTimeline
Alesco Advisors, LLC, An ESL Co127,936$11.9M0.32%-7,70113F-HRTimeline
Sand Hill Global Advisors, LLC126,031$11.7M0.41%+3,68913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP124,669$11.6M0.01%+6,29613F-HRTimelineGroup
Wealth Architects, LLC117,454$10.9M1.03%+54013F-HRTimeline
Cetera Investment Advisers116,774$10.9M0.01%+30,00513F-HRTimeline
Roof Eidam Maycock Peralta, LLC116,050$10.8M2.62%-40613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources115,383$10.7M<0.01%-1,02613F-HRTimelineGroup
Wealthspire Advisors, LLC113,250$10.5M0.06%-4,06413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…109,100$10.1M0.03%-86,30013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP106,677$9.92M0.01%+5,56613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC103,544$9.63M0.08%+30,14613F-HRTimelineGroup
Impact Investors, Inc99,438$9.25M6.09%+14,59913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding93,548$8.7M+92,030Timeline
Laurel Wealth Planning LLC91,990$8.55M4.52%+29113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…90,529$8.42M0.12%-17,53713F-HRTimelineGroup
HB Wealth Management, LLC90,135$8.38M0.06%+3,20013F-HRTimeline
NewEdge Advisors, LLC84,804$7.89M0.04%+4,53513F-HRTimeline
Advisory Services Network, LLC84,489$7.86M0.12%+4,11113F-HRTimeline
Apella Capital, LLC79,129$7.43M0.17%-4,68413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC78,353$7.29M0.01%-45313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,352$7.29M0.01%+1,21113F-HRTimelineGroup
Facet Wealth, Inc.77,395$7.2M0.15%-53813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding73,801$6.92M+12,099Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,693$6.7M0.01%+17,80013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…71,039$6.61M0.2%+9,92213F-HRTimeline
WRAPMANAGER INC68,610$6.38M1.96%-28,34913F-HRTimeline
Mascoma Wealth Management LLC66,764$6.21M1.37%+1,69713F-HRTimeline
Relyea Zuckerberg Hanson LLC66,385$6.17M0.65%+4,98713F-HRTimeline
CENTRAL TRUST Co66,343$6.17M0.13%+18,22313F-HRTimeline
JNBA Financial Advisors66,006$6.14M0.56%+66413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC65,373$6.08M0.05%-1,00213F-HRTimeline
GeoWealth Management, LLC64,916$6.04M0.22%-4,08113F-HRTimeline
Fisher Asset Management, LLC64,464$5.99M<0.01%+3,33413F-HRTimeline
Accredited Investors Inc.62,493$5.81M0.32%+1713F-HRTimeline
Quent Capital, LLC62,323$5.79M0.49%+8313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC60,822$5.66M1.02%+2,39513F-HRTimeline
RVW Wealth, LLC58,866$5.47M0.43%-2,68413F-HRTimeline
Orgel Wealth Management, LLC57,969$5.39M0.12%+9813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …57,497$5.35M0.06%+1013F-HRTimelineGroup
BSW Wealth Partners57,446$5.34M0.67%-4,08413F-HRTimeline
Modern Wealth Management, LLC56,675$5.27M0.1%-56913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC54,703$5.09M0.03%+1,61413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC49,854$4.64M<0.01%-299,36813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,849$4.63M0.07%+73313F-HRTimeline
NOTTINGHAM ADVISORS, INC.48,786$4.54M0.63%-1,15813F-HRTimeline
Blue Edge Capital, LLC47,917$4.46M0.63%-4,28513F-HRTimeline
Cresset Asset Management, LLC46,565$4.33M0.02%-2913F-HR/ATimeline
Balanced Rock Investment Advisors LLC42,764$3.98M2.91%+1,70313F-HRTimeline
Integris Wealth Management, LLC42,554$3.96M0.96%-76513F-HRTimeline
Garde Capital, Inc.42,016$3.91M0.2%-2,54913F-HRTimeline
Blue Sky Capital Consultants Group, Inc.40,433$3.76M1.65%+1,56913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,339$3.75M0.08%+4,14313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,960$3.72M+2,027Timeline
Veridan Wealth LLC39,643$3.69M1.27%13F-HRTimeline
Keel Point, LLC38,439$3.57M0.22%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,331$3.56M0.31%-1,64513F-HRTimelineGroup
CRUX WEALTH ADVISORS37,860$3.52M1.4%+5,59713F-HRTimeline
One Capital Management, LLC37,308$3.47M0.11%+4,98413F-HRTimeline
Dorsey & Whitney Trust CO LLC37,002$3.44M0.18%013F-HRTimeline
SageView Advisory Group, LLC36,536$3.4M0.12%-613F-HRTimeline
Dunhill Financial, LLC36,398$3.38M0.88%-4,07913F-HRTimeline
Plancorp, LLC36,034$3.35M0.11%-14113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,493$3.3M1.72%+6613F-HRTimeline
Brio Consultants, LLC35,342$3.29M0.45%+1,48713F-HRTimeline
Heritage Wealth Advisors35,240$3.28M0.14%+1,56313F-HRTimeline
Legacy Edge Advisors, LLC35,044$3.26M0.38%+4,56013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,958$3.25M2.14%013F-HRTimeline
McKinley Carter Wealth Services, Inc.34,956$3.25M0.17%-3013F-HRTimeline
Decker Retirement Planning Inc.34,112$3.17M1.74%-2,15513F-HRTimeline
Pine Haven Investment Counsel, Inc33,841$3.15M2.27%+28513F-HRTimeline
Aptus Capital Advisors, LLC33,668$3.13M0.03%-17513F-HRTimeline
Midwest Trust Co33,508$3.12M0.04%+28413F-HRTimeline
Janney Montgomery Scott LLC33,169$3.08M0.01%+11,41713F-HRTimeline
Baron Financial Group, LLC33,075$3.08M1.68%-8613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/32,858$3.06M0.57%+1,18813F-HRTimeline
Sincerus Advisory, LLC32,691$3.04M2.6%+24913F-HRTimeline
Vision Capital Management, Inc.32,680$3.04M0.37%-1,30113F-HRTimeline
GC Wealth Management RIA, LLC32,329$3.01M0.1%+1,53213F-HRTimeline
JMG Financial Group, Ltd.31,974$2.97M0.08%013F-HRTimeline
Merit Financial Group, LLC31,580$2.94M0.03%-47613F-HR/ATimeline
One Wealth Advisors, LLC31,438$2.92M0.37%+4,45313F-HRTimeline
Montis Financial, LLC31,429$2.92M0.67%+4,81713F-HRTimeline
&PARTNERS31,026$2.88M0.02%-84713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,920$2.87M0.01%+7,77913F-HRTimeline
Montecito Bank & Trust30,502$2.84M0.44%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30,406$2.83M0.58%+2213F-HRTimeline
BAILARD, INC.30,108$2.8M0.06%-38413F-HRTimeline
WESBANCO BANK INC30,044$2.79M0.08%+86613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,743$2.77M0.08%new13F-HRTimelineGroup
Affiance Financial, LLC29,238$2.72M0.5%-24713F-HRTimeline
SOA Wealth Advisors, LLC.29,096$2.71M0.46%-19513F-HRTimeline
DIVERSIFIED TRUST CO28,822$2.68M0.05%-16013F-HRTimeline
eCIO, Inc.28,658$2.66M0.99%+4,14613F-HRTimeline
IMA Advisory Services, Inc.28,365$2.64M0.27%013F-HRTimeline
rebel Financial LLC0$2.61M1.14%-28,61813F-HRTimelineAmount filed as zero, left out of ratios.
RTD Financial Advisors, Inc.27,913$2.6M0.31%-57213F-HRTimeline
Laird Norton Wetherby Wealth Management…27,135$2.52M0.1%+1513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,585$2.47M0.06%+42013F-HRTimeline
Neumann Capital Management, LLC26,380$2.45M0.72%+69513F-HRTimeline
Haverford Trust Co25,824$2.4M0.02%+67213F-HRTimeline
WealthShield Partners, LLC25,772$2.4M0.27%+1,03613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK25,754$2.39M0.31%-28013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC25,681$2.39M0.21%-1,14713F-HRTimeline
CHOREO, LLC25,657$2.39M0.03%-29613F-HRTimeline
Charter Oak Capital Management, LLC25,523$2.37M0.19%-7313F-HRTimeline
Cranbrook Wealth Management, LLC25,500$2.37M0.48%+1,20313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25,499$2.37M0.12%+45213F-HRTimeline
Brooklyn FI, LLC25,409$2.36M0.53%+5,99813F-HRTimeline
Dynamic Advisor Solutions LLC25,343$2.36M0.07%-1,53913F-HRTimeline
Integrated Wealth Concepts LLC25,108$2.33M0.02%+1,63913F-HRTimeline
TriaGen Wealth Management LLC25,048$2.33M0.61%-3213F-HRTimeline
Sanctuary Advisors, LLC24,536$2.28M0.01%+3,76413F-HR/ATimeline
Pioneer Wealth Management Group24,445$2.27M0.73%-48713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…24,193$2.25M0.29%+2,44313F-HRTimelineGroup
Financial Advisors, LLC24,103$2.24M0.4%+1,10513F-HRTimeline
CFM WEALTH PARTNERS LLC24,052$2.24M0.32%+1,45613F-HRTimeline
Wingate Wealth Advisors, Inc.23,426$2.18M1.51%+19913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO23,221$2.16M0.01%+6,87813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.23,123$2.15M0.05%-48613F-HRTimeline
BigSur Wealth Management LLC23,000$2.14M0.52%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,678$2.11M0.03%+1,62113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC22,481$2.09M<0.01%+8,34013F-HRTimelineGroup
Long Run Wealth Advisors, LLC21,991$2.04M0.4%-52113F-HRTimeline
OLIO Financial Planning21,619$2.01M0.59%-2,11013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/20,925$1.95M0.76%+90013F-HRTimelineGroup
VICUS CAPITAL20,690$1.92M0.15%-2,51113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,335$1.89M0.16%-1,33313F-HRTimeline