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Disclosery

ESGD ISHARES TR

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COM (fund)

717 managers (724 13F filers) reported a position in ESGD shares at 2025-12-31, 90,789,624 shares in all. 66 filers opened a position and 23 filers sold out during the quarter.

Managers
717
13F filers
724
New
66
Added
303
Reduced
200
Sold out
23
Shares held by filers
90,789,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/10,733,029$1.02B0.07%+29,09513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,086,938$769M0.05%+237,32713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,562,442$624M1.69%+947,53213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,709,931$448M0.06%+22,63513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,392,541$418M0.02%+124,98213F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,003,911$382M0.92%-87,74413F-HRTimelineGroup
Betterment LLC3,947,005$375M0.72%+58,29713F-HRTimeline
FMR LLCin group FMR LLC3,625,329$345M0.02%+382,86213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,763,187$168M0.03%+78,72413F-HRTimelineGroup
Acorns Advisers, LLC1,592,959$151M1.14%+39,65013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,573,570$150M-143,708Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,470,315$140M0.02%-28,07813F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,397,442$133M0.16%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,369,980$130M0.2%+32,01513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,322,352$126M1.83%-8,93013F-HRTimeline
Wealthfront Advisers LLC1,247,288$119M0.27%+78,24713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,238,689$118M+32,073Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,201,583$114M0.07%+40,99113F-HR/ATimelineGroup
SPINNAKER TRUST1,052,778$100M5.36%+3,27713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC951,850$90.5M0.02%-59,32913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.851,714$81M<0.01%+27,34913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…825,971$78.5M0.04%+83,98313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC808,836$76.9M0.1%+43,17813F-HRTimeline
LPL Financial LLC795,195$75.6M0.02%+9,47413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\738,824$70.3M0.08%-41,34513F-HRTimelineGroup
EP Wealth Advisors, LLC620,901$59M0.31%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co616,854$58.7M0.67%+5,99013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding612,913$58.3M-49,033Timeline
M&T Bank Corpin group M&T Bank Corp566,945$53.9M0.17%+18,62613F-HR/ATimelineGroup
Creative Planningin group Creative Planning559,928$53.2M0.04%+5,63113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA525,900$50M0.01%+66,85013F-HRTimelineGroup
HighTower Advisors, LLC519,226$49.4M0.05%-75413F-HRTimeline
FLOW TRADERS U.S. LLC456,243$43.4M1.42%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP431,782$41.1M0.84%+10,25413F-HRTimeline
Olde Wealth Management, LLC409,651$39M11.98%+8,38713F-HRTimeline
IMPACTfolio, LLC399,378$38M15.95%+15,19613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC383,018$36.4M0.02%+378,35913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO380,255$36.2M0.04%+1,35913F-HRTimelineGroup
D.A. DAVIDSON & CO.364,023$34.6M0.21%-10,60413F-HRTimeline
Bond & Devick Financial Network, Inc.340,419$32.4M9.12%+12,79213F-HRTimeline
High Note Wealth, LLC316,154$30.1M5.89%-1,34413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP304,476$29M0.04%-4,93913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC302,841$28.8M0.03%+17,41913F-HRTimelineGroup
Composition Wealth, LLC296,183$28.2M0.4%+13,06813F-HRTimeline
Ally Invest Advisors Inc.282,978$26.9M1.86%+7,11213F-HRTimeline
EASTERN BANK282,084$26.8M0.46%-65413F-HRTimeline
Empirical Financial Services, LLC d.b.a…282,078$26.8M0.48%-1,78113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.280,180$26.6M0.57%+10,90913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…273,481$26M0.09%-84313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC267,831$25.5M0.06%+2,78113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,837$25.2M0.01%+36,63813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…252,049$24.6M0.03%+1,20613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…249,842$23.8M0.03%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…231,433$22M0.06%+28,22413F-HRTimeline
LFA - Lugano Financial Advisors SA229,552$21.8M11.27%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…223,262$21.3M0.04%+14,84813F-HRTimelineGroup
Beacon Pointe Advisors, LLC214,788$20.4M0.14%+8,02313F-HRTimeline
MATHER GROUP, LLC.213,779$20.3M0.21%+11,96613F-HRTimeline
BLAIR WILLIAM & CO/IL213,412$20.3M0.05%+2,34413F-HRTimeline
Stanich Group LLC211,591$20.1M15.17%+10,85813F-HRTimeline
Forefront Analytics, LLC211,190$20.1M17.73%+25,96013F-HRTimeline
Ellevest, Inc.206,533$19.6M2.72%+4,11313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC203,446$19.3M0.74%-49813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP202,923$19.3M0.01%+20,48813F-HRTimelineGroup
Steward Partners Investment Advisory, L…193,280$18.4M0.1%+6,74613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.182,697$17.4M0.03%+3,06313F-HRTimelineGroup
Windsor Capital Management, LLC180,988$17.2M4.75%-94913F-HRTimeline
Financial Engines Advisors L.L.C.159,690$15.2M0.03%+11,15913F-HRTimeline
Private Advisor Group, LLC157,255$15M0.07%-4,10413F-HRTimeline
Modera Wealth Management, LLC149,544$14.2M0.16%-2,80213F-HRTimeline
Global Retirement Partners, LLC147,726$14M0.25%+144,56513F-HRTimeline
Clarius Group, LLC140,693$13.4M0.76%-98813F-HRTimeline
Shira Ridge Wealth Management136,577$13M5.22%+6,24713F-HRTimeline
Alesco Advisors, LLC, An ESL Co132,544$12.6M0.33%+4,60813F-HRTimeline
Fund Evaluation Group, LLC131,274$12.5M0.41%+4513F-HRTimeline
Sand Hill Global Advisors, LLC129,403$12.3M0.43%+3,37213F-HRTimeline
Wealth Architects, LLC129,286$12.3M1.11%+11,83213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…128,700$12.2M0.03%+19,60013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.126,772$12.1M<0.01%-2,54213F-HRTimeline
Litman Gregory Wealth Management LLC126,386$12M0.88%-2,31213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP126,277$12M0.01%+1,60813F-HRTimelineGroup
Cetera Investment Advisers125,295$11.9M0.01%+8,52113F-HRTimeline
Impact Investors, Inc120,306$11.4M7.93%+20,86813F-HRTimeline
Wealthspire Advisors, LLC118,638$11.3M0.09%+5,38813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources116,772$11.1M<0.01%+1,38913F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC113,635$10.8M2.45%-2,41513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp105,455$10M<0.01%-124,59113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,934$9.69M0.01%-4,74313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,644$9.28M0.02%+19,29213F-HR/ATimelineGroup
Advisory Services Network, LLC93,853$8.92M0.13%+9,36413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC92,685$8.81M0.07%-10,85913F-HRTimelineGroup
Robertson Stephens Wealth Management, L…92,276$8.77M0.25%+21,23713F-HRTimeline
Laurel Wealth Planning LLC91,706$8.72M4.83%-28413F-HRTimeline
HB Wealth Management, LLC89,864$8.55M0.06%-27113F-HRTimeline
NewEdge Advisors, LLC88,186$8.39M0.03%+3,38213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC82,659$7.86M0.01%+4,30613F-HRTimelineGroup
Facet Wealth, Inc.78,033$7.82M0.14%+63813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding80,584$7.66M+6,783Timeline
Apella Capital, LLC79,480$7.56M0.15%+35113F-HRTimeline
JNBA Financial Advisors70,302$6.69M0.58%+4,29613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV70,222$6.68M0.11%new13F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC69,181$6.58M1.01%+8,35913F-HRTimeline
Relyea Zuckerberg Hanson LLC68,524$6.52M0.66%+2,13913F-HRTimeline
Mascoma Wealth Management LLC67,656$6.43M1.38%+89213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,013$6.37M0.01%-5,68013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC66,051$6.28M0.05%+67813F-HRTimeline
CENTRAL TRUST Co65,551$6.23M0.12%-79213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…64,885$6.17M0.08%-25,64413F-HRTimelineGroup
NorthRock Partners, LLC64,556$6.14M0.1%+44,98513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding64,288$6.11M-29,260Timeline
Accredited Investors Inc.64,036$6.09M0.32%+1,54313F-HRTimeline
Quent Capital, LLC63,379$6.03M0.43%+1,05613F-HRTimeline
One Capital Management, LLC62,881$5.98M0.18%+25,57313F-HRTimeline
Xena Financial Planning, LLC61,297$5.83M6.84%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …59,757$5.68M0.07%+2,26013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding59,546$5.66M+19,586Timeline
Fisher Asset Management, LLC59,285$5.64M<0.01%-5,17913F-HRTimeline
RVW Wealth, LLC58,179$5.53M0.42%-68713F-HRTimeline
Orgel Wealth Management, LLC57,918$5.51M0.12%-5113F-HRTimeline
BSW Wealth Partners57,073$5.43M0.65%-37313F-HRTimeline
WRAPMANAGER INC56,428$5.37M1.81%-12,18213F-HRTimeline
Modern Wealth Management, LLC56,426$5.37M0.1%-24913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC52,182$4.96M0.03%-2,52113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,095$4.95M0.07%+2,24613F-HRTimeline
Cresset Asset Management, LLC50,677$4.82M0.02%+4,11213F-HRTimeline
&PARTNERS49,608$4.72M0.02%+18,58213F-HRTimeline
Garde Capital, Inc.48,549$4.62M0.27%+6,53313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC47,324$4.5M<0.01%-2,53013F-HRTimelineGroup
Blue Edge Capital, LLC46,216$4.39M0.59%-1,70113F-HRTimeline
PITCAIRN COgroup of 2 filers holding45,549$4.33M+38,434Timeline
Balanced Rock Investment Advisors LLC44,967$4.28M3.04%+2,20313F-HRTimeline
GeoWealth Management, LLC44,687$4.25M0.16%-20,22913F-HRTimeline
Integris Wealth Management, LLC42,207$4.01M0.91%-34713F-HRTimeline
NOTTINGHAM ADVISORS, INC.42,148$4.01M0.56%-6,63813F-HRTimeline
Blue Sky Capital Consultants Group, Inc.41,934$3.99M1.74%+1,50113F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS41,677$3.96M2.07%13F-HRTimeline
Federation des caisses Desjardins du Qu…41,483$3.94M0.02%-205,11113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,259$3.92M0.07%+92013F-HR/ATimeline
Farther Finance Advisors, LLC40,436$3.85M0.04%+28,37313F-HRTimeline
Veridan Wealth LLC40,387$3.84M1.29%+74413F-HRTimeline
Midwest Financial Partners Investments,…39,399$3.75M2.08%13F-HRTimeline
Keel Point, LLC39,154$3.72M0.22%+71513F-HRTimeline
Heritage Wealth Advisors38,609$3.67M0.14%+3,36913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,564$3.67M0.33%+23313F-HRTimelineGroup
Legacy Edge Advisors, LLC38,311$3.64M0.4%+3,26713F-HRTimeline
Brio Consultants, LLC37,460$3.56M0.46%+2,11813F-HRTimeline
Dorsey & Whitney Trust CO LLC37,002$3.52M0.19%013F-HRTimeline
Decker Retirement Planning Inc.36,397$3.46M1.72%+2,28513F-HRTimeline
SageView Advisory Group, LLC36,227$3.44M0.12%-30913F-HRTimeline
Dunhill Financial, LLC35,973$3.42M0.84%-42513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,685$3.39M0.01%+4,76513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,641$3.39M1.7%+14813F-HRTimeline
Pine Haven Investment Counsel, Inc35,636$3.39M2.41%+1,79513F-HRTimeline
Plancorp, LLC35,360$3.36M0.1%-67413F-HRTimeline
BAILARD, INC.35,286$3.36M0.07%+5,17813F-HRTimeline
GC Wealth Management RIA, LLC34,675$3.3M0.12%+2,34613F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,636$3.29M2.12%-32213F-HRTimeline
Vision Capital Management, Inc.34,284$3.26M0.39%+1,60413F-HRTimeline
Sincerus Advisory, LLC33,782$3.21M2.58%+1,09113F-HRTimeline
Aptus Capital Advisors, LLC33,464$3.18M0.03%-20413F-HRTimeline
Midwest Trust Co33,460$3.18M0.04%-4813F-HRTimeline
CRUX WEALTH ADVISORS33,404$3.18M1.18%-4,45613F-HRTimeline
Baron Financial Group, LLC32,930$3.13M1.68%-14513F-HRTimeline
WIT, LLC32,336$3.07M0.06%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.31,940$3.04M0.17%-3,01613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/31,778$3.02M0.54%-1,08013F-HRTimeline
Hamrick Investment Counsel, llc31,453$2.99M2.22%13F-HRTimeline
Montis Financial, LLC31,429$2.99M0.59%013F-HRTimeline
Janney Montgomery Scott LLC31,167$2.96M0.01%-2,00213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…31,003$2.95M0.09%+1,26013F-HRTimelineGroup
Neumann Capital Management, LLC30,470$2.9M0.84%+4,09013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30,375$2.89M0.55%-3113F-HRTimeline
One Wealth Advisors, LLC29,797$2.83M0.35%-1,64113F-HRTimeline
WESBANCO BANK INC29,782$2.83M0.08%-26213F-HRTimeline
SOA Wealth Advisors, LLC.29,106$2.77M0.47%+1013F-HRTimeline
Merit Financial Group, LLC28,930$2.75M0.02%-2,65013F-HRTimeline
IMA Advisory Services, Inc.28,883$2.75M0.26%+51813F-HRTimeline
Affiance Financial, LLC28,876$2.75M0.44%-36213F-HRTimeline
eCIO, Inc.28,827$2.74M1.28%+16913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC28,333$2.69M0.06%+1,74813F-HRTimeline
Torren Management, LLC28,146$2.68M1.37%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27,997$2.66M0.01%+4,77613F-HRTimelineGroup
JMG Financial Group, Ltd.27,643$2.63M0.07%-4,33113F-HRTimeline
Wealth Advisory Team LLC27,510$2.62M2.31%13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…27,225$2.59M0.33%+3,03213F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC27,139$2.58M0.22%+1,45813F-HRTimeline
Brooklyn FI, LLC26,936$2.56M0.55%+1,52713F-HRTimeline
RTD Financial Advisors, Inc.26,901$2.56M0.31%-1,01213F-HRTimeline
WealthShield Partners, LLC26,884$2.56M0.28%+1,11213F-HRTimeline
DIVERSIFIED TRUST CO26,822$2.55M0.05%-2,00013F-HRTimeline
rebel Financial LLC26,332$2.5M1.07%+26,33213F-HRTimeline
CHOREO, LLC26,126$2.5M0.03%+46913F-HRTimeline
Haverford Trust Co25,929$2.47M0.02%+10513F-HRTimeline
Pioneer Wealth Management Group25,862$2.46M0.75%+1,41713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK25,754$2.45M0.33%013F-HRTimelineGroup
True Blue Financial, LLC25,539$2.43M2%13F-HRTimeline
Cranbrook Wealth Management, LLC25,516$2.43M0.48%+1613F-HRTimeline
TrueWealth Financial Partners25,419$2.42M2%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25,378$2.41M0.12%-12113F-HRTimeline
Sanctuary Advisors, LLC25,372$2.41M0.01%+83613F-HRTimeline