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Disclosery

ESGD ISHARES TR

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COM (fund)

745 managers (754 13F filers) reported a position in ESGD shares at 2026-03-31, 87,943,312 shares in all. 58 filers opened a position and 25 filers sold out during the quarter.

Managers
745
13F filers
754
New
58
Added
284
Reduced
247
Sold out
25
Shares held by filers
87,943,312

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/9,421,820$901M0.07%-1,311,20913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,788,801$721M0.05%-298,13713F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,474,027$523M1.36%-1,088,41513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,711,100$450M0.06%+1,16913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,330,948$414M0.02%-61,59313F-HRTimelineGroup
FMR LLCin group FMR LLC3,973,464$380M0.02%+348,13513F-HRTimelineGroup
Betterment LLC3,918,891$375M0.71%-28,11413F-HRTimeline
TIAAgroup of 3 filers holding3,948,087$369M-55,824Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,814,697$174M0.02%+344,38213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,622,002$155M+383,313Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,609,816$154M+36,246Timeline
Acorns Advisers, LLC1,578,342$151M1.12%-14,61713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,521,293$145M0.03%-241,89413F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,432,910$137M0.2%+62,93013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,234,641$118M0.07%+33,05813F-HRTimelineGroup
Wealthfront Advisers LLC1,208,522$116M0.25%-38,76613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,111,041$106M1.58%-211,31113F-HRTimeline
SPINNAKER TRUST1,047,931$100M5.55%-4,84713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,003,439$95.9M0.02%+51,58913F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…947,377$90.6M0.05%+121,40613F-HRTimelineGroup
LPL Financial LLC907,428$86.8M0.02%+112,23313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.853,371$81.6M<0.01%+1,65713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\833,783$79.5M0.1%+94,95913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC819,887$78.4M0.11%+11,05113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co643,821$61.6M0.73%+26,96713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding626,260$59.9M+13,347Timeline
EP Wealth Advisors, LLC619,047$59.2M0.29%-1,85413F-HRTimeline
Creative Planningin group Creative Planning595,730$57M0.04%+35,80213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp586,683$56.1M0.18%+19,73813F-HR/ATimelineGroup
HighTower Advisors, LLC522,218$49.9M0.05%+2,99213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA488,801$46.7M0.01%-37,09913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP439,002$42M0.88%+7,22013F-HRTimeline
Olde Wealth Management, LLC423,213$40.5M12.81%+13,56213F-HRTimeline
IMPACTfolio, LLC420,121$40.2M17.07%+20,74313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC381,632$36.5M0.04%-1,015,81013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO369,066$35.3M0.03%-11,18913F-HRTimelineGroup
Beacon Pointe Advisors, LLC368,679$35.3M0.19%+153,89113F-HRTimeline
D.A. DAVIDSON & CO.353,077$33.8M0.2%-10,94613F-HRTimeline
Bond & Devick Financial Network, Inc.335,830$32.1M8.96%-4,58913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP318,854$30.5M0.04%+14,37813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC318,634$30.5M0.04%+15,79313F-HRTimelineGroup
High Note Wealth, LLC314,519$30.1M5.91%-1,63513F-HRTimeline
Composition Wealth, LLC303,573$29M0.4%+7,39013F-HRTimeline
EASTERN BANK298,727$28.6M0.49%+16,64313F-HRTimeline
Ally Invest Advisors Inc.290,163$27.7M1.87%+7,18513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.285,644$27.3M0.59%+5,46413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…281,817$26.9M0.47%-26113F-HRTimeline
Clearstead Advisors, LLC262,174$25.1M0.23%+260,66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,032$24.8M0.01%-5,80513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC255,607$24.4M0.07%-12,22413F-HRTimeline
Forefront Analytics, LLC254,427$24.3M22.13%+43,23713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp249,821$23.9M<0.01%+144,36613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…244,683$23.4M0.05%-7,36613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…243,261$23.3M0.08%-30,22013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL231,547$22.1M0.06%+18,13513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP238,877$22M0.01%+35,95413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA229,552$21.9M11.16%013F-HRTimeline
Cambridge Investment Research Advisors,…219,808$21M0.05%-11,62513F-HRTimeline
Stanich Group LLC219,010$20.9M15.96%+7,41913F-HRTimeline
MATHER GROUP, LLC.216,863$20.7M0.21%+3,08413F-HRTimeline
Ellevest, Inc.215,582$20.6M2.87%+9,04913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…214,200$20.4M0.04%-9,06213F-HRTimelineGroup
Steward Partners Investment Advisory, L…204,003$19.5M0.1%+10,72313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC203,846$19.5M0.77%+40013F-HRTimeline
FinArc Investments, Inc.188,524$18M17.35%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.185,581$17.7M0.03%+2,88413F-HRTimelineGroup
Private Advisor Group, LLC181,928$17.4M0.08%+24,67313F-HRTimeline
ALLIANCEBERNSTEIN L.P.177,523$16.9M0.01%+50,75113F-HRTimeline
Windsor Capital Management, LLC175,739$16.8M4.74%-5,24913F-HRTimeline
Financial Engines Advisors L.L.C.164,104$15.7M0.03%+4,41413F-HRTimeline
Modera Wealth Management, LLC148,243$14.2M0.17%-1,30113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,504$13.1M0.01%+11,22713F-HRTimelineGroup
Shira Ridge Wealth Management136,330$13M5.16%-24713F-HRTimeline
Sand Hill Global Advisors, LLC131,592$12.6M0.42%+2,18913F-HRTimeline
Wealth Architects, LLC131,058$12.5M1.12%+1,77213F-HRTimeline
Cetera Investment Advisers129,155$12.3M0.01%+3,86013F-HRTimeline
Alesco Advisors, LLC, An ESL Co123,456$11.8M0.3%-9,08813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources118,186$11.3M<0.01%+1,41413F-HRTimelineGroup
Impact Investors, Inc118,110$11.3M7.84%-2,19613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…115,600$11.1M0.03%-13,10013F-HR/ATimelineGroup
Fund Evaluation Group, LLC113,425$10.8M0.33%-17,84913F-HRTimeline
Roof Eidam Maycock Peralta, LLC113,335$10.8M2.49%-30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,216$10.7M0.01%+10,28213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,182$9.87M0.02%+5,53813F-HRTimelineGroup
Wealthspire Advisors, LLC101,463$9.7M0.08%-17,17513F-HRTimeline
Advisory Services Network, LLC98,796$9.45M0.13%+4,94313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,467$9.41M0.07%+5,78213F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC94,895$9.07M<0.01%+30,60713F-HRTimelineGroup
HB Wealth Management, LLC92,931$8.89M0.06%+3,06713F-HRTimeline
Laurel Wealth Planning LLC92,595$8.85M4.67%+88913F-HRTimeline
Orgel Wealth Management, LLC90,685$8.67M0.19%+32,76713F-HRTimeline
Robertson Stephens Wealth Management, L…89,918$8.6M0.24%-2,35813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC86,408$8.26M0.01%+3,74913F-HRTimelineGroup
NewEdge Advisors, LLC84,951$8.12M0.03%-3,23513F-HR/ATimeline
Apella Capital, LLC77,910$8.02M0.12%-1,57013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding82,426$7.89M+1,842Timeline
Facet Wealth, Inc.81,691$7.81M0.14%+3,65813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC78,887$7.54M1.18%+9,70613F-HRTimeline
One Capital Management, LLC77,721$7.43M0.2%+14,84013F-HRTimeline
JNBA Financial Advisors74,628$7.14M0.59%+4,32613F-HRTimeline
Mascoma Wealth Management LLC73,149$6.99M1.45%+5,49313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC71,144$6.8M0.05%+5,09313F-HRTimeline
Relyea Zuckerberg Hanson LLC68,826$6.58M0.66%+30213F-HRTimeline
Ethic Inc.67,579$6.46M0.1%new13F-HRTimeline
Xena Financial Planning, LLC65,857$6.3M7.11%+4,56013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/64,800$6.2M2.22%+40,70013F-HRTimelineGroup
Quent Capital, LLC63,997$6.12M0.43%+61813F-HRTimeline
Accredited Investors Inc.63,457$6.07M0.33%-57913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV63,109$6.03M0.1%-7,11313F-HR/ATimeline
NorthRock Partners, LLC62,593$5.99M0.1%-1,96313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding62,446$5.97M+2,900Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…62,278$5.96M0.08%-2,60713F-HRTimelineGroup
Farther Finance Advisors, LLC59,691$5.8M0.05%+19,25513F-HRTimeline
CENTRAL TRUST Co60,515$5.79M0.11%-5,03613F-HRTimeline
WRAPMANAGER INC60,417$5.78M2.01%+3,98913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …59,758$5.71M0.07%+113F-HRTimelineGroup
Fisher Asset Management, LLC57,941$5.54M<0.01%-1,34413F-HRTimeline
BSW Wealth Partners55,426$5.3M0.65%-1,64713F-HRTimeline
RVW Wealth, LLC55,177$5.28M0.41%-3,00213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,433$5.21M0.01%-12,58013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,188$4.99M0.07%+9313F-HRTimeline
Cresset Asset Management, LLC52,003$4.97M0.02%+1,32613F-HRTimeline
Garde Capital, Inc.49,452$4.73M0.28%+90313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,078$4.69M0.02%-3,10413F-HRTimelineGroup
Modern Wealth Management, LLC46,741$4.55M0.08%-9,68513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC47,338$4.53M<0.01%+1413F-HRTimelineGroup
Blue Edge Capital, LLC46,183$4.42M0.59%-3313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO45,549$4.33M0.4%013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC45,062$4.31M3.02%+9513F-HRTimeline
&PARTNERS44,811$4.28M0.02%-4,79713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.42,661$4.08M1.95%+72713F-HRTimeline
NOTTINGHAM ADVISORS, INC.42,516$4.07M0.52%+36813F-HRTimeline
Legacy Edge Advisors, LLC42,213$4.04M0.42%+3,90213F-HRTimeline
Midwest Financial Partners Investments,…42,132$4.03M2.14%+2,73313F-HRTimeline
Veridan Wealth LLC41,436$3.96M1.49%+1,04913F-HRTimeline
Brio Consultants, LLC39,017$3.93M0.48%+1,55713F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS41,038$3.92M2.06%-63913F-HRTimeline
Integris Wealth Management, LLC40,335$3.86M0.89%-1,87213F-HRTimeline
Heritage Wealth Advisors40,098$3.83M0.15%+1,48913F-HRTimeline
GeoWealth Management, LLC39,475$3.77M0.14%-5,21213F-HRTimeline
Decker Retirement Planning Inc.39,259$3.75M1.7%+2,86213F-HRTimeline
Keel Point, LLC39,154$3.74M0.25%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC39,060$3.73M0.12%-2,19913F-HRTimeline
eCIO, Inc.38,746$3.7M1.63%+9,91913F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…38,424$3.67M0.33%13F-HRTimelineGroup
Pine Haven Investment Counsel, Inc38,286$3.66M2.69%+2,65013F-HRTimeline
Hamrick Investment Counsel, llc37,663$3.6M2%+6,21013F-HRTimeline
Affiance Financial, LLC37,468$3.58M0.58%+8,59213F-HRTimeline
Dunhill Financial, LLC37,145$3.55M0.84%+1,17213F-HRTimeline
Dorsey & Whitney Trust CO LLC37,002$3.54M0.19%013F-HRTimeline
BAILARD, INC.36,653$3.5M0.08%+1,36713F-HRTimeline
Plancorp, LLC34,763$3.5M0.1%-59713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,196$3.46M0.01%+51113F-HRTimeline
Sincerus Advisory, LLC35,918$3.43M2.6%+2,13613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,675$3.41M2.04%+3413F-HRTimeline
SageView Advisory Group, LLC35,614$3.41M0.12%-61313F-HRTimeline
Midwest Trust Co35,345$3.38M0.04%+1,88513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC34,944$3.34M2.17%+30813F-HRTimeline
GC Wealth Management RIA, LLC34,138$3.26M0.14%-53713F-HRTimeline
Federation des caisses Desjardins du Qu…34,038$3.25M0.01%-7,44513F-HRTimeline
Aptus Capital Advisors, LLC33,640$3.22M0.03%+17613F-HRTimeline
Vision Capital Management, Inc.33,498$3.2M0.4%-78613F-HRTimeline
Klaas Financial Asset Advisors, LLC33,166$3.17M0.44%new13F-HRTimeline
CRUX WEALTH ADVISORS33,149$3.17M1.22%-25513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/32,774$3.13M0.54%+99613F-HRTimeline
WIT, LLC32,336$3.09M0.06%013F-HRTimeline
Montis Financial, LLC32,253$3.08M0.64%+82413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,176$3.08M<0.01%-217,66613F-HRTimelineGroup
Baron Financial Group, LLC32,090$3.07M1.65%-84013F-HRTimeline
Janney Montgomery Scott LLC31,542$3.02M0.01%+37513F-HRTimeline
WESBANCO BANK INC31,146$2.98M0.08%+1,36413F-HRTimeline
Neumann Capital Management, LLC30,750$2.94M0.87%+28013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30,375$2.9M0.47%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,771$2.85M0.02%+1,77413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.29,461$2.82M0.16%-2,47913F-HRTimeline
One Wealth Advisors, LLC29,360$2.81M0.35%-43713F-HRTimeline
WealthShield Partners, LLC29,252$2.8M0.31%+2,36813F-HRTimeline
IMA Advisory Services, Inc.28,883$2.76M0.27%013F-HRTimeline
SOA Wealth Advisors, LLC.27,923$2.67M0.5%-1,18313F-HRTimeline
RTD Financial Advisors, Inc.27,829$2.66M0.33%+92813F-HRTimeline
JMG Financial Group, Ltd.27,688$2.65M0.07%+4513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC27,139$2.6M0.22%013F-HRTimeline
Torren Management, LLC27,058$2.59M1.29%-1,08813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,813$2.56M0.04%new13F-HRTimeline
Brooklyn FI, LLC26,739$2.56M0.54%-19713F-HRTimeline
DIVERSIFIED TRUST CO26,717$2.55M0.05%-10513F-HRTimeline
Merit Financial Group, LLC26,320$2.52M0.02%-2,61013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,118$2.5M0.07%-2,21513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,080$2.49M0.03%+1,20113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.26,053$2.49M<0.01%13F-HRTimelineGroup
CHOREO, LLC25,995$2.49M0.03%-13113F-HRTimeline
Haverford Trust Co25,894$2.48M0.02%-3513F-HRTimeline
Integrated Wealth Concepts LLC25,700$2.46M0.02%+16,93513F-HRTimeline
True Blue Financial, LLC25,479$2.44M1.92%-6013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25,261$2.42M0.12%-11713F-HRTimeline
rebel Financial LLC25,081$2.4M1.04%-1,25113F-HRTimeline
Wingate Wealth Advisors, Inc.24,998$2.39M1.28%+1,12813F-HRTimeline
Cranbrook Wealth Management, LLC24,870$2.38M0.48%-64613F-HRTimeline
TriaGen Wealth Management LLC24,668$2.36M0.64%-39613F-HRTimeline
Charter Oak Capital Management, LLC23,875$2.28M0.18%-1,09813F-HRTimeline