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Disclosery

ESGD ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in ESGD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
EASTERN BANK276,229$28.5M0.43%-4,26013F-HRTimeline
Shira Ridge Wealth Management137,458$14.2M4.92%+2,37013F-HRTimeline
Farther Finance Advisors, LLC93,627$9.65M0.07%+14,04713F-HRTimeline
Apella Capital, LLC81,599$8.34M0.11%+2,63713F-HRTimeline
RVW Wealth, LLC56,799$5.85M0.38%-64713F-HRTimeline
Midwest Financial Partners Investments,…41,990$4.33M1.66%-1,26513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…37,500$3.86M0.34%+26313F-HRTimelineGroup
Sincerus Advisory, LLC37,126$3.83M2.5%+54713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,867$2.87M0.03%+30313F-HRTimeline
RTD Financial Advisors, Inc.27,789$2.86M0.31%-16213F-HRTimeline
Baron Financial Group, LLC27,600$2.84M1.39%-2,53013F-HRTimeline
Pioneer Wealth Management Group26,567$2.74M0.65%-2,66313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,018$2.06M0.15%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC19,296$1.99M0.56%+1,45513F-HRTimeline
Acropolis Investment Management, LLC17,576$1.81M0.07%+1313F-HRTimeline
Williams & Novak Wealth Management, LLC15,920$1.64M0.98%013F-HRTimeline
HF Advisory Group, LLC14,071$1.45M0.43%+44513F-HRTimeline
Coastline Trust Co14,065$1.45M0.14%-1,93213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pathway Financial Advisors LLC13,455$1.39M0.15%+1,01613F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,420$1.18M0.03%-17513F-HRTimeline
Cambridge Financial Group, LLC10,576$1.09M0.34%013F-HRTimeline
Montecito Bank & Trust8,554$881K0.13%-10013F-HRTimeline
Wedmont Private Capital7,680$782K0.02%+2813F-HRTimeline
Bangor Savings Bank5,640$581K0.04%+10813F-HRTimeline
Leverty Financial Group, LLC5,434$560K0.1%+1,64613F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,407$557K0.06%-47813F-HRTimeline
SigFig Wealth Management, LLC5,020$517K0.01%-14213F-HRTimeline
Veracity Capital LLC4,680$482K0.13%013F-HRTimeline
Nautilus Advisors LLC4,000$412K0.25%013F-HRTimeline
Cassilly Financial Group LLC3,740$385K0.26%+2913F-HRTimeline
Stonebridge Financial Group, LLC2,414$249K0.02%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,330$240K0.05%013F-HRTimeline
LifeGoal Investments, LLC2,194$226K0.07%013F-HRTimeline
Emergent Wealth Advisors, LLC2,117$218K0.11%+1613F-HRTimeline
Kaizen Financial Strategies2,100$216K0.09%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,077$214K0.02%013F-HRTimeline
FC Advisory LLC1,981$204K0.05%new13F-HRTimeline
CoreCap Advisors, LLC1,791$185K0.01%-1713F-HRTimeline
Trust Co895$92.2K0.01%+1313F-HRTimeline
MJT & Associates Financial Advisory Gro…796$82K0.05%+3313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST725$74.7K0.01%013F-HRTimeline
Pacifica Partners Inc.643$65.6K0.02%-10713F-HRTimeline
Investors Research Corp217$22.4K<0.01%-37213F-HRTimeline
GAMMA Investing LLC176$18.1K<0.01%-1,65713F-HRTimeline
CX Institutional157$16K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP59$6.04K<0.01%013F-HRTimeline
Horizons Wealth Management47$4.84K<0.01%13F-HRTimeline
Davis Capital Management9$927<0.01%013F-HRTimeline