Skip to content
Disclosery

ESGE ISHARES INC

Follow

COM (fund)

631 managers (639 13F filers) reported a position in ESGE shares at 2026-06-30, 94,227,905 shares in all. 62 filers opened a position and 36 filers sold out during the quarter.

Managers
631
13F filers
639
New
62
Added
183
Reduced
274
Sold out
36
Shares held by filers
94,227,905

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CENTRAL TRUST Co21,085$1.15M0.02%-43713F-HRTimeline
Trust Co20,775$1.14M0.1%-1,12613F-HRTimeline
Mascoma Wealth Management LLC20,620$1.13M0.21%+2,04813F-HRTimeline
Brooklyn FI, LLC21,640$1.13M0.21%+84313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,599$1.13M0.18%-40013F-HRTimeline
Western Wealth Management, LLC20,386$1.11M0.04%+1,02013F-HRTimeline
Columbia Bank20,210$1.11M0.25%new13F-HRTimeline
Jordan Park Group LLC20,089$1.1M0.06%013F-HRTimeline
WEDBUSH SECURITIES INC19,811$1.08M0.03%+63913F-HRTimeline
SageView Advisory Group, LLC19,668$1.08M0.04%-3,21713F-HRTimeline
REGATTA CAPITAL GROUP, LLC19,609$1.07M0.14%+14813F-HRTimeline
Van Hulzen Asset Management, LLC19,514$1.07M0.08%-2,49513F-HRTimeline
Decker Retirement Planning Inc.19,462$1.06M0.36%+1,17713F-HRTimeline
Connecticut Wealth Management, LLC19,372$1.06M0.04%+1,11213F-HRTimeline
Diversified Enterprises, LLC19,075$1.04M0.05%+1913F-HRTimeline
Cresset Asset Management, LLC18,825$1.03M<0.01%+2013F-HRTimeline
Madrid Wealth Management, LLC18,478$1.01M0.66%-84813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…18,470$1.01M0.15%-12313F-HRTimeline
MGO ONE SEVEN LLC18,239$997K0.02%-3,09113F-HRTimeline
Krilogy Financial LLC18,172$994K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,132$992K0.01%+2,91013F-HRTimelineGroup
Prism Advisors, Inc.18,021$986K0.24%013F-HRTimeline
Bond & Devick Financial Network, Inc.17,828$975K0.24%+98713F-HRTimeline
Aureum Wealth Management, LLC17,779$972K0.6%+71613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK17,566$961K<0.01%013F-HRTimelineGroup
MainStreet Investment Advisors LLC17,510$958K0.13%-41013F-HRTimeline
Napier Financial, LLC17,366$950K0.2%-42913F-HRTimeline
MassMutual Private Wealth & Trust, FSB17,310$947K0.02%-61013F-HRTimeline
Benchmark Financial, LLC17,243$943K0.77%+1,73513F-HRTimeline
Morling Financial Advisors, LLC17,117$936K0.26%-51913F-HRTimeline
Modern Wealth Management, LLC17,075$934K0.01%+4,58613F-HRTimeline
OLIO Financial Planning16,910$925K0.23%-2,14613F-HRTimeline
BIRCHBROOK, INC.16,567$906K0.43%-71913F-HRTimeline
WHITTIER TRUST CO16,461$890K0.01%+25313F-HRTimeline
RFG Advisory, LLC15,817$865K0.01%-3,81113F-HRTimeline
Arax Advisory Partners15,776$863K0.01%+13,50513F-HRTimeline
Hardy Reed LLC15,626$855K0.05%013F-HRTimeline
OpenArc Corporate Advisory, LLC15,616$854K0.01%-3,48613F-HRTimeline
Fund Evaluation Group, LLC15,605$853K0.02%013F-HRTimeline
Keel Point, LLC15,376$841K0.05%+9913F-HRTimeline
Snowden Capital Advisors LLC15,352$840K0.02%-46213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,319$838K0.02%-1,10513F-HRTimelineGroup
Ameraudi Asset Management, Inc.15,284$836K0.38%-4,01813F-HRTimeline
White Lighthouse Investment Management …15,192$831K0.1%-77513F-HRTimeline
Boston Standard Wealth Management, LLC15,405$824K0.12%-85113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,062$824K0.04%-113F-HRTimeline
Yukon Wealth Management, Inc.14,861$813K0.23%+2213F-HRTimeline
Fort Point Capital Partners LLC14,603$799K0.09%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC14,422$789K0.03%-67013F-HRTimeline
Schneider Downs Wealth Management Advis…14,388$787K0.07%+40613F-HRTimeline
Shepherd Financial Partners LLC14,159$774K0.06%-1,37113F-HRTimeline
PFG Investments, LLC14,079$770K0.03%+53513F-HRTimeline
Facet Wealth, Inc.13,893$760K0.01%+1,81513F-HRTimeline
Ethos Financial Group, LLC15,429$757K0.05%+10,86013F-HRTimeline
Sage Advisory Services, Ltd.Co.13,639$746K0.37%-45313F-HRTimeline
CIBC Asset Management Inc13,610$744K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,538$740K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC13,464$736K0.01%013F-HRTimeline
Portland Global Advisors LLC13,275$726K0.07%013F-HRTimeline
Asset Dedication, LLC13,237$724K0.05%-1,44313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,210$722K0.04%-94113F-HRTimeline
Summit Wealth Group, LLC13,120$718K0.15%-99413F-HRTimeline
Tortoise Investment Management, LLC12,859$703K0.05%-1,01313F-HRTimeline
Capital Advantage, Inc.12,805$700K0.09%-6013F-HRTimeline
DIVERSIFIED TRUST CO12,772$698K0.01%+16513F-HRTimeline
PDS Planning, Inc12,750$697K0.04%-5813F-HRTimeline
New England Private Wealth Advisors LLC12,736$697K0.07%+9113F-HRTimeline
World Investment Advisors15,114$692K0.01%-27713F-HRTimeline
Focus Financial Network, Inc.12,583$688K0.02%+1,00613F-HRTimeline
Pine Haven Investment Counsel, Inc12,573$688K0.46%+14513F-HRTimeline
Regal Investment Advisors LLC12,540$686K0.04%-3,27413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC12,520$685K0.05%-1,32013F-HRTimeline
A&I FINANCIAL SERVICES, LLC12,506$684K0.3%-39613F-HRTimeline
UMB Bank, n.a.12,481$683K0.01%+37013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGESPRING WEALTH PARTNERS, LLC12,334$675K0.01%-2,83613F-HRTimeline
B. Riley Wealth Advisors, Inc.12,480$673K0.04%+38313F-HRTimeline
CGN Advisors LLC12,267$671K0.05%+1713F-HRTimeline
ZENITH SOLUTIONS, INC.12,174$666K0.6%13F-HRTimeline
MA Private Wealth12,096$662K0.1%013F-HRTimeline
Federation des caisses Desjardins du Qu…12,015$657K<0.01%+5,28013F-HRTimeline
Mountain Capital Investment Advisors In…11,971$655K0.09%new13F-HRTimeline
Bell Investment Advisors, Inc11,914$652K0.1%-2,39613F-HRTimeline
Shotwell Rutter Baer Inc11,873$649K0.36%-54913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT11,807$646K0.17%+2,56913F-HRTimeline
TriaGen Wealth Management LLC11,737$642K0.16%-6213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,643$637K0.01%-35013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,593$634K0.01%-9513F-HRTimeline
Advisory Solutions Group, LLC11,559$632K0.22%13F-HRTimeline
Private Advisor Group, LLC11,558$632K<0.01%+2,74213F-HRTimeline
Midwest Trust Co11,440$626K0.01%+1,38513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC11,416$624K0.19%+2113F-HRTimeline
Range Advisory, LLC11,241$615K0.07%+70113F-HRTimeline
Plancorp, LLC11,820$610K0.01%-1,31513F-HRTimeline
Cambridge Financial Group, LLC11,065$605K0.19%-48913F-HRTimeline
Washington Trust Bank10,916$597K0.04%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Management Group, LLC10,902$596K0.14%-6,45413F-HRTimeline
Lifelong Wealth Advisors, Inc.10,892$596K0.14%-1,68713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,782$590K0.02%-37013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,709$586K<0.01%-1,33313F-HRTimelineGroup
Foster Group, Inc.10,699$585K0.02%-1,09413F-HRTimeline
Caliber Wealth Management, LLC / KS10,572$578K0.06%+713F-HRTimeline
Falcon Wealth Planning10,517$575K0.04%-2,57513F-HRTimeline
Xena Financial Planning, LLC10,458$572K0.55%-1,18013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,424$570K0.05%new13F-HRTimeline
Garde Capital, Inc.10,318$564K0.03%+2813F-HRTimeline
Gemmer Asset Management LLC10,267$562K0.04%+26413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,196$558K0.01%+11013F-HRTimelineGroup
Larson Financial Group LLC10,084$552K0.01%+35913F-HRTimeline
BlueStem Wealth Partners, LLC9,977$546K0.05%+1,79313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC9,958$545K0.08%-44013F-HRTimeline
BLB&B Advisors, LLC9,939$544K0.02%-51513F-HRTimeline
Meridian Wealth Partners, LLC9,831$538K0.07%-6013F-HRTimeline
Navigation Group, LLC9,584$524K0.1%+5213F-HRTimeline
RW Investment Management LLC9,474$518K0.05%+43513F-HRTimeline
Onyx Bridge Wealth Group LLC9,308$509K0.05%+2,20513F-HRTimeline
ASPIRIANT, LLC9,300$509K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,293$508K0.01%new13F-HRTimelineGroup
Plum Street Advisors, LLC9,290$508K0.16%+4513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,253$506K0.01%+2,05113F-HR/ATimeline
McAdam, LLC9,229$505K0.02%+38413F-HRTimeline
TME FINANCIAL, INC.9,000$492K0.3%-41113F-HRTimeline
Montecito Bank & Trust8,837$483K0.07%+70013F-HRTimeline
Caprock Group, LLC8,718$477K0.01%+6413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,686$475K0.14%-1,61313F-HRTimeline
Argentarii, LLC9,000$473K0.14%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,600$470K0.01%013F-HRTimeline
Keystone Financial Services8,577$469K0.12%-1,48513F-HRTimeline
Great Diamond Partners, LLC8,509$465K0.08%+1,38913F-HRTimeline
PRIVATE TRUST CO NA8,470$463K0.04%-99413F-HRTimeline
AE Wealth Management LLC8,404$460K<0.01%+55413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,280$453K0.02%-1,09313F-HRTimelineGroup
MOLLER WEALTH PARTNERS8,256$452K0.08%-6113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,249$451K<0.01%+6613F-HRTimelineGroup
RED REEF ADVISORS LLC8,239$451K0.42%+1,27113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC8,222$450K0.19%-59013F-HRTimeline
GenTrust, LLC8,128$445K0.02%013F-HRTimeline
SEVEN MILE ADVISORY8,103$443K0.3%new13F-HRTimeline
Valeo Financial Advisors, LLC8,025$439K0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,024$439K0.02%+15013F-HRTimeline
GC Wealth Management RIA, LLC7,948$435K0.03%-55713F-HRTimeline
Richard P Slaughter Associates Inc7,945$435K0.09%+1,34313F-HRTimeline
WEALTH ALLIANCE, LLC7,923$433K0.04%-3,30213F-HRTimeline
Williams & Novak, LLC7,846$429K0.29%013F-HRTimeline
Ellevest, Inc.169,106$429K0.05%new13F-HRTimeline
Per Stirling Capital Management, LLC.7,764$425K0.04%-25413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,667$419K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC7,632$417K0.03%-11,38113F-HRTimeline
McCartney Wealth Management LLC7,563$414K0.31%-22813F-HRTimeline
Hoxton Planning & Management, LLC7,493$410K0.11%-53613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,457$408K<0.01%+63813F-HRTimeline
SAX WEALTH ADVISORS, LLC8,882$404K0.02%+83113F-HRTimeline
Community Bank, N.A.7,379$403K0.04%-6913F-HRTimeline
SCS Capital Management LLC7,280$398K<0.01%-24113F-HRTimeline
LifePlan Investment Advisors, Inc.7,207$394K0.14%-2,82613F-HRTimeline
THEORY FINANCIAL LLC7,180$393K0.12%-1,09113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…7,164$392K0.06%-31913F-HRTimeline
Avior Wealth Management, LLC7,161$392K0.01%-1,17013F-HRTimeline
Ryan Investment Management, Inc.7,139$390K0.18%+73613F-HRTimeline
AdvisorNet Financial, Inc7,138$390K0.02%+2,43913F-HRTimeline
Cypress Wealth Services, LLC7,122$390K0.05%-99213F-HRTimeline
RHS Financial, LLC7,067$386K0.16%-74213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,009$383K<0.01%-18013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,968$381K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC6,964$381K0.01%+8413F-HRTimeline
Noble Wealth Partners LLC6,960$381K0.33%13F-HRTimeline
Cranbrook Wealth Management, LLC6,940$380K0.07%+99013F-HRTimeline
Sharper & Granite LLC6,846$374K0.12%-1513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,777$371K0.03%-68913F-HRTimeline
Cornerstone Financial Management LLC6,730$368K0.3%+20713F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,721$368K0.01%+6413F-HRTimelineGroup
Warren Street Wealth Advisors, LLC6,717$367K0.08%-75113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.6,700$366K<0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,693$366K0.01%-1,50013F-HRTimelineGroup
CAPE ANN SAVINGS BANK6,668$365K0.17%+30513F-HRTimeline
Topel & Distasi Wealth Management, LLC6,607$361K0.17%-56813F-HRTimeline
Winter & Associates, Inc.6,524$357K0.27%new13F-HRTimeline
Atria Investments, Inc6,521$357K<0.01%-4,95313F-HRTimeline
Hughes Financial Services, LLC6,512$356K0.05%+7513F-HRTimeline
Causey Wealth LLC6,462$353K0.14%+3113F-HRTimeline
Tempus Wealth Planning, LLC6,457$353K0.07%+17913F-HRTimeline
Keener Financial Planning LLC6,451$352K0.13%-513F-HRTimeline
Cornerstone Planning Group LLC6,742$351K0.04%-34013F-HRTimeline
Peak Financial Management, Inc.6,412$351K0.08%-8513F-HRTimeline
Venturi Wealth Management, LLC6,374$349K0.01%+7013F-HRTimeline
R. W. Roge & Company, Inc.6,365$348K0.15%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,628$347K0.06%013F-HRTimeline
Continuum Advisory, LLC6,337$347K0.03%-1,30313F-HRTimeline
WT Wealth Management6,248$342K0.09%-12313F-HRTimeline
BRIGHTON JONES LLC6,247$342K0.01%-92313F-HRTimeline
Aaron Wealth Advisors LLC6,219$340K0.02%-40413F-HRTimeline
Capasso Planning Partners LLC6,187$338K0.17%-813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,124$335K0.05%+4413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,091$333K0.03%-1,88213F-HRTimeline
SPINNAKER TRUST6,061$331K0.02%-1213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,037$330K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,980$327K<0.01%-58413F-HRTimelineGroup
Bigelow Investment Advisors, LLC5,975$327K0.12%013F-HRTimeline
Empowered Funds, LLC5,971$327K<0.01%+24013F-HRTimeline
Kingsview Wealth Management, LLC5,890$322K<0.01%-31613F-HRTimeline
Sage Mountain Advisors LLC5,876$321K0.02%013F-HRTimeline