Skip to content
Disclosery

ESGE ISHARES INC

Follow

COM (fund)

515 managers (519 13F filers) reported a position in ESGE shares at 2024-12-31, 89,913,051 shares in all. 32 filers opened a position and 44 filers sold out during the quarter.

Managers
515
13F filers
519
New
32
Added
203
Reduced
183
Sold out
44
Shares held by filers
89,913,051

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Equita Financial Network, Inc.22,099$738K0.27%+1,65013F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,069$737K0.14%-18913F-HRTimeline
Van Hulzen Asset Management, LLC21,873$730K0.05%-1,74613F-HRTimeline
RHS Financial, LLC21,789$728K0.38%+4,40813F-HRTimeline
GenTrust, LLC21,437$716K0.03%013F-HRTimeline
Bond & Devick Financial Network, Inc.19,418$707K0.3%013F-HRTimeline
HB Wealth Management, LLC20,776$694K0.01%+40713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC20,734$692K0.35%-2,31313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …20,303$678K0.06%-27313F-HR/ATimeline
OLIO Financial Planning20,052$670K0.24%+2,37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,864$663K<0.01%+2,44913F-HR/ATimeline
Jordan Park Group LLC19,622$655K0.05%-20613F-HRTimeline
Perennial Investment Advisors, LLC19,308$645K0.08%+1,81813F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,013$635K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/18,883$631K0.03%+6,21113F-HRTimeline
White Lighthouse Investment Management …18,685$624K0.11%-1,69513F-HRTimeline
B. Riley Wealth Advisors, Inc.18,649$623K0.02%-5,41713F-HRTimeline
WEDBUSH SECURITIES INC18,668$623K0.02%-5913F-HRTimeline
Cresset Asset Management, LLC18,615$622K<0.01%-3,30313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.18,490$617K<0.01%+9613F-HRTimelineGroup
Private Wealth Management Group, LLC18,405$615K0.24%+48113F-HRTimeline
US FINANCIAL ADVISORS, LLC18,202$608K0.19%+26813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…17,765$606K0.03%+1613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,328$603K0.03%-3,53613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK17,958$600K<0.01%-1,19513F-HRTimelineGroup
Shepherd Financial Partners LLC17,867$597K0.07%+16113F-HRTimeline
Schneider Downs Wealth Management Advis…17,707$591K0.11%+1,05913F-HRTimeline
Parkside Advisors LLC17,687$591K0.14%+1,19513F-HRTimeline
Montecito Bank & Trust17,186$574K0.1%013F-HRTimeline
Mutual Advisors, LLC16,654$557K0.02%-1,95313F-HRTimeline
CENTRAL TRUST Co16,677$557K0.01%-54413F-HRTimeline
Plancorp, LLC16,429$549K0.02%-39913F-HRTimeline
Morling Financial Advisors, LLC16,428$549K0.19%+90913F-HRTimeline
Austin Private Wealth, LLC16,286$544K0.05%+44213F-HRTimeline
Larson Financial Group LLC16,275$543K0.03%+53713F-HRTimeline
Bell Investment Advisors, Inc16,226$542K0.1%+1,44013F-HRTimeline
WHITTIER TRUST CO16,136$539K0.01%013F-HRTimeline
MGO ONE SEVEN LLC16,027$535K0.02%+35113F-HRTimeline
RFG Advisory, LLC15,910$531K0.02%+4,66313F-HRTimeline
Smart Portfolios, LLC15,856$529K0.55%+58413F-HRTimeline
Summit Wealth Group, LLC15,608$521K0.15%+46013F-HRTimeline
SAGE FINANCIAL GROUP INC15,350$513K0.04%+2,53213F-HRTimeline
PFG Investments, LLC15,300$511K0.03%-2,78213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC15,288$510K0.05%+43813F-HRTimeline
PDS Planning, Inc15,209$508K0.05%+16413F-HRTimeline
Addison Advisors LLC15,097$504K0.14%-6513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,097$504K0.02%+57513F-HRTimelineGroup
Keel Point, LLC14,908$498K0.04%+20713F-HRTimeline
Boston Standard Wealth Management, LLC14,835$495K0.1%+29113F-HRTimeline
Fort Point Capital Partners LLC14,752$493K0.06%013F-HRTimeline
Falcon Wealth Planning14,693$491K0.05%-74113F-HRTimeline
Affinity Capital Advisors, LLC14,597$490K0.09%-3,58413F-HRTimeline
Freedom Investment Management, Inc.14,379$480K0.04%+4,60913F-HRTimeline
Snowden Capital Advisors LLC14,345$479K0.01%+82413F-HRTimeline
Meridian Wealth Partners, LLC14,221$475K0.07%-83413F-HRTimeline
Hardy Reed LLC14,173$473K0.04%+1,64613F-HRTimeline
Wharton Business Group, LLC13,865$463K0.02%-2,12513F-HRTimeline
Regal Investment Advisors LLC13,610$454K0.03%+44013F-HRTimeline
CIBC Asset Management Inc13,610$454K<0.01%013F-HRTimeline
Warren Street Wealth Advisors, LLC13,469$450K0.18%+1,97313F-HRTimeline
SVB WEALTH LLC13,372$446K0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA14,310$446K0.01%13F-HR/ATimeline
TriaGen Wealth Management LLC13,341$445K0.15%-50913F-HRTimeline
Corrigan Financial, Inc.13,312$444K0.1%+51813F-HRTimeline
Ameraudi Asset Management, Inc.13,309$444K0.25%013F-HRTimeline
Pure Financial Advisors, LLC13,299$444K0.01%+1,97613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,199$441K0.01%-14913F-HRTimeline
Fortis Capital Management LLC13,176$440K0.08%+33913F-HRTimeline
PRIVATE TRUST CO NA13,079$437K0.04%013F-HRTimeline
Sage Advisory Services, Ltd.Co.13,012$434K0.26%+22013F-HRTimeline
BlueStem Wealth Partners, LLC12,912$431K0.06%13F-HRTimeline
Portland Global Advisors LLC12,910$431K0.05%-10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,855$429K0.01%-45713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC12,547$419K0.03%-5,86313F-HRTimeline
MA Private Wealth12,482$417K0.08%+10813F-HRTimeline
A&I FINANCIAL SERVICES, LLC12,457$416K0.41%13F-HRTimeline
Stephens Consulting, LLC12,424$415K0.1%+2,13413F-HRTimeline
Long Run Wealth Advisors, LLC12,322$411K0.1%+5213F-HRTimeline
Cambridge Financial Group, LLC12,317$411K0.18%-3,30813F-HRTimeline
Onyx Bridge Wealth Group LLC12,259$409K0.06%new13F-HRTimeline
Tradition Wealth Management, LLC12,242$409K0.04%+2,15513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,990$401K0.01%+21813F-HRTimeline
WEALTH ALLIANCE, LLC11,974$400K0.05%-613F-HRTimeline
Pine Haven Investment Counsel, Inc11,803$394K0.32%013F-HRTimeline
Farther Finance Advisors, LLC11,704$391K0.01%-9813F-HRTimeline
Diversified Enterprises, LLC11,632$388K0.04%-1,39113F-HRTimeline
Shotwell Rutter Baer Inc11,787$388K0.33%+34713F-HRTimeline
CGN Advisors LLC11,589$387K0.04%+1,25913F-HRTimeline
NorthRock Partners, LLC11,531$385K0.01%-11213F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC11,468$383K0.01%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,407$381K0.09%+97213F-HRTimeline
World Investment Advisors11,357$379K0.01%+3013F-HRTimeline
Washington Trust Bank11,208$374K0.04%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UMB Bank, n.a.11,159$373K0.01%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,118$371K0.02%+70413F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…11,015$368K0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,010$368K0.01%new13F-HRTimeline
Community Bank, N.A.10,910$364K0.05%+14313F-HRTimeline
Richard P Slaughter Associates Inc10,766$359K0.08%-34213F-HRTimeline
TME FINANCIAL, INC.9,828$358K0.33%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,641$355K0.01%-65513F-HRTimeline
Williams & Novak Wealth Management, LLC10,498$351K0.34%+23413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC10,369$346K0.15%+13013F-HRTimeline
Capital Advantage, Inc.10,357$346K0.06%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,305$344K0.01%+23113F-HRTimeline
Garde Capital, Inc.10,022$335K0.02%-9,73413F-HRTimeline
Valeo Financial Advisors, LLC9,921$331K0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,781$327K0.01%+1613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…9,754$326K0.04%-3,91913F-HRTimeline
SPINNAKER TRUST9,652$322K0.02%-19113F-HRTimeline
Facet Wealth, Inc.9,217$321K0.01%+6813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…9,402$314K<0.01%-3,44113F-HRTimelineGroup
WT Wealth Management9,322$311K0.1%+1013F-HRTimeline
BLB&B Advisors, LLC9,286$310K0.02%-6913F-HRTimeline
MAI Capital Management9,188$307K<0.01%+7113F-HRTimeline
Causey Wealth LLC9,182$307K0.18%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,107$304K0.02%new13F-HRTimeline
Rothschild & Co Wealth Management UK Ltd8,938$298K0.01%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,907$297K0.15%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,847$295K0.01%-33113F-HRTimelineGroup
RW Investment Management LLC8,801$294K0.04%-1,33213F-HRTimeline
Keystone Financial Services8,721$291K0.11%+1413F-HRTimeline
Bogart Wealth, LLC8,710$291K0.01%-1,42213F-HRTimeline
MOLLER WEALTH PARTNERS8,684$290K0.08%+3513F-HRTimeline
FINANCIAL COUNSELORS INC8,666$289K<0.01%-3,16613F-HRTimeline
BSW Wealth Partners8,527$285K0.04%-11513F-HRTimeline
Sharper & Granite LLC8,497$284K0.12%-24013F-HRTimeline
UNIONVIEW, LLC8,496$284K0.21%-32413F-HRTimeline
Aaron Wealth Advisors LLC8,410$281K0.03%+8613F-HRTimeline
Tortoise Investment Management, LLC8,349$279K0.03%-6013F-HR/ATimeline
Veridan Wealth LLC8,094$277K0.13%13F-HRTimeline
Compound Planning, Inc.8,264$276K0.01%+36113F-HRTimeline
Lifelong Wealth Advisors, Inc.8,238$275K0.12%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,166$273K0.01%+1,47913F-HRTimeline
Capasso Planning Partners LLC8,031$268K0.11%+14713F-HRTimeline
Tarbox Family Office, Inc.7,987$267K0.04%+6113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,947$265K-4,778Timeline
Atria Investments, Inc7,919$264K<0.01%-1,58413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,913$264K<0.01%-95313F-HRTimelineGroup
HTLF Bank7,818$261K0.03%013F-HRTimeline
Great Diamond Partners, LLC7,530$251K0.07%+21413F-HRTimeline
Per Stirling Capital Management, LLC.7,492$250K0.04%-16913F-HRTimeline
Leverty Financial Group, LLC7,394$247K0.13%+10613F-HRTimeline
AE Wealth Management LLC7,364$246K<0.01%-73813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,334$245K0.01%013F-HRTimeline
Strategic Blueprint, LLC7,326$245K0.01%-2,12413F-HRTimeline
Argent Trust Co7,308$244K0.01%-3,70113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,290$243K0.01%+1,35013F-HRTimeline
Independent Advisor Alliance7,239$242K<0.01%new13F-HRTimeline
JB Capital LLC7,036$235K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,023$234K0.04%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,021$234K0.15%new13F-HRTimeline
CFM WEALTH PARTNERS LLC6,892$230K0.04%-11913F-HRTimeline
NewEdge Wealth, LLC6,851$229K<0.01%new13F-HRTimeline
Cypress Wealth Services, LLC6,844$229K0.05%-54613F-HRTimeline
Willow Creek Wealth Management Inc.6,838$228K0.02%013F-HRTimeline
LifePlan Investment Advisors, Inc.6,796$227K0.14%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC6,787$227K0.22%13F-HRTimeline
Evergreen Private Wealth LLC6,750$225K0.11%-713F-HRTimeline
Topel & Distasi Wealth Management, LLC6,739$225K0.1%-4213F-HRTimeline
Continuum Advisory, LLC6,716$224K0.03%+5713F-HRTimeline
THEORY FINANCIAL LLC6,692$223K0.09%new13F-HRTimeline
Hughes Financial Services, LLC6,624$221K0.05%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,500$217K0.05%-11813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,490$217K0.04%+2113F-HRTimeline
Copperleaf Capital, LLC6,445$215K0.14%new13F-HRTimeline
Foster Group, Inc.6,439$215K0.01%+37013F-HRTimeline
Bigelow Investment Advisors, LLC6,436$215K0.1%-61713F-HRTimeline
Values Added Financial LLC6,427$215K0.12%new13F-HRTimeline
Morton Brown Family Wealth, LLC6,415$214K0.07%-59113F-HRTimeline
Armstrong, Fleming & Moore, Inc6,298$210K0.13%+2613F-HRTimeline
One Capital Management, LLC6,297$210K0.01%+21713F-HRTimeline
W ADVISORS, LLC6,184$206K0.13%-1513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,175$206K<0.01%-20013F-HR/ATimelineGroup
West Wealth Group, LLC6,137$205K0.06%new13F-HRTimeline
JSF Financial, LLC6,112$204K0.05%+21113F-HRTimeline
AdvisorNet Financial, Inc6,094$203K0.02%-5,20713F-HRTimeline
Kingsview Wealth Management, LLC6,082$203K<0.01%-1,30513F-HRTimeline
GPS Wealth Strategies Group, LLC6,036$202K0.03%+2213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP6,011$201K<0.01%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC6,008$201K0.06%+2513F-HRTimeline
Keener Financial Planning LLC5,989$199K0.12%+2,51813F-HRTimeline
Cranbrook Wealth Management, LLC5,770$193K0.04%013F-HRTimeline
Venturi Wealth Management, LLC5,603$187K0.01%+22013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,525$185K<0.01%-5513F-HRTimeline
CoreCap Advisors, LLC5,392$180K0.01%+42313F-HRTimeline
ROGCO, LP5,265$176K0.07%new13F-HRTimeline
Qube Research & Technologies Ltd5,114$171K<0.01%-5,10613F-HRTimeline
Aptus Capital Advisors, LLC5,067$169K<0.01%+1,39313F-HRTimeline
Stonebridge Financial Group, LLC4,956$165K0.02%13F-HRTimeline
PrairieView Partners, LLC4,891$163K0.02%+29513F-HRTimeline
First Horizon Advisors, Inc.4,632$155K<0.01%-4,92513F-HRTimeline
UNION SAVINGS BANK4,232$141K0.07%013F-HRTimeline
BIRCHBROOK, INC.3,965$132K0.08%-33213F-HRTimeline
Gen-Wealth Partners Inc3,922$131K0.06%-44513F-HRTimeline
SIGNATUREFD, LLC3,904$130K<0.01%+1,00413F-HRTimeline
Bangor Savings Bank3,770$126K0.01%+21713F-HRTimeline
Rosenberg Matthew Hamilton3,527$118K0.03%-7813F-HRTimeline
WR Wealth Planners, LLC3,477$116K0.04%-1,68113F-HRTimeline
American Capital Advisory, LLC3,339$111K0.06%-8013F-HRTimeline