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Disclosery

ESGE ISHARES INC

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COM (fund)

501 managers (504 13F filers) reported a position in ESGE shares at 2025-03-31, 89,780,584 shares in all. 32 filers opened a position and 44 filers sold out during the quarter.

Managers
501
13F filers
504
New
32
Added
179
Reduced
211
Sold out
44
Shares held by filers
89,780,584

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Freedom Investment Management, Inc.20,084$702K0.06%+5,70513F-HRTimeline
OLD MISSION CAPITAL LLC19,613$685K0.01%-51,81513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,485$681K<0.01%-37913F-HRTimeline
US FINANCIAL ADVISORS, LLC19,452$680K0.2%+1,25013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC19,196$671K0.02%-11,96013F-HRTimeline
Cresset Asset Management, LLC18,779$656K<0.01%+16413F-HRTimeline
MainStreet Investment Advisors LLC18,762$656K0.1%-4,55513F-HRTimeline
B. Riley Wealth Advisors, Inc.18,532$648K0.02%-11713F-HRTimeline
Parkside Advisors LLC18,441$644K0.16%+75413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,211$639K0.05%-2,09213F-HRTimeline
White Lighthouse Investment Management …18,210$636K0.11%-47513F-HRTimeline
Private Wealth Management Group, LLC18,187$636K0.23%-21813F-HRTimeline
Morling Financial Advisors, LLC18,137$634K0.22%+1,70913F-HRTimeline
WEDBUSH SECURITIES INC18,020$630K0.02%-64813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,018$630K<0.01%+6013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…17,707$619K0.11%013F-HRTimeline
Montecito Bank & Trust17,186$601K0.11%013F-HRTimeline
WHITTIER TRUST CO17,070$597K0.01%+93413F-HRTimeline
Bond & Devick Financial Network, Inc.17,024$595K0.22%-2,39413F-HRTimeline
CENTRAL TRUST Co16,679$583K0.01%+213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.16,541$578K<0.01%-1,94913F-HRTimelineGroup
PFG Investments, LLC16,456$575K0.04%+1,15613F-HRTimeline
Smart Portfolios, LLC16,387$573K0.62%+53113F-HRTimeline
Summit Wealth Group, LLC16,376$572K0.17%+76813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,242$568K0.03%-11,41113F-HRTimeline
Shepherd Financial Partners LLC16,188$566K0.07%-1,67913F-HRTimeline
RHS Financial, LLC16,140$564K0.32%-5,64913F-HRTimeline
CWM, LLCin group CWM, LLC16,041$561K<0.01%-30,76813F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,990$560K0.03%-2,33813F-HRTimelineGroup
Austin Private Wealth, LLC15,991$559K0.05%-29513F-HRTimeline
Bell Investment Advisors, Inc15,863$554K0.1%-36313F-HRTimeline
SAGE FINANCIAL GROUP INC15,764$551K0.04%+41413F-HRTimeline
RFG Advisory, LLC15,675$548K0.01%-23513F-HRTimeline
Yukon Wealth Management, Inc.15,596$545K0.23%13F-HRTimeline
Aptus Capital Advisors, LLC15,502$542K0.01%+10,43513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,486$541K0.01%+2,63113F-HRTimelineGroup
PDS Planning, Inc15,219$532K0.04%+1013F-HRTimeline
Farther Finance Advisors, LLC15,027$527K0.01%+3,32313F-HRTimeline
Addison Advisors LLC14,937$522K0.14%-16013F-HRTimeline
Keel Point, LLC14,916$521K0.04%+813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC14,900$521K0.05%-38813F-HRTimeline
Hardy Reed LLC14,834$518K0.05%+66113F-HRTimeline
Plancorp, LLC14,779$517K0.02%-1,65013F-HRTimeline
Fort Point Capital Partners LLC14,752$516K0.06%013F-HRTimeline
Larson Financial Group LLC14,736$515K0.02%-1,53913F-HRTimeline
Mutual Advisors, LLC14,649$509K0.01%-2,00513F-HRTimeline
Cambridge Financial Group, LLC14,097$493K0.21%+1,78013F-HRTimeline
MGO ONE SEVEN LLC14,025$490K0.02%-2,00213F-HRTimeline
Regal Investment Advisors LLC13,914$486K0.04%+30413F-HRTimeline
Pure Financial Advisors, LLC13,893$486K0.01%+59413F-HRTimeline
Plum Street Advisors, LLC13,875$485K0.23%-16,83813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…13,779$482K0.2%+2,76413F-HRTimeline
CIBC Asset Management Inc13,610$476K<0.01%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,564$474K0.32%+1,10713F-HRTimeline
Snowden Capital Advisors LLC13,523$473K0.02%-82213F-HRTimeline
Boston Standard Wealth Management, LLC14,054$471K0.1%-78113F-HRTimeline
Warren Street Wealth Advisors, LLC13,455$470K0.18%-1413F-HRTimeline
Corrigan Financial, Inc.13,375$467K0.1%+6313F-HRTimeline
SVB WEALTH LLC13,372$467K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,339$466K0.01%+14013F-HRTimeline
Ameraudi Asset Management, Inc.13,309$465K0.27%013F-HRTimeline
DIVERSIFIED TRUST CO13,284$464K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA13,079$457K0.05%013F-HRTimeline
Sage Advisory Services, Ltd.Co.13,012$455K0.27%013F-HRTimeline
BIRCHBROOK, INC.12,989$454K0.26%+9,02413F-HRTimeline
Brookwood Investment Group LLC12,955$453K0.08%13F-HRTimeline
Stephens Consulting, LLC12,928$452K0.11%+50413F-HRTimeline
Portland Global Advisors LLC12,910$451K0.06%013F-HRTimeline
Values Added Financial LLC12,838$449K0.25%+6,41113F-HRTimeline
SOFI WEALTH, LLC12,701$444K0.03%+10,45313F-HRTimeline
Diversified Enterprises, LLC12,691$444K0.04%+1,05913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,499$437K0.02%-2,59813F-HRTimelineGroup
MA Private Wealth12,482$436K0.08%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,481$436K0.01%+49113F-HRTimeline
Washington Trust Bank12,478$436K0.04%+1,27013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meridian Wealth Partners, LLC12,422$434K0.07%-1,79913F-HRTimeline
World Investment Advisors12,106$423K0.01%+74913F-HRTimeline
Falcon Wealth Planning11,864$415K0.05%-2,82913F-HRTimeline
Pine Haven Investment Counsel, Inc11,803$413K0.35%013F-HRTimeline
TriaGen Wealth Management LLC11,742$410K0.14%-1,59913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,576$405K0.09%+16913F-HRTimeline
Shotwell Rutter Baer Inc12,375$402K0.36%+58813F-HRTimeline
Caliber Wealth Management, LLC / KS11,429$399K0.05%13F-HRTimeline
SAX WEALTH ADVISORS, LLC11,229$392K0.03%-1,31813F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,179$391K<0.01%-7,83413F-HRTimeline
BLB&B Advisors, LLC11,152$390K0.02%+1,86613F-HRTimeline
CGN Advisors LLC11,032$386K0.04%-55713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,910$381K0.01%+26913F-HRTimeline
Community Bank, N.A.10,894$381K0.05%-1613F-HRTimeline
Ashton Thomas Private Wealth, LLC10,835$379K0.01%-17513F-HRTimeline
Valeo Financial Advisors, LLC10,820$378K0.01%+89913F-HRTimeline
WRAPMANAGER INC10,806$378K0.1%-99,11613F-HRTimeline
Long Run Wealth Advisors, LLC10,800$377K0.09%-1,52213F-HRTimeline
Merit Financial Group, LLC10,567$369K0.01%new13F-HRTimeline
Williams & Novak Wealth Management, LLC10,497$368K0.36%-113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,280$359K0.01%-2513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,246$358K0.01%-1,22213F-HRTimeline
BlueStem Wealth Partners, LLC10,194$356K0.05%-2,71813F-HRTimeline
Patriot Financial Group Insurance Agenc…10,163$355K0.05%+40913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,958$348K0.01%+17713F-HRTimelineGroup
Capital Advantage, Inc.10,357$346K0.06%013F-HRTimeline
TME FINANCIAL, INC.9,687$339K0.29%-14113F-HRTimeline
NorthRock Partners, LLC9,590$335K0.01%-1,94113F-HRTimeline
MOLLER WEALTH PARTNERS9,520$333K0.08%+83613F-HRTimeline
WEALTH ALLIANCE, LLC9,499$332K0.04%-2,47513F-HRTimeline
Lifelong Wealth Advisors, Inc.9,472$331K0.16%+1,23413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,383$328K0.02%-1,73513F-HRTimelineGroup
Causey Wealth LLC9,186$321K0.18%+413F-HRTimeline
UMB Bank, n.a.9,139$319K0.01%-2,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management9,085$318K<0.01%-10313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,890$311K0.17%-1713F-HRTimeline
Richard P Slaughter Associates Inc8,851$309K0.07%-1,91513F-HRTimeline
RW Investment Management LLC8,744$306K0.04%-5713F-HRTimeline
Topel & Distasi Wealth Management, LLC8,709$304K0.14%+1,97013F-HRTimeline
Bogart Wealth, LLC8,685$304K0.01%-2513F-HRTimeline
FINANCIAL COUNSELORS INC8,666$303K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd8,621$301K<0.01%+3,50713F-HRTimeline
Keystone Financial Services8,592$300K0.11%-12913F-HRTimeline
Facet Wealth, Inc.8,178$299K0.01%-1,03913F-HRTimeline
eCIO, Inc.8,493$297K0.1%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,414$294K0.01%-43313F-HRTimelineGroup
Tortoise Investment Management, LLC8,349$292K0.03%013F-HR/ATimeline
Sharper & Granite LLC8,312$291K0.12%-18513F-HRTimeline
Onyx Bridge Wealth Group LLC8,290$290K0.04%-3,96913F-HRTimeline
WT Wealth Management8,276$289K0.09%-1,04613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,269$289K0.01%+10313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,221$287K0.12%-2,14813F-HRTimeline
Capasso Planning Partners LLC8,129$284K0.12%+9813F-HRTimeline
Compound Planning, Inc.8,019$280K0.01%-24513F-HRTimeline
Atria Investments, Inc7,970$279K<0.01%+5113F-HRTimeline
Garde Capital, Inc.7,716$270K0.02%-2,30613F-HRTimeline
LifePlan Investment Advisors, Inc.7,677$268K0.15%+88113F-HRTimeline
Aaron Wealth Advisors LLC7,603$266K0.03%-80713F-HRTimeline
Great Diamond Partners, LLC7,596$265K0.07%+6613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,574$265K0.02%+24013F-HRTimeline
CFM WEALTH PARTNERS LLC7,533$263K0.05%+64113F-HRTimeline
COURIER CAPITAL LLC7,516$263K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.7,492$262K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,482$261K0.01%+19213F-HRTimeline
Leverty Financial Group, LLC7,427$260K0.11%+3313F-HRTimeline
Tarbox Family Office, Inc.7,399$259K0.04%-58813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,384$258K<0.01%-56313F-HRTimelineGroup
SCS Capital Management LLC7,355$257K<0.01%new13F-HR/ATimeline
Argent Trust Co7,308$255K0.01%013F-HRTimeline
KPP Advisory Services LLC7,276$254K0.05%new13F-HRTimeline
One Capital Management, LLC7,269$254K0.01%+97213F-HRTimeline
GC Wealth Management RIA, LLC7,149$250K0.05%new13F-HRTimeline
O'Brien Wealth Partners LLC7,128$249K0.05%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,072$247K0.01%new13F-HRTimelineGroup
BSW Wealth Partners7,066$247K0.04%-1,46113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,013$246K0.02%-2,09413F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC6,934$242K0.05%+44413F-HRTimeline
Willow Creek Wealth Management Inc.6,838$239K0.02%013F-HRTimeline
Strategic Blueprint, LLC6,833$239K0.01%-49313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC6,774$237K0.14%-24713F-HRTimeline
Evergreen Private Wealth LLC6,742$236K0.11%-813F-HRTimeline
Foster Group, Inc.6,725$235K0.01%+28613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,700$234K<0.01%-72,60013F-HRTimeline
Continuum Advisory, LLC6,655$233K0.03%-6113F-HRTimeline
AdvisorNet Financial, Inc6,623$231K0.02%+52913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,620$231K0.03%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC6,582$230K0.23%-20513F-HRTimeline
AE Wealth Management LLC6,581$230K<0.01%-78313F-HRTimeline
Savvy Advisors, Inc.6,452$226K0.02%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,448$225K0.06%-5213F-HRTimeline
SK Wealth Management, LLC6,721$225K0.12%new13F-HRTimeline
Morton Brown Family Wealth, LLC6,428$225K0.08%+1313F-HRTimeline
Copperleaf Capital, LLC6,400$224K0.13%-4513F-HRTimeline
GPS Wealth Strategies Group, LLC6,313$221K0.03%+27713F-HRTimeline
Hughes Financial Services, LLC6,240$219K0.04%-38413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,234$218K<0.01%-1,67913F-HRTimelineGroup
W ADVISORS, LLC6,184$216K0.14%013F-HRTimeline
ROGCO, LP6,150$215K0.09%+88513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,037$211K0.01%new13F-HRTimeline
Keener Financial Planning LLC5,989$209K0.14%013F-HRTimeline
Wharton Business Group, LLC5,975$209K0.01%-7,89013F-HRTimeline
Kingsview Wealth Management, LLC5,971$209K<0.01%-11113F-HRTimeline
NAPATREE CAPITAL LLC5,961$208K0.12%new13F-HRTimeline
SIGNATUREFD, LLC5,930$207K<0.01%+2,02613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,920$207K0.05%new13F-HRTimeline
Bigelow Investment Advisors, LLC5,898$206K0.1%-53813F-HRTimeline
Rothschild & Co Wealth Management UK Ltd5,873$205K<0.01%-3,06513F-HRTimeline
Veridan Wealth LLC5,866$205K0.09%-2,22813F-HRTimeline
Cranbrook Wealth Management, LLC5,864$205K0.05%+9413F-HRTimeline
WEALTHGARDEN F.S. LLC5,854$205K0.2%new13F-HRTimeline
CoreCap Advisors, LLC5,682$199K0.01%+29013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,525$193K<0.01%013F-HRTimeline
AlphaCore Capital LLC5,524$193K0.02%new13F-HRTimeline
PrairieView Partners, LLC4,802$167K0.02%-8913F-HRTimeline
Stonebridge Financial Group, LLC4,508$158K0.02%-44813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,300$150K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.4,243$148K<0.01%-38913F-HRTimeline
Bangor Savings Bank3,851$135K0.01%+8113F-HRTimeline
Gen-Wealth Partners Inc3,849$135K0.06%-7313F-HRTimeline
UNION SAVINGS BANK3,583$125K0.06%-64913F-HRTimeline
Dynamic Wealth Strategies, LLC3,514$123K0.1%new13F-HRTimeline
Arax Advisory Partners3,489$122K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,473$121K0.02%+47213F-HRTimeline
American Capital Advisory, LLC3,290$115K0.06%-4913F-HRTimeline
Rossby Financial, LCC2,756$95.9K0.04%new13F-HRTimeline