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Disclosery

ESGE ISHARES INC

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COM (fund)

531 managers (535 13F filers) reported a position in ESGE shares at 2025-06-30, 93,530,388 shares in all. 57 filers opened a position and 28 filers sold out during the quarter.

Managers
531
13F filers
535
New
57
Added
198
Reduced
202
Sold out
28
Shares held by filers
93,530,388

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HILLTOP WEALTH ADVISORS, LLC20,262$794K0.45%-1813F-HRTimeline
OLIO Financial Planning20,122$788K0.25%-48313F-HRTimeline
Physician Wealth Advisors, Inc.19,884$779K0.12%-2,70013F-HRTimeline
Jordan Park Group LLC19,872$778K0.05%-24213F-HRTimeline
Ameraudi Asset Management, Inc.19,302$756K0.4%+5,99313F-HRTimeline
REGATTA CAPITAL GROUP, LLC19,179$751K0.13%-98613F-HRTimeline
SOFI WEALTH, LLC18,944$742K0.05%+6,24313F-HRTimeline
Cresset Asset Management, LLC18,780$736K<0.01%+113F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,098$734K0.03%+2,10813F-HRTimelineGroup
Decker Retirement Planning Inc.18,646$730K0.42%+18,59813F-HRTimeline
WEDBUSH SECURITIES INC18,634$730K0.03%+61413F-HRTimeline
Freedom Investment Management, Inc.18,590$728K0.06%-1,49413F-HRTimeline
Parkside Advisors LLC18,239$714K0.16%-20213F-HRTimeline
Prism Advisors, Inc.18,093$709K0.2%new13F-HRTimeline
Morling Financial Advisors, LLC18,047$707K0.23%-9013F-HRTimeline
Mascoma Wealth Management LLC17,925$702K0.16%-3,58013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,916$702K0.24%+4,13713F-HRTimeline
Private Wealth Management Group, LLC17,915$702K0.23%-27213F-HRTimeline
MGO ONE SEVEN LLC17,370$680K0.02%+3,34513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,147$672K<0.01%-105,60013F-HRTimelineGroup
WHITTIER TRUST CO17,070$668K0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.17,024$667K0.22%013F-HRTimeline
White Lighthouse Investment Management …16,936$663K0.11%-1,27413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,818$659K<0.01%-1,20013F-HRTimelineGroup
Austin Private Wealth, LLC16,721$655K0.05%+73013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,714$655K0.04%-1,49713F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.16,541$648K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC16,427$643K0.01%+5,86013F-HRTimeline
Smart Portfolios, LLC16,387$642K0.65%013F-HRTimeline
RFG Advisory, LLC16,283$638K0.01%+60813F-HRTimeline
Summit Wealth Group, LLC16,101$631K0.16%-27513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC16,109$631K<0.01%-39,86213F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC16,056$629K0.03%-18613F-HRTimeline
Shepherd Financial Partners LLC15,971$626K0.07%-21713F-HRTimeline
PFG Investments, LLC15,893$623K0.04%-56313F-HRTimeline
Savvy Advisors, Inc.15,804$619K0.04%+9,35213F-HRTimeline
SAGE FINANCIAL GROUP INC15,681$614K0.05%-8313F-HRTimeline
Hardy Reed LLC15,567$610K0.05%+73313F-HRTimeline
Avior Wealth Management, LLC15,430$604K0.02%-5,42413F-HRTimeline
Yukon Wealth Management, Inc.15,424$604K0.22%-17213F-HRTimeline
PDS Planning, Inc15,237$597K0.04%+1813F-HRTimeline
Keel Point, LLC15,048$589K0.04%+13213F-HRTimeline
eCIO, Inc.14,991$587K0.25%+6,49813F-HRTimeline
Mutual Advisors, LLC14,421$580K0.01%-22813F-HRTimeline
Boston Standard Wealth Management, LLC14,765$578K0.1%+71113F-HRTimeline
CENTRAL TRUST Co14,732$577K0.01%-1,94713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,687$575K0.01%-79913F-HRTimelineGroup
Fort Point Capital Partners LLC14,603$572K0.06%-14913F-HRTimeline
Addison Advisors LLC14,532$569K0.14%-40513F-HRTimeline
BIRCHBROOK, INC.14,418$565K0.3%+1,42913F-HRTimeline
Larson Financial Group LLC14,363$563K0.02%-37313F-HRTimeline
Regal Investment Advisors LLC14,345$562K0.04%+43113F-HRTimeline
Plancorp, LLC14,293$560K0.02%-48613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC14,227$557K0.05%-67313F-HRTimeline
A&I FINANCIAL SERVICES, LLC14,105$552K0.31%+54113F-HRTimeline
Bell Investment Advisors, Inc13,934$546K0.09%-1,92913F-HRTimeline
Plum Street Advisors, LLC13,904$545K0.24%+2913F-HRTimeline
Snowden Capital Advisors LLC13,860$543K0.02%+33713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,650$535K0.01%+31113F-HRTimeline
Schneider Downs Wealth Management Advis…13,621$534K0.08%-4,08613F-HRTimeline
CIBC Asset Management Inc13,610$533K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC13,405$525K0.01%-1,62213F-HRTimeline
B. Riley Wealth Advisors, Inc.13,363$523K0.03%-5,16913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,344$522K0.02%+84513F-HRTimelineGroup
Diversified Enterprises, LLC13,308$521K0.04%+61713F-HRTimeline
Portland Global Advisors LLC13,275$520K0.06%+36513F-HRTimeline
DIVERSIFIED TRUST CO13,207$517K0.01%-7713F-HRTimeline
PRIVATE TRUST CO NA13,079$512K0.05%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,049$511K<0.01%-57,83713F-HR/ATimelineGroup
Shotwell Rutter Baer Inc12,502$495K0.34%+12713F-HRTimeline
Sage Advisory Services, Ltd.Co.12,492$489K0.27%-52013F-HRTimeline
MA Private Wealth12,482$489K0.09%013F-HRTimeline
Meridian Wealth Partners, LLC12,441$487K0.07%+1913F-HRTimeline
Warren Street Wealth Advisors, LLC12,270$481K0.16%-1,18513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,151$476K0.01%-33013F-HRTimeline
World Investment Advisors12,108$474K0.01%+213F-HRTimeline
Focus Financial Network, Inc.11,970$469K0.02%-12,32613F-HRTimeline
Cambridge Financial Group, LLC11,853$464K0.17%-2,24413F-HRTimeline
Washington Trust Bank11,780$461K0.04%-69813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlueStem Wealth Partners, LLC11,769$461K0.06%+1,57513F-HRTimeline
TriaGen Wealth Management LLC11,763$461K0.14%+2113F-HRTimeline
Pine Haven Investment Counsel, Inc11,678$457K0.36%-12513F-HRTimeline
Qube Research & Technologies Ltd11,634$456K<0.01%+3,01313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,545$452K0.01%+1,29913F-HRTimeline
Ashton Thomas Private Wealth, LLC11,543$452K0.02%+70813F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,432$448K0.09%-14413F-HRTimeline
Falcon Wealth Planning11,423$447K0.05%-44113F-HRTimeline
Caliber Wealth Management, LLC / KS11,364$445K0.05%-6513F-HRTimeline
CGN Advisors LLC11,347$444K0.04%+31513F-HRTimeline
Brooklyn FI, LLC11,290$442K0.11%new13F-HRTimeline
Sensible Financial Planning & Managemen…11,273$442K0.08%new13F-HRTimeline
BLB&B Advisors, LLC11,193$438K0.02%+4113F-HRTimeline
Ryan Investment Management, Inc.11,063$433K0.28%13F-HRTimeline
Capital Advantage, Inc.11,032$432K0.07%+67513F-HRTimeline
Onyx Bridge Wealth Group LLC10,745$421K0.06%+2,45513F-HRTimeline
SAX WEALTH ADVISORS, LLC10,704$419K0.03%-52513F-HRTimeline
UMB Bank, n.a.10,572$414K0.01%+1,43313F-HR/ATimeline
Long Run Wealth Advisors, LLC10,460$410K0.09%-34013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,321$404K0.05%+15813F-HRTimeline
WT Wealth Management10,264$402K0.12%+1,98813F-HRTimeline
Midwest Trust Co10,153$398K0.01%13F-HRTimeline
WEALTH ALLIANCE, LLC9,996$392K0.04%+49713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,869$387K0.18%+97913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,865$386K0.01%+2,79313F-HRTimelineGroup
TME FINANCIAL, INC.9,701$380K0.31%+1413F-HRTimeline
Lifelong Wealth Advisors, Inc.9,499$372K0.12%+2713F-HRTimeline
MAI Capital Management9,348$366K<0.01%+26313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,276$363K0.01%-68213F-HRTimelineGroup
Williams & Novak Wealth Management, LLC9,097$356K0.3%-1,40013F-HRTimeline
WRAPMANAGER INC9,061$355K0.09%-1,74513F-HRTimeline
Topel & Distasi Wealth Management, LLC8,889$348K0.18%+18013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,850$347K0.02%+1,36813F-HRTimeline
RW Investment Management LLC8,805$345K0.04%+6113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,768$343K<0.01%+2,53413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT8,692$340K0.01%-2,21813F-HRTimeline
TWO SIGMA SECURITIES, LLC8,691$340K0.04%new13F-HRTimeline
MOLLER WEALTH PARTNERS8,626$338K0.07%-89413F-HRTimeline
Capasso Planning Partners LLC8,532$334K0.19%+40313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,467$332K0.01%+5313F-HRTimelineGroup
NorthRock Partners, LLC8,393$329K0.01%-1,19713F-HR/ATimeline
Tortoise Investment Management, LLC8,379$328K0.03%+3013F-HRTimeline
Facet Wealth, Inc.8,276$327K0.01%+9813F-HRTimeline
RHS Financial, LLC8,322$326K0.19%-7,81813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,295$325K0.12%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,294$325K0.13%+7313F-HRTimeline
Bogart Wealth, LLC8,244$323K0.01%-44113F-HRTimeline
Keystone Financial Services8,186$321K0.11%-40613F-HRTimeline
Causey Wealth LLC8,177$320K0.16%-1,00913F-HRTimeline
SK Wealth Management, LLC8,154$320K0.14%+1,43313F-HRTimeline
Compound Planning, Inc.8,094$317K0.01%+7513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,043$315K0.01%-2,23713F-HRTimeline
LifePlan Investment Advisors, Inc.7,946$311K0.15%+26913F-HRTimeline
Atria Investments, Inc7,893$309K<0.01%-7713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,830$307K0.01%-1,55313F-HRTimelineGroup
Aaron Wealth Advisors LLC7,650$300K0.03%+4713F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,595$297K<0.01%-3,58413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,574$297K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC7,483$293K0.03%+1,17013F-HRTimeline
SCS Capital Management LLC7,416$290K<0.01%+6113F-HRTimeline
Tarbox Family Office, Inc.7,399$290K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC7,371$289K0.02%+22213F-HRTimeline
Great Diamond Partners, LLC7,351$288K0.06%-24513F-HRTimeline
Garde Capital, Inc.7,311$286K0.02%-40513F-HRTimeline
Private Advisor Group, LLC7,303$286K<0.01%new13F-HRTimeline
Cypress Wealth Services, LLC7,300$286K0.05%new13F-HRTimeline
Atria Wealth Solutions, Inc.7,181$281K0.01%-46,67313F-HRTimeline
Community Bank, N.A.7,149$280K0.04%-3,74513F-HRTimeline
KPP Advisory Services LLC7,144$280K0.05%-13213F-HR/ATimeline
Per Stirling Capital Management, LLC.7,002$274K0.04%-49013F-HRTimeline
Sharper & Granite LLC6,937$273K0.1%-1,37513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,948$272K0.05%+1413F-HRTimeline
Willow Creek Wealth Management Inc.6,838$268K0.02%013F-HRTimeline
Leverty Financial Group, LLC6,810$267K0.08%-61713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$266K<0.01%+2,50013F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.6,800$266K0.07%new13F-HRTimeline
COURIER CAPITAL LLC6,684$262K0.02%-83213F-HRTimeline
Foster Group, Inc.6,670$261K0.01%-5513F-HRTimeline
CFM WEALTH PARTNERS LLC6,668$261K0.04%-86513F-HRTimeline
Continuum Advisory, LLC6,657$261K0.03%+213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,620$259K0.03%013F-HRTimeline
Oregon Pacific Wealth Management, LLC6,561$257K0.24%-2113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC6,560$257K0.14%-21413F-HRTimeline
First Horizon Advisors, Inc.6,536$256K0.01%+2,29313F-HRTimeline
THEORY FINANCIAL LLC6,483$256K0.1%new13F-HRTimeline
AdvisorNet Financial, Inc6,500$255K0.02%-12313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,444$252K0.21%new13F-HRTimeline
Morton Brown Family Wealth, LLC6,434$252K0.08%+613F-HRTimeline
Copperleaf Capital, LLC6,432$252K0.13%+3213F-HRTimeline
Hughes Financial Services, LLC6,221$248K0.04%-1913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,334$248K0.05%-11413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,315$247K<0.01%-1,06913F-HRTimelineGroup
PFG Advisors6,297$247K0.01%new13F-HRTimeline
BRIGHTON JONES LLC6,221$244K0.01%new13F-HRTimeline
One Capital Management, LLC6,163$241K0.01%-1,10613F-HRTimeline
Tempus Wealth Planning, LLC6,162$241K0.06%new13F-HRTimeline
ROGCO, LP6,147$241K0.09%-313F-HRTimeline
Keener Financial Planning LLC6,055$237K0.12%+6613F-HRTimeline
True Link Financial Advisors, LLC6,047$237K0.02%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,037$236K0.01%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,979$234K0.05%+5913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,961$233K<0.01%new13F-HRTimeline
Bigelow Investment Advisors, LLC5,898$231K0.1%013F-HRTimeline
Kingsview Wealth Management, LLC5,882$230K<0.01%-8913F-HRTimeline
Cranbrook Wealth Management, LLC5,864$230K0.05%013F-HRTimeline
W ADVISORS, LLC5,835$229K0.13%-34913F-HRTimeline
WEALTHGARDEN F.S. LLC5,765$227K0.19%-8913F-HRTimeline
CoreCap Advisors, LLC5,763$226K0.01%+8113F-HRTimeline
Armstrong, Fleming & Moore, Inc5,747$225K0.12%new13F-HRTimeline
Strategic Blueprint, LLC5,716$224K0.01%-1,11713F-HRTimeline
Peak Financial Management, Inc.5,697$223K0.06%new13F-HRTimeline
Buttonwood Financial Group, LLC5,685$222K0.11%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,589$221K0.04%new13F-HRTimeline
Financial Alternatives, Inc5,530$217K0.14%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,525$216K<0.01%013F-HRTimeline
Rothschild & Co Wealth Management UK Ltd5,523$216K<0.01%-35013F-HRTimeline
Evergreen Private Wealth LLC5,495$215K0.09%-1,24713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,438$213K0.02%new13F-HR/ATimeline
Venturi Wealth Management, LLC5,423$212K0.01%new13F-HRTimeline
Richard P Slaughter Associates Inc5,386$211K0.04%-3,46513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,316$208K0.01%-2,95313F-HRTimeline