Skip to content
Disclosery

ESGE ISHARES INC

Follow

COM (fund)

530 managers (535 13F filers) reported a position in ESGE shares at 2025-09-30, 88,199,681 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
530
13F filers
535
New
47
Added
196
Reduced
194
Sold out
38
Shares held by filers
88,199,681

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
OLIO Financial Planning19,390$842K0.25%-73213F-HRTimeline
Ameraudi Asset Management, Inc.19,302$838K0.51%013F-HR/ATimeline
Merit Financial Group, LLC19,216$834K0.01%+2,78913F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC18,997$825K0.13%-18213F-HRTimeline
WEDBUSH SECURITIES INC18,840$818K0.03%+20613F-HRTimeline
Cresset Asset Management, LLC18,780$815K<0.01%013F-HR/ATimeline
Ashton Thomas Private Wealth, LLC18,388$798K0.02%+6,84513F-HRTimeline
Mutual Advisors, LLC17,951$796K0.02%+3,53013F-HRTimeline
MGO ONE SEVEN LLC18,267$793K0.02%+89713F-HRTimeline
CENTRAL TRUST Co18,238$792K0.02%+3,50613F-HRTimeline
Austin Private Wealth, LLC18,170$789K0.06%+1,44913F-HRTimeline
Prism Advisors, Inc.18,093$786K0.21%013F-HRTimeline
NorthRock Partners, LLC18,070$785K0.01%+9,67713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,916$778K0.16%013F-HRTimeline
Morling Financial Advisors, LLC17,815$774K0.26%-23213F-HRTimeline
Private Wealth Management Group, LLC17,449$758K0.21%-46613F-HRTimeline
Boston Standard Wealth Management, LLC17,359$754K0.13%+2,59413F-HRTimeline
Bond & Devick Financial Network, Inc.17,354$754K0.23%+33013F-HRTimeline
Montecito Bank & Trust17,334$753K0.12%13F-HRTimeline
Decker Retirement Planning Inc.17,311$752K0.41%-1,33513F-HRTimeline
Shepherd Financial Partners LLC17,118$743K0.07%+1,14713F-HRTimeline
White Lighthouse Investment Management …17,036$740K0.11%+10013F-HRTimeline
eCIO, Inc.16,872$733K0.27%+1,88113F-HRTimeline
RFG Advisory, LLC16,842$731K0.02%+55913F-HRTimeline
WHITTIER TRUST CO16,548$729K0.01%-52213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,773$728K<0.01%-4513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …16,655$723K0.04%-5913F-HRTimeline
BIRCHBROOK, INC.16,348$710K0.37%+1,93013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.16,275$707K<0.01%-26613F-HRTimelineGroup
Farther Finance Advisors, LLC16,013$695K0.01%+2,60813F-HRTimeline
Smart Portfolios, LLC15,953$693K0.67%-43413F-HRTimeline
PFG Investments, LLC15,935$692K0.04%+4213F-HRTimeline
SAGE FINANCIAL GROUP INC15,732$683K0.05%+5113F-HRTimeline
Hardy Reed LLC15,671$680K0.05%+10413F-HRTimeline
Yukon Wealth Management, Inc.15,423$670K0.22%-113F-HRTimeline
Regal Investment Advisors LLC15,385$668K0.04%+1,04013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,368$667K0.03%-68813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,238$662K0.01%+55113F-HRTimelineGroup
PDS Planning, Inc15,175$659K0.05%-6213F-HRTimeline
Summit Wealth Group, LLC15,100$656K0.16%-1,00113F-HRTimeline
Keel Point, LLC15,048$653K0.04%013F-HRTimeline
Snowden Capital Advisors LLC15,043$653K0.02%+1,18313F-HRTimeline
Fort Point Capital Partners LLC14,603$634K0.08%013F-HRTimeline
Plancorp, LLC14,223$618K0.02%-7013F-HRTimeline
A&I FINANCIAL SERVICES, LLC13,859$607K0.3%-24613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,929$605K0.02%+58513F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC13,907$604K0.05%-32013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,885$603K0.03%+52213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,765$598K0.01%+2,22013F-HRTimeline
Schneider Downs Wealth Management Advis…13,621$591K0.07%013F-HRTimeline
CIBC Asset Management Inc13,610$591K<0.01%013F-HRTimeline
Diversified Enterprises, LLC13,421$583K0.04%+11313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,370$581K0.01%-28013F-HRTimeline
Bell Investment Advisors, Inc13,291$577K0.09%-64313F-HRTimeline
Portland Global Advisors LLC13,275$576K0.06%013F-HRTimeline
DIVERSIFIED TRUST CO13,207$573K0.01%013F-HRTimeline
Focus Financial Network, Inc.13,206$573K0.02%+1,23613F-HRTimeline
Falcon Wealth Planning13,201$573K0.05%+1,77813F-HRTimeline
PRIVATE TRUST CO NA13,079$568K0.05%013F-HRTimeline
Larson Financial Group LLC13,033$566K0.02%-1,33013F-HRTimeline
Shotwell Rutter Baer Inc12,637$560K0.36%+13513F-HRTimeline
CGN Advisors LLC12,764$554K0.05%+1,41713F-HRTimeline
World Investment Advisors12,756$554K0.01%+64813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,517$543K<0.01%-3,59213F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,014$541K0.02%-6,08413F-HRTimelineGroup
Sensible Financial Planning & Managemen…12,445$540K0.1%+1,17213F-HRTimeline
Sage Advisory Services, Ltd.Co.12,347$536K0.28%-14513F-HRTimeline
MA Private Wealth12,274$533K0.09%-20813F-HRTimeline
New England Private Wealth Advisors LLC12,214$530K0.07%new13F-HRTimeline
Cambridge Financial Group, LLC11,989$521K0.17%+13613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,886$516K0.01%-26513F-HRTimeline
TriaGen Wealth Management LLC11,799$512K0.13%+3613F-HRTimeline
MAI Capital Management11,791$512K<0.01%+2,44313F-HRTimeline
Washington Trust Bank11,780$511K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pine Haven Investment Counsel, Inc11,738$510K0.37%+6013F-HRTimeline
BlueStem Wealth Partners, LLC11,623$505K0.06%-14613F-HRTimeline
Capital Advantage, Inc.11,433$496K0.07%+40113F-HRTimeline
Meridian Wealth Partners, LLC11,410$495K0.07%-1,03113F-HRTimeline
Warren Street Wealth Advisors, LLC11,367$494K0.15%-90313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC11,148$484K0.17%+2,85413F-HR/ATimeline
Addison Advisors LLC11,066$480K0.11%-3,46613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,968$476K0.09%-46413F-HRTimeline
SAX WEALTH ADVISORS, LLC10,801$469K0.03%+9713F-HRTimeline
Caliber Wealth Management, LLC / KS10,741$466K0.05%-62313F-HRTimeline
Freedom Investment Management, Inc.10,725$466K0.12%-7,86513F-HRTimeline
UMB Bank, n.a.10,721$466K0.01%+14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Onyx Bridge Wealth Group LLC10,684$464K0.05%-6113F-HRTimeline
Tortoise Investment Management, LLC10,602$460K0.04%+2,22313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC10,405$452K0.2%+53613F-HRTimeline
BLB&B Advisors, LLC10,393$451K0.02%-80013F-HRTimeline
Midwest Trust Co10,153$441K0.01%013F-HRTimeline
One Capital Management, LLC10,048$436K0.01%+3,88513F-HRTimeline
WEALTH ALLIANCE, LLC10,033$436K0.04%+3713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,826$427K<0.01%+1,05813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC9,781$425K0.06%+1,09013F-HRTimeline
Ryan Investment Management, Inc.9,743$423K0.24%-1,32013F-HRTimeline
Facet Wealth, Inc.9,688$421K0.01%+1,41213F-HRTimeline
GPS Wealth Strategies Group, LLC9,661$420K0.04%+2,17813F-HRTimeline
TME FINANCIAL, INC.9,511$413K0.31%-19013F-HRTimeline
Long Run Wealth Advisors, LLC9,463$411K0.08%-99713F-HRTimeline
Atria Investments, Inc9,410$409K<0.01%+1,51713F-HRTimeline
Compound Planning, Inc.9,370$407K0.01%+1,27613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,291$403K0.01%+1513F-HRTimelineGroup
Plum Street Advisors, LLC9,245$401K0.15%-4,65913F-HRTimeline
Lifelong Wealth Advisors, Inc.9,179$399K0.12%-32013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,142$397K0.02%+29213F-HRTimeline
GC Wealth Management RIA, LLC9,101$395K0.01%+1,73013F-HRTimeline
Private Advisor Group, LLC8,992$390K<0.01%+1,68913F-HRTimeline
Topel & Distasi Wealth Management, LLC8,913$387K0.19%+2413F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.8,800$382K0.09%+2,00013F-HRTimeline
RW Investment Management LLC8,711$378K0.04%-9413F-HRTimeline
MOLLER WEALTH PARTNERS8,495$369K0.08%-13113F-HRTimeline
Avior Wealth Management, LLC8,424$366K0.01%-7,00613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,414$365K0.01%-5313F-HRTimelineGroup
Williams & Novak Wealth Management, LLC8,347$362K0.28%-75013F-HRTimeline
Keystone Financial Services8,337$362K0.11%+15113F-HRTimeline
LifePlan Investment Advisors, Inc.8,291$360K0.15%+34513F-HRTimeline
RHS Financial, LLC8,236$358K0.19%-8613F-HRTimeline
SK Wealth Management, LLC8,154$357K0.13%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,163$354K0.11%-13213F-HRTimeline
WT Wealth Management8,146$354K0.1%-2,11813F-HRTimeline
Aaron Wealth Advisors LLC8,139$353K0.02%+48913F-HRTimeline
Caprock Group, LLC8,654$350K0.01%13F-HRTimeline
Bogart Wealth, LLC8,002$347K0.01%-24213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,859$341K0.01%+2913F-HRTimelineGroup
Cypress Wealth Services, LLC7,723$335K0.05%+42313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,690$334K0.01%-1,00213F-HRTimeline
Causey Wealth LLC7,642$332K0.16%-53513F-HRTimeline
Community Bank, N.A.7,601$330K0.04%+45213F-HRTimeline
Great Diamond Partners, LLC7,577$329K0.06%+22613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,574$329K0.02%013F-HRTimeline
GTS SECURITIES LLC7,446$323K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,425$322K0.01%-61813F-HRTimeline
SCS Capital Management LLC7,416$322K<0.01%013F-HRTimeline
Tarbox Family Office, Inc.7,399$321K0.05%013F-HRTimeline
Copperleaf Capital, LLC7,332$318K0.15%+90013F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,314$318K0.03%-29,91613F-HRTimelineGroup
THEORY FINANCIAL LLC6,868$306K0.11%+38513F-HRTimeline
COURIER CAPITAL LLC7,020$305K0.02%+33613F-HRTimeline
Per Stirling Capital Management, LLC.7,002$304K0.04%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,948$302K0.05%013F-HRTimeline
Capasso Planning Partners LLC6,928$301K0.19%-1,60413F-HRTimeline
Willow Creek Wealth Management Inc.6,838$297K0.02%013F-HRTimeline
Sharper & Granite LLC6,832$297K0.11%-10513F-HRTimeline
KPP Advisory Services LLC6,810$296K0.04%-33413F-HRTimeline
Garde Capital, Inc.6,805$295K0.01%-50613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$295K<0.01%013F-HRTimelineGroup
Foster Group, Inc.6,677$290K0.01%+713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,657$289K0.01%new13F-HRTimelineGroup
CFM WEALTH PARTNERS LLC6,653$289K0.04%-1513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,620$287K0.03%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC6,592$286K0.14%+3213F-HRTimeline
AdvisorNet Financial, Inc6,562$285K0.02%+6213F-HRTimeline
Continuum Advisory, LLC6,561$285K0.03%-9613F-HRTimeline
Oregon Pacific Wealth Management, LLC6,561$285K0.25%013F-HRTimeline
Brookwood Investment Group LLC6,525$283K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC6,492$282K<0.01%+61013F-HRTimeline
Morton Brown Family Wealth, LLC6,434$279K0.08%013F-HRTimeline
PFG Advisors6,405$278K0.01%+10813F-HRTimeline
WEALTHGARDEN F.S. LLC6,185$275K0.2%+42013F-HRTimeline
Peak Financial Management, Inc.6,342$275K0.07%+64513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,338$275K0.05%+413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,336$275K<0.01%+2113F-HRTimelineGroup
Hughes Financial Services, LLC6,090$274K0.04%-13113F-HRTimeline
R. W. Roge & Company, Inc.6,271$272K0.14%+99513F-HRTimeline
Buttonwood Financial Group, LLC6,159$270K0.12%+47413F-HRTimeline
HRT FINANCIAL LP6,222$270K<0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC6,190$269K0.06%+2813F-HRTimeline
ROGCO, LP6,147$267K0.09%013F-HRTimeline
Engineers Gate Manager LP6,121$266K<0.01%new13F-HRTimeline
Veridan Wealth LLC6,064$263K0.09%13F-HRTimeline
BRIGHTON JONES LLC6,056$263K0.01%-16513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,037$262K0.01%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,979$260K0.05%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,961$259K<0.01%013F-HRTimeline
Bigelow Investment Advisors, LLC5,890$256K0.1%-813F-HRTimeline
Sage Mountain Advisors LLC5,876$255K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC5,864$255K0.05%013F-HRTimeline
W ADVISORS, LLC5,835$253K0.13%013F-HRTimeline
CoreCap Advisors, LLC5,763$250K0.01%013F-HRTimeline
Armstrong, Fleming & Moore, Inc5,747$250K0.12%013F-HRTimeline
Trek Financial, LLC5,606$243K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,525$240K<0.01%013F-HRTimeline
Keener Financial Planning LLC5,520$239K0.11%-53513F-HRTimeline
Strategic Blueprint, LLC5,455$237K0.01%-26113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,447$237K0.02%+913F-HR/ATimeline
Keystone Wealth Services, LLC5,314$231K0.05%013F-HRTimeline
Richard P Slaughter Associates Inc5,310$231K0.05%-7613F-HRTimeline
Venturi Wealth Management, LLC5,219$227K0.01%-20413F-HRTimeline
West Wealth Group, LLC5,121$224K0.05%013F-HRTimeline
True Link Financial Advisors, LLC5,155$224K0.01%-89213F-HRTimeline
JB Capital LLC5,149$224K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,146$223K0.01%new13F-HRTimelineGroup
Curtis Advisory Group, LLC5,135$223K0.05%013F-HRTimeline
Evergreen Private Wealth LLC5,120$222K0.09%-37513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,096$221K<0.01%-3313F-HRTimelineGroup
Keebeck Wealth Management5,096$221K0.03%new13F-HRTimeline
Financial Alternatives, Inc5,043$219K0.13%-48713F-HRTimeline
McAdam, LLC5,025$218K0.01%-10613F-HRTimeline
Hoxton Planning & Management, LLC5,023$218K0.07%new13F-HRTimeline