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Disclosery

ESGE ISHARES INC

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COM (fund)

590 managers (595 13F filers) reported a position in ESGE shares at 2025-12-31, 92,173,654 shares in all. 59 filers opened a position and 32 filers sold out during the quarter.

Managers
590
13F filers
595
New
59
Added
239
Reduced
181
Sold out
32
Shares held by filers
92,173,654

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Van Hulzen Asset Management, LLC21,220$937K0.07%-85613F-HRTimeline
Brooklyn FI, LLC21,178$935K0.2%+28813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,084$931K0.17%-1,15513F-HRTimeline
CENTRAL TRUST Co20,977$927K0.02%+2,73913F-HRTimeline
Austin Private Wealth, LLC20,967$926K0.07%+2,79713F-HRTimeline
Krilogy Financial LLC19,327$921K0.03%-3,44413F-HRTimeline
Mascoma Wealth Management LLC20,729$916K0.2%-1,23113F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,472$904K0.02%-23513F-HRTimeline
Connecticut Wealth Management, LLC20,174$891K0.04%-4,72713F-HRTimeline
MainStreet Investment Advisors LLC19,887$878K0.13%-1,02013F-HRTimeline
Mutual Advisors, LLC19,812$875K0.02%+1,86113F-HRTimeline
Jordan Park Group LLC19,489$861K0.05%-71613F-HRTimeline
Madrid Wealth Management, LLC19,326$854K0.69%13F-HRTimeline
Ameraudi Asset Management, Inc.19,302$853K0.47%013F-HRTimeline
WEDBUSH SECURITIES INC19,297$852K0.02%+45713F-HRTimeline
OLIO Financial Planning19,251$850K0.24%-13913F-HRTimeline
Ashton Thomas Private Wealth, LLC18,962$838K0.02%+57413F-HRTimeline
Cresset Asset Management, LLC18,783$830K<0.01%+313F-HRTimeline
Napier Financial, LLC18,693$826K0.21%13F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV18,650$824K0.01%new13F-HR/ATimeline
HILLTOP WEALTH ADVISORS, LLC18,595$821K0.41%-1,40913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…18,593$821K0.16%+67713F-HRTimeline
OpenArc Corporate Advisory, LLC18,422$814K0.01%13F-HRTimeline
Regal Investment Advisors LLC18,416$813K0.05%+3,03113F-HRTimeline
EP Wealth Advisors, LLC18,293$808K<0.01%13F-HRTimeline
Prism Advisors, Inc.18,093$799K0.21%013F-HRTimeline
Morling Financial Advisors, LLC17,992$795K0.25%+17713F-HRTimeline
REGATTA CAPITAL GROUP, LLC17,977$794K0.12%-1,02013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich17,961$793K<0.01%new13F-HRTimeline
Compound Planning, Inc.17,780$785K0.02%+8,41013F-HRTimeline
Private Wealth Management Group, LLC17,613$778K0.21%+16413F-HRTimeline
Plan A Wealth LLC17,608$778K0.38%-6,63913F-HRTimeline
Decker Retirement Planning Inc.17,541$775K0.39%+23013F-HRTimeline
BIRCHBROOK, INC.17,393$768K0.38%+1,04513F-HRTimeline
WHITTIER TRUST CO16,208$751K0.01%-34013F-HRTimeline
Boston Standard Wealth Management, LLC16,979$750K0.12%-38013F-HRTimeline
Western Wealth Management, LLC16,869$745K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,868$745K<0.01%+9513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.16,826$743K0.21%-52813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,678$737K0.01%+2,91313F-HRTimeline
Aureum Wealth Management, LLC16,630$735K0.68%13F-HRTimeline
White Lighthouse Investment Management …16,507$729K0.1%-52913F-HRTimeline
World Investment Advisors16,375$723K0.01%+3,61913F-HR/ATimeline
eCIO, Inc.16,338$722K0.34%-53413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,169$714K0.04%-48613F-HRTimeline
Savvy Advisors, Inc.16,139$713K0.02%-7,11413F-HRTimeline
Yukon Wealth Management, Inc.14,839$700K0.4%-58413F-HRTimeline
SAGE FINANCIAL GROUP INC15,678$692K0.05%-5413F-HRTimeline
PFG Investments, LLC15,637$691K0.03%-29813F-HRTimeline
Hardy Reed LLC15,626$690K0.05%-4513F-HRTimeline
Fund Evaluation Group, LLC15,605$689K0.02%new13F-HRTimeline
Fort Point Capital Partners LLC14,603$684K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,352$678K0.02%+1,42313F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC15,318$677K0.03%-5013F-HRTimeline
Keel Point, LLC15,277$675K0.04%+22913F-HRTimeline
Shepherd Financial Partners LLC15,241$673K0.06%-1,87713F-HRTimeline
Smart Portfolios, LLC15,189$671K0.67%-76413F-HRTimeline
Snowden Capital Advisors LLC15,038$664K0.02%-513F-HRTimeline
Summit Wealth Group, LLC14,727$650K0.15%-37313F-HRTimeline
Benchmark Financial, LLC14,508$641K0.64%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC14,420$637K0.05%+51313F-HRTimeline
Integrated Wealth Concepts LLC14,358$634K0.01%-22,10413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC14,345$634K0.04%13F-HRTimeline
A&I FINANCIAL SERVICES, LLC14,031$620K0.29%+17213F-HRTimeline
Schneider Downs Wealth Management Advis…13,621$602K0.07%013F-HRTimeline
Tortoise Investment Management, LLC13,612$601K0.05%+3,01013F-HRTimeline
CIBC Asset Management Inc13,610$601K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,536$598K0.03%-34913F-HRTimeline
PDS Planning, Inc13,479$595K0.04%-1,69613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,370$591K0.01%013F-HRTimeline
Plancorp, LLC13,344$589K0.02%-87913F-HRTimeline
Diversified Enterprises, LLC13,340$589K0.04%-8113F-HRTimeline
Portland Global Advisors LLC13,275$586K0.06%013F-HRTimeline
Bell Investment Advisors, Inc13,256$585K0.09%-3513F-HRTimeline
Facet Wealth, Inc.11,935$582K0.01%+2,24713F-HRTimeline
Shotwell Rutter Baer Inc12,646$580K0.35%+913F-HRTimeline
Focus Financial Network, Inc.13,125$580K0.02%-8113F-HRTimeline
Xena Financial Planning, LLC13,030$576K0.68%13F-HRTimeline
Falcon Wealth Planning12,914$570K0.05%-28713F-HRTimeline
CGN Advisors LLC12,905$570K0.05%+14113F-HRTimeline
New England Private Wealth Advisors LLC12,645$559K0.07%+43113F-HR/ATimeline
DIVERSIFIED TRUST CO12,607$557K0.01%-60013F-HRTimeline
Foster Group, Inc.12,507$552K0.02%+5,83013F-HRTimeline
WEALTH ALLIANCE, LLC12,472$551K0.05%+2,43913F-HRTimeline
Lifelong Wealth Advisors, Inc.12,464$551K0.15%+3,28513F-HRTimeline
Sage Advisory Services, Ltd.Co.12,347$545K0.3%013F-HRTimeline
Pine Haven Investment Counsel, Inc12,288$543K0.39%+55013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,104$535K0.01%-3,13413F-HRTimelineGroup
MA Private Wealth12,096$534K0.09%-17813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,984$529K<0.01%-53313F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,962$528K<0.01%new13F-HRTimelineGroup
MAI Capital Management11,930$527K<0.01%+13913F-HRTimeline
Capital Advantage, Inc.11,888$525K0.07%+45513F-HRTimeline
Atria Investments, Inc11,804$521K0.01%+2,39413F-HRTimeline
TriaGen Wealth Management LLC11,799$521K0.13%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,798$521K0.22%+1,39313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,693$516K0.01%-19313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC11,297$499K0.18%+14913F-HRTimeline
Washington Trust Bank11,253$497K0.03%-52713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,246$497K0.01%+6,15013F-HRTimelineGroup
Caliber Wealth Management, LLC / KS10,947$484K0.05%+20613F-HRTimeline
Addison Advisors LLC10,898$481K0.11%-16813F-HRTimeline
PRIVATE TRUST CO NA10,889$481K0.04%-2,19013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,821$478K0.09%-14713F-HRTimeline
BLB&B Advisors, LLC10,613$469K0.02%+22013F-HRTimeline
Onyx Bridge Wealth Group LLC10,597$468K0.05%-8713F-HRTimeline
Range Advisory, LLC10,568$467K0.12%13F-HRTimeline
Larson Financial Group LLC10,452$462K0.02%-2,58113F-HRTimeline
UMB Bank, n.a.10,399$459K0.01%-32213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meridian Wealth Partners, LLC10,298$455K0.06%-1,11213F-HRTimeline
Midwest Trust Co10,153$448K0.01%013F-HRTimeline
Garde Capital, Inc.9,860$436K0.03%+3,05513F-HRTimeline
BlueStem Wealth Partners, LLC9,854$435K0.05%-1,76913F-HRTimeline
Cambridge Financial Group, LLC12,340$433K0.15%+35113F-HRTimeline
Long Run Wealth Advisors, LLC9,627$425K0.08%+16413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,622$425K0.02%+48013F-HRTimeline
Keystone Financial Services9,607$424K0.13%+1,27013F-HRTimeline
TME FINANCIAL, INC.9,518$420K0.3%+713F-HRTimeline
THEORY FINANCIAL LLC8,825$420K0.14%+1,95713F-HRTimeline
SEEDS INVESTOR LLC9,453$418K0.08%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,434$417K0.01%+14313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,417$416K0.02%+1,55813F-HRTimelineGroup
Gemmer Asset Management LLC9,401$415K0.03%new13F-HRTimeline
ASPIRIANT, LLC9,300$411K0.01%new13F-HRTimeline
Plum Street Advisors, LLC9,245$408K0.15%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,020$398K0.19%+2,42813F-HRTimeline
Argentarii, LLC9,000$398K0.13%new13F-HRTimeline
Cypress Wealth Services, LLC8,977$397K0.05%+1,25413F-HRTimeline
LifePlan Investment Advisors, Inc.8,944$395K0.16%+65313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,900$393K<0.01%-25,40013F-HRTimeline
McAdam, LLC8,894$393K0.02%+3,86913F-HRTimeline
LFA - Lugano Financial Advisors SA8,774$388K0.2%new13F-HRTimeline
Caprock Group, LLC8,654$382K0.01%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,605$380K0.05%13F-HRTimeline
Topel & Distasi Wealth Management, LLC8,567$378K0.18%-34613F-HRTimeline
MOLLER WEALTH PARTNERS8,495$375K0.08%013F-HRTimeline
RHS Financial, LLC8,474$374K0.18%+23813F-HRTimeline
Avior Wealth Management, LLC8,424$372K0.01%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,366$370K0.11%+20313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,331$368K0.01%-8313F-HRTimelineGroup
Montecito Bank & Trust8,314$367K0.06%-9,02013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,183$361K<0.01%-1,64313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,051$356K0.02%-2,75013F-HRTimeline
Williams & Novak Wealth Management, LLC7,872$348K0.26%-47513F-HRTimeline
GC Wealth Management RIA, LLC7,854$347K0.01%-1,24713F-HRTimeline
McCartney Wealth Management LLC7,791$344K0.3%13F-HRTimeline
WEALTHGARDEN F.S. LLC7,077$337K0.22%+89213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,628$337K0.06%+68013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,574$335K0.02%013F-HRTimeline
WT Wealth Management7,542$333K0.1%-60413F-HRTimeline
Community Bank, N.A.7,526$332K0.04%-7513F-HRTimeline
SCS Capital Management LLC7,521$332K<0.01%+10513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,466$330K0.03%+84613F-HRTimeline
Causey Wealth LLC7,422$328K0.15%-22013F-HRTimeline
Private Advisor Group, LLC7,399$327K<0.01%-1,59313F-HRTimeline
RED REEF ADVISORS LLC7,389$326K0.33%13F-HRTimeline
Bogart Wealth, LLC7,388$326K0.01%-61413F-HRTimeline
Warren Street Wealth Advisors, LLC7,340$324K0.09%-4,02713F-HRTimeline
Federation des caisses Desjardins du Qu…7,271$321K<0.01%-847,18213F-HRTimeline
Hoxton Planning & Management, LLC7,238$320K0.1%+2,21513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,190$318K<0.01%+1,22913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,145$316K0.01%-28013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,139$315K0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT7,085$313K0.01%-60513F-HRTimeline
Per Stirling Capital Management, LLC.7,002$309K0.03%013F-HRTimeline
Cornerstone Financial Management LLC6,939$307K0.29%13F-HR/ATimeline
Arax Advisory Partners6,886$304K0.01%new13F-HRTimeline
Great Diamond Partners, LLC6,865$303K0.06%-71213F-HRTimeline
Continuum Advisory, LLC6,859$303K0.03%+29813F-HRTimeline
Sharper & Granite LLC6,857$303K0.11%+2513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,728$297K<0.01%+6,46613F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,657$294K0.01%013F-HRTimelineGroup
CFM WEALTH PARTNERS LLC6,653$294K0.04%013F-HRTimeline
Aaron Wealth Advisors LLC6,625$293K0.02%-1,51413F-HRTimeline
Vise Technologies, Inc.6,603$292K0.01%new13F-HRTimeline
AE Wealth Management LLC6,577$291K<0.01%+2,01813F-HRTimeline
Contango Wealth Management LLC6,569$290K0.32%13F-HRTimeline
COURIER CAPITAL LLC6,501$287K0.02%-51913F-HRTimeline
Peak Financial Management, Inc.6,497$287K0.07%+15513F-HRTimeline
Kingsview Wealth Management, LLC6,462$285K<0.01%-3013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,421$284K<0.01%+8513F-HRTimelineGroup
Morton Brown Family Wealth, LLC6,416$283K0.08%-1813F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,413$283K<0.01%new13F-HRTimeline
Ryan Investment Management, Inc.6,403$283K0.16%-3,34013F-HRTimeline
CoreCap Advisors, LLC6,385$282K0.01%+62213F-HRTimeline
R. W. Roge & Company, Inc.6,365$281K0.14%+9413F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…6,359$281K<0.01%new13F-HRTimelineGroup
EFG International AGin group EFG International AG6,359$281K0.01%13F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…6,324$279K0.05%-1413F-HRTimeline
Freedom Investment Management, Inc.6,309$279K0.08%-4,41613F-HRTimeline
Tempus Wealth Planning, LLC6,278$277K0.06%+8813F-HRTimeline
AdvisorNet Financial, Inc6,258$276K0.01%-30413F-HRTimeline
Financial Futures Ltd Liability Co.6,226$275K0.13%new13F-HRTimeline
KPP Advisory Services LLC6,200$274K0.04%-61013F-HRTimeline
Institute for Wealth Management, LLC.6,154$272K0.03%-31,03113F-HRTimeline
ROGCO, LP6,147$272K0.09%013F-HRTimeline
Capasso Planning Partners LLC6,142$271K0.15%-78613F-HRTimeline
Modern Wealth Management, LLC6,123$270K<0.01%new13F-HRTimeline
JB Capital LLC6,121$270K0.01%+97213F-HRTimeline
Strategic Blueprint, LLC6,089$269K0.02%+63413F-HRTimeline