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Disclosery

ESGE ISHARES INC

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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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,000$100K<0.01%-259,67313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC3,001$100K0.02%+1413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,720$90.8K0.02%013F-HRTimeline
FIDUCIARY COUNSELLING INC2,515$84K0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Finley Financial, LLC2,420$81K0.04%13F-HRTimeline
SOFI WEALTH, LLC2,248$75.1K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,221$74.2K0.01%-26613F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.2,210$73.9K0.07%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,150$71.8K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,135$71.3K<0.01%+18013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,980$66.1K<0.01%+79513F-HRTimeline
4Thought Financial Group Inc.1,948$65K0.04%-10313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,927$64.3K0.04%013F-HRTimeline
WPG Advisers, LLC1,907$63.7K0.06%13F-HRTimeline
Bellwether Advisors, LLC1,880$62.8K0.01%new13F-HRTimeline
Gould Capital, LLC1,866$62.3K0.04%013F-HRTimeline
Sound Income Strategies, LLC1,818$60.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,788$59.7K<0.01%-3613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,779$59.4K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.1,642$54.8K0.02%-13813F-HRTimeline
MOTCO1,597$53.3K0.01%+19413F-HRTimeline
WealthCollab, LLC1,562$52.2K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,560$52.1K<0.01%+59613F-HRTimeline
Covestor Ltd1,523$51K0.03%-26213F-HRTimeline
Spectrum Wealth Counsel, LLC1,403$46.8K0.01%+3513F-HRTimeline
Coppell Advisory Solutions LLC1,388$46.5K0.01%+41413F-HRTimeline
Rice Partnership, LLC1,367$45.6K0.01%-8113F-HRTimeline
ORG Partners LLC1,289$43.1K0.01%-313F-HRTimeline
BFSG, LLC1,272$42.5K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,269$42.4K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,253$41.8K<0.01%new13F-HRTimeline
Urban Financial Advisory Corp1,231$41.1K0.02%+1913F-HRTimeline
McIlrath & Eck, LLC1,183$39.5K0.01%+12513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,148$38.3K<0.01%+39013F-HRTimeline
Vermillion & White Wealth Management Gr…1,132$37.8K0.03%013F-HRTimeline
Kimelman & Baird, LLC1,124$37.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,087$36.3K0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,025$34.2K0.02%013F-HRTimeline
HOWE & RUSLING INC1,009$33.7K<0.01%+48413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.946$31.6K<0.01%-76213F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP793$26.5K0.01%-10913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC756$25.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…753$25.1K<0.01%+413F-HRTimelineGroup
Smithfield Trust Co762$24K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP713$23.8K<0.01%+59013F-HRTimelineGroup
Founders Financial Alliance, LLC709$23.7K0.01%-1,80013F-HRTimeline
Geneos Wealth Management Inc.707$23.6K<0.01%+3113F-HRTimeline
Transce3nd, LLC674$22.5K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.668$22.3K<0.01%+4413F-HRTimeline
BOK Financial Private Wealth, Inc.658$22K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.645$21.5K0.01%013F-HRTimeline
Winthrop Capital Management, LLC624$21K0.01%013F-HRTimeline
Clarity Asset Management, Inc.567$18.9K0.01%+813F-HRTimeline
Sunbelt Securities, Inc.525$17.6K<0.01%-4013F-HRTimeline
Fairway Wealth LLC502$16.7K0.01%+813F-HRTimeline
TD Capital Management LLC435$14.5K<0.01%+613F-HRTimeline
Capital A Wealth Management, LLC435$14.5K0.02%13F-HRTimeline
Center for Financial Planning, Inc.424$14.2K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.399$13.3K<0.01%+27413F-HRTimeline
Crewe Advisors LLC386$12.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC384$12.8K<0.01%-28913F-HRTimelineGroup
WealthTrak Capital Management LLC384$12.8K0.01%13F-HRTimeline
CVA Family Office, LLC343$11.5K<0.01%013F-HRTimeline
Atlatl Advisers LLC325$10.9K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.312$10.7K<0.01%13F-HRTimeline
IFP Advisors, Inc313$10.5K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC274$9.98K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…290$9.68K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC286$9.55K<0.01%013F-HRTimeline
Hemington Wealth Management279$9K<0.01%-2813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.262$8.77K<0.01%-88313F-HRTimelineGroup
SBI Securities Co., Ltd.239$7.98K<0.01%13F-HRTimeline
Investors Research Corp235$7.85K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC214$7.14K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.212$7.07K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC209$6.98K<0.01%+5913F-HRTimeline
Global Financial Private Client, LLC209$6.98K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS177$5.91K<0.01%-4,51113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC160$5.34K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.158$5.28K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management138$5K<0.01%new13F-HRTimeline
PSI Advisors, LLC147$4.88K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC141$4.71K<0.01%013F-HRTimeline
Rise Advisors, LLC111$3.71K<0.01%+213F-HRTimeline
Noble Wealth Management PBC108$3.62K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC106$3.55K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.98$3.28K<0.01%+2113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC92$3.07K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC92$3.07K<0.01%-2,22713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100$3K<0.01%new13F-HRTimelineGroup
Centerpoint Advisors, LLC90$3K<0.01%+3513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management85$2.84K<0.01%-56113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC83$2.77K<0.01%-713F-HRTimeline
Capital Investment Advisory Services, L…82$2.74K<0.01%013F-HRTimeline
Tidemark, LLC81$2.71K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.67$2.24K<0.01%13F-HRTimeline
Signature Resources Capital Management,…60$2K<0.01%013F-HRTimeline
Transcendent Capital Group LLC54$1.8K<0.01%+113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC50$1.67K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.48$1.6K<0.01%13F-HRTimeline
NewSquare Capital LLC46$1.54K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.43$1.44K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42$1.4K<0.01%-15813F-HRTimelineGroup
Cornerstone Planning Group LLC38$1.28K<0.01%+113F-HRTimeline
Mainstream Capital Management LLC31$1.03K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC28$935<0.01%13F-HRTimeline
Financial Life Planners26$882<0.01%13F-HRTimeline
Caitlin John, LLC23$768<0.01%013F-HRTimeline
West Financial Advisors, LLC21$702<0.01%new13F-HRTimeline
Key Financial Inc17$568<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC8$255<0.01%13F-HRTimeline
GAMMA Investing LLC7$234<0.01%013F-HRTimeline
Glassman Wealth Services1$33<0.01%013F-HRTimeline
Coston, McIsaac & Partners26$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Householder Group Estate & Retirement S…13$00%-1113F-HRTimelineValue filed as zero, left out of ratios.