Skip to content
Disclosery

ESGE ISHARES INC

Follow

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
SouthState Bank Corpin group SouthState Bank Corp2,606$91.1K<0.01%new13F-HRTimelineGroup
FIDUCIARY COUNSELLING INC2,515$87.9K0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Finley Financial, LLC2,420$84.8K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton2,330$81.4K0.02%-1,19713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,108$73.7K<0.01%-2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,102$73.5K0.01%-4813F-HRTimeline
Geneos Wealth Management Inc.1,994$69.7K<0.01%+1,28713F-HRTimeline
Gould Capital, LLC1,964$68.6K0.05%+9813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,927$67.3K0.04%013F-HRTimeline
WPG Advisers, LLC1,907$66.7K0.06%013F-HRTimeline
4Thought Financial Group Inc.1,903$66.5K0.04%-4513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,903$66.5K<0.01%-7713F-HRTimeline
Bellwether Advisors, LLC1,880$65.7K0.01%013F-HRTimeline
MOTCO1,877$65.6K0.01%+28013F-HRTimeline
TRUST CO OF VERMONT1,844$64.4K<0.01%+28413F-HRTimeline
Sound Income Strategies, LLC1,818$63.5K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,797$62.8K<0.01%+913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,779$62.2K<0.01%013F-HRTimelineGroup
Covestor Ltd1,682$59K0.04%+15913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,646$57.5K0.02%+413F-HRTimeline
WealthCollab, LLC1,562$54.6K0.03%013F-HRTimeline
Smartleaf Asset Management LLC1,437$50.3K<0.01%+1,33113F-HRTimeline
Spectrum Wealth Counsel, LLC1,403$49K0.01%013F-HRTimeline
IFP Advisors, Inc1,330$46.5K<0.01%+1,01713F-HRTimeline
Golden State Wealth Management, LLC1,277$44.6K0.01%+19013F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,269$44.4K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,253$43.8K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,245$43.5K0.02%+22013F-HRTimeline
Urban Financial Advisory Corp1,232$43.1K0.02%+113F-HRTimeline
McIlrath & Eck, LLC1,160$40.5K<0.01%-2313F-HRTimeline
Kimelman & Baird, LLC1,124$39.3K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC1,096$38.3K0.03%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,059$37K0.03%-7313F-HRTimeline
Nalls Sherbakoff Group, LLC1,046$36.6K0.03%13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,003$35.1K0.03%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC947$33.1K<0.01%-20113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.946$33.1K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners939$32.8K0.01%-1,28213F-HRTimelineGroup
TFC Financial Management, Inc.757$26.5K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…753$26.3K<0.01%013F-HRTimelineGroup
Smithfield Trust Co762$25K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC709$24.8K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.658$23K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.645$22.5K0.01%013F-HRTimeline
Winthrop Capital Management, LLC624$22K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.605$21.2K<0.01%-6313F-HRTimeline
HOWE & RUSLING INC598$20.9K<0.01%-41113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$20.6K<0.01%-12313F-HRTimelineGroup
Clarity Asset Management, Inc.568$19.8K0.01%+113F-HRTimeline
Fairway Wealth LLC502$17.5K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA575$15.6K<0.01%-13,73513F-HRTimeline
Transce3nd, LLC429$15K0.01%-24513F-HRTimeline
Center for Financial Planning, Inc.424$14.8K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC412$14.4K0.02%-2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC408$14.3K<0.01%+2413F-HRTimelineGroup
Crewe Advisors LLC395$13.8K<0.01%+913F-HRTimeline
WealthTrak Capital Management LLC385$13.5K0.01%+113F-HRTimeline
Cornerstone Planning Group LLC363$12.5K<0.01%+32513F-HRTimeline
AMERIFLEX GROUP, INC.352$12.3K0.01%+4013F-HRTimeline
CVA Family Office, LLC343$12K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…290$10.1K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC286$10K<0.01%013F-HRTimeline
Sachetta, LLC280$9.79K<0.01%new13F-HRTimeline
Hemington Wealth Management279$9K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS242$8.46K<0.01%+6513F-HRTimelineGroup
SBI Securities Co., Ltd.239$8.35K<0.01%013F-HRTimeline
Investors Research Corp235$8.21K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.262$8.09K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC216$7.55K<0.01%+713F-HRTimeline
TD Waterhouse Canada Inc.212$7.44K<0.01%013F-HRTimeline
MCF Advisors LLC208$7.27K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC214$7.14K<0.01%013F-HRTimeline
Global Financial Private Client, LLC203$7.09K<0.01%-613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/189$6.6K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC160$5.59K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.158$5.52K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC156$5.45K<0.01%+6413F-HRTimeline
1 NORTH WEALTH SERVICES LLC145$5.07K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management138$5K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC108$4K<0.01%+1813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100$4K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC108$3.79K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.86$3.01K<0.01%-1213F-HRTimeline
ORG Partners LLC84$3.01K<0.01%-1,20513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management85$2.97K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…82$2.87K<0.01%013F-HRTimeline
Tidemark, LLC81$2.83K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.67$2.34K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$2.1K<0.01%013F-HRTimeline
GAMMA Investing LLC56$1.96K<0.01%+4913F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC50$1.75K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.48$1.68K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.43$1.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.39$1K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC28$983<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC25$874<0.01%new13F-HRTimeline
Key Financial Inc17$594<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC8$270<0.01%013F-HRTimeline
Glassman Wealth Services1$35<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$34<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-17,76513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.