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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
Keystone Wealth Services, LLC5,314$208K0.05%new13F-HRTimeline
Summit X, LLC5,272$207K0.04%new13F-HRTimeline
R. W. Roge & Company, Inc.5,276$206K0.12%new13F-HRTimeline
West Wealth Group, LLC5,121$205K0.05%new13F-HRTimeline
SPINNAKER TRUST5,219$204K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC5,181$203K0.1%new13F-HRTimeline
Curtis Advisory Group, LLC5,135$201K0.05%new13F-HRTimeline
MBE Wealth Management, LLC5,134$201K0.09%new13F-HRTimeline
WealthPlan Investment Management, LLC5,132$201K0.01%new13F-HRTimeline
McAdam, LLC5,131$201K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,129$201K<0.01%new13F-HRTimelineGroup
PrairieView Partners, LLC4,753$186K0.02%-4913F-HRTimeline
Gen-Wealth Partners Inc3,910$153K0.06%+6113F-HRTimeline
Bangor Savings Bank3,851$151K0.01%013F-HRTimeline
AE Wealth Management LLC3,692$145K<0.01%-2,88913F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,629$142K0.02%+15613F-HRTimeline
UNION SAVINGS BANK3,493$138K0.06%-9013F-HRTimeline
Dynamic Wealth Strategies, LLC3,514$138K0.1%013F-HRTimeline
American Capital Advisory, LLC3,292$129K0.06%+213F-HRTimeline
SIGNATUREFD, LLC2,955$116K<0.01%-2,97513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,806$110K<0.01%+20013F-HRTimelineGroup
FIDUCIARY COUNSELLING INC2,515$98.5K0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC2,492$97.6K0.04%-26413F-HRTimeline
Finley Financial, LLC2,420$94.8K0.05%013F-HRTimeline
Arax Advisory Partners2,398$93.9K<0.01%-1,09113F-HRTimeline
Rosenberg Matthew Hamilton2,330$91.3K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,232$87.4K0.01%+12413F-HRTimeline
AlphaCore Capital LLC2,230$87.3K<0.01%-3,29413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,102$82.3K+1,812Timeline
MOTCO2,050$80.9K0.01%+17313F-HRTimeline
Gould Capital, LLC1,964$76.9K0.05%013F-HRTimeline
TRUST CO OF VERMONT1,949$76.3K<0.01%+10513F-HRTimeline
WPG Advisers, LLC1,907$74.7K0.06%013F-HRTimeline
Sound Income Strategies, LLC1,896$74.3K<0.01%+7813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,882$73.7K0.04%-4513F-HRTimeline
Bellwether Advisors, LLC1,880$73.6K0.01%013F-HRTimeline
4Thought Financial Group Inc.1,855$72.6K0.04%-4813F-HRTimeline
Wilmington Savings Fund Society, FSB1,797$70.4K<0.01%013F-HRTimeline
Glenmede Investment Management, LP1,779$69.7K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,778$69.6K0.01%-32413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,742$68.2K0.01%new13F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,682$68.2K0.02%new13F-HRTimeline
Covestor Ltd1,740$68K0.04%+5813F-HRTimeline
WealthCollab, LLC1,562$61.2K0.03%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,426$55.9K0.02%-22013F-HRTimeline
Geneos Wealth Management Inc.1,351$52.9K<0.01%-64313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,325$51.9K<0.01%-57813F-HRTimeline
Smartleaf Asset Management LLC1,307$51.1K<0.01%-13013F-HRTimeline
Scarborough Advisors, LLC1,293$50.7K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,269$49.7K<0.01%+1613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,269$49.7K0.02%013F-HRTimeline
Urban Financial Advisory Corp1,244$48.7K0.02%+1213F-HRTimeline
Kimelman & Baird, LLC1,124$44K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,100$43.1K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,059$41.5K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,046$41K0.03%013F-HRTimeline
McIlrath & Eck, LLC1,004$39.3K<0.01%-15613F-HRTimeline
Golden State Wealth Management, LLC968$37.9K<0.01%-30913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management968$37.9K<0.01%+88313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.946$37.1K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC892$34.9K<0.01%-5513F-HRTimeline
IFP Advisors, Inc877$34.3K<0.01%-45313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners779$30.5K<0.01%-16013F-HRTimelineGroup
Stephens Consulting, LLC766$30K0.01%-12,16213F-HRTimeline
TFC Financial Management, Inc.764$29.9K<0.01%+713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…756$29.6K<0.01%+313F-HRTimelineGroup
Smithfield Trust Co762$28K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC709$27.8K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP775$27.1K0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.658$25.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.645$25.3K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…643$25.2K0.03%-36013F-HR/ATimeline
HOWE & RUSLING INC619$24.3K<0.01%+2113F-HRTimeline
Winthrop Capital Management, LLC624$24K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$23.1K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC577$22.6K0.02%13F-HRTimeline
FAS Wealth Partners, Inc.575$22.5K<0.01%-3013F-HRTimeline
Opal Wealth Advisors, LLC518$20.3K0.01%new13F-HRTimeline
Fairway Wealth LLC507$19.9K0.01%+513F-HRTimeline
Sunbelt Securities, Inc.525$17.5K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.446$17.5K0.01%-12213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC435$17K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC428$16.8K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.424$16.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC408$16K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC395$15.5K<0.01%013F-HRTimeline
Transce3nd, LLC390$15.3K0.01%-3913F-HRTimeline
WealthTrak Capital Management LLC385$15.1K0.01%013F-HRTimeline
CVA Family Office, LLC343$13.4K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.323$12.7K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC286$11.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.285$11.1K0.01%-6713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.267$10.5K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.262$10.3K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.258$10.1K<0.01%+1913F-HRTimeline
Hemington Wealth Management279$10K<0.01%013F-HRTimeline
Investors Research Corp235$9.21K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC227$8.89K<0.01%+1113F-HRTimeline
Kilter Group LLC214$8.38K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.212$8.32K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.163$6.39K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC160$6.27K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.158$6.19K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC145$5.68K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC132$5.17K<0.01%-2413F-HRTimeline
Financial Network Wealth Advisors LLC130$5.09K0.01%+10513F-HRTimeline
Hanson & Doremus Investment Management138$5K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC115$5K<0.01%+713F-HRTimeline
Beacon Capital Management, LLC106$4.15K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…90$3.52K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…82$3.21K<0.01%013F-HRTimeline
Tidemark, LLC81$3.17K<0.01%013F-HRTimeline
ORG Partners LLC79$3.17K<0.01%-513F-HRTimeline
LANARK FINANCIAL, INC.90$3K<0.01%+5113F-HRTimeline
Choate Investment Advisors70$2.74K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.67$2.62K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$2.35K<0.01%013F-HRTimeline
GAMMA Investing LLC56$2.19K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC50$1.96K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.43$1.68K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC38$1.52K<0.01%-32513F-HRTimeline
Medallion Wealth Advisors, LLC28$1.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.25$993<0.01%13F-HRTimeline
Key Financial Inc17$666<0.01%013F-HRTimeline
First Command Advisory Services, Inc.15$588<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13$509<0.01%new13F-HRTimeline
Dunhill Financial, LLC12$470<0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC11$431<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC8$306<0.01%013F-HRTimeline
Glassman Wealth Services1$39<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.