Skip to content

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
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,000$217K<0.01%new13F-HRTimeline
High Falls Advisors, Inc4,984$216K0.04%new13F-HRTimeline
Wharton Business Group, LLC4,895$213K0.01%new13F-HRTimeline
Fire Capital Management LLC4,888$212K0.12%new13F-HRTimeline
WealthPlan Investment Management, LLC4,834$210K0.01%-29813F-HRTimeline
WBH ADVISORY INC4,830$210K0.02%new13F-HRTimeline
Blue Barn Wealth, LLC4,811$209K0.09%-37013F-HRTimeline
Armbruster Capital Management, Inc.4,800$208K0.04%new13F-HRTimeline
Eley Financial Management, Inc4,800$208K0.08%new13F-HRTimeline
Valeo Financial Advisors, LLC4,796$208K<0.01%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,750$206K0.01%new13F-HRTimeline
TPG Financial Advisors, LLC4,724$205K0.08%new13F-HRTimeline
Values Added Financial LLC4,710$205K0.09%new13F-HRTimeline
Spectrum Planning & Advisory Services I…4,648$202K0.11%new13F-HRTimeline
DDFG, Inc4,616$200K0.05%new13F-HRTimeline
AE Wealth Management LLC4,559$198K<0.01%+86713F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,165$181K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,106$178K0.03%+47713F-HRTimeline
Bangor Savings Bank4,034$175K0.01%+18313F-HRTimeline
Gen-Wealth Partners Inc4,033$175K0.06%+12313F-HRTimeline
Dynamic Wealth Strategies, LLC3,514$153K0.1%013F-HRTimeline
American Capital Advisory, LLC3,109$135K0.06%-18313F-HRTimeline
Root Financial Partners, LLC3,084$134K0.01%new13F-HRTimeline
SIGNATUREFD, LLC2,955$128K<0.01%013F-HRTimeline
FIDUCIARY COUNSELLING INC2,515$109K0.29%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC2,492$109K0.04%013F-HRTimeline
Finley Financial, LLC2,420$105K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton2,330$101K0.02%013F-HRTimeline
AlphaCore Capital LLC2,217$96.3K<0.01%-1313F-HRTimeline
JFS WEALTH ADVISORS, LLC2,184$94.8K0.01%-4813F-HRTimeline
MOTCO2,126$92.3K0.01%+7613F-HRTimeline
Gould Capital, LLC1,964$85.3K0.05%013F-HRTimeline
WPG Advisers, LLC1,907$82.8K0.06%013F-HRTimeline
Sound Income Strategies, LLC1,818$79.6K<0.01%-7813F-HRTimeline
Qube Research & Technologies Ltd1,791$77.8K<0.01%-9,84313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,780$77.3K<0.01%+45513F-HRTimeline
Glenmede Investment Management, LP1,779$77.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,777$76.8K<0.01%+47013F-HRTimeline
4Thought Financial Group Inc.1,764$76.6K0.04%-9113F-HRTimeline
TRUST CO OF VERMONT1,721$74.7K<0.01%-22813F-HRTimeline
Covestor Ltd1,672$73K0.04%-6813F-HRTimeline
WealthCollab, LLC1,562$67.8K0.03%013F-HRTimeline
North Star Investment Management Corp.1,446$62.8K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,419$61.6K0.02%-713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,409$61.2K-693Timeline
GGM Financial LLC1,326$57.6K0.03%new13F-HRTimeline
Scarborough Advisors, LLC1,281$55.6K0.01%-1213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,268$55.1K<0.01%-1,53813F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD1,249$54.2K0.03%-63313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,194$51.8K0.02%-7513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,100$47.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,076$46.7K<0.01%-27513F-HRTimeline
Vermillion & White Wealth Management Gr…1,059$46K0.03%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,047$45.5K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1,046$45.4K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,035$44.9K<0.01%+6713F-HRTimelineGroup
McIlrath & Eck, LLC991$43K<0.01%-1313F-HRTimeline
Golden State Wealth Management, LLC968$42.1K<0.01%013F-HRTimeline
Urban Financial Advisory Corp942$40.9K0.02%-30213F-HRTimeline
Winthrop Capital Management, LLC824$36K0.01%+20013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners779$33.8K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.43$33.5K<0.01%-90313F-HRTimelineGroup
TFC Financial Management, Inc.764$33.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC753$33.2K<0.01%-13913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…745$32.3K<0.01%-1113F-HRTimelineGroup
Smithfield Trust Co762$32K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC733$31.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc725$31.5K<0.01%-15213F-HR/ATimeline
Founders Financial Alliance, LLC709$30.8K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.658$28.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.645$28K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…638$27.7K0.02%-513F-HRTimeline
HOWE & RUSLING INC632$27.4K<0.01%+1313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$25.6K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…590$25.6K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC577$25.1K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.572$24.8K<0.01%-313F-HRTimeline
Clarity Asset Management, Inc.446$19.4K0.01%013F-HRTimeline
Crewe Advisors LLC395$17.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC373$16.2K<0.01%-3513F-HRTimelineGroup
CVA Family Office, LLC343$14.9K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.323$14K0.01%013F-HRTimeline
Hemington Wealth Management279$12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.267$11.6K0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.262$11.4K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.259$11.2K<0.01%+113F-HRTimeline
Kilter Group LLC253$11K0.01%+3913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV240$10.4K<0.01%-1,53813F-HRTimeline
Investors Research Corp235$10.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC227$9.86K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS223$9.68K<0.01%-71,39513F-HRTimelineGroup
TD Waterhouse Canada Inc.212$9.28K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.199$8.64K<0.01%-22513F-HRTimeline
AMERIFLEX GROUP, INC.196$8.51K<0.01%-8913F-HRTimeline
Financial Network Wealth Advisors LLC188$8.16K0.01%+5813F-HRTimeline
LANARK FINANCIAL, INC.173$7.51K<0.01%+8313F-HRTimeline
MASECO LLP165$7.16K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.163$7.09K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC160$6.95K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.158$6.86K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC145$6.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management138$6K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC133$6K<0.01%+1813F-HRTimeline
Front Row Advisors LLC120$5.21K<0.01%new13F-HRTimeline
Noble Wealth Management PBC108$4.71K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC88$3.82K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…82$3.56K<0.01%013F-HRTimeline
Tidemark, LLC81$3.52K<0.01%013F-HRTimeline
ORG Partners LLC78$3.46K<0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.67$2.91K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$2.6K<0.01%013F-HRTimeline
GAMMA Investing LLC56$2.43K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC50$2.17K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.48$2.09K<0.01%+2313F-HRTimeline
BARRETT & COMPANY, INC.43$1.87K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC40$1.74K<0.01%-9213F-HRTimeline
Medallion Wealth Advisors, LLC28$1.22K<0.01%013F-HRTimeline
Financial Life Planners27$1.16K<0.01%new13F-HRTimeline
Guerra Advisors Inc26$1.14K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.21$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitlin John, LLC23$999<0.01%new13F-HRTimeline
Abound Wealth Management18$782<0.01%new13F-HRTimeline
Key Financial Inc17$744<0.01%013F-HRTimeline
HM PAYSON & CO13$565<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.13$564<0.01%-51213F-HRTimeline
Dunhill Financial, LLC12$521<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC11$478<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC8$339<0.01%013F-HRTimeline
Glassman Wealth Services1$43<0.01%013F-HRTimeline
Cloud Capital Management, LLC15$00%new13F-HRTimelineValue filed as zero, left out of ratios.