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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
MARINO, STRAM & ASSOCIATES LLC6,080$269K0.05%+10113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,037$267K0.01%013F-HRTimeline
Veridan Wealth LLC6,016$266K0.09%-4813F-HRTimeline
Gateway Wealth Partners, LLC6,014$266K0.03%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC6,005$265K0.27%-55613F-HRTimeline
Keener Financial Planning LLC6,008$265K0.11%+48813F-HRTimeline
Financial Planning Fort Collins, LLC5,990$265K0.23%13F-HRTimeline
SK Wealth Management, LLC5,451$265K0.07%-2,70313F-HRTimeline
Bigelow Investment Advisors, LLC5,970$264K0.1%+8013F-HRTimeline
Cranbrook Wealth Management, LLC5,950$263K0.05%+8613F-HRTimeline
Capital Asset Advisory Services LLC5,655$262K0.01%new13F-HRTimeline
WBH ADVISORY INC5,908$261K0.02%+1,07813F-HRTimeline
Sage Mountain Advisors LLC5,876$260K0.01%013F-HRTimeline
Hughes Financial Services, LLC5,805$256K0.04%-28513F-HRTimeline
Armstrong, Fleming & Moore, Inc5,781$255K0.12%+3413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,655$250K<0.01%new13F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC5,642$249K0.01%new13F-HRTimeline
W ADVISORS, LLC5,639$249K0.13%-19613F-HRTimeline
Asempa Wealth Advisors5,526$244K0.21%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,525$244K<0.01%013F-HRTimeline
High Falls Advisors, Inc5,519$244K0.05%+53513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,409$239K0.01%new13F-HRTimeline
Traveka Wealth, LLC5,400$239K0.1%new13F-HRTimeline
CAPE ANN SAVINGS BANK5,366$237K0.12%new13F-HRTimeline
Keystone Wealth Services, LLC5,319$235K0.05%+513F-HRTimeline
Richard P Slaughter Associates Inc5,316$235K0.05%+613F-HRTimeline
Patriot Financial Group Insurance Agenc…5,227$231K0.03%new13F-HRTimeline
Venturi Wealth Management, LLC5,216$230K0.01%-313F-HRTimeline
West Wealth Group, LLC5,207$230K0.05%+8613F-HRTimeline
Financial Alternatives, Inc5,172$228K0.13%+12913F-HRTimeline
SWEENEY & MICHEL, LLC4,600$228K0.07%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,130$227K0.04%new13F-HRTimelineGroup
Bison Wealth, LLC5,061$226K0.03%new13F-HRTimeline
Keebeck Wealth Management5,116$226K0.03%+2013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,085$225K<0.01%new13F-HRTimelineGroup
Old Peak Finance LLC5,076$224K0.14%13F-HRTimeline
Charter Oak Capital Management, LLC5,075$224K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,074$224K<0.01%+3,29413F-HRTimeline
PFG Advisors5,053$223K0.01%-1,35213F-HRTimeline
TPG Financial Advisors, LLC5,017$222K0.07%+29313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,000$221K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,981$220K<0.01%new13F-HRTimelineGroup
True Link Financial Advisors, LLC4,905$217K0.01%-25013F-HRTimeline
Etesian Wealth Advisors, Inc.4,844$214K0.07%new13F-HRTimeline
Gen-Wealth Partners Inc4,839$214K0.07%+80613F-HRTimeline
Armbruster Capital Management, Inc.4,800$212K0.04%013F-HRTimeline
Values Added Financial LLC4,793$212K0.09%+8313F-HRTimeline
Valeo Financial Advisors, LLC4,787$211K<0.01%-913F-HRTimeline
Livet Wealth, LLC4,743$209K0.13%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,727$209K0.02%new13F-HRTimeline
Root Financial Partners, LLC4,718$208K0.01%+1,63413F-HRTimeline
WealthPlan Investment Management, LLC4,714$208K0.01%-12013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV4,680$207K0.03%new13F-HRTimeline
Spectrum Planning & Advisory Services I…4,663$206K0.11%+1513F-HRTimeline
Eley Financial Management, Inc4,660$206K0.07%-14013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,650$205K0.01%-10013F-HRTimeline
Buttonwood Financial Group, LLC4,380$202K0.11%-1,77913F-HRTimeline
SeaCrest Wealth Management, LLC4,381$201K0.02%new13F-HRTimeline
DDFG, Inc4,545$201K0.04%-7113F-HRTimeline
Evergreen Private Wealth LLC4,246$188K0.07%-87413F-HRTimeline
Bangor Savings Bank4,074$180K0.01%+4013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,986$176K0.02%-12013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,842$170K0.01%new13F-HRTimeline
UNION SAVINGS BANK3,670$162K0.07%13F-HRTimeline
Atomic Invest LLC3,589$159K0.09%13F-HRTimeline
Dynamic Wealth Strategies, LLC3,514$155K0.09%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,474$153K<0.01%-69113F-HRTimeline
TFC Financial Management, Inc.3,332$147K0.02%+2,56813F-HRTimeline
SIGNATUREFD, LLC3,233$143K<0.01%+27813F-HRTimeline
American Capital Advisory, LLC3,118$138K0.06%+913F-HRTimeline
Smartleaf Asset Management LLC2,979$132K0.01%+1,20213F-HRTimeline
Rossby Financial, LCC2,941$130K0.04%+44913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,621$116K<0.01%+1,58613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC2,560$113K0.01%+37613F-HRTimeline
Finley Financial, LLC2,420$107K0.05%013F-HRTimeline
Basecamp Wealth Advisors LLC2,271$100K0.02%13F-HRTimeline
AlphaCore Capital LLC2,246$99.2K<0.01%+2913F-HRTimeline
FIDUCIARY COUNSELLING INC2,209$97.6K0.26%-30613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOTCO2,184$96.5K0.01%+5813F-HRTimeline
Gould Capital, LLC1,964$86.8K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton1,946$86K0.02%-38413F-HRTimeline
WPG Advisers, LLC1,907$84.2K0.06%013F-HRTimeline
Godfrey Financial Associates, Inc.1,858$82.1K0.07%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,779$78.6K<0.01%13F-HRTimelineGroup
TRUST CO OF VERMONT1,732$76.5K<0.01%+1113F-HRTimeline
Covestor Ltd1,705$75K0.04%+3313F-HRTimeline
4Thought Financial Group Inc.1,658$73.2K0.04%-10613F-HRTimeline
EQ WEALTH ADVISORS, LLC1,581$69.8K0.04%new13F-HRTimeline
WealthCollab, LLC1,562$69K0.03%013F-HRTimeline
Scarborough Advisors, LLC1,493$65.9K0.01%+21213F-HRTimeline
North Star Investment Management Corp.1,446$63.9K<0.01%013F-HRTimeline
GGM Financial LLC1,348$59.6K0.03%+2213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,331$58.8K0.02%-8813F-HRTimeline
Vermillion & White Wealth Management Gr…1,289$56.9K0.03%+23013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,249$55.2K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,194$52.7K0.02%013F-HRTimeline
Vision Retirement, LLC1,192$52.7K0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,152$50.9K<0.01%+56213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,124$50K<0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,100$48.6K<0.01%013F-HRTimeline
IFP Advisors, Inc1,074$47.4K<0.01%+34913F-HRTimeline
Nalls Sherbakoff Group, LLC1,046$46.2K0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC1,011$44.7K0.05%+82313F-HRTimeline
Geneos Wealth Management Inc.1,008$44.5K<0.01%-6813F-HRTimeline
McIlrath & Eck, LLC1,001$44.2K<0.01%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP991$43.8K<0.01%+40113F-HRTimelineGroup
Golden State Wealth Management, LLC977$43.2K<0.01%+913F-HRTimeline
Urban Financial Advisory Corp958$42.3K0.02%+1613F-HRTimeline
Smithfield Trust Co875$37K<0.01%+11313F-HRTimeline
Winthrop Capital Management, LLC824$36K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC753$34.9K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44$34.1K<0.01%+113F-HRTimelineGroup
Dunhill Financial, LLC769$34K0.01%+75713F-HRTimeline
Founders Financial Alliance, LLC709$31.3K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.701$31K<0.01%+4313F-HRTimeline
HOWE & RUSLING INC668$29.5K<0.01%+3613F-HRTimeline
Pinnacle Bancorp, Inc.645$28.5K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…638$28.2K0.02%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…615$27.1K<0.01%-13013F-HRTimelineGroup
WFA of San Diego, LLC577$25.5K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.541$23.9K<0.01%-3113F-HRTimeline
Strategic Wealth Advisors LLC466$20K0.02%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.440$19.4K0.02%+17313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…423$18.7K0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…420$18.6K<0.01%13F-HRTimeline
Clarity Asset Management, Inc.406$17.9K0.01%-4013F-HRTimeline
Hamrick Investment Counsel, llc400$17.7K0.01%13F-HRTimeline
Crewe Advisors LLC395$17.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.378$17K<0.01%+35713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC373$16.5K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC347$15.3K<0.01%+29113F-HRTimeline
CVA Family Office, LLC343$15.2K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC335$14.8K0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp321$14.2K<0.01%-94713F-HRTimelineGroup
Kilter Group LLC292$12.9K0.01%+3913F-HRTimeline
Bravera Wealth290$12.8K0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding290$12.8K-1,119Timeline
Commonwealth Retirement Investments LLC288$12.7K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.265$11.7K<0.01%+613F-HRTimeline
Ares Financial Consulting, LLC250$11K0.01%13F-HRTimeline
Investors Research Corp235$10.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC227$10K<0.01%013F-HRTimeline
Camelot Portfolios, LLC219$9.67K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS218$9.63K<0.01%-513F-HRTimelineGroup
TD Waterhouse Canada Inc.212$9.36K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.199$8.79K<0.01%013F-HRTimeline
Key Capital Management, INC177$7.82K0.01%13F-HRTimeline
CDKV HOLDINGS LLC172$7.6K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.170$7.51K<0.01%-313F-HRTimeline
Harbor Asset Planning, Inc.166$7.33K0.01%+313F-HRTimeline
Cordgrass Capital Advisors, LLC165$7.31K<0.01%new13F-HRTimeline
MASECO LLP165$7.29K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC160$7.07K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.158$6.98K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC145$6.41K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC147$6K<0.01%+1413F-HRTimeline
Hanson & Doremus Investment Management138$6K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …120$5.3K0.01%new13F-HRTimeline
Front Row Advisors LLC120$5.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC105$5.12K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.106$4.68K<0.01%new13F-HRTimeline
Abound Wealth Management100$4.43K<0.01%+8213F-HRTimeline
AMERIFLEX GROUP, INC.100$4.4K<0.01%-9613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners96$4.24K<0.01%-68313F-HRTimelineGroup
Noble Wealth Management PBC87$3.83K<0.01%-2113F-HRTimeline
WELLINGTON-ALTUS USA INC.85$3.75K<0.01%13F-HRTimeline
USA FINANCIAL FORMULAS84$3.71K<0.01%-20,45913F-HRTimeline
Capital Investment Advisory Services, L…82$3.62K<0.01%013F-HRTimeline
Tidemark, LLC81$3.58K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV74$3.27K<0.01%-16613F-HRTimeline
Quest 10 Wealth Builders, Inc.67$2.96K<0.01%013F-HRTimeline
Signature Resources Capital Management,…61$2.69K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp53$2.34K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.43$1.9K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC40$1.77K<0.01%013F-HRTimeline
ORG Partners LLC39$1.74K<0.01%-3913F-HRTimeline
Medallion Wealth Advisors, LLC28$1.24K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$1.1K<0.01%+1213F-HRTimeline
Caitlin John, LLC23$1.02K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22$972<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC18$795<0.01%13F-HRTimeline
Key Financial Inc17$751<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC15$663<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13$574<0.01%new13F-HRTimeline
Davis Capital Management12$530<0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC11$486<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC8$351<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…2$88<0.01%new13F-HRTimeline
Glassman Wealth Services1$44<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$7<0.01%-4813F-HRTimelineAmount filed as zero, left out of ratios.