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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 AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,676,160$523M0.05%-1,891,85413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,177,766$207M0.63%+36,30613F-HRTimelineGroup
Empower Advisory Group, LLC5,737,712$192M0.65%+60,14013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,152,421$172M0.01%-118,43313F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,303,920$144M0.02%+1,178,01013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,166,006$139M+23,124Timeline
Betterment LLC3,391,317$113M0.27%+152,35213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,544,238$85M0.02%+34,64713F-HRTimelineGroup
Wealthfront Advisers LLC2,533,952$84.6M0.25%-319,09713F-HR/ATimeline
FMR LLCin group FMR LLC2,197,286$73.4M<0.01%+293,93213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,079,355$69.4M0.01%+118,30113F-HRTimelineGroup
Creative Planningin group Creative Planning1,831,856$61.2M0.06%+60,02113F-HRTimelineGroup
WIT, LLC783,879$58.6M1.88%+783,09513F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,677,295$56M0.01%+842,19613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,675,327$55.9M0.01%-42,35813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,300,991$43.4M0.01%-95,95513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,262,770$42.1M0.21%+63013F-HRTimeline
Acorns Advisers, LLC1,196,670$40M0.39%+62,36613F-HRTimeline
Ellevest, Inc.1,127,626$37.6M2.17%-629,40313F-HRTimeline
LPL Financial LLC1,118,521$37.3M0.02%+109,75813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.868,467$29M<0.01%-315,71213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV739,766$24.7M0.06%+66,77513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\735,902$24.6M0.03%-105,48313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…722,745$24.1M0.02%-2,67113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA675,724$22.6M<0.01%+75,83713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp669,496$22.4M0.08%+19,99613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…610,873$20.4M0.02%+44,82713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP588,641$19.7M0.47%-33,81913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…477,342$15.9M0.06%-33,41913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC468,330$15.6M0.02%+19,25113F-HRTimeline
Money Design Co.,Ltd.447,380$15M0.77%-14,52013F-HRTimeline
HighTower Advisors, LLC387,046$12.9M0.02%-7,84113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC382,882$12.8M0.01%+353,08313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO367,887$12.3M0.02%-55813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC357,474$11.9M<0.01%13F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co357,354$11.9M0.16%+6,08113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP336,346$11.2M0.31%-47,77913F-HRTimeline
IMPACTfolio, LLC311,038$10.4M5.39%+2,79113F-HRTimeline
Empirical Financial Services, LLC d.b.a…297,039$9.92M0.27%-2,06313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP294,656$9.84M0.02%-7,55713F-HRTimelineGroup
SigFig Wealth Management, LLC287,430$9.63M0.35%+18,79813F-HRTimeline
Mariner, LLCin group Mariner, LLC278,947$9.31M0.02%+8,12113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…270,800$9.08M0.04%-60,00013F-HRTimelineGroup
High Note Wealth, LLC266,360$8.89M2.32%-1,77313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC252,896$8.44M0.09%+7,03013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC251,569$8.4M0.01%+147,95713F-HRTimelineGroup
Cetera Investment Advisers206,618$6.9M0.01%-1,78513F-HRTimeline
Essential Planning, LLC.190,898$6.74M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…199,819$6.67M0.02%-12,85113F-HRTimeline
MML INVESTORS SERVICES, LLC196,562$6.56M0.02%-7,24513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.185,000$6.2M0.07%-3,62213F-HRTimeline
Ally Invest Advisors Inc.177,340$5.92M0.51%+9,11013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC173,468$5.79M0.38%+16,22913F-HRTimeline
EASTERN BANK158,924$5.31M0.1%-1,70213F-HRTimeline
Intergy Private Wealth, LLC154,327$5.15M1.92%+3,04913F-HRTimeline
Alesco Advisors, LLC, An ESL Co151,478$5.06M0.16%-73513F-HRTimeline
Laurel Wealth Planning LLC148,604$4.96M3.2%+6,84013F-HRTimeline
MATHER GROUP, LLC.145,933$4.87M0.06%+7,84013F-HRTimeline
Modera Wealth Management, LLC142,940$4.77M0.06%+2,38813F-HRTimeline
Pallas Capital Advisors LLC136,624$4.56M0.2%-2,54513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding134,120$4.48M+985Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC130,206$4.35M0.01%-536,64213F-HRTimelineGroup
DOHJ, LLC128,651$4.3M0.99%-6,53613F-HRTimeline
Wealthspire Advisors, LLC124,361$4.15M0.04%-7,67413F-HRTimeline
Stanich Group LLC113,459$3.79M2.83%13F-HRTimeline
FLOW TRADERS U.S. LLC113,105$3.78M0.15%+102,81113F-HRTimeline
Sand Hill Global Advisors, LLC112,199$3.75M0.16%-40,92613F-HRTimeline
WRAPMANAGER INC109,922$3.67M0.94%-25,13413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC108,210$3.61M<0.01%+11713F-HRTimelineGroup
BAILARD, INC.105,945$3.54M0.09%+3,38013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC105,545$3.53M0.16%+1,52213F-HRTimeline
Plan A Wealth LLC105,100$3.51M3.21%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,526$3.42M0.01%+3,75913F-HRTimelineGroup
GeoWealth Management, LLC101,966$3.4M0.11%-13,04213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding101,131$3.38M+15,967Timeline
Quent Capital, LLC99,573$3.32M0.34%+8,65813F-HRTimeline
EVOKE WEALTH, LLC98,797$3.3M0.09%+60,19513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…87,600$3.06M0.01%+2,46013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,053$2.97M0.01%-12,72013F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.88,730$2.96M0.02%-7,67713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC88,369$2.95M0.02%-5,80413F-HRTimelineGroup
COMERICA BANK85,114$2.84M0.01%+4,09313F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC84,983$2.84M<0.01%+1,97813F-HRTimelineGroup
Litman Gregory Wealth Management LLC83,957$2.8M0.24%-8,08913F-HRTimeline
Steward Partners Investment Advisory, L…83,813$2.8M0.02%+7,32113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC79,300$2.65M<0.01%+68,10013F-HRTimeline
NewEdge Advisors, LLC75,812$2.53M0.02%+17,43813F-HRTimeline
Koss-Olinger Consulting, LLC75,225$2.51M0.22%-26413F-HRTimeline
Allworth Financial LP73,578$2.51M0.01%+4,45113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC74,497$2.49M0.01%+3,71613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp72,573$2.42M<0.01%-3,55013F-HRTimelineGroup
OLD MISSION CAPITAL LLC71,428$2.38M0.06%new13F-HRTimeline
Dynamic Advisor Solutions LLC70,813$2.36M0.1%-14413F-HRTimeline
Apella Capital, LLC70,280$2.35M0.09%+2,16813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC68,826$2.3M0.01%+5,07513F-HRTimelineGroup
Advisory Services Network, LLC68,436$2.29M0.04%+7,48113F-HRTimeline
Global Retirement Partners, LLC68,004$2.27M0.07%+66313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,504$2.22M<0.01%+3,59913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,726$2.19M<0.01%+6,90313F-HRTimelineGroup
Sanctuary Advisors, LLC62,964$2.18M0.01%-3,81613F-HRTimeline
Perigon Wealth Management, LLC64,344$2.15M0.05%+12,09313F-HRTimeline
Robertson Stephens Wealth Management, L…63,048$2.11M0.08%-2,04213F-HRTimeline
QUADRANT CAPITAL GROUP LLC63,089$2.11M0.15%013F-HRTimeline
Connecticut Wealth Management, LLC62,809$2.1M0.1%-1,42513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.60,438$2.02M0.05%-1,52313F-HRTimelineGroup
Janney Montgomery Scott LLC60,427$2.02M0.01%+7,84113F-HRTimeline
ALLIANCEBERNSTEIN L.P.60,066$2.01M<0.01%+14,29613F-HRTimeline
OneDigital Investment Advisors LLC59,238$1.98M0.02%-2,53213F-HRTimeline
Beacon Pointe Advisors, LLC58,044$1.94M0.02%-1,97713F-HRTimeline
NOTTINGHAM ADVISORS, INC.58,006$1.94M0.25%-26,78313F-HRTimeline
EQ LLC57,199$1.91M0.9%+41113F-HRTimeline
BOKF, NAin group BOKF, NA57,919$1.91M0.03%+58513F-HRTimelineGroup
Atria Wealth Solutions, Inc.56,546$1.89M0.02%-5,69513F-HRTimeline
CHOREO, LLC55,882$1.87M0.03%-6,07513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…54,526$1.82M0.02%-1,05513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC54,273$1.81M0.42%-5,64113F-HRTimeline
&PARTNERS53,495$1.8M0.02%+39,92513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,827$1.8M<0.01%+4,28713F-HRTimelineGroup
One Wealth Advisors, LLC53,474$1.79M0.26%-1,76713F-HRTimeline
HARBOUR INVESTMENTS, INC.52,323$1.75M0.05%+81613F-HRTimeline
Wescott Financial Advisory Group, LLC52,189$1.74M0.18%+1,04513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…51,239$1.71M0.01%+1,01813F-HRTimelineGroup
Bear Mountain Capital, Inc.49,316$1.69M0.66%+35813F-HRTimeline
Affiance Financial, LLC50,177$1.68M0.4%+30313F-HRTimeline
Baron Financial Group, LLC47,223$1.58M0.98%-61013F-HRTimeline
PITCAIRN COin group PITCAIRN CO46,955$1.57M0.09%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC46,809$1.56M0.01%-1,46513F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC46,504$1.55M0.75%-21413F-HRTimeline
EP Wealth Advisors, LLC46,104$1.54M0.01%-28,98813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC46,057$1.54M0.02%-76713F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC45,185$1.51M<0.01%013F-HR/ATimeline
JNBA Financial Advisors44,161$1.47M0.15%+80713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…43,830$1.46M0.23%+14213F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC43,776$1.46M0.19%-6113F-HRTimeline
3EDGE Asset Management, LP43,065$1.44M0.09%-49,35013F-HRTimeline
JMG Financial Group, Ltd.42,474$1.42M0.05%-40113F-HRTimeline
SageView Advisory Group, LLC42,368$1.41M0.06%+42313F-HRTimeline
Blue Edge Capital, LLC40,928$1.37M0.21%-1,19813F-HRTimeline
Asset Dedication, LLC40,856$1.36M0.11%-11,12013F-HRTimeline
Idaho Trust Co39,648$1.32M0.67%+3,10213F-HRTimeline
Omega Financial Group, LLC39,247$1.31M0.5%+69713F-HRTimeline
Integrated Wealth Concepts LLC39,161$1.31M0.02%-22,59513F-HRTimeline
Heritage Wealth Advisors38,614$1.29M0.06%-22313F-HRTimeline
Neumann Capital Management, LLC38,335$1.28M0.43%-1,10013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,781$1.26M0.02%-2,59013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC37,673$1.26M0.03%+10,96113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,600$1.26M<0.01%-4,29613F-HRTimeline
Greykasell Wealth Strategies, Inc.37,570$1.25M0.7%13F-HRTimeline
XY Planning Network, Inc.37,464$1.25M0.94%13F-HRTimeline
WealthShield Partners, LLC37,089$1.24M0.18%-8,91013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC37,003$1.24M0.18%-6,54113F-HRTimeline
Krilogy Financial LLC36,501$1.22M0.08%+11,80013F-HRTimeline
Horst & Graben Wealth Management LLC36,059$1.2M0.21%+2,01413F-HRTimeline
Maia Wealth LLC35,438$1.2M0.26%+2,30313F-HRTimeline
Haverford Trust Co35,554$1.19M0.01%+2,72513F-HRTimeline
Orion Porfolio Solutions, LLC35,446$1.18M0.01%+1,44013F-HRTimeline
Orion Portfolio Solutions, LLC35,446$1.18M0.01%+1,44013F-HRTimeline
Institute for Wealth Management, LLC.34,948$1.17M0.15%+3,20413F-HRTimeline
Davis Wealth Advisors, LLC34,708$1.16M1.27%13F-HRTimeline
Wealth Architects, LLC34,593$1.16M0.13%-1,42913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC34,572$1.15M0.06%+53513F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,439$1.12M0.01%-3,61913F-HRTimelineGroup
Amundiin group Amundi33,297$1.11M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding33,205$1.11M-5,037Timeline
Integris Wealth Management, LLC32,692$1.09M0.31%-1,54413F-HRTimeline
WESBANCO BANK INC32,227$1.08M0.04%+79013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC32,086$1.07M0.93%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,805$1.06M<0.01%+13,21113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC31,156$1.04M0.03%+20113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,053$1.04M0.03%+68713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management30,947$1.03M0.02%-20713F-HRTimelineGroup
Sharkey, Howes & Javer30,786$1.03M0.14%+70913F-HRTimeline
Plum Street Advisors, LLC30,713$1.03M0.51%+2,13413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…30,133$1.01M0.1%-96513F-HRTimelineGroup
Opes Wealth Management LLC30,072$1M0.21%-53513F-HRTimeline
STALEY CAPITAL ADVISERS INC30,000$1M0.04%013F-HRTimeline
TOWNSQUARE CAPITAL LLC29,584$988K0.01%+6,15813F-HRTimeline
Objective Capital Management, LLC28,709$959K0.64%-73713F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,108$938K0.36%13F-HRTimeline
Parallel Advisors, LLC27,801$928K0.02%+3,59513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/27,750$927K0.44%-15013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC27,747$926K0.73%-15,36913F-HRTimeline
Trust Co27,716$925K0.11%+68813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC27,653$924K0.04%-1,33213F-HRTimeline
Weil Company, Inc.27,592$921K0.32%+2,28313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,064$904K<0.01%-68213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.26,122$872K0.05%+1,38313F-HRTimeline
RTD Financial Advisors, Inc.26,055$870K0.11%+79813F-HRTimeline
Vision Capital Management, Inc.25,885$864K0.13%+23313F-HRTimeline
Avior Wealth Management, LLC24,385$814K0.03%-5,40113F-HRTimeline
Elios Financial Group Inc.24,021$802K0.38%-1,19413F-HRTimeline
Mascoma Wealth Management LLC23,797$795K0.2%-1,26913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,754$793K<0.01%+3513F-HRTimelineGroup
MainStreet Investment Advisors LLC23,317$779K0.11%new13F-HRTimeline
Trilogy Capital Inc.23,265$777K0.04%-23413F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,117$772K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.22,734$759K0.13%-1,09113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,676$757K0.16%-35013F-HRTimeline
Focus Financial Network, Inc.22,482$751K0.03%+1,64713F-HRTimeline
Legacy Edge Advisors, LLC22,047$739K0.12%-4,03013F-HRTimeline