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Disclosery

ESGE ISHARES INC

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,817,700$553M0.05%+141,54013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,971,597$209M0.03%+1,667,67713F-HRTimelineGroup
Empower Advisory Group, LLC5,703,199$199M0.65%-34,51313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,314,192$186M0.01%+161,77113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,876,613$170M0.53%-1,301,15313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,932,192$137M-233,814Timeline
Betterment LLC2,977,966$104M0.25%-413,35113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,930,104$102M0.02%+385,86613F-HR/ATimelineGroup
Wealthfront Advisers LLC2,495,656$87.2M0.23%-38,29613F-HRTimeline
FMR LLCin group FMR LLC2,478,014$86.6M0.01%+280,72813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,917,190$67M0.01%-162,16513F-HRTimelineGroup
Creative Planningin group Creative Planning1,863,735$65.1M0.06%+31,87913F-HRTimelineGroup
WIT, LLC783,879$60M1.71%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,675,882$58.6M0.01%-1,41313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,653,189$57.8M0.02%+352,19813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,442,503$50.4M0.01%-232,82413F-HRTimelineGroup
Acorns Advisers, LLC1,190,891$41.6M0.4%-5,77913F-HRTimeline
LPL Financial LLC1,139,083$39.8M0.02%+20,56213F-HRTimeline
Federation des caisses Desjardins du Qu…904,767$31.6M0.16%-358,00313F-HRTimeline
Ellevest, Inc.870,877$30.4M2.03%-256,74913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.799,198$27.9M<0.01%-69,26913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA782,809$27.4M0.01%+107,08513F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV751,219$26.3M0.06%+11,45313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\737,067$25.8M0.03%+1,16513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…693,051$24.2M0.01%-29,69413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp662,660$23.2M0.08%-6,83613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…635,078$22.2M0.02%+24,20513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP626,289$21.9M0.55%+37,64813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP611,584$21.4M0.03%+316,92813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC504,507$17.6M0.02%+36,17713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…496,066$17.3M0.07%+18,72413F-HRTimelineGroup
Wealthspire Advisors, LLC467,538$16.3M0.1%+343,17713F-HRTimeline
Money Design Co.,Ltd.447,706$15.6M0.78%+32613F-HRTimeline
IMPACTfolio, LLC413,986$14.5M7.6%+102,94813F-HRTimeline
HighTower Advisors, LLC397,090$13.9M0.02%+10,04413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO371,316$13M0.02%+3,42913F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co354,907$12.4M0.16%-2,44713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC331,609$11.6M<0.01%-25,86513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP322,576$11.3M0.19%-13,77013F-HRTimeline
Empirical Financial Services, LLC d.b.a…298,342$10.4M0.27%+1,30313F-HRTimeline
SigFig Wealth Management, LLC293,175$10.3M0.37%+5,74513F-HRTimeline
Mariner, LLCin group Mariner, LLC288,368$10.1M0.02%+9,42113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC249,932$8.73M0.11%-2,96413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…242,800$8.5M0.03%-28,00013F-HRTimelineGroup
High Note Wealth, LLC238,527$8.34M2.06%-27,83313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC233,704$8.17M0.01%-17,86513F-HRTimelineGroup
Cetera Investment Advisers229,684$8.03M0.02%+23,06613F-HRTimeline
MML INVESTORS SERVICES, LLC197,313$6.9M0.02%+75113F-HRTimeline
Cambridge Investment Research Advisors,…195,935$6.85M0.02%-3,88413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.185,000$6.47M0.07%013F-HRTimeline
Ally Invest Advisors Inc.175,287$6.13M0.52%-2,05313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC170,840$5.97M0.42%-2,62813F-HRTimeline
Intergy Private Wealth, LLC159,584$5.58M2.12%+5,25713F-HRTimeline
Laurel Wealth Planning LLC151,969$5.31M3.53%+3,36513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…151,899$5.31M0.01%new13F-HRTimelineGroup
EASTERN BANK151,229$5.29M0.1%-7,69513F-HRTimeline
Alesco Advisors, LLC, An ESL Co151,098$5.28M0.17%-38013F-HRTimeline
Modera Wealth Management, LLC145,547$5.09M0.07%+2,60713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding140,884$4.92M+6,764Timeline
MATHER GROUP, LLC.134,534$4.7M0.05%-11,39913F-HRTimeline
Pallas Capital Advisors LLC132,494$4.63M0.19%-4,13013F-HRTimeline
DOHJ, LLC124,929$4.37M1%-3,72213F-HRTimeline
Stanich Group LLC124,178$4.34M3.21%+10,71913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC122,747$4.29M<0.01%-260,13513F-HRTimelineGroup
Quent Capital, LLC114,857$4.01M0.42%+15,28413F-HRTimeline
FLOW TRADERS U.S. LLC113,638$3.97M0.17%+53313F-HRTimeline
Sand Hill Global Advisors, LLC112,755$3.94M0.16%+55613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC109,957$3.84M0.01%+1,74713F-HRTimelineGroup
BAILARD, INC.107,337$3.75M0.1%+1,39213F-HRTimeline
DRW Securities, LLC99,998$3.49M0.3%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.99,825$3.49M0.01%-2,70113F-HRTimelineGroup
EVOKE WEALTH, LLC98,813$3.45M0.09%+1613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,950$3.39M0.01%-33,25613F-HR/ATimelineGroup
GeoWealth Management, LLC92,045$3.22M0.13%-9,92113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.90,853$3.18M0.02%+2,12313F-HRTimeline
Litman Gregory Wealth Management LLC88,013$3.08M0.26%+4,05613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC87,587$3.06M0.03%-78213F-HR/ATimelineGroup
Plan A Wealth LLC87,135$3.05M2.36%-17,96513F-HRTimeline
COMERICA BANK82,259$2.87M0.01%-2,85513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,665$2.82M<0.01%+14,93913F-HR/ATimelineGroup
NewEdge Advisors, LLC78,700$2.75M0.02%+2,88813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding78,178$2.73M-22,953Timeline
Steward Partners Investment Advisory, L…76,529$2.67M0.02%-7,28413F-HRTimeline
Koss-Olinger Consulting, LLC75,698$2.65M0.22%+47313F-HRTimeline
Allworth Financial LP75,018$2.62M0.01%+1,44013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC73,145$2.56M0.32%+72,87113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…70,886$2.5M0.01%-16,71413F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,823$2.48M<0.01%-1,75013F-HRTimelineGroup
Connecticut Wealth Management, LLC70,015$2.45M0.13%+7,20613F-HRTimeline
Robertson Stephens Wealth Management, L…69,563$2.43M0.09%+6,51513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,500$2.43M<0.01%+37,69513F-HRTimelineGroup
Advisory Services Network, LLC69,309$2.42M0.05%+87313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC69,256$2.42M0.01%+43013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC68,117$2.38M<0.01%-6,38013F-HRTimelineGroup
Apella Capital, LLC68,709$2.27M0.08%-1,57113F-HRTimeline
QUADRANT CAPITAL GROUP LLC63,089$2.2M0.08%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,976$2.2M<0.01%-3,52813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.62,548$2.19M0.06%+2,11013F-HRTimelineGroup
Janney Montgomery Scott LLC60,276$2.11M0.01%-15113F-HRTimeline
&PARTNERS57,948$2.05M0.02%+4,45313F-HRTimeline
BOKF, NAin group BOKF, NA57,414$2.01M0.04%-50513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD57,159$2M0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC56,974$1.99M0.02%-2,26413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC56,518$1.98M0.45%+2,24513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC55,971$1.96M<0.01%-29,01213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.55,267$1.93M<0.01%-4,79913F-HRTimeline
Wescott Financial Advisory Group, LLC54,914$1.92M0.2%+2,72513F-HRTimeline
Atria Wealth Solutions, Inc.53,854$1.88M0.02%-2,69213F-HRTimeline
HARBOUR INVESTMENTS, INC.53,594$1.87M0.05%+1,27113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,001$1.85M<0.01%-82613F-HRTimelineGroup
Affiance Financial, LLC52,321$1.83M0.43%+2,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,783$1.78M<0.01%-38,27013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…50,608$1.77M0.01%-63113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…49,661$1.74M0.01%-4,86513F-HRTimelineGroup
Beacon Pointe Advisors, LLC48,332$1.69M0.02%-9,71213F-HRTimeline
Bear Mountain Capital, Inc.47,727$1.67M0.65%-1,58913F-HRTimeline
Sanctuary Advisors, LLC47,693$1.67M0.01%-15,27113F-HRTimeline
EQ LLC47,652$1.67M0.78%-9,54713F-HRTimeline
CABOT WEALTH MANAGEMENT INC47,467$1.66M0.21%+3,69113F-HRTimeline
CHOREO, LLC47,270$1.65M0.03%-8,61213F-HRTimeline
One Wealth Advisors, LLC47,088$1.65M0.25%-6,38613F-HRTimeline
PITCAIRN COin group PITCAIRN CO46,970$1.64M0.1%+1513F-HRTimelineGroup
Baron Financial Group, LLC46,665$1.63M1.03%-55813F-HRTimeline
Dynamic Advisor Solutions LLC46,599$1.63M0.05%-24,21413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC46,588$1.63M0.02%+53113F-HRTimeline
Blue Edge Capital, LLC45,481$1.59M0.26%+4,55313F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC45,185$1.58M<0.01%013F-HRTimeline
Perigon Wealth Management, LLC45,030$1.57M0.04%-19,31413F-HRTimeline
Omega Financial Group, LLC43,162$1.51M0.58%+3,91513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…42,882$1.5M0.23%-94813F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.41,725$1.46M0.22%-16,28113F-HRTimeline
JNBA Financial Advisors41,335$1.44M0.15%-2,82613F-HRTimeline
Heritage Wealth Advisors39,285$1.37M0.07%+67113F-HRTimeline
Greykasell Wealth Strategies, Inc.38,146$1.33M0.71%+57613F-HRTimeline
EP Wealth Advisors, LLC38,066$1.33M0.01%-8,03813F-HRTimeline
JMG Financial Group, Ltd.37,831$1.32M0.04%-4,64313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,585$1.31M<0.01%+34,58513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,338$1.3M0.03%-44313F-HRTimelineGroup
Amundiin group Amundi37,866$1.3M<0.01%+4,56913F-HRTimelineGroup
Neumann Capital Management, LLC37,135$1.3M0.45%-1,20013F-HRTimeline
WealthShield Partners, LLC36,387$1.27M0.16%-70213F-HRTimeline
Orion Porfolio Solutions, LLC36,151$1.26M0.01%+70513F-HRTimeline
Orion Portfolio Solutions, LLC36,151$1.26M0.01%+70513F-HR/ATimeline
XY Planning Network, Inc.36,145$1.26M0.84%-1,31913F-HRTimeline
3EDGE Asset Management, LP35,828$1.25M0.09%-7,23713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC35,099$1.23M0.07%+52713F-HRTimeline
Wealth Architects, LLC34,953$1.22M0.13%+36013F-HR/ATimeline
Institute for Wealth Management, LLC.34,541$1.21M0.16%-40713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC34,421$1.2M0.19%-2,58213F-HRTimeline
Integris Wealth Management, LLC34,247$1.2M0.34%+1,55513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,886$1.18M<0.01%-3,71413F-HRTimeline
Horst & Graben Wealth Management LLC33,808$1.18M0.21%-2,25113F-HRTimeline
Maia Wealth LLC33,865$1.14M0.26%-1,57313F-HRTimeline
Davis Wealth Advisors, LLC32,596$1.14M1.29%-2,11213F-HRTimeline
Haverford Trust Co32,404$1.13M0.01%-3,15013F-HRTimeline
WESBANCO BANK INC32,307$1.13M0.04%+8013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC32,086$1.12M1%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,019$1.12M0.01%-1,42013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC31,357$1.1M0.03%-6,31613F-HRTimeline
Weil Company, Inc.31,182$1.09M0.33%+3,59013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,121$1.09M0.02%+17413F-HRTimelineGroup
Integrated Wealth Concepts LLC30,888$1.08M0.01%-8,27313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources30,444$1.06M<0.01%+6,69013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,399$1.06M0.03%-65413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.30,196$1.06M0.06%+4,07413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…30,142$1.05M0.1%+913F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC30,000$1.05M0.05%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…29,255$1.02M0.48%+1,14713F-HRTimeline
Sharkey, Howes & Javer28,726$1M0.14%-2,06013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,532$997K<0.01%+1,46813F-HRTimelineGroup
Balanced Rock Investment Advisors LLC28,424$993K0.79%+67713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/28,075$981K0.47%+32513F-HRTimelineGroup
Perennial Investment Advisors, LLC27,798$972K0.11%+8,49013F-HRTimeline
TOWNSQUARE CAPITAL LLC27,252$952K0.01%-2,33213F-HRTimeline
Asset Dedication, LLC26,862$939K0.08%-13,99413F-HRTimeline
Legacy Edge Advisors, LLC26,760$935K0.15%+4,71313F-HRTimeline
RTD Financial Advisors, Inc.26,274$918K0.12%+21913F-HRTimeline
Trust Co26,264$918K0.11%-1,45213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,128$913K-7,077Timeline
SageView Advisory Group, LLC25,763$900K0.04%-16,60513F-HRTimeline
Opes Wealth Management LLC25,587$894K0.18%-4,48513F-HRTimeline
Parallel Advisors, LLC25,482$891K0.02%-2,31913F-HRTimeline
Trilogy Capital Inc.25,192$880K0.05%+1,92713F-HRTimeline
Equita Financial Network, Inc.24,541$858K0.3%+2,44213F-HRTimeline
Focus Financial Network, Inc.24,296$849K0.03%+1,81413F-HRTimeline
Vision Capital Management, Inc.23,794$832K0.12%-2,09113F-HRTimeline
Elios Financial Group Inc.23,273$813K0.4%-74813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/22,834$798K0.04%+3,95113F-HRTimeline
Van Hulzen Asset Management, LLC22,716$794K0.07%+84313F-HRTimeline
Physician Wealth Advisors, Inc.22,584$789K0.14%-15013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,079$772K0.16%-59713F-HRTimeline
HB Wealth Management, LLC21,821$763K0.01%+1,04513F-HRTimeline
Mascoma Wealth Management LLC21,505$752K0.19%-2,29213F-HRTimeline
GenTrust, LLC21,437$749K0.04%013F-HRTimeline
Avior Wealth Management, LLC20,854$729K0.03%-3,53113F-HRTimeline
OLIO Financial Planning20,605$720K0.25%+55313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC20,280$709K0.4%-45413F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,165$705K0.14%-1,90413F-HRTimeline
Jordan Park Group LLC20,114$703K0.05%+49213F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,112$703K0.02%-3,00513F-HRTimeline