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Disclosery

ESGE ISHARES INC

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COM (fund)

Filings received so far for Q3 2026: 31 13F filers report a position in ESGE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
EASTERN BANK336,114$18.2M0.28%-2,98013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC280,372$15.2M0.18%-1,37713F-HRTimeline
Farther Finance Advisors, LLC75,793$4.1M0.03%+7,49413F-HRTimeline
Apella Capital, LLC72,532$3.96M0.05%+1,60513F-HRTimeline
Midwest Financial Partners Investments,…38,902$2.11M0.81%-2,09613F-HRTimeline
Baron Financial Group, LLC33,631$1.82M0.89%-2,73513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…26,526$1.44M0.12%-12613F-HRTimelineGroup
SigFig Wealth Management, LLC24,974$1.35M0.03%-57113F-HRTimeline
RTD Financial Advisors, Inc.23,924$1.3M0.14%-67113F-HRTimeline
Trust Co21,106$1.14M0.1%+33113F-HRTimeline
Prism Advisors, Inc.17,668$947K0.24%-35313F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,650$902K0.02%-66013F-HRTimeline
Boston Standard Wealth Management, LLC15,314$829K0.12%-9113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC11,712$634K0.18%+29613F-HRTimeline
Cambridge Financial Group, LLC11,065$605K0.19%013F-HRTimeline
Montecito Bank & Trust8,837$479K0.07%013F-HRTimeline
Williams & Novak Wealth Management, LLC8,296$449K0.27%+45013F-HRTimeline
Valeo Financial Advisors, LLC8,025$435K0.01%013F-HRTimeline
CoreCap Advisors, LLC6,981$378K0.01%+1713F-HRTimeline
Leverty Financial Group, LLC5,723$310K0.06%+1,33013F-HRTimeline
Asempa Wealth Advisors4,673$253K0.2%-80613F-HRTimeline
Bangor Savings Bank3,931$213K0.02%-77213F-HRTimeline
Plan A Wealth LLC3,735$202K0.07%-75413F-HRTimeline
Rosenberg Matthew Hamilton1,946$105K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,100$59.6K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…734$39.8K0.03%+1213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$32K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC118$6.39K<0.01%-81313F-HRTimeline
Noble Wealth Management PBC87$4.69K<0.01%013F-HRTimeline
Davis Capital Management12$650<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC7$390<0.01%-113F-HRTimeline