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Disclosery

ESGU ISHARES TR

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COM (fund)

852 managers (863 13F filers) reported a position in ESGU shares at 2026-06-30, 81,368,956 shares in all. 79 filers opened a position and 31 filers sold out during the quarter.

Managers
852
13F filers
863
New
79
Added
291
Reduced
301
Sold out
31
Shares held by filers
81,368,956

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CGN Advisors LLC18,017$2.95M0.22%+5513F-HRTimeline
MAI Capital Management17,884$2.93M0.01%+83513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC17,600$2.88M1.19%+3113F-HRTimeline
White Lighthouse Investment Management …17,387$2.85M0.35%+19413F-HRTimeline
Vision Capital Management, Inc.17,349$2.84M0.32%+2,94513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,323$2.84M0.43%-19513F-HRTimeline
Arkadios Wealth Advisors17,219$2.82M0.04%+2,26313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)17,089$2.8M0.78%+75813F-HRTimeline
DIVERSIFIED TRUST CO16,966$2.78M0.04%-33513F-HRTimeline
Perennial Investment Advisors, LLC16,866$2.76M0.18%+87313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,819$2.75M0.03%013F-HRTimeline
TD Waterhouse Canada Inc.16,792$2.75M0.01%+25213F-HRTimeline
Icon Wealth Advisors, LLC16,638$2.72M0.16%+3113F-HRTimeline
ONE Advisory Partners, LLC16,475$2.7M0.73%013F-HRTimeline
Regal Investment Advisors LLC15,604$2.55M0.13%-18013F-HRTimeline
Madrid Wealth Management, LLC15,506$2.54M1.66%+10413F-HRTimeline
Snowden Capital Advisors LLC15,409$2.52M0.06%-77613F-HRTimeline
J.W. COLE ADVISORS, INC.15,133$2.48M0.04%-18313F-HRTimeline
Midwest Trust Co15,030$2.46M0.03%+11,20213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC14,938$2.44M1.52%+613F-HRTimeline
SYM FINANCIAL Corp14,901$2.44M0.2%+17513F-HRTimeline
BEACON FINANCIAL GROUP14,809$2.42M0.22%-1213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,737$2.41M0.03%-53013F-HRTimelineGroup
1ST SOURCE BANK14,560$2.38M0.11%+9013F-HRTimeline
Sequoia Financial Advisors, LLC14,464$2.37M0.01%-1,19113F-HRTimeline
Mayflower Financial Advisors, LLC13,967$2.29M0.2%-81113F-HRTimeline
NEPC LLC13,905$2.28M0.04%013F-HRTimeline
Bluespring Wealth Management, LLC13,795$2.26M0.04%+3,60013F-HRTimeline
Boulder Wealth Advisors, LLC13,661$2.24M0.82%013F-HRTimeline
BlueStem Wealth Partners, LLC13,602$2.23M0.22%+45313F-HRTimeline
Acropolis Investment Management, LLC13,510$2.21M0.09%-6013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,499$2.21M<0.01%+3,02513F-HRTimelineGroup
Noble Wealth Partners LLC13,474$2.21M1.92%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,524$2.17M<0.01%+3,47413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC13,232$2.17M0.06%+1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,181$2.16M0.01%-4,45313F-HRTimeline
Grey Ledge Advisors, LLC13,036$2.13M0.43%+15213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,017$2.13M0.05%new13F-HRTimelineGroup
RHS Financial, LLC12,998$2.13M0.86%-41713F-HRTimeline
DAVENPORT & Co LLC12,932$2.12M0.01%-5213F-HRTimeline
Advisory Solutions Group, LLC12,925$2.12M0.72%13F-HRTimeline
Morling Financial Advisors, LLC12,727$2.08M0.58%-6213F-HRTimeline
Mendel Capital Management LLC12,652$2.07M0.93%+313F-HRTimeline
Ramiah Investment Group12,607$2.06M1.58%+1,08113F-HRTimeline
Cranbrook Wealth Management, LLC12,598$2.06M0.39%-13013F-HRTimeline
WIT, LLC12,474$2.04M0.03%013F-HRTimeline
Strategic Point Investment Advisors, LLC12,390$2.03M0.26%+9513F-HRTimeline
Allworth Financial LP12,372$2.02M0.01%-35513F-HRTimeline
BLAIR WILLIAM & CO/IL12,143$1.99M0.01%+37913F-HRTimeline
OpenArc Corporate Advisory, LLC12,070$1.98M0.02%+12313F-HRTimeline
Oak Barrel Wealth Advisory LLC12,048$1.97M0.87%13F-HRTimeline
ZENITH SOLUTIONS, INC.11,867$1.94M1.76%13F-HRTimeline
Global Retirement Partners, LLC11,675$1.91M0.03%13F-HRTimeline
Indivisible Partners11,588$1.9M0.11%new13F-HRTimeline
Ipsen Advisor Group LLC11,556$1.89M1.22%+2713F-HRTimeline
Sage Mountain Advisors LLC11,476$1.88M0.12%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,466$1.88M0.03%+4,90113F-HRTimeline
Chicago Partners Investment Group LLC11,566$1.87M0.04%+24213F-HRTimeline
GenTrust, LLC11,332$1.85M0.07%+913F-HRTimeline
Simplicity Wealth,LLC10,833$1.77M0.06%-1,36813F-HRTimeline
Bogart Wealth, LLC10,798$1.77M0.06%+2513F-HRTimeline
Sowell Financial Services LLC10,724$1.76M0.06%-20913F-HRTimeline
Caliber Wealth Management, LLC / KS10,657$1.74M0.17%-5313F-HRTimeline
Scott Capital Advisors, LLC10,607$1.74M0.27%+11313F-HRTimeline
RTD Financial Advisors, Inc.10,600$1.73M0.19%+5713F-HRTimeline
Smartleaf Asset Management LLC10,649$1.73M0.06%013F-HRTimeline
World Investment Advisors12,115$1.72M0.03%-16013F-HRTimeline
OLIO Financial Planning10,384$1.7M0.42%+10213F-HRTimeline
RCS Financial Planning, LLC10,260$1.68M0.8%-38113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,240$1.68M<0.01%-29113F-HRTimelineGroup
WNY Asset Management, LLC10,134$1.66M0.15%+25413F-HRTimeline
GC Wealth Management RIA, LLC10,098$1.65M0.1%-56213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,075$1.65M0.11%+513F-HRTimeline
PITTENGER & ANDERSON INC10,006$1.64M0.06%+58013F-HRTimeline
Hoxton Planning & Management, LLC9,971$1.63M0.43%+84213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,863$1.61M0.25%-47813F-HRTimeline
KICKSTAND VENTURES, LLC.9,843$1.61M0.29%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,834$1.61M<0.01%-5013F-HRTimelineGroup
Shared Vision Wealth Group LLC9,789$1.6M0.55%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,782$1.6M<0.01%+6,93213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,649$1.58M<0.01%+1113F-HRTimelineGroup
Montecito Bank & Trust9,545$1.56M0.23%-42413F-HRTimeline
Symmetry Partners, LLC9,477$1.55M0.08%+36813F-HRTimeline
CWC Advisors, LLC.9,418$1.54M0.68%-2813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,395$1.54M0.08%-4313F-HRTimeline
Dynamic Advisor Solutions LLC9,322$1.53M0.04%-3013F-HRTimeline
West Wealth Group, LLC9,303$1.52M0.25%-16513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,275$1.52M0.04%+6513F-HRTimeline
Orin Green Financial, LLC9,260$1.52M0.56%+30713F-HRTimeline
Compass Ion Advisors, LLC9,250$1.51M0.13%013F-HRTimeline
WEALTHGARDEN F.S. LLC9,222$1.51M0.86%-33613F-HRTimeline
BLB&B Advisors, LLC9,216$1.51M0.06%-813F-HRTimeline
Mountain Capital Investment Advisors In…42,927$1.51M0.21%new13F-HRTimeline
JMG Financial Group, Ltd.9,141$1.5M0.04%-1,15913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,133$1.49M0.05%-1,25813F-HRTimelineGroup
CENTRAL TRUST Co9,093$1.49M0.03%+52113F-HRTimeline
Ethic Inc.9,068$1.48M0.02%+4,35813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,029$1.48M-548Timeline
Tempus Wealth Planning, LLC9,022$1.48M0.29%-8613F-HRTimeline
Ryan Investment Management, Inc.8,960$1.47M0.66%+4,31913F-HRTimeline
Robertson Stephens Wealth Management, L…8,795$1.44M0.04%+2,20113F-HRTimeline
KilterHowling LLC8,753$1.43M0.64%-5613F-HRTimeline
Advisors Capital Management, LLC8,734$1.43M0.02%013F-HRTimeline
Modern Wealth Management, LLC8,581$1.4M0.02%-97013F-HRTimeline
Rehmann Capital Advisory Group8,531$1.4M0.06%-12513F-HRTimeline
McClarren Financial Advisors, Inc.8,481$1.39M0.72%+1,46013F-HRTimeline
CoreCap Advisors, LLC8,464$1.39M0.04%+22713F-HRTimeline
Quantinno Capital Management LP8,425$1.38M<0.01%+5,67113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,400$1.37M0.02%013F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC8,356$1.37M0.39%+1,34313F-HRTimeline
WEALTH ALLIANCE, LLC8,336$1.36M0.11%-56213F-HRTimeline
Keystone Financial Services8,281$1.36M0.35%+45413F-HRTimeline
Milestone Asset Management Group, LLC8,132$1.33M0.67%-3213F-HRTimeline
Headlands Technologies LLC8,132$1.33M0.14%-2,38113F-HRTimeline
W ADVISORS, LLC7,957$1.3M0.59%-8513F-HRTimeline
WBH ADVISORY INC7,943$1.3M0.09%+3813F-HRTimeline
Axis Wealth Partners, LLC7,919$1.3M0.62%+1213F-HRTimeline
JB Capital LLC7,914$1.3M0.04%+5013F-HRTimeline
Aprio Wealth Management, LLC7,842$1.28M0.06%+1313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,792$1.28M0.2%+813F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,811$1.27M0.15%-31613F-HRTimeline
Xena Financial Planning, LLC7,720$1.26M1.21%-80113F-HRTimeline
Savvy Advisors, Inc.7,709$1.26M0.03%-7,29113F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,705$1.26M0.19%+16813F-HRTimeline
Sovran Advisors, LLC7,652$1.24M0.09%-113F-HRTimeline
Crown Wealth Group, LLC7,556$1.24M0.31%013F-HRTimeline
AlphaCore Capital LLC7,522$1.23M0.02%+10613F-HRTimeline
Bell Investment Advisors, Inc7,516$1.23M0.18%+50913F-HRTimeline
Hughes Financial Services, LLC7,397$1.21M0.16%+5913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,281$1.19M0.38%-2113F-HRTimeline
Patriot Financial Group Insurance Agenc…7,279$1.19M0.12%-4,04113F-HRTimeline
Morton Brown Family Wealth, LLC7,250$1.19M0.27%-3813F-HRTimeline
Keener Financial Planning LLC7,236$1.18M0.42%+26513F-HRTimeline
SENTINEL TRUST CO LBA7,234$1.18M0.1%-26813F-HRTimeline
Cresset Asset Management, LLC7,140$1.17M<0.01%+113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC7,083$1.16M0.18%+8713F-HRTimeline
TSA Wealth Managment LLC7,052$1.15M0.33%013F-HRTimeline
Kelsey Financial, LLC7,044$1.15M0.87%-14613F-HRTimeline
D.A. DAVIDSON & CO.6,994$1.14M0.01%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,973$1.14M0.4%-26813F-HRTimeline
Midwest Heritage Bank, FSB6,960$1.14M0.32%013F-HRTimeline
American Capital Advisory, LLC6,958$1.14M0.42%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,936$1.14M0.13%+51113F-HRTimeline
Bangor Savings Bank6,931$1.13M0.08%+65913F-HRTimeline
Dunhill Financial, LLC6,914$1.13M0.23%+4,31313F-HRTimeline
ERn Financial, LLC6,910$1.13M0.19%+7813F-HRTimeline
Prospera Financial Services Inc6,760$1.11M0.02%+44013F-HRTimeline
Chicago Capital, LLC6,700$1.1M0.03%013F-HRTimeline
MKT Advisors LLC6,638$1.09M0.34%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC6,651$1.09M<0.01%+39013F-HRTimelineGroup
FIDUCIARY COUNSELLING INC6,645$1.09M2.68%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brookwood Investment Group LLC6,639$1.09M0.13%-49313F-HRTimeline
Financial Partners Group, Inc6,576$1.08M0.11%-1013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,548$1.07M<0.01%+32613F-HRTimelineGroup
Live Oak Investment Partners6,455$1.06M0.57%+14713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,425$1.05M0.03%+43813F-HRTimelineGroup
Ballentine Partners, LLC6,351$1.04M0.01%new13F-HRTimeline
Great Diamond Partners, LLC6,309$1.03M0.18%+1,26913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,300$1.03M<0.01%-30013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,280$1.03M<0.01%+5,85813F-HRTimelineGroup
Bigelow Investment Advisors, LLC6,277$1.03M0.37%013F-HRTimeline
XML Financial, LLC6,169$1.01M0.07%+30013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,119$1M<0.01%-69613F-HRTimelineGroup
Waverly Advisors, LLC6,115$1M0.01%+49513F-HRTimeline
Walkner Condon Financial Advisors LLC6,090$997K0.11%+413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,033$987K0.07%-6213F-HRTimeline
Gateway Wealth Partners, LLC6,026$986K0.06%-4,94713F-HRTimeline
WHITTIER TRUST CO5,944$981K0.01%+3,67913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,858$959K0.58%013F-HRTimeline
XY Planning Network, Inc.5,834$955K0.12%+22413F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,826$954K0.59%+1213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,790$948K0.01%new13F-HR/ATimeline
Western Wealth Management, LLC5,753$942K0.03%-19813F-HRTimeline
Front Row Advisors LLC5,549$938K0.27%-10813F-HRTimeline
MANNING & NAPIER ADVISORS LLC5,718$936K0.01%-47713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,710$935K0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC5,708$934K0.03%-4313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,630$921K<0.01%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,596$916K0.2%-3613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,590$915K0.02%-45313F-HRTimeline
Riverwater Partners LLC5,587$914K0.27%-38513F-HRTimeline
IFG Advisory, LLC5,585$914K0.03%new13F-HRTimeline
THEORY FINANCIAL LLC5,505$901K0.28%+52213F-HRTimeline
Two West Capital Advisors LLC5,532$900K0.45%+44013F-HRTimeline
LifePlan Investment Advisors, Inc.5,498$900K0.31%-28613F-HRTimeline
Aaron Wealth Advisors LLC5,494$899K0.05%-19513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,489$898K0.02%013F-HRTimeline
SUTTON PLACE INVESTORS LLC5,477$896K0.43%-1713F-HRTimeline
Farrell Financial LLC5,471$895K0.48%-7013F-HRTimeline
IFP Advisors, Inc5,444$891K0.02%-10513F-HRTimeline
GTS SECURITIES LLC5,436$890K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC5,428$888K0.01%+23713F-HRTimeline
Keel Point, LLC5,412$886K0.05%-1,84613F-HRTimeline
Weinberger Asset Management, Inc5,402$884K0.28%+10913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,314$870K<0.01%+8513F-HRTimelineGroup
Shotwell Rutter Baer Inc5,308$869K0.48%-7913F-HRTimeline
Jeter Robert S II5,239$868K0.83%-5013F-HRTimeline
MBE Wealth Management, LLC5,242$858K0.3%+5413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,215$854K0.01%-14,44713F-HRTimelineGroup
NewEdge Wealth, LLC5,214$853K0.01%-29113F-HRTimeline