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Disclosery

ESGU ISHARES TR

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COM (fund)

784 managers (791 13F filers) reported a position in ESGU shares at 2024-12-31, 84,368,101 shares in all. 46 filers opened a position and 50 filers sold out during the quarter.

Managers
784
13F filers
791
New
46
Added
236
Reduced
326
Sold out
50
Shares held by filers
84,368,101

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
Capital Investment Advisory Services, L…18,049$2.33M0.22%-2,56013F-HRTimeline
CGN Advisors LLC17,933$2.31M0.22%+2,84513F-HRTimeline
Compound Planning, Inc.17,537$2.26M0.11%+2,18613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,498$2.25M0.63%-2413F-HRTimeline
Mayflower Financial Advisors, LLC17,431$2.25M0.34%-27813F-HRTimeline
WEALTH ALLIANCE, LLC17,281$2.23M0.27%+30713F-HRTimeline
Vision Capital Management, Inc.17,274$2.23M0.33%+24013F-HRTimeline
Davis Wealth Advisors, LLC17,170$2.21M2.43%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,100$2.2M<0.01%013F-HRTimelineGroup
White Lighthouse Investment Management …17,029$2.19M0.39%+23013F-HRTimeline
Scott Capital Advisors, LLC17,091$2.19M0.63%-48413F-HRTimeline
Grey Ledge Advisors, LLC16,427$2.12M0.55%-14413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,166$2.08M0.05%-49513F-HRTimelineGroup
Perennial Investment Advisors, LLC16,068$2.07M0.24%+67013F-HRTimeline
Regal Investment Advisors LLC16,009$2.06M0.16%+3813F-HRTimeline
Garde Capital, Inc.15,736$2.03M0.13%-20013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC15,625$2.01M1.02%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC15,607$2.01M2.04%+10313F-HRTimeline
BEACON FINANCIAL GROUP15,451$1.99M0.21%-213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,393$1.98M0.03%+62013F-HRTimeline
1ST SOURCE BANK15,378$1.98M0.11%+1,81213F-HRTimeline
Allworth Financial LP14,506$1.94M0.01%+59913F-HRTimeline
Robertson Stephens Wealth Management, L…15,009$1.93M0.07%+9,76213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,981$1.91M0.11%-2,23713F-HRTimelineGroup
Ipsen Advisor Group LLC14,528$1.87M1.6%13F-HRTimeline
Snowden Capital Advisors LLC14,433$1.86M0.06%-68413F-HRTimeline
BlueStem Wealth Partners, LLC14,353$1.85M0.24%13F-HRTimeline
Bogart Wealth, LLC14,334$1.85M0.09%+2,14813F-HRTimeline
SigFig Wealth Management, LLC14,246$1.84M0.07%-14913F-HRTimeline
GenTrust, LLC14,301$1.84M0.08%+813F-HRTimeline
OLIO Financial Planning14,239$1.83M0.64%-3,75413F-HRTimeline
Mendel Capital Management LLC14,199$1.83M1.11%+2513F-HRTimeline
B. Riley Wealth Advisors, Inc.14,166$1.82M0.06%-16,96613F-HRTimeline
PFG Investments, LLC14,149$1.82M0.11%+16513F-HRTimeline
Clear Creek Financial Management, LLC14,052$1.81M0.2%-2,98013F-HRTimeline
GFS Advisors, LLC13,995$1.8M0.27%013F-HRTimeline
Strategic Point Investment Advisors, LLC13,645$1.76M0.29%+12013F-HRTimeline
Summit X, LLC13,418$1.73M0.38%-53713F-HRTimeline
Avidian Wealth Enterprises, LLC12,991$1.67M0.08%+2513F-HRTimeline
SYM FINANCIAL Corp12,819$1.65M0.21%+3,01413F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,758$1.64M0.21%-1,20613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,732$1.64M<0.01%+56713F-HRTimelineGroup
Tempus Wealth Planning, LLC12,659$1.63M0.5%-2,97113F-HRTimeline
My Legacy Advisors, LLC12,449$1.63M0.63%-36213F-HRTimeline
Apeiron RIA LLC12,595$1.62M0.45%-17713F-HRTimeline
AE Wealth Management LLC12,535$1.61M0.01%+54613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…12,019$1.61M0.09%+88513F-HRTimeline
COMERICA BANK12,418$1.6M0.01%-6113F-HR/ATimeline
Global Retirement Partners, LLC12,366$1.59M0.05%-53813F-HRTimeline
Shared Vision Wealth Group LLC12,292$1.58M0.83%-1,19713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC12,237$1.58M0.98%new13F-HRTimeline
Valmark Advisers, Inc.12,206$1.57M0.02%+23713F-HRTimeline
Sovran Advisors, LLC12,208$1.57M0.22%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/12,144$1.56M0.33%-1,30213F-HRTimeline
Clearview Wealth Advisors LLC12,072$1.56M1.18%+8213F-HRTimeline
JMG Financial Group, Ltd.12,057$1.55M0.05%+36413F-HRTimeline
RTD Financial Advisors, Inc.12,034$1.55M0.2%-45613F-HRTimeline
MANNING & NAPIER ADVISORS LLC11,915$1.53M0.02%-82513F-HRTimeline
Chicago Partners Investment Group LLC11,784$1.53M0.05%+10813F-HRTimeline
West Wealth Group, LLC11,861$1.53M0.46%-2,67113F-HRTimeline
BLAIR WILLIAM & CO/IL11,849$1.53M<0.01%-24913F-HRTimeline
Acropolis Investment Management, LLC11,802$1.52M0.09%+48213F-HRTimeline
Sowell Financial Services LLC11,696$1.51M0.08%-12,77313F-HRTimeline
DAVENPORT & Co LLC11,668$1.5M0.01%+1,63013F-HRTimeline
WealthShield Partners, LLC11,668$1.5M0.21%-82813F-HRTimeline
Sensible Financial Planning & Managemen…11,615$1.5M0.31%+2,84513F-HRTimeline
Symmetry Partners, LLC11,611$1.5M0.21%+2,47613F-HRTimeline
Sequoia Financial Advisors, LLC11,583$1.49M0.01%-64413F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11,494$1.48M<0.01%-38,99013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.11,435$1.47M0.38%-92413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,256$1.45M0.11%-1,63913F-HRTimelineGroup
Bluespring Wealth Management, LLC11,253$1.45M0.15%+59313F-HRTimeline
Charter Oak Capital Management, LLC11,237$1.45M0.13%-2413F-HRTimeline
TWO SIGMA SECURITIES, LLC11,149$1.44M0.26%+75413F-HRTimeline
Gen-Wealth Partners Inc11,102$1.43M0.61%-20613F-HRTimeline
Austin Private Wealth, LLC11,098$1.43M0.13%-5613F-HRTimeline
Brooklyn FI, LLC10,987$1.42M0.47%+59213F-HR/ATimeline
Cranbrook Wealth Management, LLC10,870$1.4M0.32%+1,21913F-HRTimeline
NorthCoast Asset Management LLC10,809$1.39M0.01%+36613F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC10,844$1.39M0.13%+13013F-HR/ATimeline
Advisory Alpha, LLC10,736$1.38M0.05%-2113F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,684$1.38M0.53%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,514$1.35M<0.01%+19213F-HRTimelineGroup
Morling Financial Advisors, LLC10,369$1.34M0.47%+20713F-HRTimeline
Atria Investments, Inc10,277$1.32M0.02%-2,92813F-HRTimeline
WR Wealth Planners, LLC10,040$1.29M0.42%-12,10413F-HRTimeline
W ADVISORS, LLC9,992$1.29M0.8%-74313F-HRTimeline
Pure Financial Advisors, LLC9,988$1.29M0.03%+47713F-HRTimeline
Plum Street Advisors, LLC9,951$1.28M0.63%-47413F-HRTimeline
MGO ONE SEVEN LLC9,876$1.27M0.05%+46413F-HRTimeline
Qube Research & Technologies Ltd9,850$1.27M<0.01%+4,21113F-HRTimeline
CW Advisors, LLC9,812$1.26M0.02%-58313F-HRTimeline
Milestone Asset Management Group, LLC9,810$1.26M1.13%13F-HRTimeline
J.W. COLE ADVISORS, INC.9,725$1.25M0.05%-67713F-HRTimeline
World Investment Advisors9,660$1.24M0.03%+1,59513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,571$1.23M0.09%-59613F-HRTimelineGroup
WBH ADVISORY INC9,563$1.23M0.11%-3313F-HRTimeline
CWC Advisors, LLC.9,493$1.22M1.22%-30213F-HRTimeline
Rehmann Capital Advisory Group9,444$1.22M0.08%+41413F-HRTimeline
Rosenberg Matthew Hamilton9,387$1.21M0.31%-33713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,367$1.21M0.03%-46213F-HRTimeline
Crown Wealth Group, LLC9,337$1.2M0.49%-51513F-HRTimeline
D.A. DAVIDSON & CO.9,300$1.2M0.01%013F-HRTimeline
Compass Ion Advisors, LLC9,250$1.19M0.14%013F-HRTimeline
BLB&B Advisors, LLC9,237$1.19M0.06%-17813F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC9,155$1.18M0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,142$1.18M0.02%-2113F-HRTimelineGroup
EP Wealth Advisors, LLC8,977$1.16M0.01%+38913F-HRTimeline
Financial Advocates Investment Manageme…8,949$1.15M0.07%-116,36413F-HRTimeline
Elios Financial Group Inc.8,882$1.14M0.54%-15913F-HRTimeline
Tarbox Family Office, Inc.8,843$1.14M0.19%+913F-HRTimeline
SageView Advisory Group, LLC8,777$1.13M0.05%+613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,703$1.12M<0.01%-1,61013F-HRTimelineGroup
NEPC LLC8,664$1.12M0.03%new13F-HRTimeline
Maxwell Wealth Strategies Inc.8,643$1.11M0.45%013F-HRTimeline
Magnus Financial Group LLC8,641$1.11M0.11%-1,54913F-HRTimeline
EASTERN BANK8,554$1.1M0.02%-21213F-HRTimeline
Belpointe Asset Management LLC8,731$1.08M0.07%+23213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES8,385$1.08M0.41%-14013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,324$1.07M0.24%+1513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,306$1.07M0.53%-12113F-HRTimeline
CoreCap Advisors, LLC8,275$1.07M0.05%-11,65913F-HRTimeline
Aaron Wealth Advisors LLC8,267$1.07M0.12%-1,10113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,241$1.06M0.01%+4,40713F-HRTimeline
Banco BTG Pactual S.A.8,200$1.05M0.25%+3,80013F-HRTimeline
Midwest Heritage Bank, FSB8,136$1.05M0.49%-52413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,995$1.03M0.04%-27813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,984$1.03M0.02%-31013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,953$1.02M0.96%+23113F-HRTimeline
Morton Brown Family Wealth, LLC7,933$1.02M0.36%-59813F-HRTimeline
RCS Financial Planning, LLC7,891$1.02M0.54%-57413F-HRTimeline
PRIVATE TRUST CO NA7,866$1.01M0.1%-53013F-HRTimeline
KilterHowling LLC7,610$1.01M0.58%-2,08613F-HRTimeline
SENTINEL TRUST CO LBA7,767$1M0.11%-1,26013F-HRTimeline
Retirement Wealth Solutions LLC7,783$994K0.84%13F-HRTimeline
Apexium Financial, LP7,714$994K0.06%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,549$972K0.19%-41213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,500$966K<0.01%-40013F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC7,436$958K0.1%-1513F-HRTimeline
ERn Financial, LLC7,373$950K0.14%+34813F-HRTimeline
IFG Advisory, LLC7,351$947K0.05%new13F-HRTimeline
Hughes Financial Services, LLC7,341$946K0.19%13F-HRTimeline
American Capital Advisory, LLC7,311$942K0.52%-11713F-HRTimeline
Keel Point, LLC7,258$935K0.07%+15213F-HRTimeline
Bigelow Investment Advisors, LLC7,212$929K0.44%-42613F-HRTimeline
McClarren Financial Advisors, Inc.7,183$925K2.6%+3,27913F-HRTimeline
Beacon Pointe Advisors, LLC7,170$924K0.01%-14913F-HRTimeline
TSA Wealth Managment LLC7,117$917K0.37%-4613F-HRTimeline
Capasso Planning Partners LLC7,058$909K0.36%-14113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,054$909K0.02%-77313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,045$908K0.05%+36213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,011$903K0.05%-2,88213F-HR/ATimelineGroup
Modern Wealth Management, LLC6,975$899K0.03%-1,68013F-HR/ATimeline
Bell Investment Advisors, Inc6,940$894K0.17%+32413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,899$889K<0.01%-5,00013F-HR/ATimelineGroup
Merkkuri Wealth Advisors LLC6,891$888K0.7%-3,00213F-HRTimeline
MKT Advisors LLC6,729$886K0.39%013F-HRTimeline
CENTRAL TRUST Co6,801$876K0.02%-20713F-HRTimeline
Amundiin group Amundi6,740$874K<0.01%013F-HRTimelineGroup
Cooper Financial Group6,783$874K0.11%+713F-HRTimeline
Chicago Capital, LLC6,700$863K0.02%013F-HRTimeline
MAI Capital Management6,647$856K0.01%-57113F-HRTimeline
Financial Partners Group, Inc6,624$853K0.12%-63913F-HRTimeline
Meridian Wealth Management, LLC6,597$850K0.04%-13213F-HRTimeline
JSF Financial, LLC6,591$849K0.23%-29213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,588$849K0.02%-33613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,556$845K0.19%+40113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,538$842KnewTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,519$840K0.07%+24613F-HR/ATimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,476$834K0.63%+1513F-HRTimeline
Axis Wealth Partners, LLC6,467$833K0.7%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,465$833K0.02%+4113F-HRTimelineGroup
OMNI 360 Wealth, Inc.6,426$828K0.55%-38013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,398$824K0.05%-26213F-HRTimelineGroup
Pallas Capital Advisors LLC6,386$823K0.04%013F-HRTimeline
5T Wealth, LLC6,375$821K0.45%13F-HRTimeline
JB Capital LLC6,375$821K0.05%+2,15813F-HRTimeline
Walkner Condon Financial Advisors LLC6,370$821K0.17%+9613F-HRTimeline
Hoxton Planning & Management, LLC6,290$810K0.31%-8213F-HRTimeline
Two West Capital Advisors LLC6,277$809K0.69%-19513F-HRTimeline
Bangor Savings Bank6,240$804K0.08%-43813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,199$799K<0.01%new13F-HRTimelineGroup
Maiden Cove Capital, LLC6,195$798K0.75%+2,49513F-HRTimeline
Golden State Wealth Management, LLC6,179$796K0.12%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,106$786K0.03%-78213F-HRTimeline
Shotwell Rutter Baer Inc6,158$786K0.66%-34613F-HRTimeline
Heritage Family Offices, LLP6,096$785K0.39%-23313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,064$781K<0.01%+1,03713F-HRTimelineGroup
Destiny Wealth Partners, LLC6,035$777K0.13%-10013F-HRTimeline
Ameraudi Asset Management, Inc.6,022$776K0.43%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,016$775K0.45%+313F-HRTimeline
Quadrant Private Wealth Management, LLC6,005$774K0.19%-2013F-HRTimeline
Front Row Advisors LLC5,790$746K0.26%013F-HRTimeline
Foundations Investment Advisors, LLC5,784$745K0.01%+1,04913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,758$742K<0.01%-17,55413F-HRTimelineGroup
Farrell Financial LLC5,752$741K0.53%+1413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,709$735K0.01%+5013F-HRTimelineGroup
IFP Advisors, Inc5,673$731K0.02%+27913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,640$727K<0.01%new13F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/5,627$725K0.71%13F-HRTimeline