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Disclosery

ESGU ISHARES TR

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COM (fund)

753 managers (758 13F filers) reported a position in ESGU shares at 2025-03-31, 80,529,204 shares in all. 34 filers opened a position and 63 filers sold out during the quarter.

Managers
753
13F filers
758
New
34
Added
242
Reduced
340
Sold out
63
Shares held by filers
80,529,204

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
Diversify Advisory Services, LLCgroup of 2 filers holding17,725$2.14M+2,744Timeline
Regal Investment Advisors LLC17,519$2.14M0.17%+1,51013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,481$2.13M0.9%-1713F-HRTimeline
ONE Advisory Partners, LLC17,422$2.12M0.91%-7,58413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,259$2.1M0.04%+7,89213F-HRTimeline
Vision Capital Management, Inc.17,004$2.07M0.3%-27013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,859$2.06M0.15%-4,70413F-HRTimeline
White Lighthouse Investment Management …16,604$2.02M0.36%-42513F-HRTimeline
GenTrust, LLC16,378$2M0.1%+2,07713F-HRTimeline
Pioneer Wealth Management Group16,003$1.95M0.84%13F-HRTimeline
Perennial Investment Advisors, LLC15,939$1.94M0.22%-12913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,790$1.92M0.04%-37613F-HRTimelineGroup
SigFig Wealth Management, LLC15,859$1.92M0.07%+1,61313F-HRTimeline
1ST SOURCE BANK15,378$1.87M0.11%013F-HRTimeline
BEACON FINANCIAL GROUP15,378$1.87M0.2%-7313F-HRTimeline
Garde Capital, Inc.15,231$1.86M0.11%-50513F-HRTimeline
Mayflower Financial Advisors, LLC15,161$1.85M0.28%-2,27013F-HRTimeline
Snowden Capital Advisors LLC14,910$1.82M0.06%+47713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC14,334$1.75M1.65%-1,27313F-HRTimeline
Avidian Wealth Enterprises, LLC14,314$1.74M0.08%+1,32313F-HRTimeline
Bogart Wealth, LLC14,157$1.73M0.08%-17713F-HRTimeline
Compound Planning, Inc.14,142$1.72M0.08%-3,39513F-HRTimeline
Grey Ledge Advisors, LLC14,110$1.72M0.45%-2,31713F-HRTimeline
Ipsen Advisor Group LLC14,034$1.71M1.47%-49413F-HRTimeline
Caliber Wealth Management, LLC / KS14,020$1.71M0.23%13F-HRTimeline
Mendel Capital Management LLC14,012$1.71M1.03%-18713F-HRTimeline
Clear Creek Financial Management, LLC14,001$1.71M0.18%-5113F-HRTimeline
GFS Advisors, LLC13,995$1.71M0.34%013F-HRTimeline
Allworth Financial LP14,282$1.7M0.01%-22413F-HRTimeline
NEPC LLC13,905$1.7M0.05%+5,24113F-HRTimeline
J.W. COLE ADVISORS, INC.13,707$1.67M0.05%+3,98213F-HRTimeline
Strategic Point Investment Advisors, LLC13,575$1.65M0.28%-7013F-HRTimeline
TOWNSQUARE CAPITAL LLC13,530$1.65M0.02%-15,00413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,842$1.57M<0.01%-5,34713F-HRTimelineGroup
SYM FINANCIAL Corp12,785$1.56M0.19%-3413F-HRTimeline
Summit X, LLC12,764$1.56M0.33%-65413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)12,716$1.55M0.69%-6,98713F-HRTimeline
First Horizon Advisors, Inc.12,714$1.55M0.04%-7,78713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,603$1.54M<0.01%-12913F-HRTimelineGroup
BlueStem Wealth Partners, LLC12,550$1.53M0.21%-1,80313F-HRTimeline
JMG Financial Group, Ltd.12,544$1.53M0.05%+48713F-HRTimeline
GeoWealth Management, LLC12,260$1.49M0.06%+7,58913F-HRTimeline
AlphaCore Capital LLC12,231$1.49M0.13%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC12,130$1.48M0.87%-10713F-HRTimeline
Clearview Wealth Advisors LLC12,115$1.48M1.1%+4313F-HRTimeline
BLAIR WILLIAM & CO/IL12,105$1.48M<0.01%+25613F-HRTimeline
RTD Financial Advisors, Inc.12,085$1.47M0.2%+5113F-HRTimeline
Valmark Advisers, Inc.11,995$1.46M0.02%-21113F-HRTimeline
Sequoia Financial Advisors, LLC11,948$1.46M0.01%+36513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,872$1.45M0.3%-27213F-HRTimeline
Modern Wealth Management, LLC11,853$1.45M0.05%+4,87813F-HR/ATimeline
VestGen Advisors, LLC11,847$1.44M0.07%13F-HRTimeline
Chicago Partners Investment Group LLC11,760$1.44M0.05%-2413F-HRTimeline
DAVENPORT & Co LLC11,796$1.44M0.01%+12813F-HRTimeline
Acropolis Investment Management, LLC11,739$1.43M0.08%-6313F-HRTimeline
Sensible Financial Planning & Managemen…11,714$1.43M0.29%+9913F-HRTimeline
Sowell Financial Services LLC11,642$1.42M0.06%-5413F-HRTimeline
Sovran Advisors, LLC12,360$1.42M0.18%+15213F-HRTimeline
COMERICA BANK11,558$1.41M0.01%-86013F-HRTimeline
Symmetry Partners, LLC11,557$1.41M0.2%-5413F-HRTimeline
Brooklyn FI, LLC11,533$1.41M0.43%+54613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,484$1.4M0.01%+3,24313F-HRTimeline
West Wealth Group, LLC11,429$1.4M0.41%-43213F-HRTimeline
Shared Vision Wealth Group LLC11,367$1.39M0.76%-92513F-HRTimeline
MGO ONE SEVEN LLC11,245$1.37M0.05%+1,36913F-HRTimeline
Charter Oak Capital Management, LLC11,242$1.37M0.13%+513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,226$1.37M<0.01%+5,46813F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…11,219$1.37M0.64%+53513F-HRTimeline
Cranbrook Wealth Management, LLC10,919$1.33M0.31%+4913F-HRTimeline
Morling Financial Advisors, LLC10,790$1.32M0.45%+42113F-HRTimeline
Pure Financial Advisors, LLC10,769$1.31M0.03%+78113F-HRTimeline
Bluespring Wealth Management, LLC10,657$1.3M0.13%-59613F-HRTimeline
Advisory Alpha, LLC10,607$1.29M0.04%-12913F-HR/ATimeline
Robertson Stephens Wealth Management, L…10,547$1.29M0.05%-4,46213F-HRTimeline
CW Advisors, LLC10,494$1.28M0.02%+68213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,476$1.28M<0.01%-3813F-HRTimelineGroup
World Investment Advisors10,462$1.28M0.03%+80213F-HRTimeline
NorthCoast Asset Management LLC10,353$1.26M0.01%-45613F-HR/ATimeline
KICKSTAND VENTURES, LLC.10,288$1.25M0.32%-1,14713F-HRTimeline
Tempus Wealth Planning, LLC10,182$1.24M0.37%-2,47713F-HRTimeline
EP Wealth Advisors, LLC10,167$1.24M0.01%+1,19013F-HRTimeline
BLB&B Advisors, LLC10,141$1.24M0.06%+90413F-HRTimeline
Austin Private Wealth, LLC10,011$1.22M0.11%-1,08713F-HRTimeline
AE Wealth Management LLC9,943$1.21M0.01%-2,59213F-HRTimeline
Milestone Asset Management Group, LLC9,858$1.2M1.09%+4813F-HRTimeline
WBH ADVISORY INC9,617$1.17M0.11%+5413F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,537$1.16M0.18%-3,22113F-HRTimeline
My Legacy Advisors, LLC9,531$1.16M0.45%-2,91813F-HRTimeline
CWC Advisors, LLC.9,510$1.16M0.66%+1713F-HRTimeline
Scott Capital Advisors, LLC9,354$1.14M0.34%-7,73713F-HRTimeline
Rosenberg Matthew Hamilton9,326$1.14M0.29%-6113F-HRTimeline
W ADVISORS, LLC9,284$1.13M0.71%-70813F-HRTimeline
Rehmann Capital Advisory Group9,260$1.13M0.07%-18413F-HRTimeline
Compass Ion Advisors, LLC9,250$1.13M0.13%013F-HRTimeline
Crown Wealth Group, LLC9,217$1.12M0.58%-12013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,143$1.11M0.08%-42813F-HRTimelineGroup
SageView Advisory Group, LLC9,034$1.1M0.05%+25713F-HRTimeline
WEALTHGARDEN F.S. LLC8,965$1.09M1.05%+1,01213F-HRTimeline
Elios Financial Group Inc.8,900$1.08M0.54%+1813F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,789$1.07M0.01%-3,12613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,714$1.06M0.02%-42813F-HRTimelineGroup
WEALTH ALLIANCE, LLC8,625$1.05M0.13%-8,65613F-HRTimeline
CoreCap Advisors, LLC8,418$1.03M0.05%+14313F-HRTimeline
Tarbox Family Office, Inc.8,378$1.02M0.17%-46513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,336$1.02M0.23%+1213F-HRTimeline
Metis Global Partners, LLC8,329$1.02M0.03%+3,07513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,246$1.01M0.05%+25113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,235$1M0.04%-3,02113F-HRTimelineGroup
Aprio Wealth Management, LLC8,146$993K0.12%+6,54513F-HRTimeline
Midwest Heritage Bank, FSB8,107$988K0.41%-2913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,103$988K<0.01%-851,29113F-HRTimelineGroup
One Capital Management, LLC8,067$983K0.03%+2,78413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES8,051$982K0.38%-33413F-HRTimeline
OLIO Financial Planning8,018$977K0.34%-6,22113F-HRTimeline
Morton Brown Family Wealth, LLC7,937$968K0.33%+413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,902$963K0.01%-8213F-HRTimelineGroup
PRIVATE TRUST CO NA7,846$957K0.1%-2013F-HRTimeline
Arkadios Wealth Advisors7,804$951K0.04%new13F-HRTimeline
Banco BTG Pactual S.A.7,800$951K0.24%-40013F-HRTimeline
Hoxton Planning & Management, LLC7,784$949K0.36%+1,49413F-HRTimeline
Apexium Financial, LP7,731$942K0.06%+1713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,703$939K<0.01%-1,00013F-HRTimelineGroup
SENTINEL TRUST CO LBA7,685$937K0.11%-8213F-HRTimeline
D.A. DAVIDSON & CO.7,644$932K0.01%-1,65613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,600$927K<0.01%+10013F-HRTimelineGroup
Waverly Advisors, LLC7,558$921K0.01%+5,32413F-HRTimeline
JB Capital LLC7,458$909K0.05%+1,08313F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,447$908K0.19%-10213F-HRTimeline
KilterHowling LLC7,359$908K0.59%-25113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,362$897K0.43%-94413F-HRTimeline
American Capital Advisory, LLC7,329$893K0.48%+1813F-HRTimeline
Orin Green Financial, LLC7,978$892K0.42%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,299$890K0.05%+25413F-HRTimeline
Keel Point, LLC7,259$885K0.07%+113F-HRTimeline
ERn Financial, LLC7,234$882K0.14%-13913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,220$880K0.09%-21613F-HRTimeline
McClarren Financial Advisors, Inc.4,967$877K0.58%-2,21613F-HRTimeline
Cresset Asset Management, LLC7,068$862K<0.01%+2,10413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC7,064$861K0.19%+50813F-HRTimeline
TSA Wealth Managment LLC7,062$861K0.34%-5513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,056$860K<0.01%+99213F-HRTimelineGroup
Bigelow Investment Advisors, LLC7,030$857K0.41%-18213F-HRTimeline
WealthShield Partners, LLC6,989$852K0.11%-4,67913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,974$850K0.02%-8013F-HRTimelineGroup
Hughes Financial Services, LLC6,926$848K0.17%-41513F-HRTimeline
Keystone Financial Services6,918$843K0.32%+2,18013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,465$833K0.02%013F-HRTimelineGroup
Riverwater Partners LLC6,826$832K0.43%+1,90313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,787$827K0.05%-22413F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,763$824K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,760$824K0.05%+36213F-HRTimelineGroup
Capasso Planning Partners LLC6,704$817K0.34%-35413F-HRTimeline
Chicago Capital, LLC6,700$817K0.02%013F-HRTimeline
Financial Partners Group, Inc6,676$814K0.13%+5213F-HRTimeline
CENTRAL TRUST Co6,642$810K0.02%-15913F-HRTimeline
Beacon Pointe Advisors, LLC6,585$803K0.01%-58513F-HRTimeline
Axis Wealth Partners, LLC6,573$801K0.59%+10613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,521$795K0.07%+213F-HR/ATimeline
EASTERN BANK6,514$794K0.02%-2,04013F-HRTimeline
Amundiin group Amundi6,740$790K<0.01%013F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,476$789K0.6%013F-HRTimeline
Aaron Wealth Advisors LLC6,430$784K0.09%-1,83713F-HRTimeline
Pallas Capital Advisors LLC6,386$779K0.03%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/6,096$777K0.7%+46913F-HRTimeline
Walkner Condon Financial Advisors LLC6,306$769K0.16%-6413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,221$758K-317Timeline
Bangor Savings Bank6,180$753K0.07%-6013F-HRTimeline
Bell Investment Advisors, Inc6,146$749K0.14%-79413F-HRTimeline
Two West Capital Advisors LLC6,442$748K0.62%+16513F-HRTimeline
RCS Financial Planning, LLC6,135$748K0.39%-1,75613F-HRTimeline
SOFI WEALTH, LLC6,135$748K0.06%+5,30313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,125$747K0.07%-4,71913F-HR/ATimeline
IFG Advisory, LLC6,105$744K0.04%-1,24613F-HRTimeline
Meridian Wealth Management, LLC6,065$739K0.04%-53213F-HRTimeline
OMNI 360 Wealth, Inc.6,049$737K0.49%-37713F-HR/ATimeline
Live Oak Investment Partners6,039$736K0.58%new13F-HRTimeline
Destiny Wealth Partners, LLC6,035$736K0.12%013F-HRTimeline
Ameraudi Asset Management, Inc.6,022$734K0.42%013F-HRTimeline
Quadrant Private Wealth Management, LLC5,978$729K0.18%-2713F-HRTimeline
MKT Advisors LLC6,626$728K0.34%-10313F-HRTimeline
MAI Capital Management5,918$721K0.01%-72913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,829$711K0.38%-9,79613F-HRTimeline
5T Wealth, LLC5,796$707K0.4%-57913F-HRTimeline
Front Row Advisors LLC5,790$706K0.27%013F-HRTimeline
JSF Financial, LLC5,777$704K0.19%-81413F-HRTimeline
SUTTON PLACE INVESTORS LLC5,771$704K0.47%-24513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,753$701K<0.01%new13F-HR/ATimelineGroup
Farrell Financial LLC5,682$693K0.5%-7013F-HRTimeline
IFP Advisors, Inc5,666$691K0.02%-713F-HRTimeline
Belpointe Asset Management LLC5,606$684K0.04%-3,12513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,597$682K<0.01%-4313F-HRTimelineGroup
Cooper Financial Group5,572$679K0.09%-1,21113F-HRTimeline
Brookwood Investment Group LLC5,563$678K0.12%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,490$669K0.15%13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,485$669K0.02%-62113F-HRTimeline
Keener Financial Planning LLC5,479$667K0.43%-4613F-HRTimeline
Intrua Financial, LLC5,423$661K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,418$661K0.02%-6513F-HRTimelineGroup
Rothschild Wealth LLC5,397$658K0.18%-9113F-HRTimeline
Merkkuri Wealth Advisors LLC5,379$656K0.56%-1,51213F-HRTimeline