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Disclosery

ESGU ISHARES TR

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COM (fund)

770 managers (776 13F filers) reported a position in ESGU shares at 2025-06-30, 78,523,809 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
770
13F filers
776
New
51
Added
241
Reduced
330
Sold out
33
Shares held by filers
78,523,809

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fingerlakes Wealth Management, Inc.17,691$2.39M1.79%-27713F-HRTimeline
Davis Wealth Advisors, LLC17,642$2.39M2.53%-1,60813F-HRTimeline
Pioneer Wealth Management Group17,414$2.36M0.87%+1,41113F-HRTimeline
TD Waterhouse Canada Inc.17,310$2.34M0.02%-80113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,262$2.34M0.04%+313F-HRTimeline
High Falls Advisors, Inc17,174$2.32M0.51%-2,26313F-HRTimeline
Icon Wealth Advisors, LLC17,110$2.31M0.16%-92313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,863$2.28M0.18%+413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,453$2.23M0.18%-4,29013F-HRTimeline
GenTrust, LLC16,389$2.22M0.1%+1113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC16,319$2.21M1.81%+1,98513F-HRTimeline
Pure Financial Advisors, LLC16,295$2.2M0.04%+5,52613F-HRTimeline
Perennial Investment Advisors, LLC15,944$2.16M0.21%+513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,820$2.14M0.04%+3013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,723$2.13M0.01%+4,23913F-HRTimeline
BEACON FINANCIAL GROUP15,337$2.08M0.22%-4113F-HRTimeline
1ST SOURCE BANK15,319$2.07M0.11%-5913F-HRTimeline
RHS Financial, LLC15,173$2.05M1.17%-15,94913F-HRTimeline
Bogart Wealth, LLC14,982$2.03M0.09%+82513F-HRTimeline
MGO ONE SEVEN LLC14,882$2.01M0.06%+3,63713F-HRTimeline
Snowden Capital Advisors LLC14,874$2.01M0.06%-3613F-HRTimeline
Mayflower Financial Advisors, LLC14,849$2.01M0.28%-31213F-HRTimeline
Regal Investment Advisors LLC14,802$2M0.15%-2,71713F-HRTimeline
FLOW TRADERS U.S. LLC14,786$2M0.07%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,675$1.99M<0.01%+1,83313F-HRTimelineGroup
Compound Planning, Inc.14,319$1.94M0.07%+17713F-HRTimeline
BlueStem Wealth Partners, LLC14,080$1.9M0.23%+1,53013F-HRTimeline
GFS Advisors, LLC13,995$1.89M0.26%013F-HRTimeline
Mendel Capital Management LLC13,972$1.89M1.08%-4013F-HRTimeline
NEPC LLC13,905$1.88M0.05%013F-HRTimeline
Ipsen Advisor Group LLC13,895$1.88M1.43%-13913F-HRTimeline
Grey Ledge Advisors, LLC13,683$1.85M0.45%-42713F-HRTimeline
J.W. COLE ADVISORS, INC.13,659$1.85M0.04%-4813F-HRTimeline
DAVENPORT & Co LLC13,632$1.84M0.01%+1,83613F-HRTimeline
Clear Creek Financial Management, LLC13,245$1.79M0.17%-75613F-HRTimeline
Avidian Wealth Enterprises, LLC13,237$1.79M0.07%-1,07713F-HRTimeline
Allworth Financial LP13,222$1.79M0.01%-1,06013F-HRTimeline
Summit X, LLC13,124$1.78M0.33%+36013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC12,950$1.75M0.97%+82013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,861$1.74M<0.01%+25813F-HRTimelineGroup
SYM FINANCIAL Corp12,785$1.73M0.19%013F-HRTimeline
Strategic Point Investment Advisors, LLC12,770$1.73M0.27%-80513F-HRTimeline
Caliber Wealth Management, LLC / KS12,716$1.72M0.18%-1,30413F-HRTimeline
Morling Financial Advisors, LLC12,400$1.68M0.55%+1,61013F-HRTimeline
BLAIR WILLIAM & CO/IL12,266$1.66M<0.01%+16113F-HRTimeline
Acropolis Investment Management, LLC12,220$1.65M0.09%+48113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,200$1.65M<0.01%new13F-HRTimeline
Clearview Wealth Advisors LLC12,186$1.65M1.15%+7113F-HRTimeline
JMG Financial Group, Ltd.12,122$1.64M0.05%-42213F-HRTimeline
Valmark Advisers, Inc.12,086$1.64M0.02%+9113F-HRTimeline
Sequoia Financial Advisors, LLC11,997$1.62M0.01%+4913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)11,972$1.62M0.7%-74413F-HRTimeline
Ryan Investment Management, Inc.11,956$1.62M1.03%13F-HRTimeline
Chicago Partners Investment Group LLC11,640$1.61M0.05%-12013F-HRTimeline
Atria Wealth Solutions, Inc.11,633$1.58M0.04%-28,43113F-HRTimeline
West Wealth Group, LLC11,384$1.58M0.39%-4513F-HRTimeline
VestGen Advisors, LLC11,188$1.54M0.06%-65913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,400$1.54M0.3%-47213F-HRTimeline
Sowell Financial Services LLC11,333$1.53M0.06%-30913F-HRTimeline
Bluespring Wealth Management, LLC11,332$1.53M0.15%+67513F-HRTimeline
Tarbox Family Office, Inc.11,278$1.53M0.23%+2,90013F-HRTimeline
Charter Oak Capital Management, LLC11,212$1.52M0.13%-3013F-HRTimeline
Cranbrook Wealth Management, LLC11,169$1.51M0.32%+25013F-HRTimeline
RTD Financial Advisors, Inc.11,040$1.49M0.19%-1,04513F-HRTimeline
CW Advisors, LLC11,035$1.49M0.01%+54113F-HRTimeline
Robertson Stephens Wealth Management, L…10,936$1.48M0.05%+38913F-HRTimeline
Tempus Wealth Planning, LLC10,891$1.47M0.37%+70913F-HRTimeline
Banco BTG Pactual S.A.10,650$1.44M0.29%+2,85013F-HRTimeline
Advisory Alpha, LLC10,617$1.44M0.04%+1013F-HRTimeline
Elios Financial Group Inc.10,615$1.44M0.65%+1,71513F-HRTimeline
Scott Capital Advisors, LLC10,425$1.42M0.39%+1,07113F-HRTimeline
World Investment Advisors10,421$1.41M0.03%-4113F-HRTimeline
SOFI WEALTH, LLC10,330$1.4M0.09%+4,19513F-HRTimeline
Global Retirement Partners, LLC10,318$1.4M0.03%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,232$1.38M<0.01%-24413F-HRTimelineGroup
Smartleaf Asset Management LLC10,102$1.36M0.12%+5,74613F-HRTimeline
EP Wealth Advisors, LLC10,008$1.35M0.01%-15913F-HRTimeline
Shared Vision Wealth Group LLC9,736$1.35M0.67%-1,63113F-HRTimeline
KICKSTAND VENTURES, LLC.9,893$1.34M0.31%-39513F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,781$1.32M0.49%-1,43813F-HRTimeline
NorthCoast Asset Management LLC9,767$1.32M0.01%-58613F-HRTimeline
Austin Private Wealth, LLC9,714$1.31M0.1%-29713F-HRTimeline
Symmetry Partners, LLC9,537$1.29M0.16%-2,02013F-HRTimeline
CWC Advisors, LLC.9,489$1.28M0.66%-2113F-HRTimeline
WNY Asset Management, LLC9,363$1.27M0.14%+4,44913F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,350$1.27M0.19%-18713F-HRTimeline
Rehmann Capital Advisory Group9,340$1.26M0.08%+8013F-HRTimeline
Rosenberg Matthew Hamilton9,326$1.26M0.29%013F-HRTimeline
Compass Ion Advisors, LLC9,250$1.25M0.14%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,981$1.24M1.03%+1613F-HRTimeline
COMERICA BANK9,168$1.24M<0.01%-2,39013F-HRTimeline
AE Wealth Management LLC9,135$1.24M0.01%-80813F-HRTimeline
BLB&B Advisors, LLC8,994$1.22M0.06%-1,14713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,911$1.21M0.02%+1,93713F-HRTimelineGroup
W ADVISORS, LLC8,806$1.19M0.68%-47813F-HRTimeline
Milestone Asset Management Group, LLC8,773$1.19M0.88%-1,08513F-HRTimeline
Modern Wealth Management, LLC8,752$1.18M0.03%-3,10113F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,714$1.18M0.02%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…8,685$1.18M0.05%+43913F-HRTimeline
My Legacy Advisors, LLC8,549$1.17M0.42%-98213F-HRTimeline
WEALTH ALLIANCE, LLC8,560$1.16M0.13%-6513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,457$1.14M0.06%+1,67013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.8,408$1.14M0.08%-73513F-HRTimelineGroup
Crown Wealth Group, LLC8,388$1.13M0.43%-82913F-HRTimeline
OLIO Financial Planning8,172$1.11M0.35%+15413F-HRTimeline
CoreCap Advisors, LLC8,164$1.1M0.04%-25413F-HRTimeline
Sovran Advisors, LLC8,134$1.1M0.12%-4,22613F-HRTimeline
Aprio Wealth Management, LLC8,121$1.1M0.12%-2513F-HRTimeline
Midwest Heritage Bank, FSB8,107$1.1M0.41%013F-HRTimeline
Orin Green Financial, LLC7,978$1.08M0.46%013F-HRTimeline
Morton Brown Family Wealth, LLC7,942$1.07M0.33%+513F-HRTimeline
SENTINEL TRUST CO LBA7,813$1.06M0.11%+12813F-HRTimeline
Arkadios Wealth Advisors7,804$1.06M0.03%013F-HRTimeline
Apexium Financial, LP7,783$1.05M0.06%+5213F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,750$1.05M0.01%-1,03913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,750$1.05M0.21%-58613F-HRTimeline
JB Capital LLC7,678$1.04M0.05%+22013F-HRTimeline
WBH ADVISORY INC7,678$1.04M0.09%-1,93913F-HRTimeline
D.A. DAVIDSON & CO.7,669$1.04M0.01%+2513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,653$1.04M0.41%-39813F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,622$1.03M0.19%+17513F-HRTimeline
Metis Global Partners, LLC7,542$1.02M0.03%-78713F-HRTimeline
GTS SECURITIES LLC7,513$1.02M0.05%new13F-HRTimeline
One Capital Management, LLC7,499$1.01M0.04%-56813F-HRTimeline
PRIVATE TRUST CO NA7,416$1M0.1%-43013F-HRTimeline
KilterHowling LLC7,415$1M0.6%+5613F-HRTimeline
Axis Wealth Partners, LLC7,412$1M0.66%+83913F-HRTimeline
Two West Capital Advisors LLC7,198$1M0.66%+75613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,356$995K0.43%-613F-HRTimeline
American Capital Advisory, LLC7,323$991K0.5%-613F-HRTimeline
ERn Financial, LLC7,284$986K0.21%+5013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,274$984K0.05%-2513F-HRTimeline
Keel Point, LLC7,258$982K0.06%-113F-HRTimeline
Hoxton Planning & Management, LLC7,244$980K0.34%-54013F-HRTimeline
McClarren Financial Advisors, Inc.7,225$978K0.64%+2,25813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,170$970K0.04%-1,06513F-HRTimelineGroup
Hughes Financial Services, LLC6,975$965K0.17%+4913F-HRTimeline
Cresset Asset Management, LLC7,068$956K<0.01%013F-HR/ATimeline
TSA Wealth Managment LLC7,052$954K0.35%-1013F-HRTimeline
Bigelow Investment Advisors, LLC7,030$951K0.42%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC7,008$948K0.19%-5613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,989$946K0.01%-91313F-HRTimelineGroup
AlphaCore Capital LLC6,810$921K0.04%-5,42113F-HRTimeline
Amundiin group Amundi6,740$914K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,748$913K0.04%-1213F-HRTimelineGroup
Financial Partners Group, Inc6,747$913K0.13%+7113F-HRTimeline
Capasso Planning Partners LLC6,741$912K0.52%+3713F-HRTimeline
WealthShield Partners, LLC6,732$911K0.11%-25713F-HRTimeline
Chicago Capital, LLC6,700$907K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,683$904K<0.01%-35,50813F-HR/ATimelineGroup
MKT Advisors LLC6,626$894K0.35%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,586$891K<0.01%-47013F-HRTimelineGroup
Brookwood Investment Group LLC6,570$889K0.14%+1,00713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,554$887K<0.01%-1,14913F-HRTimelineGroup
IFP Advisors, Inc6,541$885K0.03%+87513F-HRTimeline
Keystone Financial Services6,503$880K0.3%-41513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,463$874K<0.01%+86613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,428$870K0.07%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,397$865K0.08%-82313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,328$856K0.62%-14813F-HRTimeline
Beacon Pointe Advisors, LLC6,225$842K0.01%-36013F-HRTimeline
MAI Capital Management6,149$832K0.01%+23113F-HRTimeline
Aaron Wealth Advisors LLC6,133$830K0.08%-29713F-HRTimeline
Cornerstone Financial Group, LLC /NE/6,111$827K0.7%+1513F-HRTimeline
Bangor Savings Bank6,093$824K0.07%-8713F-HRTimeline
Meridian Wealth Management, LLC6,052$819K0.03%-1313F-HRTimeline
CENTRAL TRUST Co6,050$819K0.02%-59213F-HRTimeline
Walkner Condon Financial Advisors LLC6,044$818K0.15%-26213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,030$816K0.38%+20113F-HRTimeline
Ameraudi Asset Management, Inc.6,022$815K0.43%013F-HRTimeline
Riverwater Partners LLC6,007$813K0.38%-81913F-HRTimeline
XY Planning Network, Inc.5,987$810K0.28%new13F-HRTimeline
OMNI 360 Wealth, Inc.5,970$808K0.5%-7913F-HR/ATimeline
Quadrant Private Wealth Management, LLC5,957$806K0.17%-2113F-HRTimeline
Pallas Capital Advisors LLC5,944$804K0.03%-44213F-HRTimeline
Destiny Wealth Partners, LLC5,923$801K0.11%-11213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,910$800K0.07%-21513F-HR/ATimeline
Bell Investment Advisors, Inc5,893$797K0.14%-25313F-HRTimeline
Front Row Advisors LLC5,790$783K0.27%013F-HRTimeline
SUTTON PLACE INVESTORS LLC5,764$780K0.47%-713F-HRTimeline
RCS Financial Planning, LLC5,750$778K0.39%-38513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,747$778K<0.01%-1,01613F-HRTimelineGroup
Farrell Financial LLC5,692$770K0.52%+1013F-HRTimeline
IFG Advisory, LLC5,667$767K0.04%-43813F-HRTimeline
Keener Financial Planning LLC5,603$758K0.38%+12413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,565$753K0.02%+8013F-HRTimeline
PFG Advisors5,554$751K0.03%+67913F-HRTimeline
Shotwell Rutter Baer Inc5,465$746K0.51%-13713F-HRTimeline
Waverly Advisors, LLC5,453$738K0.01%-2,10513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,450$737K<0.01%-2,15013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,405$731K0.08%+25813F-HRTimeline
Atlas Private Wealth Advisors5,348$724K0.09%+1013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,305$718K0.14%13F-HRTimelineGroup
Western Wealth Management, LLC5,259$712K0.04%+5013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,217$706K0.03%-20113F-HRTimelineGroup
MEMBERS CAPITAL ADVISORS INC5,205$704K0.81%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,176$695K<0.01%+1,14813F-HRTimelineGroup
Detalus Advisors, LLC5,138$695K0.2%+613F-HRTimeline
IHT Wealth Management, LLC5,138$695K0.02%-2413F-HRTimeline
PITTENGER & ANDERSON INC5,105$691K0.03%-13913F-HRTimeline