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Disclosery

ESGU ISHARES TR

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COM (fund)

772 managers (778 13F filers) reported a position in ESGU shares at 2025-09-30, 80,781,954 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
772
13F filers
778
New
47
Added
287
Reduced
273
Sold out
38
Shares held by filers
80,781,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Regal Investment Advisors LLC17,664$2.57M0.17%+2,86213F-HRTimeline
Fingerlakes Wealth Management, Inc.17,583$2.56M1.67%-10813F-HRTimeline
MGO ONE SEVEN LLC17,516$2.55M0.06%+2,63413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,501$2.55M0.01%+1,77813F-HRTimeline
TD Waterhouse Canada Inc.17,280$2.52M0.02%-3013F-HRTimeline
White Lighthouse Investment Management …17,328$2.52M0.38%-66013F-HRTimeline
ONE Advisory Partners, LLC17,334$2.51M0.77%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,882$2.46M0.03%-38013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,868$2.46M0.17%+513F-HRTimeline
Capital Investment Advisory Services, L…16,639$2.42M0.19%-1,10013F-HRTimeline
Snowden Capital Advisors LLC16,588$2.42M0.07%+1,71413F-HRTimeline
Icon Wealth Advisors, LLC16,552$2.41M0.16%-55813F-HRTimeline
MAI Capital Management16,364$2.38M0.01%+10,21513F-HRTimeline
COMERICA BANK16,114$2.35M0.01%+6,94613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,017$2.33M0.04%+19713F-HRTimelineGroup
Perennial Investment Advisors, LLC15,735$2.29M0.19%-20913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,719$2.29M0.14%-73413F-HRTimeline
1ST SOURCE BANK15,319$2.23M0.12%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC14,917$2.17M1.63%-1,40213F-HRTimeline
RHS Financial, LLC14,913$2.17M1.13%-26013F-HRTimeline
Mayflower Financial Advisors, LLC14,855$2.16M0.27%+613F-HRTimeline
Compound Planning, Inc.14,839$2.16M0.07%+52013F-HRTimeline
Northwest Capital Management Inc14,735$2.15M2.26%-8,91013F-HRTimeline
J.W. COLE ADVISORS, INC.14,632$2.13M0.04%+97313F-HRTimeline
Vision Capital Management, Inc.14,632$2.13M0.26%-3,64313F-HRTimeline
SYM FINANCIAL Corp14,593$2.12M0.23%+1,80813F-HRTimeline
BEACON FINANCIAL GROUP14,588$2.12M0.21%-74913F-HRTimeline
SOFI WEALTH, LLC14,538$2.12M0.11%+4,20813F-HRTimeline
Pure Financial Advisors, LLC14,412$2.1M0.03%-1,88313F-HRTimeline
Bogart Wealth, LLC14,279$2.08M0.08%-70313F-HRTimeline
Austin Private Wealth, LLC14,177$2.06M0.16%+4,46313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,145$2.06M0.04%-3,65113F-HRTimeline
GFS Advisors, LLC13,995$2.04M0.26%013F-HRTimeline
Mendel Capital Management LLC13,976$2.03M1.07%+413F-HRTimeline
AE Wealth Management LLC13,968$2.03M0.01%+4,83313F-HRTimeline
NEPC LLC13,905$2.02M0.05%013F-HRTimeline
Grey Ledge Advisors, LLC13,699$1.99M0.45%+1613F-HRTimeline
Ipsen Advisor Group LLC13,533$1.97M1.42%-36213F-HRTimeline
BlueStem Wealth Partners, LLC13,276$1.93M0.22%-80413F-HRTimeline
Avidian Wealth Enterprises, LLC13,253$1.93M0.07%+1613F-HRTimeline
DAVENPORT & Co LLC13,216$1.92M0.01%-41613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,128$1.91M<0.01%+26713F-HRTimelineGroup
Allworth Financial LP13,111$1.91M0.01%-11113F-HRTimeline
Montecito Bank & Trust13,067$1.9M0.3%13F-HRTimeline
GenTrust, LLC12,912$1.88M0.09%-3,47713F-HRTimeline
One Capital Management, LLC12,863$1.87M0.06%+5,36413F-HRTimeline
Banco BTG Pactual S.A.12,850$1.87M0.27%+2,20013F-HRTimeline
Strategic Point Investment Advisors, LLC12,840$1.87M0.27%+7013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC12,706$1.85M0.93%-24413F-HRTimeline
Cranbrook Wealth Management, LLC12,539$1.83M0.37%+1,37013F-HRTimeline
Morling Financial Advisors, LLC12,348$1.8M0.6%-5213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)12,344$1.8M0.63%+37213F-HRTimeline
Sequoia Financial Advisors, LLC12,326$1.79M0.01%+32913F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,240$1.78M0.6%+2,45913F-HRTimeline
Valmark Advisers, Inc.12,105$1.76M0.02%+1913F-HRTimeline
BLAIR WILLIAM & CO/IL12,074$1.76M<0.01%-19213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,045$1.75M<0.01%-9,82513F-HRTimelineGroup
JMG Financial Group, Ltd.11,997$1.75M0.05%-12513F-HRTimeline
Chicago Partners Investment Group LLC11,584$1.74M0.05%-5613F-HRTimeline
Ryan Investment Management, Inc.11,901$1.73M0.96%-5513F-HRTimeline
World Investment Advisors11,867$1.73M0.04%+1,44613F-HRTimeline
Caliber Wealth Management, LLC / KS11,753$1.71M0.19%-96313F-HRTimeline
HRT FINANCIAL LP11,673$1.7M0.01%new13F-HRTimeline
Clearview Wealth Advisors LLC11,661$1.7M1.09%-52513F-HRTimeline
Bluespring Wealth Management, LLC11,508$1.68M0.15%+17613F-HRTimeline
Sage Mountain Advisors LLC11,476$1.67M0.1%new13F-HRTimeline
Acropolis Investment Management, LLC12,220$1.65M0.08%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,306$1.65M0.31%-9413F-HRTimeline
Tarbox Family Office, Inc.11,278$1.64M0.24%013F-HRTimeline
VestGen Advisors, LLC11,191$1.63M0.05%+313F-HRTimeline
Charter Oak Capital Management, LLC11,107$1.62M0.13%-10513F-HRTimeline
WNY Asset Management, LLC10,954$1.59M0.15%+1,59113F-HRTimeline
Smartleaf Asset Management LLC10,845$1.57M0.1%+74313F-HRTimeline
Sowell Financial Services LLC10,792$1.57M0.06%-54113F-HRTimeline
Tempus Wealth Planning, LLC10,565$1.54M0.35%-32613F-HRTimeline
Scott Capital Advisors, LLC10,446$1.54M0.35%+2113F-HRTimeline
Advisory Alpha, LLC10,383$1.52M0.04%-23413F-HRTimeline
Global Retirement Partners, LLC10,357$1.51M0.03%+3913F-HRTimeline
WEALTHGARDEN F.S. LLC10,216$1.5M1.07%+1,23513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,189$1.48M<0.01%-4313F-HRTimelineGroup
West Wealth Group, LLC10,118$1.47M0.33%-1,26613F-HRTimeline
KICKSTAND VENTURES, LLC.9,893$1.44M0.32%013F-HRTimeline
RTD Financial Advisors, Inc.9,875$1.44M0.17%-1,16513F-HRTimeline
Arkadios Wealth Advisors9,805$1.43M0.04%+2,00113F-HRTimeline
Shared Vision Wealth Group LLC9,620$1.4M0.59%-11613F-HRTimeline
NorthCoast Asset Management LLC9,579$1.39M0.01%-18813F-HRTimeline
CWC Advisors, LLC.9,445$1.38M0.67%-4413F-HRTimeline
JB Capital LLC9,284$1.35M0.06%+1,60613F-HRTimeline
Compass Ion Advisors, LLC9,250$1.35M0.13%013F-HRTimeline
WEALTH ALLIANCE, LLC9,237$1.34M0.14%+67713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,122$1.33M0.02%+21113F-HRTimelineGroup
Rehmann Capital Advisory Group9,017$1.31M0.07%-32313F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,995$1.31M0.18%-35513F-HRTimeline
Milestone Asset Management Group, LLC8,787$1.28M0.8%+1413F-HRTimeline
BLB&B Advisors, LLC8,787$1.28M0.06%-20713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,714$1.27M0.02%013F-HRTimelineGroup
WBH ADVISORY INC8,641$1.26M0.1%+96313F-HRTimeline
W ADVISORS, LLC8,588$1.25M0.66%-21813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,557$1.25M<0.01%+2,81013F-HRTimelineGroup
OLIO Financial Planning8,532$1.24M0.36%+36013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,472$1.23M0.55%+2,44213F-HRTimeline
Hoxton Planning & Management, LLC8,469$1.23M0.4%+1,22513F-HRTimeline
Modern Wealth Management, LLC8,459$1.23M0.02%-29313F-HRTimeline
Sovran Advisors, LLC8,192$1.22M0.11%+5813F-HRTimeline
Clear Creek Financial Management, LLC8,349$1.22M0.11%-4,89613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.746$1.2M0.08%-7,66213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…8,181$1.19M0.04%-50413F-HRTimeline
Aprio Wealth Management, LLC8,134$1.18M0.12%+1313F-HRTimeline
Midwest Heritage Bank, FSB8,055$1.17M0.42%-5213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,045$1.17M0.05%+1,29713F-HRTimelineGroup
RCS Financial Planning, LLC8,036$1.17M0.52%+2,28613F-HRTimeline
Symmetry Partners, LLC8,027$1.17M0.13%-1,51013F-HRTimeline
Crown Wealth Group, LLC7,995$1.16M0.35%-39313F-HRTimeline
Orin Green Financial, LLC7,978$1.16M0.46%013F-HRTimeline
CoreCap Advisors, LLC7,953$1.16M0.04%-21113F-HRTimeline
Morton Brown Family Wealth, LLC7,942$1.16M0.33%013F-HRTimeline
Rosenberg Matthew Hamilton7,876$1.15M0.25%-1,45013F-HRTimeline
Axis Wealth Partners, LLC7,848$1.14M0.67%+43613F-HRTimeline
PITTENGER & ANDERSON INC7,846$1.14M0.04%+2,74113F-HRTimeline
Brookwood Investment Group LLC7,841$1.14M0.15%+1,27113F-HRTimeline
Apexium Financial, LP7,783$1.13M0.06%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,760$1.13M0.2%+1013F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,750$1.13M0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…7,745$1.13M0.03%-3,19113F-HRTimeline
Two West Capital Advisors LLC7,569$1.12M0.68%+37113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,674$1.12M0.01%+68513F-HRTimelineGroup
D.A. DAVIDSON & CO.7,645$1.11M0.01%-2413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,598$1.11M0.04%+42813F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES7,569$1.1M0.42%-8413F-HRTimeline
SENTINEL TRUST CO LBA7,538$1.1M0.11%-27513F-HRTimeline
KilterHowling LLC7,539$1.1M0.61%+12413F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,473$1.09M0.2%-14913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,382$1.07M0.42%+2613F-HRTimeline
Vise Technologies, Inc.7,373$1.07M0.04%+3,33113F-HRTimeline
Keel Point, LLC7,258$1.06M0.07%013F-HRTimeline
PRIVATE TRUST CO NA7,107$1.03M0.09%-30913F-HRTimeline
ERn Financial, LLC7,102$1.03M0.2%-18213F-HRTimeline
Cresset Asset Management, LLC7,069$1.03M<0.01%+113F-HR/ATimeline
Hughes Financial Services, LLC6,886$1.03M0.16%-8913F-HRTimeline
Aaron Wealth Advisors LLC7,055$1.03M0.06%+92213F-HRTimeline
TSA Wealth Managment LLC7,052$1.03M0.35%013F-HRTimeline
American Capital Advisory, LLC7,051$1.03M0.48%-27213F-HRTimeline
McClarren Financial Advisors, Inc.4,797$1.02M0.62%-2,42813F-HRTimeline
Atria Investments, Inc6,954$1.01M0.01%+2,04113F-HRTimeline
Bigelow Investment Advisors, LLC6,944$1.01M0.41%-8613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,880$1M0.19%-12813F-HRTimeline
AlphaCore Capital LLC6,803$991K0.03%-713F-HRTimeline
Financial Partners Group, Inc6,744$982K0.12%-313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,722$979K<0.01%+13613F-HRTimelineGroup
Chicago Capital, LLC6,700$976K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,693$974K0.04%-58113F-HRTimeline
MKT Advisors LLC6,638$970K0.36%+1213F-HRTimeline
Keystone Financial Services6,587$959K0.3%+8413F-HRTimeline
TABLEAUX LLC6,470$942K0.38%+3,23513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,366$927K<0.01%-9713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp6,337$923K<0.01%-21713F-HRTimelineGroup
WealthShield Partners, LLC6,279$914K0.1%-45313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,187$901K0.08%-21013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,080$885K0.02%+1,36713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC6,057$882K0.14%+1313F-HRTimeline
Ameraudi Asset Management, Inc.6,022$877K0.53%013F-HR/ATimeline
Riverwater Partners LLC6,012$875K0.36%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,428$867K0.07%013F-HRTimeline
Pallas Capital Advisors LLC5,944$865K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC5,923$862K0.11%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,879$856K0.58%-44913F-HRTimeline
Quadrant Private Wealth Management, LLC5,873$855K0.16%-8413F-HRTimeline
IFG Advisory, LLC5,861$853K0.04%+19413F-HRTimeline
Bangor Savings Bank5,811$846K0.07%-28213F-HRTimeline
Front Row Advisors LLC5,790$843K0.28%013F-HRTimeline
Meridian Wealth Management, LLC5,782$842K0.03%-27013F-HRTimeline
LifePlan Investment Advisors, Inc.5,770$840K0.35%+1,82613F-HRTimeline
SUTTON PLACE INVESTORS LLC5,759$839K0.48%-513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,766$835K<0.01%+59013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/5,707$831K0.64%-40413F-HRTimeline
Farrell Financial LLC5,688$828K0.52%-413F-HRTimeline
CENTRAL TRUST Co5,680$827K0.02%-37013F-HRTimeline
Live Oak Investment Partners5,678$827K0.55%+1,33813F-HR/ATimeline
Patriot Financial Group Insurance Agenc…5,620$818K0.1%+21513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,595$815K0.02%+3013F-HRTimeline
XY Planning Network, Inc.5,987$810K0.28%013F-HRTimeline
Bell Investment Advisors, Inc5,558$809K0.13%-33513F-HRTimeline
THEORY FINANCIAL LLC5,506$808K0.28%+2,43713F-HRTimeline
Shotwell Rutter Baer Inc5,465$804K0.52%013F-HRTimeline
Waverly Advisors, LLC5,454$794K0.01%+113F-HRTimeline
OMNI 360 Wealth, Inc.5,445$793K0.44%-52513F-HRTimeline
IFP Advisors, Inc5,411$788K0.02%-1,13013F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,350$779K<0.01%-10013F-HRTimelineGroup
Detalus Advisors, LLC5,325$775K0.2%+18713F-HRTimeline
XML Financial, LLC5,306$773K0.06%+2,34713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,272$768K0.08%+2,88913F-HRTimeline
Keener Financial Planning LLC5,261$766K0.36%-34213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,217$760K0.03%013F-HRTimelineGroup
Great Diamond Partners, LLC5,135$748K0.15%+16113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,087$741K0.06%-82313F-HR/ATimeline
ASPIRIANT, LLC5,082$740K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,075$739K<0.01%+513F-HRTimelineGroup
Resonant Capital Advisors, LLC5,048$735K0.04%013F-HRTimeline
Capasso Planning Partners LLC4,941$719K0.45%-1,80013F-HRTimeline
Metis Global Partners, LLC4,940$719K0.02%-2,60213F-HRTimeline