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Disclosery

ESGU ISHARES TR

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COM (fund)

828 managers (836 13F filers) reported a position in ESGU shares at 2025-12-31, 78,782,941 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
828
13F filers
836
New
60
Added
264
Reduced
307
Sold out
36
Shares held by filers
78,782,941

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MGO ONE SEVEN LLC17,786$2.65M0.05%+27013F-HRTimeline
High Falls Advisors, Inc17,673$2.63M0.53%-813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,600$2.62M<0.01%-5,40013F-HRTimeline
MAI Capital Management17,580$2.62M0.02%+1,21613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,518$2.61M0.49%-19913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC17,445$2.6M1.23%+4,73913F-HRTimeline
Fingerlakes Wealth Management, Inc.17,360$2.59M1.64%-22313F-HRTimeline
DIVERSIFIED TRUST CO17,301$2.58M0.05%-1,00013F-HRTimeline
White Lighthouse Investment Management …17,143$2.55M0.36%-18513F-HRTimeline
ONE Advisory Partners, LLC17,119$2.55M0.77%-21513F-HRTimeline
TD Waterhouse Canada Inc.16,903$2.52M0.02%-37713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,819$2.51M0.03%-6313F-HRTimeline
Compound Planning, Inc.16,785$2.5M0.07%+1,94613F-HRTimeline
Icon Wealth Advisors, LLC16,570$2.47M0.16%+1813F-HRTimeline
Snowden Capital Advisors LLC16,476$2.45M0.06%-11213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,997$2.38M0.04%-2013F-HRTimelineGroup
Regal Investment Advisors LLC15,921$2.37M0.14%-1,74313F-HRTimeline
Capital Investment Advisory Services, L…15,889$2.37M0.17%-75013F-HRTimeline
Perennial Investment Advisors, LLC15,825$2.36M0.19%+9013F-HRTimeline
Madrid Wealth Management, LLC15,562$2.32M1.88%13F-HRTimeline
Pure Financial Advisors, LLC15,229$2.27M0.03%+81713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)15,145$2.26M0.75%+2,80113F-HRTimeline
AE Wealth Management LLC15,051$2.24M0.01%+1,08313F-HRTimeline
SYM FINANCIAL Corp15,008$2.24M0.23%+41513F-HRTimeline
J.W. COLE ADVISORS, INC.15,028$2.23M0.05%+39613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC14,925$2.22M1.53%+813F-HRTimeline
Mayflower Financial Advisors, LLC14,857$2.21M0.27%+213F-HRTimeline
1ST SOURCE BANK14,855$2.21M0.12%-46413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,651$2.18M0.02%+5,52913F-HRTimelineGroup
Vision Capital Management, Inc.14,642$2.18M0.26%+1013F-HRTimeline
BEACON FINANCIAL GROUP14,627$2.18M0.22%+3913F-HRTimeline
Arax Advisory Partners14,506$2.16M0.06%new13F-HRTimeline
Bogart Wealth, LLC13,914$2.07M0.08%-36513F-HRTimeline
NEPC LLC13,905$2.07M0.04%013F-HRTimeline
Acropolis Investment Management, LLC13,610$2.03M0.09%+1,39013F-HRTimeline
GFS Advisors, LLC13,500$2.01M0.24%-49513F-HRTimeline
RHS Financial, LLC13,478$2.01M0.98%-1,43513F-HRTimeline
Arkadios Wealth Advisors13,445$2M0.04%+3,64013F-HRTimeline
Grey Ledge Advisors, LLC13,369$1.99M0.45%-33013F-HRTimeline
Avidian Wealth Enterprises, LLC13,274$1.98M0.07%+2113F-HRTimeline
DAVENPORT & Co LLC13,251$1.97M0.01%+3513F-HRTimeline
GenTrust, LLC13,105$1.95M0.08%+19313F-HRTimeline
Simplicity Wealth,LLC13,083$1.95M0.12%new13F-HRTimeline
Banco BTG Pactual S.A.13,051$1.94M0.34%+20113F-HRTimeline
BlueStem Wealth Partners, LLC13,018$1.94M0.21%-25813F-HRTimeline
Allworth Financial LP12,832$1.91M0.01%-27913F-HRTimeline
Sequoia Financial Advisors, LLC12,744$1.9M0.01%+41813F-HRTimeline
Montecito Bank & Trust12,697$1.89M0.3%-37013F-HRTimeline
Strategic Point Investment Advisors, LLC12,685$1.89M0.26%-15513F-HRTimeline
BLAIR WILLIAM & CO/IL12,547$1.87M0.01%+47313F-HRTimeline
Morling Financial Advisors, LLC12,527$1.87M0.59%+17913F-HRTimeline
Cranbrook Wealth Management, LLC12,489$1.86M0.37%-5013F-HRTimeline
WIT, LLC12,474$1.86M0.04%new13F-HRTimeline
Smartleaf Asset Management LLC12,279$1.84M0.07%+1,43413F-HRTimeline
Ramiah Investment Group12,365$1.84M1.6%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC12,315$1.83M1.1%13F-HRTimeline
World Investment Advisors12,215$1.82M0.03%+34813F-HR/ATimeline
Austin Private Wealth, LLC12,122$1.81M0.14%-2,05513F-HRTimeline
Caliber Wealth Management, LLC / KS11,907$1.77M0.19%+15413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,889$1.77M<0.01%+1,70013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…11,768$1.75M0.38%-47213F-HRTimeline
Ipsen Advisor Group LLC11,749$1.75M1.24%-1,78413F-HRTimeline
Clearview Wealth Advisors LLC11,713$1.75M1.11%+5213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,228$1.71M0.84%+8,04413F-HRTimeline
Sage Mountain Advisors LLC11,476$1.71M0.09%013F-HRTimeline
Global Retirement Partners, LLC11,427$1.7M0.03%+1,07013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,391$1.7M+6,532Timeline
Chicago Partners Investment Group LLC11,260$1.69M0.04%-32413F-HRTimeline
Charter Oak Capital Management, LLC11,108$1.65M0.13%+113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,080$1.65M<0.01%+2,52313F-HRTimelineGroup
Sowell Financial Services LLC10,883$1.62M0.06%+9113F-HRTimeline
RCS Financial Planning, LLC10,768$1.6M0.69%+2,73213F-HRTimeline
Tempus Wealth Planning, LLC10,601$1.58M0.36%+3613F-HRTimeline
Scott Capital Advisors, LLC10,472$1.56M0.35%+2613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,456$1.56M0.28%-85013F-HRTimeline
JMG Financial Group, Ltd.10,399$1.55M0.04%-1,59813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,385$1.55M<0.01%-2,74313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC10,333$1.54M0.03%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,301$1.53M0.12%-6,56713F-HRTimeline
Headlands Technologies LLC10,212$1.52M0.13%new13F-HRTimeline
West Wealth Group, LLC10,122$1.51M0.31%+413F-HRTimeline
Bluespring Wealth Management, LLC10,116$1.51M0.13%-1,39213F-HRTimeline
OLIO Financial Planning10,084$1.5M0.42%+1,55213F-HRTimeline
Shared Vision Wealth Group LLC9,912$1.5M0.61%+29213F-HRTimeline
GC Wealth Management RIA, LLC9,948$1.48M0.05%+5,08013F-HRTimeline
Dynamic Advisor Solutions LLC9,884$1.47M0.05%-15,45213F-HRTimeline
KICKSTAND VENTURES, LLC.9,865$1.47M0.31%-2813F-HRTimeline
RTD Financial Advisors, Inc.9,850$1.47M0.18%-2513F-HRTimeline
Vise Technologies, Inc.9,726$1.45M0.03%+2,35313F-HRTimeline
Hoxton Planning & Management, LLC15,232$1.44M0.43%+6,76313F-HRTimeline
Modern Wealth Management, LLC9,653$1.44M0.03%+1,19413F-HRTimeline
WEALTHGARDEN F.S. LLC9,502$1.44M0.95%-71413F-HRTimeline
Contango Wealth Management LLC9,477$1.41M1.58%13F-HRTimeline
CWC Advisors, LLC.9,446$1.41M0.68%+113F-HRTimeline
PITTENGER & ANDERSON INC9,281$1.38M0.05%+1,43513F-HRTimeline
COMERICA BANK9,260$1.38M0.01%-6,85413F-HRTimeline
Compass Ion Advisors, LLC9,250$1.38M0.13%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,193$1.37M0.17%13F-HRTimeline
Symmetry Partners, LLC9,189$1.37M0.08%+1,16213F-HRTimeline
Xena Financial Planning, LLC9,178$1.37M1.61%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,065$1.35M0.08%new13F-HRTimeline
BLB&B Advisors, LLC8,981$1.34M0.06%+19413F-HRTimeline
Advisors Capital Management, LLC8,804$1.31M0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,714$1.3M0.02%013F-HRTimelineGroup
Milestone Asset Management Group, LLC8,685$1.29M0.73%-10213F-HRTimeline
Aprio Wealth Management, LLC8,646$1.29M0.07%+51213F-HRTimeline
W ADVISORS, LLC8,588$1.28M0.64%013F-HRTimeline
Rehmann Capital Advisory Group8,584$1.28M0.07%-43313F-HRTimeline
Keystone Financial Services8,553$1.27M0.38%+1,96613F-HRTimeline
WEALTH ALLIANCE, LLC8,542$1.27M0.12%-69513F-HRTimeline
JB Capital LLC8,463$1.26M0.05%-82113F-HRTimeline
Brookwood Investment Group LLC8,359$1.25M0.15%+51813F-HRTimeline
Clear Creek Financial Management, LLC8,263$1.23M0.1%-8613F-HRTimeline
CENTRAL TRUST Co8,228$1.23M0.02%+2,54813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,196$1.22M0.08%+1,76813F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,139$1.21M0.17%-85613F-HRTimeline
CoreCap Advisors, LLC8,123$1.21M0.04%+17013F-HRTimeline
Ryan Investment Management, Inc.8,111$1.21M0.67%-3,79013F-HRTimeline
Sovran Advisors, LLC7,978$1.2M0.1%-21413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,003$1.19M0.04%-4213F-HRTimelineGroup
Crown Wealth Group, LLC7,995$1.19M0.33%013F-HRTimeline
Orin Green Financial, LLC7,978$1.19M0.48%013F-HRTimeline
WBH ADVISORY INC7,907$1.18M0.09%-73413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,868$1.17M<0.01%+2,10213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.749$1.17M0.08%+313F-HRTimelineGroup
Axis Wealth Partners, LLC7,831$1.17M0.64%-1713F-HRTimeline
Robertson Stephens Wealth Management, L…7,790$1.16M0.03%+4513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,773$1.16M0.21%+1313F-HRTimeline
Morton Brown Family Wealth, LLC7,662$1.14M0.31%-28013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,467$1.11M0.41%-10213F-HRTimeline
AlphaCore Capital LLC7,459$1.11M0.02%+65613F-HRTimeline
SENTINEL TRUST CO LBA7,410$1.1M0.11%-12813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,372$1.1M0.41%-1013F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,366$1.1M0.18%-10713F-HRTimeline
Midwest Heritage Bank, FSB7,306$1.09M0.38%-74913F-HRTimeline
KilterHowling LLC7,261$1.08M0.55%-27813F-HRTimeline
Two West Capital Advisors LLC7,259$1.08M0.63%-31013F-HRTimeline
Keel Point, LLC7,258$1.08M0.07%013F-HRTimeline
Cresset Asset Management, LLC7,138$1.06M<0.01%+6913F-HRTimeline
American Capital Advisory, LLC7,073$1.05M0.46%+2213F-HRTimeline
TSA Wealth Managment LLC7,052$1.05M0.35%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,012$1.04M0.05%+3,19113F-HRTimelineGroup
McClarren Financial Advisors, Inc.3,679$1.04M0.62%-1,11813F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,995$1.04M0.01%-75513F-HRTimeline
ERn Financial, LLC6,983$1.04M0.2%-11913F-HRTimeline
D.A. DAVIDSON & CO.6,882$1.03M0.01%-76313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,852$1.02M0.43%-1,62013F-HRTimeline
Live Oak Investment Partners6,848$1.02M0.63%+1,17013F-HRTimeline
Keener Financial Planning LLC6,838$1.02M0.44%+1,57713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,813$1.02M0.19%-6713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,754$1.01M<0.01%+41713F-HR/ATimelineGroup
Financial Partners Group, Inc6,650$1M0.12%-9413F-HRTimeline
Chicago Capital, LLC6,700$998K0.02%013F-HRTimeline
MKT Advisors LLC6,638$997K0.34%013F-HRTimeline
Bigelow Investment Advisors, LLC6,642$990K0.39%-30213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,617$986K<0.01%-10513F-HRTimelineGroup
Atria Investments, Inc6,592$982K0.01%-36213F-HRTimeline
Hughes Financial Services, LLC6,590$982K0.15%-29613F-HRTimeline
Archer Investment Management, LLC6,483$966K0.52%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,344$945K0.01%-1,33013F-HRTimelineGroup
XY Planning Network, Inc.6,340$945K0.16%+35313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,270$934K<0.01%-9613F-HRTimelineGroup
LifePlan Investment Advisors, Inc.6,214$926K0.38%+44413F-HRTimeline
Prospera Financial Services Inc6,179$921K0.02%+2,32413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,178$920K0.08%-913F-HRTimeline
WealthShield Partners, LLC6,107$910K0.1%-17213F-HRTimeline
Western Wealth Management, LLC6,089$907K0.04%+1,84213F-HRTimeline
Walkner Condon Financial Advisors LLC6,083$906K0.13%+2613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,026$898K0.03%-1,57213F-HRTimelineGroup
Ameraudi Asset Management, Inc.6,022$897K0.49%013F-HRTimeline
Destiny Wealth Partners, LLC5,923$895K0.1%013F-HRTimeline
Atomic Invest LLC5,938$892K0.5%13F-HRTimeline
PRIVATE TRUST CO NA5,959$888K0.08%-1,14813F-HRTimeline
Riverwater Partners LLC5,959$888K0.34%-5313F-HRTimeline
Pallas Capital Advisors LLC5,944$886K0.03%013F-HRTimeline
J. Mark Nickell & Co.5,927$883K0.82%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,879$876K0.58%013F-HRTimeline
IFG Advisory, LLC5,879$876K0.04%+1813F-HRTimeline
Meridian Wealth Management, LLC5,872$875K0.03%+9013F-HRTimeline
XML Financial, LLC5,869$874K0.07%+56313F-HRTimeline
Patriot Financial Group Insurance Agenc…5,800$864K0.1%+18013F-HRTimeline
Front Row Advisors LLC5,790$863K0.29%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,750$857K<0.01%+40013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,736$855K0.14%-13713F-HRTimeline
Talisman Wealth Advisors LLC5,698$852K0.66%+97813F-HRTimeline
Bangor Savings Bank5,714$851K0.07%-9713F-HRTimeline
Farrell Financial LLC5,684$847K0.5%-413F-HRTimeline
Aaron Wealth Advisors LLC5,674$845K0.05%-1,38113F-HRTimeline
Waverly Advisors, LLC5,623$838K0.01%+16913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,620$837K0.02%+2513F-HRTimeline
Bell Investment Advisors, Inc5,546$826K0.13%-1213F-HRTimeline
SUTTON PLACE INVESTORS LLC5,497$819K0.45%-26213F-HRTimeline
Metis Global Partners, LLC5,491$818K0.02%+55113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,489$818K0.02%new13F-HRTimeline
Shotwell Rutter Baer Inc5,397$813K0.49%-6813F-HRTimeline
OMNI 360 Wealth, Inc.5,360$806K0.41%-8513F-HRTimeline
PFG Advisors5,384$802K0.04%+64913F-HRTimeline
IFP Advisors, Inc5,370$800K0.02%-4113F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,354$798K0.56%-35313F-HRTimeline
THEORY FINANCIAL LLC5,271$797K0.27%-23513F-HRTimeline