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Disclosery

ESGU ISHARES TR

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COM (fund)

809 managers (817 13F filers) reported a position in ESGU shares at 2026-03-31, 77,822,790 shares in all. 37 filers opened a position and 50 filers sold out during the quarter.

Managers
809
13F filers
817
New
37
Added
282
Reduced
318
Sold out
50
Shares held by filers
77,822,790

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Higgins & Schmidt Wealth Strategies LLC17,569$2.48M1.13%+12413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,518$2.48M0.4%013F-HRTimeline
DIVERSIFIED TRUST CO17,301$2.45M0.05%013F-HRTimeline
Fingerlakes Wealth Management, Inc.17,287$2.44M1.62%-7313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,240$2.44M0.01%-29,74013F-HR/ATimelineGroup
White Lighthouse Investment Management …17,193$2.43M0.34%+5013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,081$2.42M0.03%+2,43013F-HRTimelineGroup
MAI Capital Management17,049$2.41M0.01%-53113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,819$2.38M0.03%013F-HRTimeline
TD Waterhouse Canada Inc.16,540$2.36M0.01%-36313F-HRTimeline
ONE Advisory Partners, LLC16,475$2.33M0.72%-64413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)16,331$2.31M0.73%+1,18613F-HRTimeline
Snowden Capital Advisors LLC16,185$2.29M0.06%-29113F-HRTimeline
Perennial Investment Advisors, LLC15,993$2.26M0.18%+16813F-HRTimeline
Regal Investment Advisors LLC15,784$2.23M0.13%-13713F-HRTimeline
Sequoia Financial Advisors, LLC15,655$2.21M0.01%+2,91113F-HRTimeline
Madrid Wealth Management, LLC15,402$2.18M1.64%-16013F-HR/ATimeline
J.W. COLE ADVISORS, INC.15,316$2.17M0.07%+28813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,267$2.16M0.04%-73013F-HRTimelineGroup
Arkadios Wealth Advisors14,956$2.12M0.03%+1,51113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC14,932$2.11M1.47%+713F-HRTimeline
BEACON FINANCIAL GROUP14,821$2.1M0.21%+19413F-HRTimeline
Mayflower Financial Advisors, LLC14,778$2.09M0.25%-7913F-HRTimeline
SYM FINANCIAL Corp14,726$2.08M0.21%-28213F-HRTimeline
1ST SOURCE BANK14,470$2.05M0.11%-38513F-HRTimeline
Vision Capital Management, Inc.14,404$2.04M0.26%-23813F-HRTimeline
NEPC LLC13,905$1.97M0.04%013F-HRTimeline
Boulder Wealth Advisors, LLC13,661$1.93M0.77%-21,56613F-HRTimeline
Acropolis Investment Management, LLC13,570$1.92M0.08%-4013F-HRTimeline
GFS Advisors, LLC13,500$1.91M0.24%013F-HR/ATimeline
RHS Financial, LLC13,415$1.9M0.9%-6313F-HRTimeline
Avidian Wealth Enterprises, LLC13,221$1.87M0.06%-5313F-HRTimeline
BlueStem Wealth Partners, LLC13,149$1.86M0.21%+13113F-HRTimeline
DAVENPORT & Co LLC12,984$1.84M0.01%-26713F-HRTimeline
Grey Ledge Advisors, LLC12,884$1.82M0.41%-48513F-HRTimeline
Morling Financial Advisors, LLC12,789$1.81M0.56%+26213F-HRTimeline
Cranbrook Wealth Management, LLC12,728$1.8M0.37%+23913F-HRTimeline
Allworth Financial LP12,727$1.8M0.01%-10513F-HRTimeline
Mendel Capital Management LLC12,649$1.79M0.9%13F-HRTimeline
WIT, LLC12,474$1.76M0.03%013F-HRTimeline
Chicago Partners Investment Group LLC11,324$1.75M0.04%+6413F-HRTimeline
Strategic Point Investment Advisors, LLC12,295$1.74M0.25%-39013F-HRTimeline
World Investment Advisors12,275$1.74M0.03%+6013F-HRTimeline
Simplicity Wealth,LLC12,201$1.73M0.1%-88213F-HRTimeline
OpenArc Corporate Advisory, LLC11,947$1.69M0.02%+1,61413F-HRTimeline
Contango Wealth Management LLC11,912$1.68M1.97%+2,43513F-HRTimeline
BLAIR WILLIAM & CO/IL11,764$1.66M<0.01%-78313F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,666$1.65M0.51%-10213F-HRTimeline
Ipsen Advisor Group LLC11,529$1.63M1.14%-22013F-HRTimeline
Ramiah Investment Group11,526$1.63M1.42%-83913F-HRTimeline
Sage Mountain Advisors LLC11,476$1.62M0.11%013F-HRTimeline
GenTrust, LLC11,323$1.6M0.07%-1,78213F-HRTimeline
Patriot Financial Group Insurance Agenc…11,320$1.6M0.09%+5,52013F-HRTimeline
Charter Oak Capital Management, LLC11,108$1.57M0.12%013F-HRTimeline
Gateway Wealth Partners, LLC10,973$1.55M0.06%+7,38713F-HRTimeline
Scott Capital Advisors, LLC10,494$1.55M0.31%+2213F-HRTimeline
Sowell Financial Services LLC10,933$1.55M0.06%+5013F-HRTimeline
Bogart Wealth, LLC10,773$1.52M0.06%-3,14113F-HRTimeline
Caliber Wealth Management, LLC / KS10,710$1.51M0.17%-1,19713F-HRTimeline
GC Wealth Management RIA, LLC10,660$1.51M0.06%+71213F-HRTimeline
RCS Financial Planning, LLC10,641$1.5M0.78%-12713F-HRTimeline
RTD Financial Advisors, Inc.10,543$1.49M0.18%+69313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,531$1.49M<0.01%+14613F-HRTimelineGroup
Headlands Technologies LLC10,513$1.49M0.17%+30113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,474$1.48M<0.01%-60613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,391$1.47M0.04%+2,38813F-HR/ATimelineGroup
Smartleaf Asset Management LLC10,649$1.46M0.05%-1,63013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,341$1.46M0.25%-11513F-HRTimeline
JMG Financial Group, Ltd.10,300$1.46M0.04%-9913F-HRTimeline
OLIO Financial Planning10,282$1.45M0.4%+19813F-HRTimeline
Vise Technologies, Inc.9,726$1.45M0.03%013F-HRTimeline
Bluespring Wealth Management, LLC10,195$1.44M0.12%+7913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,070$1.42M0.11%-23113F-HRTimeline
Montecito Bank & Trust9,969$1.41M0.23%-2,72813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,884$1.4M<0.01%-2,00513F-HRTimelineGroup
WNY Asset Management, LLC9,880$1.4M0.14%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,438$1.39M0.08%+37313F-HR/ATimeline
KICKSTAND VENTURES, LLC.9,843$1.39M0.29%-2213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,050$1.39M<0.01%+2,18213F-HRTimelineGroup
Shared Vision Wealth Group LLC9,784$1.38M0.56%-12813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,638$1.36M<0.01%+8,60313F-HRTimelineGroup
Modern Wealth Management, LLC9,551$1.36M0.02%-10213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,577$1.35M-1,814Timeline
WEALTHGARDEN F.S. LLC9,558$1.35M0.92%+5613F-HRTimeline
West Wealth Group, LLC9,468$1.34M0.26%-65413F-HRTimeline
CWC Advisors, LLC.9,446$1.34M0.64%013F-HRTimeline
PITTENGER & ANDERSON INC9,426$1.33M0.05%+14513F-HRTimeline
Dynamic Advisor Solutions LLC9,352$1.32M0.04%-53213F-HRTimeline
Compass Ion Advisors, LLC9,250$1.31M0.12%013F-HRTimeline
BLB&B Advisors, LLC9,224$1.3M0.05%+24313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,210$1.3M0.04%+7,56713F-HRTimeline
Hoxton Planning & Management, LLC9,129$1.29M0.39%-6,10313F-HRTimeline
Symmetry Partners, LLC9,109$1.29M0.07%-8013F-HRTimeline
Tempus Wealth Planning, LLC9,108$1.29M0.3%-1,49313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,972$1.27M0.15%-22113F-HRTimeline
Orin Green Financial, LLC8,953$1.27M0.52%+97513F-HRTimeline
WEALTH ALLIANCE, LLC8,898$1.26M0.12%+35613F-HRTimeline
KilterHowling LLC8,809$1.25M0.63%+1,54813F-HRTimeline
Advisors Capital Management, LLC8,734$1.24M0.01%-7013F-HRTimeline
Rehmann Capital Advisory Group8,656$1.22M0.06%+7213F-HRTimeline
CENTRAL TRUST Co8,572$1.21M0.02%+34413F-HRTimeline
Xena Financial Planning, LLC8,521$1.2M1.36%-65713F-HRTimeline
Sovran Advisors, LLC7,653$1.2M0.09%-32513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,400$1.19M0.01%-31413F-HRTimelineGroup
Savvy Advisors, Inc.15,000$1.17M0.03%+11,14713F-HRTimeline
CoreCap Advisors, LLC8,237$1.17M0.04%+11413F-HRTimeline
Milestone Asset Management Group, LLC8,164$1.15M0.68%-52113F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,127$1.15M0.15%-1213F-HRTimeline
W ADVISORS, LLC8,042$1.14M0.58%-54613F-HRTimeline
WBH ADVISORY INC7,905$1.13M0.08%-213F-HRTimeline
Axis Wealth Partners, LLC7,907$1.12M0.59%+7613F-HRTimeline
JB Capital LLC7,864$1.11M0.04%-59913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,840$1.11M0.07%+7,09113F-HRTimelineGroup
Aprio Wealth Management, LLC7,829$1.11M0.06%-81713F-HRTimeline
Keystone Financial Services7,827$1.11M0.32%-72613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,784$1.1M0.2%+1113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,013$1.09M0.47%+16113F-HRTimeline
Crown Wealth Group, LLC7,556$1.07M0.31%-43913F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,537$1.07M0.17%+17113F-HRTimeline
SENTINEL TRUST CO LBA7,502$1.06M0.11%+9213F-HRTimeline
AlphaCore Capital LLC7,416$1.05M0.02%-4313F-HRTimeline
Hughes Financial Services, LLC7,338$1.04M0.16%+74813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,302$1.03M0.38%-7013F-HRTimeline
Morton Brown Family Wealth, LLC7,288$1.03M0.27%-37413F-HRTimeline
Keel Point, LLC7,258$1.03M0.07%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,241$1.02M0.39%-22613F-HRTimeline
Kelsey Financial, LLC7,190$1.02M0.89%+1,98313F-HRTimeline
Cresset Asset Management, LLC7,139$1.01M<0.01%+113F-HRTimeline
Brookwood Investment Group LLC7,132$1.01M0.13%-1,22713F-HRTimeline
Atria Investments, Inc7,102$1M0.01%+51013F-HRTimeline
TSA Wealth Managment LLC7,052$997K0.32%013F-HRTimeline
McClarren Financial Advisors, Inc.7,021$993K0.59%+3,34213F-HRTimeline
Bell Investment Advisors, Inc7,007$991K0.16%+1,46113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,996$989K0.17%+18313F-HRTimeline
D.A. DAVIDSON & CO.6,994$989K0.01%+11213F-HRTimeline
Keener Financial Planning LLC6,971$985K0.41%+13313F-HRTimeline
Midwest Heritage Bank, FSB6,960$984K0.32%-34613F-HRTimeline
American Capital Advisory, LLC6,958$984K0.4%-11513F-HRTimeline
ERn Financial, LLC6,832$966K0.18%-15113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,815$964K<0.01%+2,12913F-HRTimelineGroup
MKT Advisors LLC6,638$953K0.32%013F-HRTimeline
Chicago Capital, LLC6,700$948K0.03%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,600$933K<0.01%+85013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…6,594$933K0.03%-1,19613F-HRTimeline
Financial Partners Group, Inc6,586$931K0.11%-6413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,565$928K0.02%+1,82313F-HRTimeline
Belpointe Asset Management LLC6,494$919K0.03%+2,51813F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,814$912K0.59%+46013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,425$908K0.12%+2,69613F-HRTimeline
Prospera Financial Services Inc6,320$894K0.01%+14113F-HRTimeline
Live Oak Investment Partners6,308$892K0.53%-54013F-HRTimeline
Bigelow Investment Advisors, LLC6,277$888K0.36%-36513F-HRTimeline
Bangor Savings Bank6,272$887K0.07%+55813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC6,261$885K<0.01%13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp6,222$880K<0.01%-53213F-HR/ATimelineGroup
Metis Global Partners, LLC6,212$879K0.02%+72113F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,195$876K0.01%-80013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,095$862K0.07%-8313F-HRTimeline
Walkner Condon Financial Advisors LLC6,086$861K0.11%+313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,043$855K0.02%+42313F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC6,035$853K0.04%new13F-HRTimeline
Ameraudi Asset Management, Inc.6,022$852K0.46%013F-HRTimeline
Jeter Robert S II5,289$849K0.85%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,987$847K0.03%-3913F-HRTimelineGroup
Riverwater Partners LLC5,972$845K0.28%+1313F-HRTimeline
Western Wealth Management, LLC5,951$842K0.03%-13813F-HR/ATimeline
XML Financial, LLC5,869$830K0.07%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,858$828K0.55%-2113F-HRTimeline
Destiny Wealth Partners, LLC5,806$821K0.09%-11713F-HRTimeline
LifePlan Investment Advisors, Inc.5,784$818K0.32%-43013F-HRTimeline
Meridian Wealth Management, LLC5,751$813K0.03%-12113F-HRTimeline
Atomic Invest LLC5,888$809K0.38%-5013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,710$808K0.01%-63413F-HRTimelineGroup
Aaron Wealth Advisors LLC5,689$805K0.05%+1513F-HRTimeline
Front Row Advisors LLC5,657$800K0.27%-13313F-HRTimeline
XY Planning Network, Inc.5,610$799K0.13%-73013F-HRTimeline
Quadrant Private Wealth Management, LLC5,632$797K0.12%-10413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,630$796K<0.01%-64013F-HRTimelineGroup
Waverly Advisors, LLC5,620$795K0.01%-313F-HRTimeline
Talisman Wealth Advisors LLC5,600$792K0.64%-9813F-HRTimeline
Two West Capital Advisors LLC5,092$789K0.42%-2,16713F-HRTimeline
PRIVATE TRUST CO NA5,565$787K0.07%-39413F-HRTimeline
IFP Advisors, Inc5,549$785K0.02%+17913F-HRTimeline
Farrell Financial LLC5,541$784K0.47%-14313F-HRTimeline
NewEdge Wealth, LLC5,505$779K0.01%+3,40213F-HRTimeline
SUTTON PLACE INVESTORS LLC5,494$777K0.42%-313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,489$776K0.02%013F-HRTimeline
Shotwell Rutter Baer Inc5,387$762K0.45%-1013F-HRTimeline
Detalus Advisors, LLC5,300$750K0.17%013F-HRTimeline
Weinberger Asset Management, Inc5,293$749K0.28%+2,55513F-HRTimeline
GTS FINANCIAL, LLC6,074$741K0.59%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,229$740K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC5,204$736K0.06%-3,05913F-HRTimeline
Kingsview Wealth Management, LLC5,191$734K0.01%+59113F-HRTimeline
MBE Wealth Management, LLC5,188$734K0.3%+71613F-HRTimeline
OMNI 360 Wealth, Inc.5,183$733K0.38%-17713F-HRTimeline
ASPIRIANT, LLC5,145$728K0.02%-113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,108$722K0.07%+313F-HRTimeline
Navigation Group, LLC5,090$720K0.17%13F-HRTimeline
Chatterton & Associates Inc.4,835$714K0.5%+1,08313F-HRTimeline