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Disclosery

ESGU ISHARES TR

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COM (fund)

852 managers (863 13F filers) reported a position in ESGU shares at 2026-06-30, 81,368,956 shares in all. 79 filers opened a position and 31 filers sold out during the quarter.

Managers
852
13F filers
863
New
79
Added
291
Reduced
301
Sold out
31
Shares held by filers
81,368,956

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Rossby Financial, LCC5,183$848K0.16%+55613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,181$848K0.01%+2,39313F-HRTimelineGroup
ASPIRIANT, LLC5,145$842K0.02%013F-HRTimeline
PRIVATE TRUST CO NA5,139$841K0.07%-42613F-HRTimeline
Detalus Advisors, LLC5,125$839K0.16%-17513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,112$837K0.02%+1,25113F-HRTimeline
Navigation Group, LLC5,079$831K0.16%-1113F-HRTimeline
Resonant Capital Advisors, LLC5,048$826K0.04%013F-HRTimeline
Atria Investments, Inc5,038$825K0.01%-2,06413F-HRTimeline
Chatterton & Associates Inc.4,929$813K0.48%+9413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,960$812K0.07%-14813F-HRTimeline
OMNI 360 Wealth, Inc.4,948$810K0.37%-23513F-HRTimeline
Main Street Financial Solutions, LLC4,905$803K0.05%+13513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,882$799K<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC4,794$785K0.07%-613F-HRTimeline
MOTIVE WEALTH ADVISORS4,789$784K0.32%013F-HRTimeline
FC Advisory LLC4,786$783K0.21%+11513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,785$783K0.08%+813F-HRTimeline
Belpointe Asset Management LLC4,765$780K0.03%-1,72913F-HRTimeline
TWO SIGMA SECURITIES, LLC4,755$778K0.07%new13F-HRTimeline
Meridian Financial Partners LLC4,669$774K0.26%+25513F-HRTimeline
Trilogy Capital Inc.4,705$770K0.03%-513F-HRTimeline
Brewster Financial Planning LLC4,678$766K0.42%-6513F-HRTimeline
Basecamp Wealth Advisors LLC4,660$763K0.14%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,647$761K0.09%+813F-HRTimeline
Forefront Wealth Partners, LLC4,624$757K0.23%+1,94613F-HRTimeline
EQ LLC4,599$753K0.18%-4913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,709$752K0.03%new13F-HRTimelineGroup
APS Management Group, Inc.4,557$746K0.57%+3913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,552$745K0.02%-32113F-HRTimelineGroup
Retirement Planning Group, LLC4,543$743K0.02%new13F-HRTimeline
VestGen Advisors, LLC4,491$735K0.02%+16813F-HRTimeline
SIGNATUREFD, LLC4,481$733K0.01%+4213F-HRTimeline
Cornerstone Planning Group LLC4,457$730K0.09%+20013F-HRTimeline
Capasso Planning Partners LLC4,435$726K0.36%+1013F-HRTimeline
Foundations Investment Advisors, LLC4,424$724K0.01%+21813F-HRTimeline
Independent Advisor Alliance4,405$721K0.02%-14,34813F-HRTimeline
Greenspring Advisors, LLC4,404$721K0.04%-3213F-HRTimeline
Rosenberg Matthew Hamilton4,318$707K0.13%-6013F-HRTimeline
WealthCollab, LLC4,311$706K0.26%013F-HRTimeline
Asempa Wealth Advisors4,274$700K0.53%+113F-HRTimeline
BRIGHTON JONES LLC4,251$696K0.01%+65813F-HRTimeline
RWA WEALTH PARTNERS, LLC4,243$694K0.01%013F-HRTimeline
Factor Wealth Management LTD4,235$693K0.1%013F-HRTimeline
WealthShield Partners, LLC4,234$693K0.11%-71113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,212$690K0.02%+81913F-HRTimelineGroup
Metis Global Partners, LLC4,204$688K0.02%-2,00813F-HRTimeline
B. Riley Wealth Advisors, Inc.4,233$688K0.04%+113F-HRTimeline
Bison Wealth, LLC4,168$688K0.06%+613F-HRTimeline
GTS FINANCIAL, LLC5,064$685K0.5%-1,01013F-HRTimeline
AdvisorNet Financial, Inc4,143$678K0.03%-82013F-HRTimeline
Archford Capital Strategies, LLC4,130$676K0.07%013F-HRTimeline
Veridan Wealth LLC4,129$676K0.24%-20813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,092$670K0.28%+5213F-HRTimelineGroup
Valmark Advisers, Inc.4,083$668K0.01%+4813F-HRTimeline
Old Peak Finance LLC4,040$661K0.32%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,027$659K0.01%+61513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,005$655K0.01%-8813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.4,004$655K0.01%+2213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,972$650K0.04%-16013F-HRTimeline
Single Point Partners, LLC3,952$647K0.11%+11113F-HRTimeline
Lantz Financial LLC3,950$646K0.12%+8713F-HRTimeline
Diversified Enterprises, LLC3,944$646K0.03%+39813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,941$645K<0.01%-7513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,930$643K0.02%-2,10513F-HRTimeline
Odyssey Group, LLC3,916$641K0.17%13F-HRTimeline
IHT Wealth Management, LLC3,860$632K0.01%-1,02413F-HRTimeline
North Berkeley Wealth Management, LLC3,845$629K0.25%013F-HRTimeline
Capital Investment Advisors, LLC3,840$628K0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,824$626K0.01%-3913F-HRTimelineGroup
Tarbox Family Office, Inc.3,793$621K0.09%-6113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,775$618K0.15%+1,70713F-HRTimeline
Venturi Wealth Management, LLC3,774$618K0.02%+5013F-HRTimeline
Godfrey Financial Associates, Inc.3,747$613K0.47%+4413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,746$613K0.04%-18713F-HRTimelineGroup
Destination Wealth Management3,745$613K0.01%+21913F-HRTimeline
Capital Asset Advisory Services LLC3,703$606K0.02%-60713F-HRTimeline
Peak Financial Management, Inc.3,702$606K0.14%+5013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,686$603K0.1%13F-HRTimelineGroup
LIBRA WEALTH LLC3,653$598K0.15%+10913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,651$598K<0.01%-4913F-HRTimelineGroup
EASTERN BANK3,634$595K0.01%013F-HRTimeline
Oregon Pacific Wealth Management, LLC3,634$595K0.56%-4613F-HRTimeline
Sovereign Financial Group, Inc.3,630$594K0.09%+42313F-HRTimeline
Golden State Wealth Management, LLC3,612$591K0.05%-11613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,590$588K<0.01%-10613F-HRTimelineGroup
Gen-Wealth Partners Inc3,578$586K0.16%+28713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,569$584K0.08%+813F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,538$579K0.5%013F-HRTimeline
PFG Advisors3,513$575K0.03%-23013F-HRTimeline
Traveka Wealth, LLC3,504$574K0.19%+48113F-HRTimeline
Proactive Wealth Strategies LLC3,497$572K0.09%+813F-HRTimeline
NWF Advisory Services Inc.3,494$572K0.05%+19413F-HRTimeline
Napier Financial, LLC3,460$566K0.12%013F-HRTimeline
Prosperitas Financial LLC3,422$560K0.18%+55113F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC3,414$559K0.47%-6213F-HRTimeline
Chris Bulman Inc3,393$555K0.2%new13F-HRTimeline
Baker Avenue Asset Management, LP3,386$554K0.01%-13713F-HRTimeline
Caprock Group, LLC3,384$554K0.01%-4513F-HRTimeline
CORE WEALTH ADVISORS, LLC3,366$551K0.41%013F-HRTimeline
Legacy Wealth Partners, LLC3,357$549K0.12%013F-HRTimeline
MATHER GROUP, LLC.3,340$547K<0.01%+5313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,339$546K0.02%-1713F-HRTimeline
JHP Wealth Management, LLC3,332$545K0.45%+1013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,324$544K<0.01%+54013F-HRTimeline
Tanager Wealth Management LLP3,319$543K0.05%013F-HRTimeline
RKL Wealth Management LLC3,303$541K0.04%-13513F-HRTimeline
Visionary Wealth Advisors3,297$540K0.02%-2313F-HRTimeline
CX Institutional3,280$537K0.02%013F-HRTimeline
Emergent Wealth Advisors, LLC3,275$536K0.28%-34613F-HRTimeline
STOCK YARDS BANK & TRUST CO3,257$533K0.02%013F-HR/ATimeline
J. Mark Nickell & Co.3,246$531K0.42%-18113F-HRTimeline
TABLEAUX LLC3,235$529K0.22%013F-HRTimeline
Grey Fox Wealth Advisors, LLC3,221$527K0.08%013F-HRTimeline
PDS Planning, Inc3,185$521K0.03%+7413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,184$521K0.21%013F-HRTimeline
Smithfield Trust Co3,149$516K0.02%013F-HRTimeline
Precision Wealth Strategies, LLC3,149$515K0.16%-6713F-HRTimeline
ASL Financial, LLC3,137$513K0.36%013F-HRTimeline
BAILARD, INC.3,127$512K0.01%013F-HRTimeline
Summit Financial, LLC3,106$508K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC3,063$501K0.03%-2,14113F-HRTimeline
Vision Retirement, LLC3,056$500K0.12%013F-HRTimeline
Andrews Advisory Associates, LLC3,016$494K0.24%-5013F-HRTimeline
Csenge Advisory Group3,012$493K0.02%-8913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,005$492K0.01%+1013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,981$488K0.12%+1,33513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,980$488K0.03%+313F-HRTimeline
Farmers National Bank2,932$480K0.1%-22413F-HRTimeline
Sherman Asset Management, Inc.2,893$473K0.37%-5713F-HRTimeline
Finley Financial, LLC2,860$468K0.19%013F-HRTimeline
American Money Management, LLC2,852$467K0.07%-2713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,820$462K0.01%-22513F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,819$461K0.21%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,829$461K0.07%+513F-HRTimeline
W.H. Cornerstone Investments Inc.2,814$461K0.26%+2113F-HRTimeline
Bright Futures Wealth Management, LLC.2,811$460K0.3%+12913F-HRTimeline
ABLE Financial Group, LLC2,804$459K0.08%013F-HRTimeline
NerdWallet Wealth Partners, LLC2,800$458K0.16%+39413F-HRTimeline
Quent Capital, LLC2,797$458K0.03%-76813F-HRTimeline
Valtinson Bruner Financial Planning LLC2,795$457K0.11%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,784$456K0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,783$455K0.02%+113F-HRTimelineGroup
Fort Point Capital Partners LLC2,780$455K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,762$452K<0.01%013F-HRTimelineGroup
Waldron Private Wealth LLC2,755$451K0.02%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,721$445K0.07%+4513F-HRTimeline
Magnus Financial Group LLC2,718$445K0.03%-15913F-HRTimeline
Spectrum Planning & Advisory Services I…2,701$442K0.2%+44613F-HRTimeline
Liberty Atlantic Advisors LLC2,685$439K0.32%-22513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,650$434K0.01%-39413F-HRTimelineGroup
MOLLER WEALTH PARTNERS2,649$434K0.08%+87713F-HRTimeline
Heritage Family Offices, LLP2,647$433K0.17%-42513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,647$433K0.17%new13F-HRTimeline
Trek Financial, LLC2,619$429K0.02%+32713F-HRTimeline
Broussard Financial Group LLC2,604$426K0.34%-6413F-HRTimeline
One Day In July LLC2,600$426K0.03%013F-HRTimeline
Milestone Investment Advisors LLC2,597$425K0.09%+113F-HRTimeline
Aureum Wealth Management, LLC2,556$418K0.26%+20613F-HRTimeline
Syntegra Private Wealth Group, LLC2,549$417K0.03%-2813F-HRTimeline
Seven Post Investment Office LP2,532$414K0.12%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,507$410K0.05%-17313F-HR/ATimeline
VILLERE ST DENIS J & CO LLC2,500$409K0.05%013F-HRTimeline
Clean Yield Group2,474$405K0.1%013F-HRTimeline
Pallas Capital Advisors LLC2,463$403K0.01%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,455$402K0.03%013F-HRTimeline
Elevation Wealth Management LLC2,448$401K0.3%-313F-HRTimeline
DWR WEALTH MANAGEMENT, LLC2,463$400K0.3%+7513F-HRTimeline
WESBANCO BANK INC2,430$398K0.01%-7613F-HRTimeline
Argent Trust Co2,429$398K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.2,426$397K0.04%new13F-HRTimeline
Aspen Wealth Strategies, LLC2,397$392K0.19%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,391$391K0.02%+4913F-HRTimeline
Pettinga Financial Advisors LLC2,389$391K0.06%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,378$389K0.1%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,376$389K<0.01%-30,64713F-HRTimelineGroup
True North Advisors, LLC2,365$387K0.04%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$385K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC2,346$384K0.05%-3,46013F-HRTimeline
BCU Wealth Advisors, LLC2,326$381K0.13%-94613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC2,314$379K0.03%+71113F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,306$377K0.06%013F-HRTimeline
CGC Financial Services, LLC2,297$376K0.08%+913F-HRTimeline
Legacy Edge Advisors, LLC2,294$375K0.03%+10113F-HR/ATimeline
Trademark Financial Management, LLC2,290$375K0.15%013F-HRTimeline
Bellwether Advisors, LLC2,288$374K0.06%+4013F-HRTimeline
Northstar Financial Companies, Inc.2,278$373K0.25%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,270$372K0.02%013F-HRTimeline
Sentinel Advisory Group, LLC2,270$372K0.15%new13F-HRTimeline
Avantax Planning Partners, Inc.2,250$368K0.01%-313F-HRTimeline
Rede Wealth, LLC2,247$368K0.12%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,246$368K0.23%-1313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,224$364K0.05%new13F-HRTimeline
Oxinas Partners, LLC2,219$363K0.14%-35113F-HRTimeline
5T Wealth, LLC2,214$362K0.13%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,211$362K0.02%-5,62913F-HRTimelineGroup
Vermillion & White Wealth Management Gr…2,211$362K0.18%013F-HRTimeline
Leverty Financial Group, LLC2,209$362K0.07%+6813F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,200$360K0.05%013F-HRTimeline
DAVIS R M INC2,194$359K0.01%+30013F-HRTimeline