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Disclosery

ESGU ISHARES TR

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COM (fund)

784 managers (791 13F filers) reported a position in ESGU shares at 2024-12-31, 84,368,101 shares in all. 46 filers opened a position and 50 filers sold out during the quarter.

Managers
784
13F filers
791
New
46
Added
236
Reduced
326
Sold out
50
Shares held by filers
84,368,101

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Veridan Wealth LLC5,503$723K0.34%13F-HRTimeline
Western Wealth Management, LLC5,595$721K0.05%+5713F-HR/ATimeline
Weil Company, Inc.5,593$720K0.25%+2,89013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,540$714K0.1%-10,88013F-HRTimeline
Keener Financial Planning LLC5,525$711K0.42%-54113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,493$708K0.16%-93013F-HRTimelineGroup
Rothschild Wealth LLC5,488$707K0.21%-11,20313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,483$706K0.02%-61013F-HRTimelineGroup
Intrua Financial, LLC5,423$699K0.11%-2513F-HRTimeline
Signal Advisors Wealth, LLC5,375$692K0.08%-5313F-HRTimeline
Diversified Enterprises, LLC5,360$690K0.07%-1,89513F-HRTimeline
Atlas Private Wealth Advisors5,346$689K0.1%-78013F-HRTimeline
True Vision MN LLC5,331$687K0.41%+39813F-HRTimeline
Great Diamond Partners, LLC5,328$686K0.18%-913F-HRTimeline
One Capital Management, LLC5,283$681K0.02%-1,87913F-HRTimeline
Metis Global Partners, LLC5,254$677K0.02%-77813F-HRTimeline
MEMBERS CAPITAL ADVISORS INC5,205$671K0.6%013F-HRTimeline
Fiduciary Alliance LLC5,178$667K0.07%+513F-HRTimeline
PFG Advisors5,070$653K0.04%+13513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,065$652K<0.01%-10013F-HRTimelineGroup
THEORY FINANCIAL LLC5,051$651K0.27%+1,20913F-HRTimeline
Resonant Capital Advisors, LLC5,048$650K0.05%013F-HRTimeline
Detalus Advisors, LLC5,035$649K0.21%+613F-HRTimeline
Talisman Wealth Advisors LLC5,006$645K0.68%-9913F-HRTimeline
XML Financial, LLC4,990$643K0.06%-413F-HRTimeline
Cresset Asset Management, LLC4,964$639K<0.01%+113F-HRTimeline
Brewster Financial Planning LLC4,954$638K0.48%-35013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,944$637K0.02%-13713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,930$635K<0.01%-57913F-HRTimelineGroup
Riverwater Partners LLC4,923$634K0.31%-13013F-HRTimeline
Kingsview Wealth Management, LLC4,886$629K0.01%-20913F-HRTimeline
FINANCIAL COUNSELORS INC4,832$622K0.01%-3013F-HRTimeline
Concorde Asset Management, LLC4,813$620K0.32%-6513F-HRTimeline
Main Street Financial Solutions, LLC4,796$618K0.06%+1513F-HRTimeline
Sovereign Financial Group, Inc.4,768$614K0.14%+67613F-HRTimeline
Keystone Financial Services4,738$610K0.23%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,718$608K0.08%+813F-HRTimeline
GeoWealth Management, LLC4,671$602K0.02%-1,18213F-HRTimeline
Certus Wealth Management, LLC4,492$596K0.4%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,589$591K0.01%+26113F-HRTimelineGroup
SIGNATUREFD, LLC4,573$589K0.01%+50413F-HRTimeline
Copperleaf Capital, LLC4,571$589K0.37%-70813F-HRTimeline
IHT Wealth Management, LLC4,537$584K0.02%-38813F-HRTimeline
Quent Capital, LLC4,517$582K0.06%-53513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,500$580K0.1%-1,36613F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,444$573K0.02%-4313F-HRTimeline
Level Financial Advisors4,433$571K0.21%-9013F-HRTimeline
SYNOVUS FINANCIAL CORP4,417$569K0.01%-40013F-HRTimeline
Syntegra Private Wealth Group, LLC4,371$563K0.06%-17113F-HRTimeline
VILLERE ST DENIS J & CO LLC4,352$561K0.05%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,325$557K0.01%+2,42213F-HRTimeline
Arcadia Wealth Management, LLC4,317$556K0.28%+1,24813F-HRTimeline
WealthCollab, LLC4,311$555K0.36%013F-HRTimeline
Emergent Wealth Advisors, LLC4,306$553K0.4%-713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,274$551K0.01%-66613F-HRTimelineGroup
Wade Financial Advisory, Inc4,200$541K0.18%-14713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,177$538K0.04%-5513F-HRTimelineGroup
CIBC WORLD MARKET INC.4,137$533K<0.01%013F-HRTimeline
Archford Capital Strategies, LLC4,136$533K0.08%013F-HRTimeline
Advus Financial Partners, LLC4,125$531K0.23%-3,11113F-HR/ATimeline
SVB WEALTH LLC4,097$528K0.01%new13F-HRTimeline
Root Financial Partners, LLC4,049$522K0.06%-10513F-HRTimeline
Baker Avenue Asset Management, LP4,022$518K0.02%+1313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,016$517K<0.01%013F-HRTimelineGroup
BAILARD, INC.3,990$514K0.01%013F-HRTimeline
Visionary Wealth Advisors3,965$511K0.03%-2013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,953$509K<0.01%+2813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,883$500K0.03%-19013F-HRTimeline
Alpha Cubed Investments, LLC3,816$492K0.02%+713F-HRTimeline
Lantz Financial LLC3,780$487K0.13%+3513F-HRTimeline
Peak Financial Management, Inc.3,744$482K0.14%013F-HRTimeline
Traveka Wealth, LLC3,727$480K0.26%new13F-HRTimeline
RKL Wealth Management LLC3,714$478K0.04%+1113F-HRTimeline
TABLEAUX LLC3,708$478K0.4%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,682$474K0.28%new13F-HRTimeline
MATHER GROUP, LLC.3,672$473K0.01%+613F-HRTimeline
Merriman Wealth Management, LLC3,671$473K0.02%new13F-HRTimeline
Treynor Bancshares, Inc.3,664$472K0.5%+1113F-HRTimeline
AdvisorNet Financial, Inc3,599$464K0.04%-18,24613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,594$463K0.01%-413F-HRTimeline
Caprock Group, LLC3,592$463K0.02%+3313F-HRTimeline
LifePlan Investment Advisors, Inc.3,565$459K0.28%+63413F-HRTimeline
Tanager Wealth Management LLP3,542$456K0.06%-75513F-HRTimeline
Cornerstone Wealth Management, LLC3,533$455K0.03%-62213F-HRTimeline
PITTENGER & ANDERSON INC3,520$453K0.02%-6013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,520$453K0.02%-1,06113F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,514$453K0.1%+1113F-HRTimeline
US FINANCIAL ADVISORS, LLC3,510$452K0.14%-21013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,496$450K0.01%+28213F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.3,494$450K0.06%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,471$447K<0.01%-13313F-HR/ATimelineGroup
Sherman Asset Management, Inc.3,466$446K0.41%13F-HRTimeline
Wilmington Savings Fund Society, FSB3,440$443K0.01%-3913F-HRTimeline
Sigma Planning Corp3,435$443K0.01%+4113F-HRTimeline
W.H. Cornerstone Investments Inc.3,400$438K0.29%+813F-HRTimeline
Savvy Advisors, Inc.3,376$435K0.05%-3,42213F-HRTimeline
Farmers National Bank3,366$434K0.13%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,362$433K0.01%+21013F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC3,350$432K0.15%+413F-HRTimeline
Sound View Wealth Advisors Group, LLC3,336$430K0.03%+60013F-HRTimeline
Trek Financial, LLC3,320$428K0.03%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,284$426K<0.01%013F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.3,294$424K0.25%-16113F-HRTimeline
WealthPlan Investment Management, LLC3,289$424K0.04%+13613F-HRTimeline
MontVue Capital Management, Inc.3,278$422K0.32%-45213F-HRTimeline
STOCK YARDS BANK & TRUST CO3,269$421K0.01%013F-HRTimeline
Pettinga Financial Advisors LLC3,262$420K0.1%-7213F-HRTimeline
BRIGHTON JONES LLC3,256$419K0.01%new13F-HR/ATimeline
Arax Advisory Partners3,239$417K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,237$416K0.03%new13F-HRTimeline
Destination Wealth Management3,213$414K0.01%-6213F-HRTimeline
Oxinas Partners, LLC3,211$414K0.24%-13713F-HRTimeline
Prospera Financial Services Inc3,200$413K0.01%-12813F-HRTimeline
ABLE Financial Group, LLC3,203$413K0.12%013F-HRTimeline
MONECO ADVISORS, LLC3,202$413K0.04%+88113F-HR/ATimeline
BCU Wealth Advisors, LLC3,201$412K0.24%+4213F-HRTimeline
Founders Financial Alliance, LLC3,194$411K0.11%013F-HRTimeline
NWF Advisory Services Inc.3,192$411K0.06%+44213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,184$410K0.23%013F-HRTimeline
Smithfield Trust Co3,149$406K0.02%-3113F-HRTimeline
MATAURO, LLC3,151$406K0.09%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,151$406K0.01%-6813F-HRTimeline
Financial Engines Advisors L.L.C.3,142$405K<0.01%+68113F-HRTimeline
Litman Gregory Wealth Management LLC3,098$399K0.03%+7013F-HRTimeline
D. SCOTT NEAL, INC.3,087$398K0.22%-7813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,063$395K<0.01%+99913F-HRTimeline
Capital Asset Advisory Services LLC3,028$394K0.02%-35513F-HRTimeline
Meridian Financial Partners LLC3,015$388K0.2%new13F-HRTimeline
CGC Financial Services, LLC2,987$385K0.15%+2,88713F-HRTimeline
Coppell Advisory Solutions LLC2,966$384K0.05%+59313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,972$383K0.04%+37513F-HRTimelineGroup
PDS Planning, Inc2,972$383K0.03%-313F-HRTimeline
Wealthstream Advisors, Inc.2,936$378K0.07%+913F-HRTimeline
Compass Investment Advisers LLC2,936$378K1.1%13F-HRTimeline
MBE Wealth Management, LLC2,907$374K0.21%+43313F-HRTimeline
Finley Financial, LLC2,860$373K0.19%13F-HRTimeline
WESBANCO BANK INC2,880$371K0.01%-2,54813F-HRTimeline
Milestone Investment Advisors LLC2,879$371K0.1%+213F-HRTimeline
Barnes Wealth Management Group, Inc2,877$371K0.25%13F-HRTimeline
Argent Trust Co2,869$370K0.02%-10313F-HRTimeline
Grey Fox Wealth Advisors, LLC2,797$360K0.1%+26013F-HRTimeline
Fort Point Capital Partners LLC2,732$352K0.04%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$349K0.05%013F-HRTimeline
NWAM LLC2,690$347K0.02%-4613F-HRTimeline
ORG Partners LLC2,686$346K0.05%-1213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,678$345K0.03%013F-HRTimelineGroup
Clearstead Advisors, LLC2,671$344K0.01%+1313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,665$343K0.03%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,661$343K0.25%-3913F-HRTimeline
Valtinson Bruner Financial Planning LLC2,638$340K0.12%+54113F-HRTimeline
Hutchens & Kramer Investment Management…2,608$336K0.18%+11113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,605$336K0.02%+22113F-HRTimelineGroup
Worth Financial Advisory Group, LLC2,600$335K0.21%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,579$332K0.28%013F-HRTimeline
Leverty Financial Group, LLC2,552$329K0.17%+4513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,549$328K0.02%-7513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,511$327K0.07%+813F-HRTimeline
Seven Post Investment Office LP2,532$326K0.12%013F-HRTimeline
Buttonwood Financial Group, LLC2,436$326K0.18%-21413F-HRTimeline
Single Point Partners, LLC2,525$325K0.07%+8513F-HRTimeline
Vise Technologies, Inc.2,514$324K0.03%+4513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,512$324K0.01%new13F-HR/ATimelineGroup
Avantax Planning Partners, Inc.2,500$322K0.01%+113F-HRTimeline
Oregon Pacific Wealth Management, LLC2,485$320K0.31%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,478$319K<0.01%+1813F-HRTimelineGroup
Waldron Private Wealth LLC2,463$317K0.01%-3613F-HRTimeline
SeaCrest Wealth Management, LLC2,459$317K0.03%new13F-HRTimeline
EQ LLC2,458$317K0.15%-13813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,457$316K<0.01%+9613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,453$316K0.17%-2913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,452$316K0.12%-1,70613F-HRTimeline
Spectrum Planning & Advisory Services I…2,422$312K0.27%+45513F-HRTimeline
Legacy Financial Advisors, Inc.2,404$310K0.05%-3413F-HRTimeline
BKM Wealth Management, LLC2,388$308K0.13%013F-HRTimeline
Fortis Capital Advisors, LLC2,464$305K0.1%+19013F-HRTimeline
Aspen Wealth Strategies, LLC2,347$302K0.19%013F-HRTimeline
Strategic Financial Concepts, LLC2,342$302K0.06%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.2,335$301K0.02%-913F-HRTimeline
Csenge Advisory Group2,335$301K0.02%-4913F-HRTimeline
BLALOCK WILLIAMS, LLC2,328$300K0.35%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,318$299K<0.01%+20313F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,306$297K0.07%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,305$297K0.01%+713F-HRTimelineGroup
Northstar Financial Companies, Inc.2,278$293K0.28%13F-HRTimeline
WHITTIER TRUST CO2,265$292K<0.01%013F-HRTimeline
Rede Wealth, LLC2,261$291K0.11%-7513F-HRTimeline
Venturi Wealth Management, LLC2,255$290K0.01%-9513F-HRTimeline
Trademark Financial Management, LLC2,248$290K0.23%013F-HRTimeline
Drucker Wealth 3.0, LLC2,237$288K0.07%+15313F-HR/ATimeline
Waverly Advisors, LLC2,234$288K<0.01%+43213F-HRTimeline
SAGE FINANCIAL GROUP INC2,225$287K0.02%013F-HRTimeline
Bellwether Advisors, LLC2,224$286K0.05%013F-HRTimeline
Quadcap Wealth Management, LLC2,215$285K0.04%-1,40813F-HRTimeline
MOLLER WEALTH PARTNERS2,174$280K0.07%-6113F-HRTimeline
Horizons Wealth Management2,174$280K0.22%-14113F-HRTimeline
Sound Income Strategies, LLC2,172$280K0.02%+3813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,152$277K<0.01%-8413F-HRTimelineGroup
NOVUS ADVISORS, LLC2,137$275K0.27%13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,131$275K0.17%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,126$274K0.09%013F-HRTimeline