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Disclosery

ESGU ISHARES TR

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COM (fund)

753 managers (758 13F filers) reported a position in ESGU shares at 2025-03-31, 80,529,204 shares in all. 34 filers opened a position and 63 filers sold out during the quarter.

Managers
753
13F filers
758
New
34
Added
242
Reduced
340
Sold out
63
Shares held by filers
80,529,204

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Diversified Enterprises, LLC5,358$653K0.05%-213F-HRTimeline
Atlas Private Wealth Advisors5,338$651K0.09%-813F-HRTimeline
PITTENGER & ANDERSON INC5,244$639K0.02%+1,72413F-HRTimeline
Western Wealth Management, LLC5,209$635K0.04%-38613F-HRTimeline
MEMBERS CAPITAL ADVISORS INC5,205$635K0.74%013F-HRTimeline
Heritage Family Offices, LLP5,179$631K0.32%-91713F-HRTimeline
IHT Wealth Management, LLC5,162$629K0.02%+62513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,147$628K0.08%-39313F-HRTimeline
Great Diamond Partners, LLC5,136$626K0.17%-19213F-HRTimeline
Detalus Advisors, LLC5,132$626K0.2%+9713F-HRTimeline
Wade Financial Advisory, Inc5,126$625K0.21%+92613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,120$624K<0.01%+5513F-HRTimelineGroup
Savvy Advisors, Inc.5,071$618K0.06%+1,69513F-HRTimeline
Shotwell Rutter Baer Inc5,602$618K0.54%-55613F-HRTimeline
Resonant Capital Advisors, LLC5,048$615K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,037$614K0.02%-1,55113F-HRTimeline
Sovereign Financial Group, Inc.4,980$607K0.14%+21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,955$604K0.02%+1113F-HRTimelineGroup
Brewster Financial Planning LLC4,954$604K0.45%013F-HRTimeline
WNY Asset Management, LLC4,914$599K0.07%new13F-HRTimeline
Kingsview Wealth Management, LLC4,911$599K0.01%+2513F-HRTimeline
Qube Research & Technologies Ltd4,902$598K<0.01%-4,94813F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,896$597K0.02%+45213F-HRTimeline
Magnus Financial Group LLC4,880$595K0.06%-3,76113F-HRTimeline
PFG Advisors4,875$594K0.03%-19513F-HRTimeline
Fiduciary Alliance LLC4,860$592K0.06%-31813F-HRTimeline
Main Street Financial Solutions, LLC4,822$588K0.05%+2613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,730$577K0.08%+1213F-HRTimeline
Talisman Wealth Advisors LLC4,729$576K0.59%-27713F-HRTimeline
Certus Wealth Management, LLC4,492$573K0.39%013F-HRTimeline
Concorde Asset Management, LLC4,815$572K0.31%+213F-HRTimeline
FINANCIAL COUNSELORS INC4,591$560K0.01%-24113F-HRTimeline
Atria Investments, Inc4,563$556K0.01%-5,71413F-HRTimeline
Veridan Wealth LLC4,453$543K0.25%-1,05013F-HRTimeline
Level Financial Advisors4,433$540K0.18%013F-HRTimeline
Foundations Investment Advisors, LLC4,422$539K0.01%-1,36213F-HRTimeline
Quent Capital, LLC4,397$536K0.06%-12013F-HRTimeline
SIGNATUREFD, LLC4,392$535K0.01%-18113F-HRTimeline
Golden State Wealth Management, LLC4,340$529K0.08%-1,83913F-HR/ATimeline
Smartleaf Asset Management LLC4,356$528K0.05%new13F-HRTimeline
Arcadia Wealth Management, LLC4,328$528K0.26%+1113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,325$527K<0.01%+2,00713F-HRTimelineGroup
WealthCollab, LLC4,311$526K0.33%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,589$524K0.11%new13F-HRTimeline
MATAURO, LLC4,291$523K0.11%+1,14013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,262$519K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,247$518K0.01%-2713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,242$517K0.01%-34713F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,214$514K0.04%+3713F-HRTimelineGroup
Syntegra Private Wealth Group, LLC4,193$511K0.06%-17813F-HRTimeline
Archford Capital Strategies, LLC4,162$507K0.07%+2613F-HRTimeline
MBE Wealth Management, LLC4,131$504K0.24%+1,22413F-HRTimeline
SVB WEALTH LLC4,097$499K0.02%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,043$493K0.01%-28213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,016$490K<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC4,013$489K0.05%-1,36213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,028$488K<0.01%+1,87613F-HR/ATimelineGroup
Tanager Wealth Management LLP4,003$488K0.06%+46113F-HRTimeline
Emergent Wealth Advisors, LLC3,999$488K0.35%-30713F-HRTimeline
BAILARD, INC.3,990$486K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,953$482K<0.01%013F-HRTimeline
Visionary Wealth Advisors3,920$478K0.03%-4513F-HRTimeline
AdvisorNet Financial, Inc3,914$477K0.04%+31513F-HRTimeline
Geneos Wealth Management Inc.3,905$476K0.01%+2,43313F-HRTimeline
Copperleaf Capital, LLC3,862$471K0.28%-70913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,833$467K0.03%-5013F-HRTimeline
LifePlan Investment Advisors, Inc.3,822$466K0.27%+25713F-HRTimeline
Alpha Cubed Investments, LLC3,821$466K0.02%+513F-HRTimeline
Lantz Financial LLC3,783$461K0.13%+313F-HRTimeline
Root Financial Partners, LLC3,775$460K0.05%-27413F-HRTimeline
RKL Wealth Management LLC3,724$454K0.04%+1013F-HRTimeline
Arax Advisory Partners3,712$453K0.03%+47313F-HRTimeline
Advus Financial Partners, LLC3,710$452K0.19%-41513F-HR/ATimeline
Meridian Financial Partners LLC3,706$452K0.23%+69113F-HRTimeline
MATHER GROUP, LLC.3,672$448K0.01%013F-HRTimeline
Peak Financial Management, Inc.3,669$447K0.13%-7513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,557$446K0.02%+3713F-HRTimelineGroup
Baker Avenue Asset Management, LP3,629$442K0.01%-39313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,583$437K0.01%-1113F-HRTimeline
Oregon Pacific Wealth Management, LLC3,533$431K0.43%+1,04813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,523$430K0.09%+913F-HRTimeline
Wilmington Savings Fund Society, FSB3,521$429K0.01%+8113F-HRTimeline
US FINANCIAL ADVISORS, LLC3,510$428K0.13%013F-HRTimeline
Caprock Group, LLC3,508$428K0.01%-8413F-HRTimeline
Sherman Asset Management, Inc.3,502$427K0.41%+3613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,473$423K0.16%+12313F-HRTimeline
Farmers National Bank3,408$415K0.12%+4213F-HRTimeline
W.H. Cornerstone Investments Inc.3,408$415K0.29%+813F-HRTimeline
Grey Fox Wealth Advisors, LLC3,389$413K0.11%+59213F-HRTimeline
Financial Advocates Investment Manageme…3,351$408K0.03%-5,59813F-HRTimeline
Sound View Wealth Advisors Group, LLC3,336$407K0.03%013F-HRTimeline
WealthPlan Investment Management, LLC3,298$402K0.04%+913F-HRTimeline
Sage Advisory Services, Ltd.Co.3,294$402K0.24%013F-HRTimeline
MontVue Capital Management, Inc.3,278$400K0.32%013F-HRTimeline
Trek Financial, LLC3,269$399K0.03%-5113F-HRTimeline
STOCK YARDS BANK & TRUST CO3,269$399K0.01%013F-HRTimeline
CX Institutional3,262$398K0.02%new13F-HRTimeline
Destination Wealth Management3,257$397K0.01%+4413F-HRTimeline
TABLEAUX LLC3,246$396K0.29%-46213F-HRTimeline
MONECO ADVISORS, LLC3,239$395K0.04%+3713F-HR/ATimeline
Oxinas Partners, LLC3,215$392K0.23%+413F-HRTimeline
BCU Wealth Advisors, LLC3,211$391K0.2%+1013F-HRTimeline
ABLE Financial Group, LLC3,203$390K0.11%013F-HRTimeline
Litman Gregory Wealth Management LLC3,193$389K0.03%+9513F-HRTimeline
NWF Advisory Services Inc.3,192$389K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,187$389K0.01%+70913F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.3,184$388K0.22%013F-HRTimeline
Smithfield Trust Co3,149$385K0.02%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,150$384K0.01%-21213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,138$383K<0.01%-1,79213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,136$382K0.01%-1513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,134$382K0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC3,125$381K0.01%-13113F-HRTimeline
FUTURE YOU WEALTH LLC3,109$379K0.24%+1,32013F-HRTimeline
Traveka Wealth, LLC3,090$377K0.21%-63713F-HRTimeline
THEORY FINANCIAL LLC3,059$373K0.16%-1,99213F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,020$368K0.05%-47413F-HRTimeline
D. SCOTT NEAL, INC.3,017$368K0.2%-7013F-HRTimeline
Capital Investment Advisors, LLC3,011$367K0.01%new13F-HRTimeline
WESBANCO BANK INC3,002$366K0.01%+12213F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$366K0.04%-1,35213F-HRTimeline
Pettinga Financial Advisors LLC2,997$365K0.09%-26513F-HRTimeline
CGC Financial Services, LLC2,987$364K0.14%013F-HRTimeline
PDS Planning, Inc2,980$363K0.03%+813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,964$361K0.01%-53213F-HRTimelineGroup
XML Financial, LLC2,959$361K0.03%-2,03113F-HRTimeline
Valtinson Bruner Financial Planning LLC2,958$361K0.12%+32013F-HRTimeline
Buttonwood Financial Group, LLC3,150$360K0.21%+71413F-HRTimeline
Wealthstream Advisors, Inc.2,944$359K0.07%+813F-HRTimeline
EQ LLC2,929$357K0.17%+47113F-HRTimeline
Milestone Investment Advisors LLC2,881$351K0.1%+213F-HRTimeline
Barnes Wealth Management Group, Inc2,877$351K0.23%013F-HRTimeline
Argent Trust Co2,869$350K0.01%013F-HRTimeline
Prospera Financial Services Inc2,862$349K0.01%-33813F-HRTimeline
Finley Financial, LLC2,860$346K0.19%013F-HRTimeline
Gen-Wealth Partners Inc2,815$343K0.14%-8,28713F-HRTimeline
Cornerstone Wealth Management, LLC2,778$339K0.02%-75513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,089$334K<0.01%-19513F-HRTimelineGroup
Fort Point Capital Partners LLC2,732$333K0.04%013F-HRTimeline
Venturi Wealth Management, LLC2,715$331K0.02%+46013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,678$326K0.03%013F-HRTimelineGroup
Founders Financial Alliance, LLC2,674$326K0.08%-52013F-HRTimeline
Clearstead Advisors, LLC2,671$326K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,661$324K0.23%013F-HRTimeline
Hutchens & Kramer Investment Management…2,659$324K0.18%+5113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$323K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,606$318K0.02%+113F-HRTimelineGroup
Single Point Partners, LLC2,602$317K0.07%+7713F-HRTimeline
Waldron Private Wealth LLC2,585$315K0.01%+12213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,579$314K0.24%013F-HRTimeline
Leverty Financial Group, LLC2,552$311K0.13%013F-HRTimeline
Seven Post Investment Office LP2,532$309K0.12%013F-HRTimeline
Freedom Investment Management, Inc.2,505$305K0.03%+46313F-HRTimeline
Avantax Planning Partners, Inc.2,500$305K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,487$303K<0.01%-57613F-HRTimeline
WRAPMANAGER INC2,449$299K0.08%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,438$297K0.15%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,434$297K0.15%-1913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,673$294K0.07%+16213F-HRTimeline
Aspen Wealth Strategies, LLC2,397$292K0.19%+5013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,393$292K0.04%+37713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,391$291K0.01%-1,08013F-HRTimelineGroup
Worth Financial Advisory Group, LLC2,385$291K0.18%-21513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,383$291K0.11%-6913F-HRTimeline
Csenge Advisory Group2,533$290K0.02%+19813F-HRTimeline
Legacy Financial Advisors, Inc.2,366$288K0.05%-3813F-HRTimeline
Strategic Financial Concepts, LLC2,345$286K0.05%+313F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,322$283K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,311$282K0.01%+613F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,306$281K0.07%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,291$279K0.16%-1,39113F-HRTimeline
Simplicity Wealth,LLC2,283$278K0.02%new13F-HRTimeline
Northstar Financial Companies, Inc.2,278$278K0.3%013F-HRTimeline
WHITTIER TRUST CO2,265$276K<0.01%013F-HRTimeline
Rede Wealth, LLC2,261$276K0.1%013F-HRTimeline
Trademark Financial Management, LLC2,248$274K0.21%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,246$274K<0.01%-21113F-HRTimelineGroup
SAGE FINANCIAL GROUP INC2,225$271K0.02%013F-HRTimeline
Bellwether Advisors, LLC2,224$271K0.06%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,191$267K0.09%+6513F-HRTimeline
Sound Income Strategies, LLC2,185$266K0.02%+1313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,176$266K0.01%+60913F-HRTimelineGroup
Drucker Wealth 3.0, LLC2,164$264K0.06%-7313F-HRTimeline
MOLLER WEALTH PARTNERS2,156$263K0.06%-1813F-HRTimeline
Spectrum Planning & Advisory Services I…2,122$259K0.22%-30013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,112$257K0.02%+1913F-HRTimeline
SeaCrest Wealth Management, LLC2,109$257K0.03%-35013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,095$255K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC2,090$255K0.03%-19,50513F-HRTimeline
NOVUS ADVISORS, LLC2,061$251K0.25%-7613F-HRTimeline
Horizons Wealth Management2,061$251K0.19%-11313F-HRTimeline
Quadcap Wealth Management, LLC2,017$246K0.04%-19813F-HRTimeline
Note Advisors, LLC1,999$244K0.2%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,987$242K<0.01%013F-HRTimeline
Prosperitas Financial LLC1,985$242K0.13%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,965$240K0.01%-3013F-HRTimeline
Centurion Wealth Management LLC1,848$238K0.07%013F-HRTimeline
Ethic Inc.1,925$236K<0.01%013F-HRTimeline
One Day In July LLC1,926$235K0.02%-6813F-HRTimeline
Vertex Planning Partners, LLC1,912$233K0.05%-17713F-HRTimeline