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Disclosery

ESGU ISHARES TR

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COM (fund)

770 managers (776 13F filers) reported a position in ESGU shares at 2025-06-30, 78,523,809 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
770
13F filers
776
New
51
Added
241
Reduced
330
Sold out
33
Shares held by filers
78,523,809

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ASPIRIANT, LLC5,082$688K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,070$686K<0.01%-5013F-HRTimelineGroup
Resonant Capital Advisors, LLC5,048$683K0.04%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,987$675K0.05%-1,53413F-HR/ATimeline
Great Diamond Partners, LLC4,974$673K0.14%-16213F-HRTimeline
Atria Investments, Inc4,913$665K0.01%+35013F-HRTimeline
Rothschild Wealth LLC4,907$664K0.16%-49013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,902$663K-1,319Timeline
TD PRIVATE CLIENT WEALTH LLC4,880$660K0.02%-15713F-HRTimeline
EASTERN BANK4,867$659K0.01%-1,64713F-HRTimeline
Main Street Financial Solutions, LLC4,834$654K0.05%+1213F-HRTimeline
Magnus Financial Group LLC4,833$654K0.06%-4713F-HRTimeline
Brewster Financial Planning LLC4,802$650K0.44%-15213F-HRTimeline
B. Riley Wealth Advisors, Inc.4,771$645K0.03%-17,98813F-HRTimeline
Talisman Wealth Advisors LLC4,767$645K0.59%+3813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,745$642K0.08%+1513F-HRTimeline
Intrua Financial, LLC4,715$638K0.09%-70813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,713$638K0.01%-24213F-HRTimelineGroup
Kingsview Wealth Management, LLC4,697$636K0.01%-21413F-HRTimeline
Heritage Family Offices, LLP5,179$628K0.32%013F-HRTimeline
FC Advisory LLC4,608$623K0.19%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,607$622K0.11%+1813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,452$602K<0.01%+12713F-HRTimelineGroup
Certus Wealth Management, LLC4,442$601K0.39%-5013F-HRTimeline
Belpointe Asset Management LLC4,436$600K0.03%-1,17013F-HRTimeline
Level Financial Advisors4,433$600K0.19%013F-HRTimeline
Traveka Wealth, LLC4,393$594K0.31%+1,30313F-HRTimeline
Meridian Financial Partners LLC4,344$588K0.28%+63813F-HRTimeline
Live Oak Investment Partners4,340$587K0.45%-1,69913F-HRTimeline
Arcadia Wealth Management, LLC4,339$587K0.26%+1113F-HRTimeline
MBE Wealth Management, LLC4,320$584K0.25%+18913F-HRTimeline
WealthCollab, LLC4,311$583K0.33%013F-HRTimeline
Diversified Enterprises, LLC4,296$581K0.04%-1,06213F-HRTimeline
Midwest Trust Co4,294$581K0.01%13F-HRTimeline
SIGNATUREFD, LLC4,272$578K0.01%-12013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,248$575K0.01%+113F-HRTimelineGroup
Foundations Investment Advisors, LLC4,191$567K0.01%-23113F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,169$564K0.02%-72713F-HRTimeline
Emergent Wealth Advisors, LLC4,165$563K0.36%+16613F-HRTimeline
Archford Capital Strategies, LLC4,130$559K0.07%-3213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,095$554K0.04%-11913F-HRTimelineGroup
Vise Technologies, Inc.4,042$547K0.02%13F-HRTimeline
Quent Capital, LLC4,021$544K0.05%-37613F-HRTimeline
Sovereign Financial Group, Inc.4,018$544K0.11%-96213F-HRTimeline
Tanager Wealth Management LLP4,003$542K0.06%013F-HRTimeline
BRIGHTON JONES LLC3,984$539K0.01%+85913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,961$536K<0.01%-5513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,953$535K<0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,947$534K0.03%+11413F-HRTimeline
LifePlan Investment Advisors, Inc.3,944$534K0.26%+12213F-HRTimeline
Visionary Wealth Advisors3,930$532K0.03%+1013F-HRTimeline
Copperleaf Capital, LLC3,928$531K0.27%+6613F-HRTimeline
Signal Advisors Wealth, LLC3,916$530K0.04%-9713F-HRTimeline
Rossby Financial, LCC3,886$526K0.2%-72,03413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,879$525K0.01%-36313F-HRTimelineGroup
North Berkeley Wealth Management, LLC3,845$520K0.48%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,843$520K<0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,828$518K0.01%-21513F-HRTimeline
Alpha Cubed Investments, LLC3,827$518K0.02%+613F-HRTimeline
Lantz Financial LLC3,809$515K0.13%+2613F-HRTimeline
Peak Financial Management, Inc.3,754$508K0.14%+8513F-HRTimeline
RKL Wealth Management LLC3,733$505K0.04%+913F-HRTimeline
Estate Counselors, LLC3,700$501K0.05%new13F-HRTimeline
Golden State Wealth Management, LLC3,700$501K0.06%-64013F-HRTimeline
Syntegra Private Wealth Group, LLC3,692$500K0.05%-50113F-HRTimeline
Capital Investment Advisors, LLC3,650$494K0.01%+63913F-HR/ATimeline
Savvy Advisors, Inc.3,603$487K0.03%-1,46813F-HRTimeline
Root Financial Partners, LLC3,580$484K0.05%-19513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,555$481K0.01%-2813F-HRTimeline
Grey Fox Wealth Advisors, LLC3,554$481K0.11%+16513F-HRTimeline
LIBRA WEALTH LLC3,544$480K0.16%new13F-HRTimeline
Sherman Asset Management, Inc.3,537$479K0.42%+3513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,532$478K0.09%+913F-HRTimeline
Wilmington Savings Fund Society, FSB3,521$476K0.01%013F-HRTimeline
Oregon Pacific Wealth Management, LLC3,515$476K0.45%-1813F-HRTimeline
5T Wealth, LLC3,502$474K0.24%-2,29413F-HRTimeline
AdvisorNet Financial, Inc3,495$473K0.03%-41913F-HRTimeline
Farmers National Bank3,440$465K0.12%+3213F-HRTimeline
Litman Gregory Wealth Management LLC3,424$463K0.04%+23113F-HRTimeline
Baker Avenue Asset Management, LP3,418$462K0.01%-21113F-HRTimeline
NWF Advisory Services Inc.3,367$456K0.05%+17513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,362$455K<0.01%+22413F-HRTimelineGroup
EQ LLC3,346$453K0.18%+41713F-HRTimeline
Bison Wealth, LLC3,312$449K0.04%+1,50613F-HRTimeline
Destination Wealth Management3,298$446K0.01%+4113F-HRTimeline
MontVue Capital Management, Inc.3,275$443K0.32%-313F-HRTimeline
CX Institutional3,262$441K0.02%013F-HR/ATimeline
Legacy Financial Advisors, Inc.3,259$441K0.07%+89313F-HRTimeline
TABLEAUX LLC3,235$438K0.25%-1113F-HR/ATimeline
BAILARD, INC.3,229$437K0.01%-76113F-HRTimeline
BCU Wealth Advisors, LLC3,217$435K0.2%+613F-HRTimeline
STOCK YARDS BANK & TRUST CO3,192$432K0.01%-7713F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,190$432K0.14%-28313F-HRTimeline
Smithfield Trust Co3,149$425K0.02%013F-HRTimeline
Buttonwood Financial Group, LLC3,132$425K0.22%-1813F-HRTimeline
THEORY FINANCIAL LLC3,069$424K0.16%+1013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,089$418K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,078$416K0.01%-10913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,061$414K0.01%-7513F-HRTimeline
Prospera Financial Services Inc3,057$414K0.01%+19513F-HRTimeline
Valtinson Bruner Financial Planning LLC3,044$412K0.13%+8613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,032$410K0.01%-10213F-HRTimelineGroup
D. SCOTT NEAL, INC.3,017$408K0.2%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,975$406K0.07%+30213F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$406K0.04%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,994$405K0.01%-15613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,964$401K0.01%013F-HRTimelineGroup
XML Financial, LLC2,959$400K0.03%013F-HRTimeline
Precision Wealth Strategies, LLC2,949$399K0.13%new13F-HRTimeline
MATHER GROUP, LLC.2,945$398K<0.01%-72713F-HRTimeline
Wealthstream Advisors, Inc.2,944$398K0.07%013F-HRTimeline
SYNOVUS FINANCIAL CORP2,940$398K<0.01%+1,22213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,930$396K0.01%-3,53513F-HRTimelineGroup
PDS Planning, Inc2,929$396K0.03%-5113F-HRTimeline
Barnes Wealth Management Group, Inc2,877$389K0.23%013F-HRTimeline
Argent Trust Co2,869$388K0.01%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,184$388K0.22%013F-HRTimeline
Finley Financial, LLC2,860$387K0.19%013F-HRTimeline
Gen-Wealth Partners Inc2,839$384K0.15%+2413F-HRTimeline
ABLE Financial Group, LLC2,836$384K0.09%-36713F-HRTimeline
W.H. Cornerstone Investments Inc.2,810$380K0.24%-59813F-HRTimeline
Oxinas Partners, LLC2,809$380K0.2%-40613F-HRTimeline
FUTURE YOU WEALTH LLC2,800$379K0.21%-30913F-HRTimeline
Cornerstone Wealth Management, LLC2,778$376K0.02%013F-HRTimeline
Venturi Wealth Management, LLC2,770$375K0.02%+5513F-HRTimeline
WESBANCO BANK INC2,733$370K0.01%-26913F-HRTimeline
Independent Advisor Alliance2,704$366K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,701$366K<0.01%+1,02013F-HRTimeline
Fort Point Capital Partners LLC2,703$366K0.04%-2913F-HRTimeline
Advus Financial Partners, LLC2,694$364K0.14%-1,01613F-HR/ATimeline
Single Point Partners, LLC2,683$363K0.08%+8113F-HRTimeline
Clearstead Advisors, LLC2,679$362K0.01%+813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,678$362K0.03%013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC2,666$361K0.03%-67013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,655$359K0.04%-36513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$358K0.05%013F-HRTimeline
Hutchens & Kramer Investment Management…2,652$358K0.16%-713F-HRTimeline
CGC Financial Services, LLC2,644$358K0.12%-34313F-HRTimeline
SEMITAM BONAM LLC2,625$355K0.33%13F-HRTimeline
Waldron Private Wealth LLC2,623$355K0.02%+3813F-HRTimeline
Milestone Investment Advisors LLC2,609$353K0.09%-27213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,607$353K0.02%+113F-HRTimelineGroup
Capital Asset Advisory Services LLC2,562$346K0.02%+67213F-HRTimeline
Sound Income Strategies, LLC2,552$345K0.02%+36713F-HRTimeline
Leverty Financial Group, LLC2,552$345K0.1%013F-HRTimeline
Seven Post Investment Office LP2,532$343K0.13%013F-HRTimeline
Freedom Investment Management, Inc.2,529$342K0.03%+2413F-HRTimeline
Avantax Planning Partners, Inc.2,500$338K0.01%013F-HRTimeline
FSA WEALTH PARTNERS, INC.2,492$337K0.16%new13F-HRTimeline
Trek Financial, LLC2,486$336K0.02%-78313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,481$336K<0.01%-613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,442$330K0.13%+813F-HRTimeline
Pine Valley Investments Ltd Liability Co2,428$329K0.02%+31613F-HRTimeline
MONECO ADVISORS, LLC2,403$325K0.03%-83613F-HRTimeline
Aspen Wealth Strategies, LLC2,397$324K0.2%013F-HRTimeline
Pettinga Financial Advisors LLC2,389$323K0.07%-60813F-HRTimeline
Csenge Advisory Group2,504$323K0.02%-2913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,383$322K0.04%-1013F-HRTimeline
SageView Advisory Group, LLC2,306$321K0.01%-6,72813F-HRTimeline
Spectrum Planning & Advisory Services I…2,369$321K0.21%+24713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$319K0.11%-2913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,353$318K0.09%+16213F-HRTimeline
Arax Advisory Partners2,353$318K0.01%-1,35913F-HRTimeline
NWAM LLC2,318$318K0.02%+62413F-HR/ATimeline
Tradewinds, LLC.2,347$318K0.24%new13F-HRTimeline
Merkkuri Wealth Advisors LLC2,347$318K0.24%-3,03213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,317$313K0.01%+613F-HRTimelineGroup
Quantinno Capital Management LP2,309$312K<0.01%+44313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,306$312K0.07%013F-HRTimeline
Trademark Financial Management, LLC2,290$310K0.19%+4213F-HRTimeline
Northstar Financial Companies, Inc.2,278$308K0.32%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,283$308K0.01%+10713F-HRTimelineGroup
Financial Advocates Investment Manageme…3,004$307K0.03%-34713F-HRTimeline
WHITTIER TRUST CO2,265$306K<0.01%013F-HRTimeline
Rede Wealth, LLC2,261$306K0.11%013F-HRTimeline
SAGE FINANCIAL GROUP INC2,225$301K0.02%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,227$301K0.03%+49913F-HR/ATimelineGroup
Bellwether Advisors, LLC2,224$301K0.05%013F-HRTimeline
Geneos Wealth Management Inc.2,219$300K0.01%-1,68613F-HRTimeline
Vermillion & White Wealth Management Gr…2,211$299K0.19%-45013F-HRTimeline
Prosperitas Financial LLC2,195$297K0.14%+21013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,146$290K<0.01%-10013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.2,133$289K0.08%new13F-HRTimeline
Coppell Advisory Solutions LLC2,133$286K0.03%new13F-HR/ATimeline
MOLLER WEALTH PARTNERS2,103$285K0.06%-5313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,095$283K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC2,080$281K0.17%-30513F-HRTimeline
Curtis Advisory Group, LLC2,077$281K0.07%+31613F-HRTimeline
Founders Financial Alliance, LLC2,069$280K0.06%-60513F-HRTimeline
Amplius Wealth Advisors, LLC2,063$279K0.03%+16913F-HRTimeline
Horizons Wealth Management2,061$279K0.2%013F-HRTimeline
SeaCrest Wealth Management, LLC2,059$279K0.03%-5013F-HRTimeline
Quadcap Wealth Management, LLC2,011$272K0.03%-613F-HRTimeline
NOVUS ADVISORS, LLC2,003$271K0.41%-5813F-HRTimeline
PINNACLE ASSOCIATES LTD1,987$269K<0.01%013F-HRTimeline
Note Advisors, LLC1,974$267K0.18%-2513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,965$266K0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,933$262K0.02%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,927$261K<0.01%-46413F-HRTimelineGroup
One Day In July LLC1,926$261K0.02%013F-HRTimeline