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Disclosery

ESGU ISHARES TR

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COM (fund)

772 managers (778 13F filers) reported a position in ESGU shares at 2025-09-30, 80,781,954 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
772
13F filers
778
New
47
Added
287
Reduced
273
Sold out
38
Shares held by filers
80,781,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IHT Wealth Management, LLC4,886$711K0.02%-25213F-HRTimeline
Rothschild Wealth LLC4,883$711K0.15%-2413F-HRTimeline
GC Wealth Management RIA, LLC4,868$709K0.02%+3,25913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,859$707K-43Timeline
TD PRIVATE CLIENT WEALTH LLC4,827$703K0.02%-5313F-HRTimeline
B. Riley Wealth Advisors, Inc.4,804$699K0.03%+3313F-HRTimeline
Brewster Financial Planning LLC4,802$699K0.44%013F-HRTimeline
Intrua Financial, LLC4,770$695K0.08%+5513F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,769$694K0.02%+60013F-HRTimeline
APS Management Group, Inc.4,764$694K0.61%13F-HRTimeline
Main Street Financial Solutions, LLC4,758$693K0.04%-7613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,756$692K0.08%+1113F-HRTimeline
PFG Advisors4,735$689K0.03%-81913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,721$687K0.14%13F-HRTimelineGroup
Talisman Wealth Advisors LLC4,720$687K0.57%-4713F-HRTimeline
Traveka Wealth, LLC4,717$687K0.31%+32413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,682$682K<0.01%+23013F-HRTimelineGroup
Savvy Advisors, Inc.4,672$680K0.03%+1,06913F-HRTimeline
Copperleaf Capital, LLC4,650$677K0.32%+72213F-HRTimeline
EASTERN BANK4,613$672K0.01%-25413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,611$671K0.11%+413F-HRTimeline
FC Advisory LLC4,610$671K0.2%+213F-HRTimeline
Kingsview Wealth Management, LLC4,545$662K0.01%-15213F-HRTimeline
Heritage Family Offices, LLP4,509$657K0.31%-67013F-HRTimeline
Veridan Wealth LLC4,481$652K0.22%13F-HRTimeline
Buttonwood Financial Group, LLC4,457$652K0.28%+1,32513F-HRTimeline
Independent Advisor Alliance4,446$647K0.02%+1,74213F-HRTimeline
Sovereign Financial Group, Inc.4,344$632K0.12%+32613F-HRTimeline
WealthCollab, LLC4,311$628K0.29%013F-HRTimeline
Midwest Trust Co4,294$625K0.01%013F-HRTimeline
SIGNATUREFD, LLC4,291$625K0.01%+1913F-HRTimeline
Certus Wealth Management, LLC4,251$619K0.37%-19113F-HRTimeline
Western Wealth Management, LLC4,247$618K0.03%-1,01213F-HRTimeline
MBE Wealth Management, LLC4,246$618K0.27%-7413F-HRTimeline
Diversified Enterprises, LLC4,245$618K0.04%-5113F-HRTimeline
RWA WEALTH PARTNERS, LLC4,243$618K0.01%+41513F-HRTimeline
Foundations Investment Advisors, LLC4,166$607K0.01%-2513F-HRTimeline
Archford Capital Strategies, LLC4,130$601K0.07%013F-HRTimeline
Emergent Wealth Advisors, LLC4,089$595K0.35%-7613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,023$586K0.01%-22513F-HRTimelineGroup
Meridian Financial Partners LLC3,967$584K0.24%-37713F-HRTimeline
Rossby Financial, LCC3,987$583K0.19%+10113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,953$576K<0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,947$575K0.03%013F-HRTimeline
Syntegra Private Wealth Group, LLC3,947$575K0.05%+25513F-HRTimeline
Quent Capital, LLC3,936$573K0.05%-8513F-HRTimeline
Amundiin group Amundi3,885$571K<0.01%-2,85513F-HRTimelineGroup
Gen-Wealth Partners Inc3,902$568K0.19%+1,06313F-HRTimeline
Lantz Financial LLC3,869$563K0.12%+6013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,864$563K0.01%-1513F-HRTimelineGroup
Prospera Financial Services Inc3,855$561K0.01%+79813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,852$561K0.04%-24313F-HRTimelineGroup
Summit Financial, LLC3,848$560K0.01%new13F-HRTimeline
North Berkeley Wealth Management, LLC3,845$560K0.44%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,843$560K<0.01%013F-HRTimelineGroup
Alpha Cubed Investments, LLC3,832$558K0.02%+513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,821$556K0.02%-4,63613F-HRTimelineGroup
Larson Financial Group LLC3,810$555K0.02%+2,53913F-HRTimeline
Visionary Wealth Advisors3,786$551K0.03%-14413F-HRTimeline
Peak Financial Management, Inc.3,754$547K0.14%013F-HRTimeline
Golden State Wealth Management, LLC3,746$545K0.06%+4613F-HRTimeline
Magnus Financial Group LLC3,731$543K0.04%-1,10213F-HRTimeline
Grey Fox Wealth Advisors, LLC3,723$542K0.11%+16913F-HRTimeline
Sherman Asset Management, Inc.3,712$540K0.47%+17513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,705$539K0.02%+1,42213F-HRTimelineGroup
Estate Counselors, LLC3,700$539K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,695$538K<0.01%-26613F-HRTimelineGroup
Trek Financial, LLC3,684$536K0.03%+1,19813F-HRTimeline
Valtinson Bruner Financial Planning LLC3,680$536K0.16%+63613F-HRTimeline
Capital Asset Advisory Services LLC3,668$534K0.02%+1,10613F-HRTimeline
AdvisorNet Financial, Inc3,657$532K0.03%+16213F-HRTimeline
Capital Investment Advisors, LLC3,651$532K0.01%+113F-HRTimeline
Root Financial Partners, LLC3,632$529K0.03%+5213F-HRTimeline
BRIGHTON JONES LLC3,591$523K0.01%-39313F-HRTimeline
LIBRA WEALTH LLC3,544$516K0.15%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,541$516K0.09%+913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,534$515K0.01%-2113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,529$514K0.16%new13F-HRTimeline
5T Wealth, LLC3,502$510K0.22%013F-HRTimeline
Baker Avenue Asset Management, LP3,493$509K0.01%+7513F-HRTimeline
Lion Street Advisors, LLC4,785$504K0.17%new13F-HRTimeline
Signal Advisors Wealth, LLC3,450$502K0.05%-46613F-HRTimeline
Oregon Pacific Wealth Management, LLC3,433$500K0.43%-8213F-HRTimeline
Litman Gregory Wealth Management LLC3,424$499K0.04%013F-HRTimeline
RKL Wealth Management LLC3,419$498K0.04%-31413F-HRTimeline
Caprock Group, LLC3,507$495K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,396$494K<0.01%+3413F-HRTimelineGroup
NWF Advisory Services Inc.3,367$490K0.05%013F-HRTimeline
Bison Wealth, LLC3,321$490K0.05%+913F-HRTimeline
Destination Wealth Management3,341$486K0.01%+4313F-HRTimeline
EQ LLC3,337$486K0.16%-913F-HRTimeline
Tanager Wealth Management LLP3,298$480K0.05%-70513F-HRTimeline
Farmers National Bank3,297$480K0.11%-14313F-HRTimeline
MontVue Capital Management, Inc.3,275$477K0.32%013F-HRTimeline
CX Institutional3,270$476K0.01%+813F-HRTimeline
BAILARD, INC.3,229$470K0.01%013F-HRTimeline
BCU Wealth Advisors, LLC3,223$469K0.19%+613F-HRTimeline
STOCK YARDS BANK & TRUST CO3,192$465K0.01%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,184$464K0.23%013F-HRTimeline
Smithfield Trust Co3,149$459K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,100$451K0.01%+17013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,089$450K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,081$449K0.01%+313F-HRTimelineGroup
MATHER GROUP, LLC.3,073$447K<0.01%+12813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,067$447K0.14%-12313F-HRTimeline
Payne Capital LLC3,052$444K0.45%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,041$443K0.01%-2013F-HRTimeline
Legacy Financial Advisors, Inc.3,011$438K0.06%-24813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,982$438K0.07%+713F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$437K0.04%013F-HRTimeline
Precision Wealth Strategies, LLC2,999$437K0.14%+5013F-HRTimeline
Wealthstream Advisors, Inc.2,944$429K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP2,941$428K<0.01%+113F-HRTimeline
PDS Planning, Inc2,928$426K0.03%-113F-HRTimeline
D. SCOTT NEAL, INC.2,889$421K0.19%-12813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,877$419K0.01%-8713F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,877$419K0.23%013F-HRTimeline
Finley Financial, LLC2,860$416K0.19%013F-HRTimeline
Csenge Advisory Group2,842$414K0.02%+33813F-HRTimeline
ABLE Financial Group, LLC2,836$413K0.09%013F-HRTimeline
W.H. Cornerstone Investments Inc.2,818$410K0.25%+813F-HRTimeline
Cornerstone Wealth Management, LLC2,778$405K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,762$402K<0.01%+2,75413F-HR/ATimelineGroup
Single Point Partners, LLC2,760$402K0.08%+7713F-HRTimeline
WESBANCO BANK INC2,733$398K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…2,724$397K0.16%+7213F-HRTimeline
Venturi Wealth Management, LLC2,720$396K0.02%-5013F-HRTimeline
Fort Point Capital Partners LLC2,703$394K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,701$393K0.02%+9413F-HRTimelineGroup
Atlas Private Wealth Advisors2,679$390K0.1%-2,66913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,678$390K0.03%013F-HRTimelineGroup
Belpointe Asset Management LLC2,674$389K0.01%-1,76213F-HRTimeline
Financial Engines Advisors L.L.C.2,672$389K<0.01%-2913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$385K0.05%013F-HRTimeline
Waldron Private Wealth LLC2,623$382K0.02%013F-HRTimeline
Milestone Investment Advisors LLC2,610$380K0.09%+113F-HRTimeline
NerdWallet Wealth Partners, LLC2,603$379K0.19%13F-HRTimeline
Clearstead Advisors, LLC2,596$378K0.01%-8313F-HRTimeline
Chesapeake Wealth Management2,565$373K0.11%+65013F-HRTimeline
Leverty Financial Group, LLC2,552$372K0.1%013F-HRTimeline
SEMITAM BONAM LLC2,544$370K0.33%-8113F-HRTimeline
Seven Post Investment Office LP2,532$369K0.13%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,477$361K0.01%-55513F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.2,444$356K0.14%-4813F-HRTimeline
Argent Trust Co2,429$354K0.01%-44013F-HRTimeline
CGC Financial Services, LLC2,421$352K0.1%-22313F-HRTimeline
WRAPMANAGER INC2,415$352K0.11%+67613F-HRTimeline
Pine Valley Investments Ltd Liability Co2,403$350K0.02%-2513F-HRTimeline
Aspen Wealth Strategies, LLC2,397$349K0.2%013F-HRTimeline
Pettinga Financial Advisors LLC2,389$348K0.07%013F-HRTimeline
Spectrum Planning & Advisory Services I…2,376$346K0.2%+713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,375$346K0.12%-6713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$343K0.08%013F-HRTimeline
Prosperitas Financial LLC2,348$342K0.14%+15313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,346$342K<0.01%+20013F-HRTimelineGroup
NWAM LLC2,315$339K0.02%-313F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,323$338K0.01%+613F-HRTimelineGroup
Quantinno Capital Management LP2,309$336K<0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,306$336K0.07%013F-HRTimeline
Oxinas Partners, LLC2,302$335K0.18%-50713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,300$335K0.04%+7313F-HR/ATimelineGroup
Merkkuri Wealth Advisors LLC2,298$335K0.24%-4913F-HRTimeline
Trademark Financial Management, LLC2,290$333K0.19%013F-HRTimeline
Sound Income Strategies, LLC2,267$333K0.02%-28513F-HRTimeline
WHITTIER TRUST CO2,265$332K<0.01%013F-HRTimeline
Northstar Financial Companies, Inc.2,278$332K0.31%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,270$331K0.02%-39613F-HRTimeline
Avantax Planning Partners, Inc.2,257$329K0.01%-24313F-HRTimeline
Bellwether Advisors, LLC2,248$327K0.05%+2413F-HRTimeline
SageView Advisory Group, LLC2,247$327K0.01%-5913F-HRTimeline
Vermillion & White Wealth Management Gr…2,211$322K0.18%013F-HRTimeline
Coppell Advisory Solutions LLC2,214$321K0.03%+8113F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,200$320K0.05%new13F-HRTimeline
Level Financial Advisors2,191$319K0.09%-2,24213F-HRTimeline
NewEdge Wealth, LLC2,103$312K<0.01%+48513F-HRTimeline
Gateway Wealth Partners, LLC2,141$312K0.04%+64013F-HRTimeline
Total Clarity Wealth Management, Inc.2,133$311K0.08%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,124$309K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.2,121$309K0.01%-9813F-HRTimeline
MOLLER WEALTH PARTNERS2,103$306K0.06%013F-HRTimeline
MONECO ADVISORS, LLC2,097$305K0.03%-30613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,095$305K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,095$305K0.02%+41913F-HRTimelineGroup
Drucker Wealth 3.0, LLC2,084$303K0.05%+22613F-HRTimeline
Amplius Wealth Advisors, LLC2,083$303K0.03%+2013F-HRTimeline
Worth Financial Advisory Group, LLC2,080$303K0.17%013F-HRTimeline
SeaCrest Wealth Management, LLC2,055$302K0.03%-413F-HRTimeline
Founders Financial Alliance, LLC2,069$301K0.06%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,008$292K0.07%-34513F-HRTimeline
SAGE FINANCIAL GROUP INC2,000$291K0.02%-22513F-HRTimeline
Quadcap Wealth Management, LLC1,992$290K0.03%-1913F-HRTimeline
Horizons Wealth Management1,991$290K0.2%-7013F-HRTimeline
Callan Family Office, LLC1,989$290K0.01%+17513F-HRTimeline
PINNACLE ASSOCIATES LTD1,987$289K<0.01%013F-HRTimeline
Note Advisors, LLC1,974$287K0.17%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,974$287K0.02%+4113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,949$284K0.04%+27513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,934$282K0.01%-3113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,928$281K<0.01%new13F-HRTimelineGroup
One Day In July LLC1,926$280K0.02%013F-HRTimeline