Skip to content
Disclosery

ESGU ISHARES TR

Follow

COM (fund)

828 managers (836 13F filers) reported a position in ESGU shares at 2025-12-31, 78,782,941 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
828
13F filers
836
New
60
Added
264
Reduced
307
Sold out
36
Shares held by filers
78,782,941

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Detalus Advisors, LLC5,300$790K0.19%-2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,218$777K0.03%+113F-HRTimelineGroup
Kelsey Financial, LLC5,207$776K0.67%13F-HRTimeline
ASPIRIANT, LLC5,146$767K0.02%+6413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,229$766K<0.01%+15413F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,105$761K0.08%-16713F-HRTimeline
Resonant Capital Advisors, LLC5,048$752K0.04%013F-HRTimeline
Rothschild Wealth LLC5,009$746K0.07%+12613F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC4,961$739K0.04%13F-HRTimeline
IHT Wealth Management, LLC4,899$730K0.02%+1313F-HRTimeline
Capital Asset Advisory Services LLC4,778$723K0.03%+1,11013F-HRTimeline
Intrua Financial, LLC4,825$719K0.08%+5513F-HRTimeline
B. Riley Wealth Advisors, Inc.4,801$715K0.03%-313F-HRTimeline
MOTIVE WEALTH ADVISORS4,789$713K0.3%new13F-HRTimeline
APS Management Group, Inc.4,772$711K0.61%+813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,765$710K0.08%+913F-HRTimeline
Main Street Financial Solutions, LLC4,758$709K0.05%013F-HRTimeline
Brewster Financial Planning LLC4,743$707K0.43%-5913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,742$707K0.02%-8513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,686$698K<0.01%+1,29013F-HRTimelineGroup
Great Diamond Partners, LLC4,684$698K0.13%-45113F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,670$696K0.02%-9913F-HRTimeline
Asempa Wealth Advisors4,649$693K0.6%13F-HRTimeline
FC Advisory LLC4,636$691K0.2%+2613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,620$688K0.1%+913F-HRTimeline
Rosenberg Matthew Hamilton4,607$686K0.14%-3,26913F-HRTimeline
Kingsview Wealth Management, LLC4,600$685K0.01%+5513F-HRTimeline
Capasso Planning Partners LLC4,525$674K0.37%-41613F-HRTimeline
MBE Wealth Management, LLC4,472$666K0.28%+22613F-HRTimeline
Independent Advisor Alliance4,446$662K0.02%013F-HRTimeline
Greenspring Advisors, LLC4,436$661K0.04%new13F-HRTimeline
Veridan Wealth LLC4,428$660K0.22%-5313F-HRTimeline
SIGNATUREFD, LLC4,384$653K0.01%+9313F-HRTimeline
Meridian Financial Partners LLC4,316$644K0.25%+34913F-HRTimeline
WealthCollab, LLC4,311$642K0.26%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,243$632K0.01%013F-HRTimeline
Diversified Enterprises, LLC4,231$630K0.04%-1413F-HRTimeline
EQ LLC4,173$622K0.18%+83613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,170$621K0.01%+1,08913F-HRTimelineGroup
Archford Capital Strategies, LLC4,130$615K0.07%013F-HRTimeline
Emergent Wealth Advisors, LLC4,111$612K0.34%+2213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,082$608K0.03%+13513F-HRTimeline
Old Peak Finance LLC4,040$602K0.37%13F-HRTimeline
Midwest Trust Co3,999$596K0.01%-29513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,997$595K0.01%-2613F-HRTimelineGroup
Valmark Advisers, Inc.3,992$595K0.01%-8,11313F-HRTimeline
Belpointe Asset Management LLC3,976$593K0.02%+1,30213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,972$592K0.04%+12013F-HRTimelineGroup
Bison Wealth, LLC4,162$587K0.07%+84113F-HRTimeline
VestGen Advisors, LLC3,937$587K0.02%-7,25413F-HRTimeline
AdvisorNet Financial, Inc3,899$581K0.03%+24213F-HRTimeline
Oregon Pacific Wealth Management, LLC3,875$577K0.6%+44213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,868$576K0.01%+413F-HRTimelineGroup
Tarbox Family Office, Inc.3,854$574K0.09%-7,42413F-HRTimeline
Savvy Advisors, Inc.3,853$574K0.02%-81913F-HRTimeline
Summit Financial, LLC3,848$573K0.01%013F-HRTimeline
North Berkeley Wealth Management, LLC3,845$573K0.34%013F-HRTimeline
Alpha Cubed Investments, LLC3,839$572K0.02%+713F-HRTimeline
Capital Investment Advisors, LLC3,838$572K0.01%+18713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,809$567K0.27%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC3,797$566K0.06%new13F-HRTimeline
Visionary Wealth Advisors3,795$565K0.03%+913F-HRTimeline
Destination Wealth Management3,789$564K0.01%+44813F-HRTimeline
Godfrey Financial Associates, Inc.3,779$563K0.49%13F-HRTimeline
EASTERN BANK3,773$562K0.01%-84013F-HRTimeline
Golden State Wealth Management, LLC3,752$559K0.06%+613F-HRTimeline
Chatterton & Associates Inc.3,752$559K0.48%13F-HRTimeline
Foundations Investment Advisors, LLC3,751$559K0.01%-41513F-HRTimeline
Sherman Asset Management, Inc.3,751$559K0.47%+3913F-HRTimeline
Lantz Financial LLC3,740$557K0.12%-12913F-HRTimeline
Rossby Financial, LCC3,733$556K0.17%-25413F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,729$555K0.08%new13F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,660$554K0.51%13F-HRTimeline
Trek Financial, LLC3,704$552K0.03%+2013F-HRTimeline
Estate Counselors, LLC3,700$551K0.05%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,692$550K0.11%-1,02913F-HRTimelineGroup
Peak Financial Management, Inc.3,682$549K0.14%-7213F-HRTimeline
Magnus Financial Group LLC3,660$545K0.04%-7113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,645$543K<0.01%-5013F-HRTimelineGroup
Root Financial Partners, LLC3,632$541K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP3,623$540K0.01%+13013F-HRTimeline
Basecamp Wealth Advisors LLC3,600$536K0.11%13F-HRTimeline
Quent Capital, LLC3,589$535K0.04%-34713F-HRTimeline
Gateway Wealth Partners, LLC3,586$534K0.06%+1,44513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,552$529K0.09%+1113F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC3,498$529K0.46%13F-HRTimeline
LIBRA WEALTH LLC3,544$528K0.15%013F-HRTimeline
Syntegra Private Wealth Group, LLC3,524$525K0.05%-42313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,518$524K0.03%-12,20113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,515$524K0.01%-1913F-HRTimeline
Heritage Family Offices, LLP3,475$518K0.24%-1,03413F-HRTimeline
5T Wealth, LLC3,452$514K0.21%-5013F-HRTimeline
Legacy Wealth Partners, LLC3,435$512K0.13%13F-HRTimeline
RKL Wealth Management LLC3,430$511K0.04%+1113F-HRTimeline
Vision Retirement, LLC3,403$507K0.14%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,384$504K0.01%-32113F-HR/ATimelineGroup
CORE WEALTH ADVISORS, LLC3,366$501K0.4%13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,335$497K<0.01%+24613F-HRTimelineGroup
NWF Advisory Services Inc.3,300$492K0.05%-6713F-HRTimeline
Tanager Wealth Management LLP3,298$491K0.05%013F-HRTimeline
Sovereign Financial Group, Inc.3,293$491K0.09%-1,05113F-HRTimeline
Caprock Group, LLC3,292$490K0.01%-21513F-HRTimeline
CX Institutional3,280$489K0.01%+1013F-HRTimeline
BCU Wealth Advisors, LLC3,272$487K0.19%+4913F-HRTimeline
JHP Wealth Management, LLC3,266$487K0.47%13F-HRTimeline
TABLEAUX LLC3,235$482K0.34%-3,23513F-HR/ATimeline
Farmers National Bank3,214$479K0.11%-8313F-HRTimeline
STOCK YARDS BANK & TRUST CO3,192$476K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,190$475K0.01%-2,89013F-HRTimelineGroup
Gen-Wealth Partners Inc3,179$474K0.15%-72313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,164$471K<0.01%+1,23613F-HRTimelineGroup
Andrews Advisory Associates, LLC3,160$471K0.25%13F-HRTimeline
Smithfield Trust Co3,149$469K0.02%013F-HRTimeline
ASL Financial, LLC3,137$467K0.37%13F-HRTimeline
PDS Planning, Inc3,134$467K0.03%+20613F-HRTimeline
BAILARD, INC.3,127$466K0.01%-10213F-HRTimeline
MATHER GROUP, LLC.3,077$458K<0.01%+413F-HRTimeline
Broussard Financial Group LLC3,076$458K0.37%13F-HRTimeline
Grey Fox Wealth Advisors, LLC3,063$456K0.09%-66013F-HRTimeline
Payne Capital LLC3,052$455K0.46%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,045$454K0.01%-5513F-HRTimelineGroup
Precision Wealth Strategies, LLC3,038$453K0.15%+3913F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$447K0.04%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,997$446K0.03%-2,09013F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC2,992$446K0.07%+1013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,991$446K0.01%-5013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC2,964$442K0.13%-10313F-HRTimeline
Liberty Atlantic Advisors LLC2,941$438K0.43%13F-HRTimeline
Valtinson Bruner Financial Planning LLC2,901$432K0.12%-77913F-HRTimeline
NORTHLAND SECURITIES, INC.2,884$430K0.41%13F-HRTimeline
Barnes Wealth Management Group, Inc2,877$429K0.23%013F-HRTimeline
Single Point Partners, LLC2,863$427K0.08%+10313F-HRTimeline
Finley Financial, LLC2,860$426K0.2%013F-HRTimeline
Northwest Capital Management Inc2,832$422K1.83%-11,90313F-HRTimeline
W.H. Cornerstone Investments Inc.2,826$421K0.25%+813F-HRTimeline
Fort Point Capital Partners LLC2,780$420K0.05%+7713F-HRTimeline
ABLE Financial Group, LLC2,804$418K0.08%-3213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,799$417K0.01%-7813F-HRTimelineGroup
Prosperitas Financial LLC2,786$415K0.16%+43813F-HRTimeline
Qube Research & Technologies Ltd2,785$415K<0.01%+1,98413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,784$415K<0.01%-1,16913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,781$414K0.02%+8013F-HRTimelineGroup
Cornerstone Wealth Management, LLC2,779$414K0.02%+113F-HRTimeline
Venturi Wealth Management, LLC2,778$414K0.02%+5813F-HRTimeline
Traveka Wealth, LLC2,763$412K0.17%-1,95413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,762$411K<0.01%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,745$409K0.01%+26813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,745$409K0.01%+42213F-HRTimelineGroup
Weinberger Asset Management, Inc2,738$408K0.15%new13F-HRTimeline
Csenge Advisory Group2,701$402K0.02%-14113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$394K0.05%013F-HRTimeline
NerdWallet Wealth Partners, LLC2,639$393K0.18%+3613F-HRTimeline
Waldron Private Wealth LLC2,623$391K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,614$389K0.05%13F-HRTimeline
Ethic Inc.2,612$389K0.01%+68713F-HRTimeline
Clearstead Advisors, LLC2,596$387K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC2,595$387K0.09%-1513F-HRTimeline
American Money Management, LLC2,584$385K0.06%new13F-HRTimeline
Range Advisory, LLC2,580$384K0.1%13F-HRTimeline
One Day In July LLC2,565$382K0.03%+63913F-HRTimeline
Chesapeake Wealth Management2,565$382K0.11%013F-HRTimeline
Leverty Financial Group, LLC2,552$380K0.09%013F-HRTimeline
Seven Post Investment Office LP2,532$377K0.13%013F-HRTimeline
WESBANCO BANK INC2,506$373K0.01%-22713F-HRTimeline
Polaris Investment Advisors, LLC2,499$372K0.27%13F-HRTimeline
Elevation Wealth Management LLC2,462$367K0.35%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,439$363K0.06%new13F-HRTimeline
Argent Trust Co2,429$362K0.01%013F-HRTimeline
CGC Financial Services, LLC2,421$361K0.1%013F-HRTimeline
SEMITAM BONAM LLC2,409$359K0.3%-13513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,402$358K<0.01%+27813F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd2,397$357K0.01%new13F-HRTimelineGroup
Aspen Wealth Strategies, LLC2,397$357K0.2%013F-HRTimeline
Pettinga Financial Advisors LLC2,389$356K0.07%013F-HRTimeline
Spectrum Planning & Advisory Services I…2,382$355K0.18%+613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,379$354K0.11%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,373$354K<0.01%+2713F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$351K0.09%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,317$345K0.02%+71413F-HRTimeline
Quantinno Capital Management LP2,309$344K<0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,306$344K0.07%013F-HRTimeline
Oxinas Partners, LLC2,304$343K0.17%+213F-HRTimeline
WHITTIER TRUST CO2,265$343K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,297$342K0.23%-113F-HRTimeline
Bright Futures Wealth Management, LLC.2,294$342K0.25%+43813F-HRTimeline
Buttonwood Financial Group, LLC2,254$341K0.18%-2,20313F-HRTimeline
Trademark Financial Management, LLC2,290$341K0.19%013F-HRTimeline
Northstar Financial Companies, Inc.2,278$339K0.27%013F-HRTimeline
Drucker Wealth 3.0, LLC2,272$338K0.06%+18813F-HRTimeline
Sound View Wealth Advisors Group, LLC2,270$338K0.02%013F-HRTimeline
Avantax Planning Partners, Inc.2,257$336K0.01%013F-HRTimeline
Bellwether Advisors, LLC2,248$335K0.05%013F-HRTimeline
Rede Wealth, LLC2,247$335K0.12%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,211$329K0.18%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,200$328K0.05%013F-HRTimeline
Level Financial Advisors2,191$326K0.09%013F-HRTimeline
Strategic Financial Concepts, LLC2,155$321K0.29%new13F-HRTimeline
Procyon Advisors, LLC2,148$320K0.02%new13F-HRTimeline
Aureum Wealth Management, LLC2,134$318K0.3%13F-HRTimeline
Total Clarity Wealth Management, Inc.2,133$318K0.08%013F-HRTimeline