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Disclosery

ESGU ISHARES TR

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COM (fund)

809 managers (817 13F filers) reported a position in ESGU shares at 2026-03-31, 77,822,790 shares in all. 37 filers opened a position and 50 filers sold out during the quarter.

Managers
809
13F filers
817
New
37
Added
282
Reduced
318
Sold out
50
Shares held by filers
77,822,790

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Resonant Capital Advisors, LLC5,048$714K0.04%013F-HRTimeline
Great Diamond Partners, LLC5,040$713K0.14%+35613F-HRTimeline
THEORY FINANCIAL LLC4,983$705K0.25%-28813F-HRTimeline
AdvisorNet Financial, Inc4,963$702K0.04%+1,06413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,961$702K0.04%013F-HRTimeline
WealthShield Partners, LLC4,945$699K0.08%-1,16213F-HRTimeline
VestGen Advisors, LLC4,323$695K0.02%+38613F-HRTimeline
IHT Wealth Management, LLC4,884$691K0.02%-1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,873$689K0.02%-34513F-HRTimelineGroup
Intrua Financial, LLC4,800$679K0.07%-2513F-HRTimeline
MOTIVE WEALTH ADVISORS4,789$677K0.32%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,777$676K0.08%+1213F-HRTimeline
Main Street Financial Solutions, LLC4,770$675K0.05%+1213F-HRTimeline
Bison Wealth, LLC4,162$672K0.07%013F-HRTimeline
Cornerstone Planning Group LLC4,257$671K0.09%+3,79713F-HRTimeline
Brewster Financial Planning LLC4,743$671K0.41%013F-HRTimeline
Ethic Inc.4,710$666K0.01%+2,09813F-HRTimeline
Trilogy Capital Inc.4,710$666K0.03%-58,26913F-HRTimeline
Capital Asset Advisory Services LLC4,310$665K0.03%-46813F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,696$664K0.02%+2613F-HRTimeline
FC Advisory LLC4,671$661K0.19%+3513F-HRTimeline
Rossby Financial, LCC4,627$659K0.14%+89413F-HRTimeline
Basecamp Wealth Advisors LLC4,660$659K0.14%+1,06013F-HRTimeline
EQ LLC4,648$657K0.19%+47513F-HRTimeline
Ryan Investment Management, Inc.4,641$656K0.37%-3,47013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,639$656K0.09%+1913F-HRTimeline
APS Management Group, Inc.4,518$639K0.55%-25413F-HRTimeline
Meridian Financial Partners LLC4,414$633K0.24%+9813F-HRTimeline
SIGNATUREFD, LLC4,439$628K0.01%+5513F-HRTimeline
Greenspring Advisors, LLC4,436$627K0.04%013F-HRTimeline
Capasso Planning Partners LLC4,425$626K0.34%-10013F-HRTimeline
Rosenberg Matthew Hamilton4,378$619K0.13%-22913F-HRTimeline
Veridan Wealth LLC4,337$613K0.23%-9113F-HRTimeline
WealthCollab, LLC4,311$610K0.25%013F-HRTimeline
Carnegie Investment Counsel4,310$610K0.01%+2,27513F-HRTimeline
Asempa Wealth Advisors4,273$609K0.53%-37613F-HRTimeline
RWA WEALTH PARTNERS, LLC4,243$600K0.01%013F-HRTimeline
Factor Wealth Management LTD4,235$599K0.11%new13F-HRTimeline
Foundations Investment Advisors, LLC4,206$595K0.01%+45513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,132$584K0.03%+5013F-HRTimeline
Archford Capital Strategies, LLC4,130$584K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,232$581K0.04%-56913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,093$579K0.01%-7713F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,040$571K0.28%+23113F-HRTimelineGroup
Old Peak Finance LLC4,040$571K0.33%013F-HRTimeline
Valmark Advisers, Inc.4,035$571K0.01%+4313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,016$568K<0.01%+37113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,982$564K0.01%+11413F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,933$556K0.04%-3913F-HRTimelineGroup
Lantz Financial LLC3,863$546K0.11%+12313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,863$546K0.01%-13413F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC3,861$546K0.01%new13F-HRTimeline
Tarbox Family Office, Inc.3,854$545K0.09%013F-HRTimeline
North Berkeley Wealth Management, LLC3,845$544K0.29%013F-HRTimeline
Single Point Partners, LLC3,841$543K0.11%+97813F-HRTimeline
Capital Investment Advisors, LLC3,839$543K0.01%+113F-HR/ATimeline
Midwest Trust Co3,828$541K0.01%-17113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,412$534K0.01%+2,11813F-HRTimeline
Fortis Capital Advisors, LLC3,766$533K0.07%+2,42413F-HRTimeline
PFG Advisors3,743$529K0.03%-1,64113F-HRTimeline
Golden State Wealth Management, LLC3,728$527K0.06%-2413F-HRTimeline
Venturi Wealth Management, LLC3,724$527K0.02%+94613F-HRTimeline
Godfrey Financial Associates, Inc.3,703$524K0.45%-7613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,700$523K<0.01%+2,17813F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,690$522K0.09%-213F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC3,680$520K0.54%-19513F-HRTimeline
Peak Financial Management, Inc.3,652$516K0.13%-3013F-HRTimeline
EASTERN BANK3,634$514K0.01%-13913F-HRTimeline
Emergent Wealth Advisors, LLC3,621$512K0.3%-49013F-HRTimeline
BRIGHTON JONES LLC3,593$508K0.01%new13F-HR/ATimeline
Quent Capital, LLC3,565$504K0.04%-2413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,561$504K0.08%+913F-HRTimeline
Diversified Enterprises, LLC3,546$501K0.03%-68513F-HRTimeline
LIBRA WEALTH LLC3,544$501K0.14%013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,538$500K0.48%-12213F-HRTimeline
Destination Wealth Management3,526$499K0.01%-26313F-HRTimeline
Baker Avenue Asset Management, LP3,523$498K0.01%-10013F-HRTimeline
Proactive Wealth Strategies LLC3,489$494K0.09%+1,74913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC3,476$492K0.46%-2213F-HRTimeline
Napier Financial, LLC3,460$489K0.11%new13F-HRTimeline
RKL Wealth Management LLC3,438$486K0.04%+813F-HRTimeline
Caprock Group, LLC3,429$485K0.01%+13713F-HRTimeline
J. Mark Nickell & Co.3,427$485K0.44%-2,50013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,393$479K0.01%+913F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC3,366$476K0.37%013F-HRTimeline
Legacy Wealth Partners, LLC3,357$475K0.12%-7813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,356$475K0.02%-16213F-HRTimeline
Scarborough Advisors, LLC3,324$470K0.05%+1,61313F-HRTimeline
JHP Wealth Management, LLC3,322$470K0.45%+5613F-HRTimeline
Visionary Wealth Advisors3,320$470K0.02%-47513F-HRTimeline
Tanager Wealth Management LLP3,319$469K0.05%+2113F-HRTimeline
NWF Advisory Services Inc.3,300$467K0.05%013F-HRTimeline
Gen-Wealth Partners Inc3,291$465K0.15%+11213F-HRTimeline
MATHER GROUP, LLC.3,287$465K<0.01%+21013F-HRTimeline
CX Institutional3,280$464K0.01%013F-HRTimeline
BCU Wealth Advisors, LLC3,272$463K0.17%013F-HRTimeline
STOCK YARDS BANK & TRUST CO3,257$461K0.01%+6513F-HRTimeline
TABLEAUX LLC3,235$457K0.22%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,696$456K<0.01%13F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC3,221$456K0.09%+15813F-HRTimeline
Precision Wealth Strategies, LLC3,216$455K0.15%+17813F-HRTimeline
Sovereign Financial Group, Inc.3,207$454K0.08%-8613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,184$450K0.21%-8,04413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,164$447K<0.01%013F-HRTimelineGroup
Farmers National Bank3,156$446K0.1%-5813F-HRTimeline
Smithfield Trust Co3,149$446K0.02%013F-HRTimeline
ASL Financial, LLC3,137$444K0.35%013F-HRTimeline
BAILARD, INC.3,127$442K0.01%013F-HRTimeline
PDS Planning, Inc3,111$440K0.03%-2313F-HRTimeline
Summit Financial, LLC3,106$439K0.01%-74213F-HRTimeline
Csenge Advisory Group3,101$439K0.02%+40013F-HRTimeline
Heritage Family Offices, LLP3,072$434K0.19%-40313F-HRTimeline
Andrews Advisory Associates, LLC3,066$434K0.23%-9413F-HRTimeline
Vision Retirement, LLC3,056$432K0.12%-34713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,045$431K0.01%+30013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,044$431K0.01%-14613F-HRTimelineGroup
Traveka Wealth, LLC3,023$428K0.16%+26013F-HRTimeline
Advyzon Investment Management, LLC3,000$424K0.04%+1,55413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,995$424K0.01%+413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,977$421K0.03%-2013F-HRTimeline
Sherman Asset Management, Inc.2,950$417K0.38%-80113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,824$417K0.06%-16813F-HRTimeline
Liberty Atlantic Advisors LLC2,910$412K0.35%-3113F-HRTimeline
Strategic Financial Concepts, LLC2,888$408K0.1%+73313F-HRTimeline
NORTHLAND SECURITIES, INC.2,884$408K0.39%013F-HRTimeline
American Money Management, LLC2,879$407K0.06%+29513F-HRTimeline
Magnus Financial Group LLC2,877$407K0.03%-78313F-HRTimeline
Prosperitas Financial LLC2,871$406K0.15%+8513F-HRTimeline
Finley Financial, LLC2,860$404K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,850$403K<0.01%+47713F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,819$399K0.2%-5813F-HRTimeline
ABLE Financial Group, LLC2,804$397K0.08%013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,795$395K0.11%-10613F-HRTimeline
W.H. Cornerstone Investments Inc.2,793$395K0.25%-3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,788$394K0.01%-25713F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,784$394K0.01%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,784$394K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,782$393K0.02%+113F-HRTimelineGroup
Fort Point Capital Partners LLC2,780$393K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,762$391K<0.01%013F-HRTimelineGroup
Waldron Private Wealth LLC2,755$390K0.02%+13213F-HRTimeline
Quantinno Capital Management LP2,754$389K<0.01%+44513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,752$389K0.01%+713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,711$383K0.01%-8813F-HRTimelineGroup
Bright Futures Wealth Management, LLC.2,682$379K0.26%+38813F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,680$379K0.05%+6613F-HRTimeline
Forefront Wealth Partners, LLC2,678$379K0.16%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,676$378K0.06%+23713F-HRTimeline
Broussard Financial Group LLC2,668$377K0.3%-40813F-HRTimeline
Arax Advisory Partners2,644$375K0.01%-11,86213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,647$374K0.05%013F-HRTimeline
Dunhill Financial, LLC2,601$368K0.09%+2,24313F-HRTimeline
One Day In July LLC2,600$368K0.03%+3513F-HRTimeline
Milestone Investment Advisors LLC2,596$367K0.09%+113F-HRTimeline
Syntegra Private Wealth Group, LLC2,577$364K0.03%-94713F-HRTimeline
Oxinas Partners, LLC2,570$364K0.17%+26613F-HRTimeline
Range Advisory, LLC2,561$362K0.07%-1913F-HRTimeline
Seven Post Investment Office LP2,532$358K0.12%013F-HRTimeline
WESBANCO BANK INC2,506$354K0.01%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$354K0.04%-50013F-HRTimeline
Polaris Investment Advisors, LLC2,499$353K0.26%013F-HRTimeline
Nemes Rush Group LLC2,492$352K0.03%+79813F-HRTimeline
Clean Yield Group2,474$350K0.1%new13F-HRTimeline
Pallas Capital Advisors LLC2,463$348K0.01%-3,48113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,455$347K0.03%+55013F-HRTimeline
Elevation Wealth Management LLC2,451$347K0.32%-1113F-HRTimeline
Argent Trust Co2,429$344K0.01%013F-HRTimeline
NerdWallet Wealth Partners, LLC2,406$340K0.15%-23313F-HRTimeline
KINTRA WEALTH, LLC2,402$340K0.02%new13F-HRTimeline
Aspen Wealth Strategies, LLC2,397$339K0.18%013F-HRTimeline
Pettinga Financial Advisors LLC2,389$338K0.06%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,377$336K0.1%-213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$333K0.08%013F-HRTimeline
Aureum Wealth Management, LLC2,350$332K0.23%+21613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,342$331K0.02%+76713F-HRTimeline
GK Wealth Management LLC2,388$328K0.29%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC2,388$328K0.29%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,306$326K0.06%013F-HRTimeline
Drucker Wealth 3.0, LLC2,305$326K0.06%+3313F-HRTimeline
WHITTIER TRUST CO2,265$325K<0.01%013F-HRTimeline
Trek Financial, LLC2,292$324K0.02%-1,41213F-HRTimeline
Trademark Financial Management, LLC2,290$324K0.16%013F-HRTimeline
CGC Financial Services, LLC2,288$324K0.09%-13313F-HRTimeline
Northstar Financial Companies, Inc.2,278$322K0.26%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,270$321K0.02%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,259$320K0.21%-3813F-HRTimeline
Spectrum Planning & Advisory Services I…2,255$319K0.16%-12713F-HRTimeline
Avantax Planning Partners, Inc.2,253$319K0.01%-413F-HRTimeline
Bellwether Advisors, LLC2,248$318K0.05%013F-HRTimeline
Rede Wealth, LLC2,247$318K0.11%013F-HRTimeline
5T Wealth, LLC2,214$313K0.12%-1,23813F-HRTimeline
Vermillion & White Wealth Management Gr…2,211$313K0.18%013F-HR/ATimeline
BURLING WEALTH PARTNERS, LLC2,200$311K0.05%013F-HRTimeline
SEMITAM BONAM LLC2,196$311K0.25%-21313F-HRTimeline
Legacy Edge Advisors, LLC2,193$310K0.03%-1,60413F-HRTimeline
Level Financial Advisors2,191$310K0.08%013F-HRTimeline
Leverty Financial Group, LLC2,141$303K0.07%-41113F-HRTimeline
MONECO ADVISORS, LLC2,138$302K0.02%+1613F-HRTimeline
Integrated Advisors Network LLC2,124$300K0.02%-21,98913F-HRTimeline
Total Clarity Wealth Management, Inc.2,116$299K0.07%-1713F-HRTimeline