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Disclosery

ESGU ISHARES TR

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COM (fund)

857 managers (868 13F filers) reported a position in ESGU shares at 2026-06-30, 81,364,448 shares in all. 80 filers opened a position and 31 filers sold out during the quarter.

Managers
857
13F filers
868
New
80
Added
293
Reduced
302
Sold out
31
Shares held by filers
81,364,448

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BURLING WEALTH PARTNERS, LLC2,200$360K0.05%013F-HRTimeline
DAVIS R M INC2,194$359K0.01%+30013F-HRTimeline
Level Financial Advisors2,191$359K0.08%013F-HRTimeline
Advyzon Investment Management, LLC2,141$350K0.03%-85913F-HRTimeline
MONECO ADVISORS, LLC2,136$350K0.02%-213F-HRTimeline
SEMITAM BONAM LLC2,134$349K0.26%-6213F-HRTimeline
Fortis Capital Advisors, LLC2,131$349K0.04%-1,63513F-HRTimeline
Amplius Wealth Advisors, LLC2,115$346K0.03%013F-HRTimeline
Wedmont Private Capital2,086$346K0.01%new13F-HRTimeline
Vertex Planning Partners, LLC2,107$345K0.05%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,102$344K0.03%13F-HRTimeline
Pine Valley Investments Ltd Liability Co2,083$341K0.01%-113F-HRTimeline
Martel Wealth Advisors LLC2,080$340K0.05%new13F-HRTimeline
Worth Financial Advisory Group, LLC2,079$340K0.14%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,058$337K0.03%+87513F-HRTimelineGroup
Geneos Wealth Management Inc.2,057$337K0.01%-1913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,033$333K0.01%-71913F-HRTimelineGroup
WRAPMANAGER INC2,024$331K0.1%-1913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,014$330K<0.01%-69713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP2,011$329K<0.01%013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC2,006$328K0.16%+9013F-HRTimeline
Seascape Capital Management1,998$327K0.08%+15013F-HRTimeline
Total Clarity Wealth Management, Inc.1,977$324K0.06%-13913F-HRTimeline
Buttonwood Financial Group, LLC1,975$323K0.18%-5013F-HRTimeline
Note Advisors, LLC1,974$323K0.14%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC1,968$322K0.01%013F-HRTimelineGroup
Legacy Financial Group LLC1,968$322K0.04%new13F-HRTimeline
NATURAL INVESTMENTS, LLC1,960$320K0.07%new13F-HRTimeline
CHANNEL WEALTH LLC1,955$320K0.07%-4213F-HRTimeline
Klingman & Associates, LLC1,922$315K0.01%+9613F-HRTimeline
Signal Advisors Wealth, LLC1,921$314K0.02%-6413F-HRTimeline
Drucker Wealth 3.0, LLC1,920$314K0.05%-38513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,907$312K0.01%-3013F-HRTimeline
BKM Wealth Management, LLC1,900$311K0.11%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,892$310K<0.01%-1,27213F-HRTimelineGroup
KINTRA WEALTH, LLC1,812$309K0.02%-59013F-HRTimeline
Etesian Wealth Advisors, Inc.1,883$308K0.09%+27913F-HRTimeline
PECAUT & CO.1,879$308K0.09%-2113F-HRTimeline
Polaris Investment Advisors, LLC1,866$305K0.2%-63313F-HRTimeline
Gallacher Capital Management LLC1,866$305K0.17%013F-HRTimeline
Chesapeake Wealth Management1,865$305K0.09%013F-HRTimeline
Tortoise Investment Management, LLC1,862$305K0.02%013F-HRTimeline
Avantra Family Wealth, Inc.1,860$304K0.19%-913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,858$304K0.07%-16213F-HRTimeline
Financial Engines Advisors L.L.C.1,856$304K<0.01%-713F-HRTimeline
SAGE FINANCIAL GROUP INC1,850$303K0.02%-2513F-HRTimeline
Cadia Private Client LLC1,850$303K0.22%013F-HRTimeline
Frankly Finances, LLC1,848$302K0.24%new13F-HR/ATimeline
SageView Advisory Group, LLC1,842$301K0.01%+213F-HRTimeline
Williams Financial, LLC1,834$300K0.16%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,819$298K0.01%-2013F-HRTimeline
MontVue Capital Management, Inc.1,819$298K0.17%013F-HRTimeline
Ameraudi Asset Management, Inc.1,793$293K0.13%-4,22913F-HRTimeline
PINNACLE ASSOCIATES LTD1,787$292K<0.01%013F-HRTimeline
FSA WEALTH PARTNERS, INC.1,787$292K0.07%new13F-HRTimeline
Cornerstone Wealth Management, LLC1,774$290K0.01%013F-HRTimeline
Advisory Alpha, LLC1,760$288K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…1,755$287K0.08%-413F-HRTimeline
Fermata Advisors, LLC1,752$287K0.06%-11013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$285K0.02%013F-HRTimeline
Braun-Bostich & Associates Inc.1,733$284K0.16%-4313F-HRTimeline
Pearl Planning LLC1,732$283K0.13%013F-HRTimeline
Quadcap Wealth Management, LLC1,732$283K0.03%-14513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$280K0.04%013F-HRTimeline
Haverford Trust Co1,711$280K<0.01%013F-HRTimeline
MOTCO1,708$280K0.02%013F-HRTimeline
M3 Advisory Group, LLC1,694$277K0.14%-413F-HRTimeline
Francis Financial, Inc.1,691$277K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,675$274K0.02%-4913F-HRTimeline
Vestmark Advisory Solutions, Inc.1,672$274K<0.01%+12313F-HRTimeline
Kovack Advisors, Inc.1,649$270K0.01%+613F-HRTimeline
Founders Financial Alliance, LLC1,643$269K0.04%-42613F-HRTimeline
Root Financial Partners, LLC1,642$269K0.01%+22813F-HRTimeline
Schwallier Wealth Management LLC1,641$269K0.17%-8413F-HRTimeline
Institute for Wealth Management, LLC.1,631$267K0.02%-1013F-HRTimeline
Hopwood Nicholas Hunter1,623$266K0.07%+313F-HRTimeline
Fiduciary Alliance LLC1,623$266K0.02%+313F-HRTimeline
TD Capital Management LLC1,615$264K0.02%+213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,613$264K<0.01%+5813F-HR/ATimeline
Fire Capital Management LLC1,600$262K0.11%+4913F-HRTimeline
Sage Financial Management Group, Inc.1,595$261K0.07%+16113F-HRTimeline
Scarborough Advisors, LLC1,596$259K0.03%-1,72813F-HRTimeline
Investors Research Corp1,565$256K0.05%+5413F-HRTimeline
Urban Wealth Management, LLC1,542$252K0.22%-24013F-HRTimeline
UPTICK PARTNERS, LLC1,532$251K0.04%-29013F-HRTimeline
Bragg Financial Advisors, Inc1,530$250K0.01%-25413F-HRTimeline
Frederick Financial Consultants, LLC1,522$249K0.11%013F-HRTimeline
Commonwealth Financial Services, LLC1,511$247K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,737$246K0.03%013F-HRTimeline
Curry Webb Wealth Management LLC1,500$245K0.1%+113F-HRTimeline
Sigma Planning Corp1,496$245K0.01%013F-HRTimeline
Nemes Rush Group LLC1,496$245K0.02%-99613F-HRTimeline
Vantus Wealth LLC1,484$243K0.13%13F-HRTimeline
Integrated Advisors Network LLC1,480$242K0.01%-64413F-HRTimeline
Abundance Wealth Counselors1,470$241K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…1,458$239K<0.01%013F-HRTimeline
Security Financial Services, INC.1,453$238K0.03%-10313F-HRTimeline
Essex LLC1,449$237K0.04%+1413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,444$236K0.02%013F-HRTimeline
Arcadia Wealth Management, Inc.1,441$236K0.11%013F-HRTimeline
NORTHLAND SECURITIES, INC.1,437$235K0.14%-1,44713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,421$233K0.02%+113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,420$232K<0.01%new13F-HRTimelineGroup
Capital Advantage, Inc.1,415$232K0.03%013F-HRTimeline
Cooper Financial Group1,410$231K0.02%-1813F-HRTimeline
Brand Asset Management Group, Inc.1,408$230K0.05%new13F-HRTimeline
Asset One Wealth Management LLC1,387$230K0.02%new13F-HRTimeline
GGM Financial LLC1,401$229K0.09%+213F-HRTimeline
Greenfield Savings Bank1,400$229K0.09%new13F-HRTimeline
Madison Wealth Partners, Inc1,375$225K0.03%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,365$223K0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,368$223K0.08%-10,29813F-HRTimeline
Guilbault Capital LLC1,339$219K0.22%new13F-HRTimeline
NOVUS ADVISORS, LLC1,337$219K0.46%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,336$219K0.01%-15113F-HRTimeline
Qube Research & Technologies Ltd1,331$218K<0.01%new13F-HRTimeline
Rothschild Wealth LLC1,322$216K0.02%new13F-HRTimeline
Cassilly Financial Group LLC1,319$216K0.16%new13F-HR/ATimeline
SC&H Financial Advisors, Inc.1,318$216K0.03%new13F-HRTimeline
Element Wealth, LLC1,315$215K0.08%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,306$214K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,305$214K<0.01%new13F-HRTimelineGroup
Foguth Wealth Management, LLC.1,310$213K0.02%-9113F-HRTimeline
D'Orazio & Associates, Inc.1,298$212K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,289$211K0.01%-713F-HRTimeline
Bernardo Wealth Planning LLC1,287$211K0.04%new13F-HRTimeline
Wealthquest Corp1,277$209K0.01%new13F-HRTimeline
Plum Street Advisors, LLC1,275$209K0.07%new13F-HRTimeline
Rollins Financial Advisors, LLC1,268$208K0.03%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,264$207K0.03%new13F-HRTimeline
Coign Capital Advisors LLC1,249$204K0.09%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,248$204K0.05%new13F-HRTimeline
BANK OF HAWAII1,241$203K0.01%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,241$203K0.05%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,225$202K0.01%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,230$201K<0.01%new13F-HRTimeline
PAX Financial Group, LLC1,230$201K0.03%new13F-HRTimeline
Valtrion Capital Management, LLC1,226$201K0.15%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,215$199K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,157$189K0.14%+113F-HRTimeline
Manchester Capital Management LLC1,140$187K0.02%new13F-HRTimeline
Bank of New Hampshire1,095$179K0.04%-22513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,050$172K<0.01%013F-HRTimeline
CVA Family Office, LLC1,002$164K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$164K0.05%013F-HRTimeline
Asset Dedication, LLC958$157K0.01%013F-HRTimeline
Financial Perspectives, Inc955$156K0.04%+113F-HRTimeline
Larson Financial Group LLC924$151K<0.01%+5313F-HRTimeline
Abound Wealth Management900$147K0.03%-19413F-HRTimeline
Balentine LLC871$143K0.01%013F-HRTimeline
MCF Advisors LLC865$142K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.849$139K0.01%013F-HRTimeline
Downshift Financial, LLC847$139K0.06%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$137K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/807$132K0.05%new13F-HRTimeline
DT Investment Partners, LLC782$128K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…760$124K<0.01%-4913F-HRTimelineGroup
MeadowBrook Investment Advisors LLC746$122K0.1%013F-HRTimeline
Continuum Advisory, LLC742$121K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC719$118K0.03%013F-HRTimeline
New Republic Capital, LLC719$118K0.03%013F-HRTimeline
FINANCIAL CONSULATE, INC704$115K0.01%013F-HRTimeline
Clearstead Trust, LLC659$108K0.01%013F-HRTimeline
Centerpoint Advisors, LLC642$105K0.03%+2113F-HRTimeline
Key Financial Inc632$103K0.02%013F-HRTimeline
Bravera Wealth591$96.7K0.04%013F-HRTimeline
Center for Financial Planning, Inc.588$96.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…568$92.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC559$91.5K0.06%-113F-HRTimeline
Nalls Sherbakoff Group, LLC550$90K0.06%013F-HRTimeline
Timbuktu Capital Management, LLC547$89.5K0.13%13F-HRTimeline
Forum Finance Group S.A.660$87K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$86.3K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV521$85.3K<0.01%+2013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$83.5K<0.01%013F-HRTimelineGroup
VIMA LLC490$80.2K0.08%13F-HRTimeline
GFS Advisors, LLC13,500$80K0.01%013F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC480$78.6K0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC469$77K<0.01%013F-HRTimeline
Investors Portfolio Services LLC462$75.6K0.06%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/442$72.3K<0.01%+3113F-HRTimelineGroup
Addison Advisors LLC436$71.4K0.03%+2213F-HRTimeline
Archer Investment Corp414$67.7K0.01%+113F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC411$67.3K0.02%-12013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.405$66.3K0.04%+11813F-HRTimeline
EFG International AGin group EFG International AG382$62.5K<0.01%-1213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.365$59.7K0.02%013F-HRTimeline
JNBA Financial Advisors354$57.9K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…323$53K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC282$46.2K0.01%013F-HRTimeline
United Financial Planning Group LLC271$44.4K0.02%013F-HRTimeline
Buck Wealth Strategies, LLC254$41.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…254$41.6K<0.01%-36613F-HRTimeline
Caitlin John, LLC247$40.4K0.02%013F-HRTimeline
Fortitude Family Office, LLC247$40.4K0.01%013F-HRTimeline
Triumph Capital Management240$39.3K0.01%+813F-HRTimeline
Kennebec Savings Bank237$38.8K0.03%+13513F-HRTimeline
Kilter Group LLC232$38K0.01%-113F-HRTimeline
BOKF, NAin group BOKF, NA229$37.5K<0.01%013F-HRTimelineGroup
Commonwealth Retirement Investments LLC227$37.2K0.01%new13F-HRTimeline