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Disclosery

ESGU ISHARES TR

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COM (fund)

784 managers (791 13F filers) reported a position in ESGU shares at 2024-12-31, 84,368,101 shares in all. 46 filers opened a position and 50 filers sold out during the quarter.

Managers
784
13F filers
791
New
46
Added
236
Reduced
326
Sold out
50
Shares held by filers
84,368,101

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NOVARE CAPITAL MANAGEMENT LLC2,095$270K0.02%-2513F-HRTimeline
Pine Valley Investments Ltd Liability Co2,093$270K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC2,089$269K0.06%-713F-HRTimeline
Mascoma Wealth Management LLC2,067$266K0.07%-2,40013F-HRTimeline
Security Financial Services, INC.2,052$264K0.05%-13313F-HRTimeline
Freedom Investment Management, Inc.2,042$263K0.02%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,016$260K0.03%+10313F-HRTimeline
Note Advisors, LLC1,999$258K0.23%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,995$257K0.01%013F-HRTimeline
One Day In July LLC1,994$257K0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,987$256K<0.01%013F-HRTimeline
Bison Wealth, LLC1,983$255K0.03%13F-HRTimeline
Ethic Inc.1,925$248K0.01%-3,05013F-HRTimeline
MJP ASSOCIATES INC /ADV1,917$247K0.04%-213F-HRTimeline
Per Stirling Capital Management, LLC.1,904$245K0.03%-513F-HRTimeline
Amplius Wealth Advisors, LLC1,894$244K0.03%013F-HRTimeline
Bright Futures Wealth Management, LLC.1,830$242K0.22%new13F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,875$242K0.24%13F-HRTimeline
Gallacher Capital Management LLC1,866$240K0.12%013F-HRTimeline
Welch & Forbes LLC1,861$240K<0.01%new13F-HRTimeline
Haverford Trust Co1,856$239K<0.01%-1,17213F-HRTimeline
Centurion Wealth Management LLC1,848$238K0.07%-24813F-HRTimeline
Tradition Wealth Management, LLC1,838$237K0.02%+213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,831$236K0.02%+5613F-HR/ATimelineGroup
Klingman & Associates, LLC1,826$235K0.01%013F-HRTimeline
Avantra Family Wealth, Inc.1,815$234K0.22%13F-HRTimeline
Callan Family Office, LLC1,806$233K0.01%+1013F-HRTimeline
Autumn Glory Partners, LLC1,793$231K0.11%013F-HRTimeline
FUTURE YOU WEALTH LLC1,789$230K0.16%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,929$230K0.14%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,781$229K0.09%-1,54413F-HRTimeline
Curtis Advisory Group, LLC1,761$227K0.06%013F-HRTimeline
Traynor Capital Management, Inc.1,754$226K0.02%new13F-HRTimeline
ArborFi Advisors, LLC1,743$225K0.23%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$224K0.02%-75913F-HRTimeline
CRA Financial Services, LLC1,738$224K0.04%013F-HRTimeline
Stephens Consulting, LLC1,732$223K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,717$221K0.02%-17713F-HRTimeline
Nemes Rush Group LLC1,707$220K0.03%new13F-HRTimeline
M3 Advisory Group, LLC1,696$218K0.16%+113F-HRTimeline
D'Orazio & Associates, Inc.1,658$214K0.03%+6513F-HRTimeline
SAX WEALTH ADVISORS, LLC1,655$213K0.02%+1613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,629$210K<0.01%-25613F-HRTimelineGroup
Tortoise Investment Management, LLC1,625$209K0.02%013F-HR/ATimeline
NewEdge Wealth, LLC1,618$208K<0.01%013F-HRTimeline
SC&H Financial Advisors, Inc.1,618$208K0.04%new13F-HRTimeline
Fermata Advisors, LLC1,615$208K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC1,609$207K0.04%new13F-HRTimeline
Michael A. Dubis Financial Planning, LLC1,605$207K0.2%13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,604$207K0.07%+513F-HRTimeline
Obsidian Personal Planning Solutions LLC1,562$207K0.1%-5313F-HRTimeline
Davies Financial Advisors, Inc.1,602$206K0.18%013F-HRTimeline
Aprio Wealth Management, LLC1,601$206K0.03%+513F-HRTimeline
TD Capital Management LLC1,593$205K0.02%+613F-HRTimeline
Bank of New Hampshire1,590$205K0.05%-7013F-HRTimeline
Frederick Financial Consultants, LLC1,581$204K0.16%13F-HRTimeline
Scarborough Advisors, LLC1,580$204K0.03%-5513F-HRTimeline
LaSalle St. Investment Advisors, LLC1,578$203K0.06%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,572$203K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,567$202K0.01%+27513F-HRTimelineGroup
Bestgate Wealth Advisors, LLC1,567$202K0.41%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,565$202K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC1,575$201K0.09%13F-HRTimeline
Geneos Wealth Management Inc.1,472$190K0.01%+15613F-HRTimeline
Element Wealth, LLC1,315$169K0.09%013F-HRTimeline
Larson Financial Group LLC1,291$166K0.01%-213F-HRTimeline
GPS Wealth Strategies Group, LLC1,130$146K0.02%+45613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,099$142K<0.01%-32913F-HRTimeline
Accredited Wealth Management, LLC1,090$140K0.12%13F-HRTimeline
Lowe Wealth Advisors, LLC1,075$138K0.06%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,017$134K<0.01%-42013F-HRTimeline
Investment Research & Advisory Group, I…1,010$130K0.05%+313F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$129K0.06%013F-HRTimeline
OARSMAN CAPITAL, INC.997$128K0.02%+41613F-HRTimeline
Asset Dedication, LLC996$128K0.01%-32713F-HRTimeline
Investors Research Corp987$127K0.03%+17713F-HRTimeline
Avior Wealth Management, LLC968$125K<0.01%+14813F-HRTimeline
Financial Perspectives, Inc954$123K0.04%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB934$120K<0.01%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.930$120K0.11%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…919$118K<0.01%013F-HRTimelineGroup
Abound Wealth Management905$117K0.04%+513F-HRTimeline
Balentine LLC871$112K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.849$109K0.01%013F-HRTimeline
SOFI WEALTH, LLC832$107K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC820$106K0.02%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC775$99.8K0.01%+6013F-HRTimeline
NewSquare Capital LLC727$93.7K0.01%-4113F-HRTimeline
Winthrop Capital Management, LLC719$93K0.02%-1113F-HRTimeline
New Republic Capital, LLC719$92.6K0.06%013F-HRTimeline
Sunbelt Securities, Inc.685$88.6K0.01%-913F-HRTimeline
Glen Eagle Advisors, LLC678$87.4K0.01%-5613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC644$83K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC625$80.5K0.01%13F-HRTimeline
Transce3nd, LLC617$79.5K0.03%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC616$79.4K0.05%13F-HRTimeline
Center for Financial Planning, Inc.588$75.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…587$75.6K<0.01%-7613F-HRTimelineGroup
Rise Advisors, LLC555$71.5K0.03%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$67.9K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$65.7K<0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC507$65.3K0.17%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC488$61.6K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC470$60.5K0.01%013F-HRTimeline
PrairieView Partners, LLC455$58K0.01%+16413F-HRTimeline
Continuum Advisory, LLC430$55.4K0.01%-4913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA422$54.4K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC409$53.9K0.01%013F-HRTimeline
Archer Investment Corp413$53.2K0.01%+113F-HRTimeline
NorthRock Partners, LLC398$51.3K<0.01%+19813F-HR/ATimeline
Atlatl Advisers LLC392$50.5K0.03%13F-HRTimeline
MOTCO387$49.9K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.365$47K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP364$46.9K0.01%-5913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD342$44.1K0.03%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.310$41K<0.01%-16313F-HRTimelineGroup
Iron Horse Wealth Management, LLC313$40.3K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC301$38.8K0.03%013F-HRTimeline
Fortitude Family Office, LLC295$38K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC290$37.4K<0.01%013F-HRTimeline
Clearstead Trust, LLC278$35.8K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC273$35.2K<0.01%-6113F-HRTimeline
Mainstream Capital Management LLC268$34.5K0.02%new13F-HRTimeline
Compass Financial Services Inc265$34.1K0.02%13F-HRTimeline
Centerpoint Advisors, LLC266$34K0.01%+7913F-HRTimeline
Parkside Financial Bank & Trust259$33.4K<0.01%013F-HRTimeline
CVA Family Office, LLC257$33.1K0.01%013F-HRTimeline
Caitlin John, LLC247$31.8K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC242$31.2K<0.01%+10813F-HRTimeline
Sugarloaf Wealth Management, LLC229$29.5K0.01%-80313F-HRTimeline
BOKF, NAin group BOKF, NA229$29.2K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners222$28.6K<0.01%013F-HRTimelineGroup
Rice Partnership, LLC213$27.4K0.01%-913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.209$26.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.208$26.8K0.01%013F-HRTimeline
Trust Co195$25.1K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC191$24.6K<0.01%013F-HRTimeline
Hurley Capital, LLC188$24.5K0.02%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.190$24.5K0.01%13F-HRTimeline
Key Financial Inc187$24.1K0.01%013F-HRTimeline
Capital A Wealth Management, LLC187$24.1K0.04%13F-HRTimeline
AMERIFLEX GROUP, INC.179$23.6K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC176$22.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATE WEALTH ADVISORY, INC176$22.7K0.02%013F-HRTimeline
Salomon & Ludwin, LLC161$20.7K<0.01%013F-HRTimeline
Creative Capital Management Investments…154$19.8K0.01%013F-HRTimeline
Dunhill Financial, LLC151$19.5K0.01%013F-HRTimeline
Crews Bank & Trust150$19.3K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC149$19.2K0.02%13F-HRTimeline
Decker Retirement Planning Inc.145$18.7K0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.143$18.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.140$18K0.01%13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.137$17.6K0.02%13F-HRTimeline
Fourth Dimension Wealth, LLC132$17K0.01%13F-HRTimeline
Sandy Spring Bank125$16.1K<0.01%013F-HRTimeline
Community Bank, N.A.125$16.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$15.8K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.118$15.2K<0.01%+2213F-HRTimeline
Medallion Wealth Advisors, LLC112$14.4K0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC107$13.8K<0.01%-2013F-HRTimeline
IAG Wealth Partners, LLC100$12.9K<0.01%-10513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$12.8K0.01%013F-HRTimeline
Global Financial Private Client, LLC99$12.8K<0.01%-213F-HRTimeline
FIRST FINANCIAL CORP /IN/83$10.7K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.73$9.4K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.62$7.99K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC61$7.86K0.02%-35313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$7.47K<0.01%013F-HRTimeline
PSI Advisors, LLC53$6.82K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$6K<0.01%new13F-HRTimeline
Glassman Wealth Services35$4.5K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$3.74K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.20$2.58K<0.01%013F-HRTimeline
Robbins Farley16$2.06K<0.01%013F-HRTimeline
Coston, McIsaac & Partners22$2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.18$2K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co11$1.42K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.9$1.16K<0.01%13F-HRTimeline
TSFG, LLC6$1K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK7$902<0.01%013F-HRTimeline
Financial Life Planners6$778<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$1800.02%-1,83013F-HRTimeline
Semmax Financial Advisors Inc.0$32<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Covestor Ltd1$00%-913F-HRTimelineValue filed as zero, left out of ratios.