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Disclosery

ESGU ISHARES TR

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COM (fund)

753 managers (758 13F filers) reported a position in ESGU shares at 2025-03-31, 80,529,204 shares in all. 34 filers opened a position and 63 filers sold out during the quarter.

Managers
753
13F filers
758
New
34
Added
242
Reduced
340
Sold out
63
Shares held by filers
80,529,204

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Asset Advisory Services LLC1,890$233K0.01%-1,13813F-HRTimeline
Per Stirling Capital Management, LLC.1,904$232K0.03%013F-HRTimeline
BKM Wealth Management, LLC1,900$232K0.1%-48813F-HRTimeline
Amplius Wealth Advisors, LLC1,894$231K0.02%013F-HRTimeline
Quantinno Capital Management LP1,866$227K<0.01%new13F-HRTimeline
Gallacher Capital Management LLC1,866$227K0.11%013F-HRTimeline
Security Financial Services, INC.1,858$227K0.04%-19413F-HRTimeline
Haverford Trust Co1,856$226K<0.01%013F-HRTimeline
ArborFi Advisors, LLC1,844$225K0.22%+10113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,832$223K0.01%-50313F-HRTimeline
Klingman & Associates, LLC1,826$223K0.01%013F-HRTimeline
Avantra Family Wealth, Inc.1,819$222K0.21%+413F-HRTimeline
Callan Family Office, LLC1,814$221K0.02%+813F-HRTimeline
Bison Wealth, LLC1,806$220K0.02%-17713F-HRTimeline
D'Orazio & Associates, Inc.1,798$219K0.03%+14013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,781$217K0.08%013F-HRTimeline
Curtis Advisory Group, LLC1,761$215K0.06%013F-HRTimeline
Fortis Capital Advisors, LLC1,746$213K0.04%-71813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$212K0.02%013F-HRTimeline
CRA Financial Services, LLC1,738$212K0.04%013F-HRTimeline
Stephens Consulting, LLC1,732$211K0.05%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,728$211K0.02%-10313F-HR/ATimelineGroup
OLD NATIONAL BANCORP /IN/1,728$211K0.01%new13F-HRTimeline
Bragg Financial Advisors, Inc1,723$210K0.01%new13F-HRTimeline
SYNOVUS FINANCIAL CORP1,718$209K<0.01%-2,69913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$209K0.04%+14013F-HRTimeline
Nemes Rush Group LLC1,712$209K0.03%+513F-HRTimeline
Welch & Forbes LLC1,707$208K<0.01%-15413F-HRTimeline
Tortoise Investment Management, LLC1,705$208K0.02%+8013F-HR/ATimeline
M3 Advisory Group, LLC1,696$207K0.16%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,694$207K0.02%-85513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,608$206K0.08%+413F-HRTimeline
NWAM LLC1,694$206K0.02%-99613F-HRTimeline
Claro Advisors Inc.1,692$206K0.03%new13F-HRTimeline
CHANNEL WEALTH LLC1,684$205K0.06%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,681$205K<0.01%-1,46113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,605$196K0.02%-11213F-HRTimeline
TD Capital Management LLC1,597$195K0.02%+413F-HRTimeline
Bank of New Hampshire1,520$185K0.05%-7013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,520$185K0.04%+70013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,511$184K<0.01%-11813F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,442$176K0.01%-1,22313F-HRTimeline
eCIO, Inc.1,367$167K0.06%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,355$165K<0.01%+25613F-HRTimeline
LANARK FINANCIAL, INC.1,297$158K0.01%+1,29613F-HRTimeline
Investors Research Corp1,137$139K0.03%+15013F-HRTimeline
GPS Wealth Strategies Group, LLC1,130$138K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,114$136K0.01%+33913F-HRTimeline
Larson Financial Group LLC1,091$133K0.01%-20013F-HRTimeline
Accredited Wealth Management, LLC1,090$133K0.11%013F-HRTimeline
Lowe Wealth Advisors, LLC1,075$131K0.06%013F-HRTimeline
Investment Research & Advisory Group, I…1,013$123K0.05%+313F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$122K0.05%013F-HRTimeline
MOTCO971$118K0.01%+58413F-HRTimeline
Financial Perspectives, Inc954$116K0.04%013F-HRTimeline
Abound Wealth Management900$110K0.04%-513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…885$108K<0.01%-3413F-HRTimelineGroup
Balentine LLC871$106K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.849$104K0.01%013F-HRTimeline
NewSquare Capital LLC822$100K0.01%+9513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$97.6K<0.01%-18013F-HRTimeline
Nalls Sherbakoff Group, LLC786$95.8K0.08%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB780$95.1K<0.01%-15413F-HRTimeline
Asset Dedication, LLC766$93.4K0.01%-23013F-HRTimeline
Headlands Technologies LLC749$91.3K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC719$88K0.02%013F-HRTimeline
New Republic Capital, LLC719$87.7K0.04%013F-HRTimeline
FSC Wealth Advisors, LLC677$82.5K0.05%new13F-HRTimeline
Glen Eagle Advisors, LLC647$78.9K0.01%-3113F-HRTimeline
Stonebridge Financial Group, LLC625$76.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC609$74.2K0.03%-713F-HR/ATimeline
GAMMA Investing LLC604$73.6K0.01%+13413F-HR/ATimeline
Center for Financial Planning, Inc.588$71.7K0.01%013F-HRTimeline
Continuum Advisory, LLC578$70.5K0.01%+14813F-HRTimeline
Cornerstone Planning Group LLC596$69.5K0.02%+18713F-HRTimeline
Parkside Financial Bank & Trust568$69.2K0.01%+30913F-HRTimeline
Rise Advisors, LLC557$67.9K0.03%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$64.2K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$62.2K<0.01%013F-HRTimelineGroup
PrairieView Partners, LLC457$55K0.01%+213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA422$51.4K<0.01%013F-HRTimelineGroup
Archer Investment Corp413$50.3K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…372$45.4K<0.01%-21513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.365$44.5K0.02%013F-HRTimeline
Centerpoint Advisors, LLC330$40K0.01%+6413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.310$37.8K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC301$36.7K0.03%013F-HRTimeline
Fortitude Family Office, LLC295$36K0.01%013F-HRTimeline
Clearstead Trust, LLC278$33.9K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC277$33.8K0.01%-3613F-HRTimeline
CVA Family Office, LLC257$31.3K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC257$31.3K0.03%+7013F-HRTimeline
AMERIFLEX GROUP, INC.248$30.3K0.01%+6913F-HRTimeline
BOKF, NAin group BOKF, NA229$27.9K<0.01%013F-HRTimelineGroup
Transce3nd, LLC225$27.4K0.01%-39213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners222$27.1K<0.01%013F-HRTimelineGroup
Rice Partnership, LLC213$26K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.209$25.5K0.01%013F-HRTimeline
WealthTrak Capital Management LLC199$24.3K0.02%+5013F-HRTimeline
Trust Co195$23.7K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC191$23.3K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.190$23.2K0.01%013F-HRTimeline
Key Financial Inc187$22.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC185$22.5K0.01%+3413F-HRTimeline
PROFFITT & GOODSON INC183$22.3K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC176$21.5K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC176$21.5K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.168$20.5K0.01%-4013F-HRTimeline
ROTHSCHILD INVESTMENT LLC165$20.1K<0.01%-12513F-HRTimeline
Salomon & Ludwin, LLC161$19.6K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC158$19K0.01%new13F-HRTimeline
Creative Capital Management Investments…154$18.8K0.01%013F-HRTimeline
NorthRock Partners, LLC150$18.3K<0.01%-24813F-HRTimeline
Crews Bank & Trust150$18.3K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.145$17.7K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.143$17.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.140$17.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.137$16.7K0.02%013F-HRTimeline
Keystone Global Partners, LLC127$15.5K0.01%13F-HRTimeline
Sandy Spring Bank125$15.2K<0.01%013F-HRTimeline
Community Bank, N.A.125$15.2K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.123$15K<0.01%+513F-HRTimeline
Signature Resources Capital Management,…123$15K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…121$14.8K0.01%13F-HRTimeline
Global Financial Private Client, LLC120$14.6K0.01%+2113F-HRTimeline
Medallion Wealth Advisors, LLC112$13.7K0.01%013F-HRTimeline
Hurley Capital, LLC111$13.6K0.01%-7713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC107$13.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC100$12.2K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$12.1K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.87$10.6K<0.01%+1413F-HRTimeline
Sunbelt Securities, Inc.80$9.75K<0.01%-60513F-HRTimeline
FAS Wealth Partners, Inc.62$7.56K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$7.07K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$6K<0.01%013F-HRTimeline
Capitol Family Office, Inc.42$5.12K0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC30$3.72K<0.01%-7,75313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$3.54K<0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.26$3.17K<0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…22$2.68K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.20$2.44K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$2.44K<0.01%new13F-HRTimeline
Glassman Wealth Services17$2.07K<0.01%-1813F-HRTimeline
Coston, McIsaac & Partners22$2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.18$2K<0.01%013F-HRTimeline
Robbins Farley16$1.95K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.9$1.1K<0.01%013F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8$975<0.01%-6,89113F-HR/ATimelineGroup
LGT Financial Advisors LLC8$975<0.01%-5313F-HRTimeline
Semmax Financial Advisors Inc.0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Covestor Ltd2$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12,01913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.