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Disclosery

ESGU ISHARES TR

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COM (fund)

770 managers (776 13F filers) reported a position in ESGU shares at 2025-06-30, 78,523,809 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
770
13F filers
776
New
51
Added
241
Reduced
330
Sold out
33
Shares held by filers
78,523,809

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vertex Planning Partners, LLC1,919$260K0.05%+713F-HRTimeline
Chesapeake Wealth Management1,915$259K0.09%new13F-HRTimeline
Ethic Inc.1,925$259K<0.01%013F-HRTimeline
BKM Wealth Management, LLC1,900$257K0.1%013F-HRTimeline
Black Diamond Financial, LLC1,893$256K0.04%new13F-HRTimeline
Drucker Wealth 3.0, LLC1,858$253K0.05%-30613F-HRTimeline
Gallacher Capital Management LLC1,866$252K0.12%013F-HRTimeline
ArborFi Advisors, LLC1,866$252K0.22%+2213F-HRTimeline
Tortoise Investment Management, LLC1,862$252K0.02%+15713F-HRTimeline
Haverford Trust Co1,856$251K<0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,845$250K0.04%new13F-HRTimeline
Klingman & Associates, LLC1,826$247K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,815$246K0.01%-1713F-HRTimeline
Martin Worley Group1,815$246K0.12%new13F-HRTimeline
Callan Family Office, LLC1,814$245K0.01%013F-HRTimeline
Cooper Financial Group1,814$245K0.03%-3,75813F-HRTimeline
Elevation Capital Advisory, LLC1,802$244K0.1%new13F-HRTimeline
D'Orazio & Associates, Inc.1,798$243K0.03%013F-HRTimeline
Avantra Family Wealth, Inc.1,781$241K0.2%-3813F-HRTimeline
Security Financial Services, INC.1,762$238K0.04%-9613F-HRTimeline
Fortis Capital Advisors, LLC1,742$236K0.04%-413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$235K0.02%013F-HRTimeline
WRAPMANAGER INC1,739$235K0.06%-71013F-HRTimeline
Stephens Consulting, LLC1,732$234K0.06%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,728$234K<0.01%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$232K0.04%013F-HRTimeline
Schwallier Wealth Management LLC1,711$232K0.14%new13F-HRTimeline
Welch & Forbes LLC1,707$231K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,706$231K0.03%-613F-HRTimeline
M3 Advisory Group, LLC1,696$229K0.16%013F-HRTimeline
Global Assets Advisory, LLC1,900$228K0.09%new13F-HRTimeline
CHANNEL WEALTH LLC1,684$228K0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,676$227K0.01%new13F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…1,674$226K0.04%new13F-HRTimeline
NewEdge Wealth, LLC1,618$224K<0.01%new13F-HRTimeline
Carnegie Investment Counsel1,650$223K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC1,648$223K0.04%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,639$222K0.02%-5513F-HRTimeline
ENZI WEALTH1,609$219K0.08%new13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,612$218K0.08%+413F-HRTimeline
GC Wealth Management RIA, LLC1,609$218K0.02%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,781$217K0.07%013F-HRTimeline
TD Capital Management LLC1,600$216K0.02%+313F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,588$215K0.1%-85013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,586$215K0.11%-70513F-HRTimeline
SC&H Financial Advisors, Inc.1,577$213K0.04%new13F-HRTimeline
BridgePort Financial Solutions, LLC1,575$213K0.07%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,565$212K0.02%new13F-HRTimeline
Commonwealth Financial Services, LLC1,537$208K0.04%new13F-HRTimeline
PECAUT & CO.1,535$208K0.07%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC1,529$207K0.08%new13F-HRTimeline
Frederick Financial Consultants, LLC1,522$206K0.13%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,520$206K0.04%013F-HRTimelineGroup
Watts Gwilliam & Co., LLC1,410$204K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC1,501$203K0.04%new13F-HRTimeline
Bragg Financial Advisors, Inc1,488$201K0.01%-23513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,444$195K0.01%+213F-HRTimeline
MOTCO1,393$193K0.02%+42213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,412$191K0.01%-2,14513F-HRTimelineGroup
LANARK FINANCIAL, INC.1,407$190K0.02%+11013F-HRTimeline
Bank of New Hampshire1,320$179K0.04%-20013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,294$175K<0.01%-6113F-HRTimeline
Investors Research Corp1,281$173K0.03%+14413F-HRTimeline
Strategic Wealth Partners, Ltd.1,274$172K0.01%13F-HRTimeline
Larson Financial Group LLC1,271$172K0.01%+18013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,228$166K<0.01%-28313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,190$161K0.01%-41513F-HRTimeline
Qube Research & Technologies Ltd1,187$161K<0.01%-3,71513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,122$158K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,130$153K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,093$148K0.01%-2113F-HRTimeline
Lowe Wealth Advisors, LLC1,075$145K0.06%013F-HRTimeline
Investment Research & Advisory Group, I…1,015$137K0.05%+213F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$135K0.06%013F-HRTimeline
Financial Perspectives, Inc954$129K0.04%013F-HRTimeline
Abound Wealth Management900$122K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…885$120K<0.01%013F-HRTimelineGroup
Balentine LLC871$118K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC865$117K0.09%-22513F-HRTimeline
BOK Financial Private Wealth, Inc.849$115K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$113K<0.01%013F-HRTimeline
NewSquare Capital LLC822$111K0.01%013F-HRTimeline
Asset Dedication, LLC796$108K0.01%+3013F-HRTimeline
MassMutual Private Wealth & Trust, FSB780$106K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC746$101K0.09%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC741$100K<0.01%new13F-HRTimeline
New Republic Capital, LLC719$97.3K0.03%013F-HRTimeline
Winthrop Capital Management, LLC719$97K0.02%013F-HRTimeline
Clearstead Trust, LLC659$89.2K0.02%+38113F-HRTimeline
Sunbelt Securities, Inc.685$88.2K0.01%+60513F-HRTimeline
GAMMA Investing LLC604$81.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.588$79.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust568$76.9K0.01%013F-HRTimeline
Headlands Technologies LLC562$76K0.01%-18713F-HRTimeline
Rise Advisors, LLC558$75.5K0.03%+113F-HRTimeline
Glen Eagle Advisors, LLC558$75.4K0.01%-8913F-HRTimeline
Nalls Sherbakoff Group, LLC550$74.4K0.05%-23613F-HRTimeline
PrairieView Partners, LLC534$72K0.01%+7713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC531$71.8K0.03%-7813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$71.3K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$69K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC501$68.7K0.01%-9513F-HRTimeline
Glenmede Investment Management, LP422$57.1K<0.01%13F-HRTimeline
Archer Investment Corp413$55.9K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP420$51.2K0.02%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…372$50.3K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.365$49.4K0.02%013F-HRTimeline
Centerpoint Advisors, LLC363$49K0.02%+3313F-HRTimeline
AMERIFLEX GROUP, INC.335$44.8K0.02%+8713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.310$41.9K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC301$40.7K0.03%013F-HRTimeline
Fortitude Family Office, LLC295$39.9K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC277$37.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC269$36.4K<0.01%+10413F-HRTimeline
CVA Family Office, LLC257$34.8K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA229$31K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners222$30K<0.01%013F-HRTimelineGroup
Rice Partnership, LLC213$28.8K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.209$28.3K0.01%013F-HRTimeline
WealthTrak Capital Management LLC205$27.7K0.02%+613F-HRTimeline
Trust Co189$25.6K<0.01%-613F-HRTimeline
Transce3nd, LLC188$25.4K0.01%-3713F-HRTimeline
Key Financial Inc187$25.3K0.01%013F-HRTimeline
Dunhill Financial, LLC185$25.1K0.01%013F-HRTimeline
PROFFITT & GOODSON INC183$24.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC176$23.8K<0.01%013F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC176$23.8K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.171$23.1K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.168$22.7K0.01%013F-HRTimeline
Salomon & Ludwin, LLC161$21.8K<0.01%013F-HRTimeline
Creative Capital Management Investments…154$20.8K0.01%013F-HRTimeline
Crews Bank & Trust150$20.3K<0.01%013F-HRTimeline
Keystone Global Partners, LLC149$20.2K0.01%+2213F-HRTimeline
First Command Advisory Services, Inc.146$19.8K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.143$19.3K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.140$18.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.137$18.5K0.02%013F-HRTimeline
Community Bank, N.A.125$16.9K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$16.6K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…121$16.4K0.02%013F-HR/ATimeline
TWIN CITY PRIVATE WEALTH, LLC117$15.8K0.01%new13F-HRTimeline
Kilter Group LLC116$15.7K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC112$15.1K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$14.6K<0.01%+113F-HRTimeline
IAG Wealth Partners, LLC100$13.5K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.99$13.4K0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$13.4K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.96$13K0.01%+913F-HRTimeline
FAS Wealth Partners, Inc.62$8.39K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$7.85K<0.01%013F-HRTimeline
Choate Investment Advisors53$7.17K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management49$7K<0.01%013F-HRTimeline
Capitol Family Office, Inc.42$5.68K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC31$4.13K<0.01%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$3.92K<0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.26$3.52K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…22$2.98K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.20$2.71K<0.01%013F-HRTimeline
Hurley Capital, LLC18$2.49K<0.01%-9313F-HRTimeline
Glassman Wealth Services17$2.3K<0.01%013F-HRTimeline
Robbins Farley16$2.17K<0.01%013F-HRTimeline
Coston, McIsaac & Partners22$2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.18$2K<0.01%013F-HRTimeline
Covestor Ltd11$2K<0.01%+913F-HRTimeline
SBI Securities Co., Ltd.9$1.22K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8$1.08K<0.01%013F-HR/ATimelineGroup
LGT Financial Advisors LLC8$1.08K<0.01%013F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.