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Disclosery

ESGU ISHARES TR

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COM (fund)

772 managers (778 13F filers) reported a position in ESGU shares at 2025-09-30, 80,781,954 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
772
13F filers
778
New
47
Added
287
Reduced
273
Sold out
38
Shares held by filers
80,781,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ethic Inc.1,925$280K<0.01%013F-HRTimeline
Vertex Planning Partners, LLC1,917$279K0.05%-213F-HRTimeline
Apeiron RIA LLC1,919$278K0.06%new13F-HRTimeline
BKM Wealth Management, LLC1,900$277K0.1%013F-HRTimeline
ArborFi Advisors, LLC1,880$274K0.22%+1413F-HRTimeline
Gallacher Capital Management LLC1,866$272K0.11%013F-HRTimeline
Tortoise Investment Management, LLC1,862$271K0.02%013F-HRTimeline
Avantra Family Wealth, Inc.1,859$271K0.2%+7813F-HRTimeline
Bright Futures Wealth Management, LLC.1,856$270K0.21%13F-HRTimeline
Seascape Capital Management1,848$269K0.08%new13F-HRTimeline
Klingman & Associates, LLC1,826$266K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,803$263K0.01%-1213F-HRTimeline
Cooper Financial Group1,793$261K0.03%-2113F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,776$259K0.08%-513F-HRTimeline
Security Financial Services, INC.1,762$257K0.04%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,753$255K0.04%-9213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,752$255K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,748$255K<0.01%-73313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$253K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC1,739$253K0.07%+16413F-HRTimeline
Proactive Wealth Strategies LLC1,735$253K0.11%new13F-HRTimeline
Braun-Bostich & Associates Inc.1,718$250K0.16%new13F-HRTimeline
Schwallier Wealth Management LLC1,716$250K0.16%+513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$249K0.04%013F-HRTimeline
Haverford Trust Co1,711$249K<0.01%-14513F-HRTimeline
Nemes Rush Group LLC1,698$247K0.02%-813F-HRTimeline
Scarborough Advisors, LLC1,698$247K0.04%+5013F-HRTimeline
M3 Advisory Group, LLC1,696$247K0.15%013F-HRTimeline
CHANNEL WEALTH LLC1,684$245K0.07%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,616$242K0.07%+413F-HRTimeline
Sterling Manor Financial, LLC1,658$241K0.15%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,651$240K0.02%+1213F-HRTimeline
Carnegie Investment Counsel1,645$240K<0.01%-513F-HRTimeline
Prosperity Consulting Group, LLC1,640$239K0.01%new13F-HRTimeline
TD Capital Management LLC1,604$234K0.02%+413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,603$233K0.01%new13F-HRTimeline
COURIER CAPITAL LLC1,598$233K0.01%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,588$231K0.1%013F-HRTimeline
SC&H Financial Advisors, Inc.1,581$230K0.04%+413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,579$230K0.03%-1,07613F-HRTimeline
Global Assets Advisory, LLC1,570$229K0.07%-33013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,565$228K0.02%013F-HRTimeline
MOTCO1,561$227K0.02%+16813F-HRTimeline
Sigma Planning Corp1,560$227K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,548$225K0.01%+10413F-HRTimeline
Commonwealth Financial Services, LLC1,537$224K0.04%013F-HRTimeline
Frederick Financial Consultants, LLC1,522$222K0.12%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,520$221K0.04%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,495$218K0.01%+40213F-HRTimeline
Bragg Financial Advisors, Inc1,488$217K0.01%013F-HRTimeline
PECAUT & CO.1,478$215K0.07%-5713F-HRTimeline
Clark Capital Management Group, Inc.1,475$215K<0.01%new13F-HRTimeline
NOVUS ADVISORS, LLC1,471$214K0.49%-53213F-HRTimeline
Mesirow Financial Investment Management…1,458$212K<0.01%new13F-HRTimeline
Arcadia Wealth Management, Inc.1,441$210K0.13%new13F-HRTimeline
Centurion Wealth Management LLC1,425$207K0.05%new13F-HRTimeline
Watts Gwilliam & Co., LLC1,410$205K0.03%013F-HRTimeline
Obsidian Personal Planning Solutions LLC1,365$204K0.07%-16413F-HRTimeline
Sage Financial Management Group, Inc.1,399$204K0.07%new13F-HRTimeline
Hobart Private Capital, LLC1,394$203K0.04%new13F-HRTimeline
GGM Financial LLC1,393$203K0.1%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,390$202K0.03%new13F-HRTimeline
Valtrion Capital Management, LLC1,379$201K0.22%new13F-HR/ATimeline
Investors Research Corp1,343$196K0.04%+6213F-HRTimeline
Bank of New Hampshire1,320$192K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,294$188K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,274$185K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,247$182K0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC1,243$181K0.07%+16813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,238$180K<0.01%+1013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,113$162K0.02%-1713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,050$153K<0.01%+87413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,035$151K<0.01%+66313F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,000$146K0.06%013F-HRTimeline
Asset Dedication, LLC982$143K0.01%+18613F-HRTimeline
Financial Perspectives, Inc954$139K0.04%013F-HRTimeline
Abound Wealth Management900$131K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…885$129K<0.01%013F-HRTimelineGroup
Balentine LLC871$127K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC554$126K0.09%-31113F-HRTimeline
BOK Financial Private Wealth, Inc.849$124K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$123K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd801$117K<0.01%-38613F-HRTimeline
MeadowBrook Investment Advisors LLC746$109K0.09%013F-HRTimeline
Winthrop Capital Management, LLC719$105K0.03%013F-HRTimeline
New Republic Capital, LLC719$105K0.03%013F-HRTimeline
Clearstead Trust, LLC659$96K0.02%013F-HRTimeline
GAMMA Investing LLC604$87.9K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.588$85.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV583$84.9K0.01%-60713F-HRTimeline
Key Financial Inc571$83.4K0.02%+38413F-HRTimeline
Rise Advisors, LLC559$81.5K0.03%+113F-HRTimeline
Nalls Sherbakoff Group, LLC550$80.1K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…547$79.6K0.01%-86513F-HRTimelineGroup
AMERIFLEX GROUP, INC.543$79K0.03%+20813F-HRTimeline
LANARK FINANCIAL, INC.542$78.9K0.01%-86513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC531$77.3K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$76.7K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$74.3K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC441$64.2K0.02%+14613F-HRTimeline
Centerpoint Advisors, LLC437$64K0.02%+7413F-HRTimeline
Glenmede Investment Management, LP422$61.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC422$61.4K0.01%-13613F-HRTimeline
Cornerstone Planning Group LLC409$60.9K0.01%-9213F-HRTimeline
Addison Advisors LLC414$60.3K0.01%new13F-HRTimeline
Archer Investment Corp413$60.1K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…400$58.2K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust385$56.1K<0.01%-18313F-HRTimeline
DHJJ Financial Advisors, Ltd.365$53.1K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…310$45.1K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC301$43.8K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.292$42.5K<0.01%-1813F-HRTimelineGroup
United Financial Planning Group LLC269$39.2K0.02%13F-HRTimeline
CVA Family Office, LLC257$37.4K<0.01%013F-HRTimeline
Caitlin John, LLC247$36K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA229$33.3K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners222$32.3K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.209$30.4K0.01%013F-HRTimeline
Rice Partnership, LLC204$29.7K<0.01%-913F-HRTimeline
Trust Co189$27.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC186$27K0.01%+113F-HRTimeline
PROFFITT & GOODSON INC183$26.6K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC176$25.6K0.02%013F-HRTimeline
Kilter Group LLC174$25.3K0.01%+5813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.171$24.9K0.03%013F-HR/ATimeline
Cape Investment Advisory, Inc.168$24.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC161$23.6K<0.01%013F-HRTimeline
Creative Capital Management Investments…154$22.4K0.01%013F-HRTimeline
Crews Bank & Trust150$21.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.140$20.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.137$19.9K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC132$19.2K<0.01%-13713F-HRTimeline
Community Bank, N.A.125$18.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$17.9K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…121$17.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC112$16.3K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$15.7K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management103$15K<0.01%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.101$14.7K0.01%+513F-HRTimeline
IAG Wealth Partners, LLC100$14.6K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.99$14.4K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$14.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.92$13.4K<0.01%-59313F-HRTimeline
United Community Bankin group United Community Bank66$9.61K<0.01%new13F-HRTimelineGroup
Wiser Advisor Group LLC64$9.32K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.62$9.03K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$8.45K<0.01%013F-HRTimeline
Guerra Advisors Inc49$7.11K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management49$7K<0.01%013F-HRTimeline
Capitol Family Office, Inc.42$6.12K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.43$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EXCHANGE TRADED CONCEPTS, LLC39$5.68K<0.01%-70213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC35$5.1K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV31$5K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC31$4.46K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$4.22K<0.01%013F-HRTimelineGroup
Cloud Capital Management, LLC30$4K<0.01%new13F-HRTimeline
Pandora Wealth, Inc.26$3.79K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…22$3.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners22$3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.18$3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.20$2.91K<0.01%013F-HRTimeline
Glassman Wealth Services17$2.48K<0.01%013F-HRTimeline
Robbins Farley16$2.33K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB11$1.6K<0.01%-3,51013F-HR/ATimeline
Hurley Capital, LLC10$1.52K<0.01%-813F-HRTimeline
LGT Financial Advisors LLC8$1.17K<0.01%013F-HRTimeline
Covestor Ltd8$1K<0.01%-313F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
Financial Life Planners6$887<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.6$874<0.01%-313F-HRTimeline
MASECO LLP1$146<0.01%new13F-HRTimeline