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Disclosery

ESGU ISHARES TR

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COM (fund)

828 managers (836 13F filers) reported a position in ESGU shares at 2025-12-31, 78,782,941 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
828
13F filers
836
New
60
Added
264
Reduced
307
Sold out
36
Shares held by filers
78,782,941

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MONECO ADVISORS, LLC2,122$316K0.03%+2513F-HRTimeline
Vertex Planning Partners, LLC2,121$316K0.07%+20413F-HRTimeline
Coppell Advisory Solutions LLC2,092$314K0.03%-12213F-HRTimeline
NewEdge Wealth, LLC2,103$313K<0.01%013F-HRTimeline
Atlas Private Wealth Advisors2,083$310K0.07%-59613F-HRTimeline
Worth Financial Advisory Group, LLC2,080$310K0.15%013F-HRTimeline
SeaCrest Wealth Management, LLC2,055$310K0.03%013F-HRTimeline
Geneos Wealth Management Inc.2,076$309K0.01%-4513F-HRTimeline
Founders Financial Alliance, LLC2,069$308K0.06%013F-HRTimeline
WRAPMANAGER INC2,064$307K0.1%-35113F-HRTimeline
CHANNEL WEALTH LLC2,053$306K0.08%+36913F-HRTimeline
Carnegie Investment Counsel2,035$303K0.01%+39013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,015$300K0.07%+713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,011$300K<0.01%+25913F-HRTimelineGroup
ArborFi Advisors, LLC1,997$298K0.24%+11713F-HRTimeline
Quadcap Wealth Management, LLC1,992$297K0.03%013F-HRTimeline
Horizons Wealth Management1,991$297K0.2%013F-HRTimeline
Note Advisors, LLC1,974$295K0.15%013F-HRTimeline
Signal Advisors Wealth, LLC1,977$295K0.02%-1,47313F-HRTimeline
FSA WEALTH PARTNERS, INC.1,976$294K0.11%-46813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,972$294K<0.01%+22413F-HRTimeline
Callan Family Office, LLC1,969$293K0.01%-2013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,963$292K0.08%-1,56613F-HRTimeline
PECAUT & CO.1,960$292K0.09%+48213F-HRTimeline
SAX WEALTH ADVISORS, LLC1,957$292K0.01%-1713F-HRTimeline
Amplius Wealth Advisors, LLC1,953$291K0.02%-13013F-HRTimeline
SAGE FINANCIAL GROUP INC1,950$291K0.02%-5013F-HRTimeline
Litman Gregory Wealth Management LLC1,914$285K0.02%-1,51013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC1,905$284K0.02%-19013F-HRTimeline
BKM Wealth Management, LLC1,900$283K0.1%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,870$279K0.04%+11713F-HRTimeline
SageView Advisory Group, LLC1,867$278K0.01%-38013F-HRTimeline
Gallacher Capital Management LLC1,866$278K0.11%013F-HRTimeline
Avantra Family Wealth, Inc.1,865$278K0.2%+613F-HRTimeline
Tortoise Investment Management, LLC1,862$277K0.02%013F-HRTimeline
Fermata Advisors, LLC1,862$277K0.07%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,859$277K0.01%-7513F-HRTimeline
Financial Engines Advisors L.L.C.1,859$277K<0.01%-81313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,853$276K0.02%-24213F-HRTimelineGroup
Cadia Private Client LLC1,850$276K0.22%13F-HRTimeline
Seascape Capital Management1,848$275K0.08%013F-HRTimeline
Apeiron RIA LLC1,809$274K0.06%-11013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,833$273K0.01%+3013F-HRTimeline
Klingman & Associates, LLC1,826$272K0.01%013F-HRTimeline
Urban Wealth Management, LLC1,824$272K0.25%13F-HRTimeline
Hopwood Nicholas Hunter1,820$271K0.09%13F-HRTimeline
MontVue Capital Management, Inc.1,819$271K0.18%-1,45613F-HRTimeline
Vantus Wealth LLC1,816$271K0.2%13F-HRTimeline
PINNACLE ASSOCIATES LTD1,787$266K<0.01%-20013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,776$265K0.07%013F-HRTimeline
Hutchens & Kramer Investment Management…1,772$264K0.09%-95213F-HRTimeline
Braun-Bostich & Associates Inc.1,769$264K0.16%+5113F-HRTimeline
Cooper Financial Group1,769$264K0.03%-2413F-HRTimeline
MOLLER WEALTH PARTNERS1,766$263K0.06%-33713F-HRTimeline
Advisory Alpha, LLC1,762$263K0.01%-8,62113F-HRTimeline
Pine Valley Investments Ltd Liability Co1,749$261K0.01%-65413F-HRTimeline
Schwallier Wealth Management LLC1,721$259K0.17%+513F-HRTimeline
Proactive Wealth Strategies LLC1,740$259K0.1%+513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$259K0.02%013F-HRTimeline
Pearl Planning LLC1,732$258K0.16%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$255K0.04%013F-HRTimeline
Haverford Trust Co1,711$255K<0.01%013F-HRTimeline
Scarborough Advisors, LLC1,711$255K0.04%+1313F-HRTimeline
MOTCO1,708$254K0.02%+14713F-HRTimeline
M3 Advisory Group, LLC1,697$253K0.15%+113F-HRTimeline
Nemes Rush Group LLC1,694$252K0.02%-413F-HRTimeline
UPTICK PARTNERS, LLC1,674$249K0.05%new13F-HRTimeline
Kovack Advisors, Inc.1,671$249K0.01%new13F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…1,643$245K0.01%-6,53813F-HRTimeline
TD Capital Management LLC1,609$240K0.02%+513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding1,603$239K-1,075Timeline
COURIER CAPITAL LLC1,598$238K0.01%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,595$238K0.09%new13F-HRTimeline
Sterling Manor Financial, LLC1,593$237K0.15%-6513F-HRTimeline
Trailhead Planners LLC1,580$235K0.23%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,579$235K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,575$235K0.01%-7613F-HRTimeline
Security Financial Services, INC.1,556$232K0.04%-20613F-HRTimeline
Financially in Tune, LLC1,550$231K0.22%13F-HRTimeline
Commonwealth Financial Services, LLC1,537$229K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,528$228K0.01%-2013F-HRTimeline
Sigma Planning Corp1,527$227K0.01%-3313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,522$227K<0.01%+28413F-HRTimelineGroup
Frederick Financial Consultants, LLC1,522$227K0.12%013F-HRTimeline
Fire Capital Management LLC1,519$226K0.11%new13F-HRTimeline
Bragg Financial Advisors, Inc1,518$226K0.01%+3013F-HRTimeline
Centurion Wealth Management LLC1,515$226K0.05%+9013F-HRTimeline
Curry Webb Wealth Management LLC1,498$223K0.11%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,488$222K0.09%-10013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,487$222K0.01%-813F-HRTimeline
Clark Capital Management Group, Inc.1,475$220K<0.01%013F-HRTimeline
Advyzon Investment Management, LLC1,446$215K0.02%new13F-HRTimeline
Arcadia Wealth Management, Inc.1,441$215K0.12%013F-HRTimeline
Institute for Wealth Management, LLC.1,435$214K0.02%-47,63413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,418$211K0.02%new13F-HRTimelineGroup
Investors Research Corp1,418$211K0.04%+7513F-HRTimeline
Capital Advantage, Inc.1,415$211K0.03%new13F-HRTimeline
Essex LLC1,410$210K0.04%new13F-HRTimeline
Alta Wealth Advisors LLC1,402$209K0.07%new13F-HRTimeline
Foguth Wealth Management, LLC.1,400$209K0.03%13F-HRTimeline
Sage Financial Management Group, Inc.1,399$208K0.06%013F-HRTimeline
GGM Financial LLC1,396$208K0.1%+313F-HRTimeline
NOVUS ADVISORS, LLC1,395$208K0.46%-7613F-HRTimeline
Hobart Private Capital, LLC1,394$208K0.04%013F-HRTimeline
Valtrion Capital Management, LLC1,373$205K0.2%-613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,365$203K0.01%-20013F-HRTimeline
Edgestream Partners, L.P.1,363$203K0.01%new13F-HRTimeline
Advus Financial Partners, LLC1,362$203K0.07%new13F-HR/ATimeline
Fiduciary Alliance LLC1,359$202K0.01%new13F-HRTimeline
Jackson Wealth Management, LLC1,359$202K0.02%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,352$201K0.03%-3813F-HRTimeline
Fortis Capital Advisors, LLC1,342$200K0.03%new13F-HRTimeline
Bank of New Hampshire1,320$197K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,294$193K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,274$190K0.01%013F-HRTimeline
Abound Wealth Management1,094$163K0.04%+19413F-HRTimeline
Navalign, LLC1,079$161K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,035$154K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,000$149K0.06%013F-HRTimeline
Asset Dedication, LLC982$146K0.01%013F-HRTimeline
Financial Perspectives, Inc954$142K0.04%013F-HRTimeline
JNBA Financial Advisors910$136K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…885$132K<0.01%013F-HRTimelineGroup
Balentine LLC871$130K<0.01%013F-HRTimeline
Larson Financial Group LLC871$130K<0.01%-2,93913F-HRTimeline
MCF Advisors LLC865$129K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$127K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.849$126K0.01%013F-HRTimeline
DT Investment Partners, LLC782$117K0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC746$111K0.09%013F-HRTimeline
New Republic Capital, LLC719$107K0.03%013F-HRTimeline
Winthrop Capital Management, LLC719$107K0.02%013F-HRTimeline
Clearstead Trust, LLC659$98.2K0.02%013F-HRTimeline
Key Financial Inc632$94.2K0.02%+6113F-HRTimeline
Bravera Wealth591$88K0.04%13F-HRTimeline
Center for Financial Planning, Inc.588$87.6K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…572$85.3K0.01%+17213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…568$84.6K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC562$83.7K0.07%13F-HRTimeline
Nalls Sherbakoff Group, LLC550$81.9K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.542$80.7K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$78.5K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$76K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV492$73.2K<0.01%-9113F-HRTimeline
Centerpoint Advisors, LLC484$72K0.02%+4713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC480$71.5K0.01%-1,04013F-HRTimelineGroup
Cornerstone Planning Group LLC460$69.8K0.01%+5113F-HRTimeline
Investors Portfolio Services LLC460$68.5K0.06%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA422$62.9K<0.01%13F-HRTimelineGroup
Addison Advisors LLC414$61.7K0.01%013F-HRTimeline
Archer Investment Corp413$61.6K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC411$61.2K0.02%-12013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/411$61.2K<0.01%-363,18913F-HRTimelineGroup
Parkside Financial Bank & Trust385$57.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.365$54.4K0.02%013F-HRTimeline
Dunhill Financial, LLC358$53.3K0.01%+17213F-HRTimeline
Key Capital Management, INC313$46.6K0.05%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…310$46.2K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.292$43.5K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.282$42K0.03%+11113F-HRTimeline
Glen Eagle Advisors, LLC282$42K0.01%-14013F-HRTimeline
Commonwealth Retirement Investments LLC280$41.7K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.272$40.5K0.02%-27113F-HRTimeline
United Financial Planning Group LLC270$40.2K0.02%+113F-HRTimeline
Kilter Group LLC264$39.3K0.02%+9013F-HRTimeline
CVA Family Office, LLC257$38.3K<0.01%013F-HRTimeline
Fortitude Family Office, LLC247$36.8K0.01%-19413F-HRTimeline
Caitlin John, LLC247$36.8K0.02%013F-HRTimeline
Triumph Capital Management232$34.6K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA229$34.1K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners222$33.1K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.209$31.1K0.01%013F-HRTimeline
Rice Partnership, LLC204$30.4K<0.01%013F-HRTimeline
Camelot Portfolios, LLC329$28.9K0.02%new13F-HRTimeline
Trust Co189$28.2K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC183$27.3K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC176$26.2K0.02%013F-HRTimeline
Wellington Grp LLC174$25.9K0.01%13F-HR/ATimeline
Cape Investment Advisory, Inc.168$25K0.01%013F-HRTimeline
Elyxium Wealth, LLC168$25K0.01%new13F-HRTimeline
Sound Income Strategies, LLC161$24.3K<0.01%-2,10613F-HRTimeline
Creative Capital Management Investments…154$22.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC151$22.7K<0.01%-1013F-HRTimeline
Bernard Wealth Management Corp.140$20.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.137$20.4K0.02%013F-HRTimeline
Benson Wealth Management INC134$20K0.02%13F-HRTimeline
OPTIMA CAPITAL LLC133$19.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC132$19.7K<0.01%013F-HRTimeline
GAMMA Investing LLC129$19.2K<0.01%-47513F-HRTimeline
Community Bank, N.A.125$18.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$18.3K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…121$18K0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC112$16.7K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$16.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.101$15K<0.01%+913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$14.7K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …77$11.5K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank66$9.83K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC66$9.76K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC65$9.68K<0.01%-3513F-HRTimeline