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Disclosery

ESGU ISHARES TR

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COM (fund)

809 managers (817 13F filers) reported a position in ESGU shares at 2026-03-31, 77,822,790 shares in all. 37 filers opened a position and 50 filers sold out during the quarter.

Managers
809
13F filers
817
New
37
Added
282
Reduced
318
Sold out
50
Shares held by filers
77,822,790

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Amplius Wealth Advisors, LLC2,115$299K0.02%+16213F-HRTimeline
Vertex Planning Partners, LLC2,107$298K0.06%-1413F-HRTimeline
Pine Valley Investments Ltd Liability Co2,084$295K0.01%+33513F-HRTimeline
Geneos Wealth Management Inc.2,076$294K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,069$293K0.05%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,068$293K0.08%+10513F-HRTimeline
SAX WEALTH ADVISORS, LLC1,957$292K0.01%013F-HRTimeline
WRAPMANAGER INC2,043$289K0.1%-2113F-HRTimeline
Buttonwood Financial Group, LLC2,025$286K0.18%-22913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,020$286K0.08%+513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,011$284K<0.01%013F-HRTimelineGroup
CHANNEL WEALTH LLC1,997$282K0.07%-5613F-HRTimeline
Signal Advisors Wealth, LLC1,985$281K0.02%+813F-HRTimeline
Note Advisors, LLC1,974$279K0.14%013F-HRTimeline
Callan Family Office, LLC1,968$278K0.01%-113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,937$274K0.01%-38013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC1,936$274K0.12%-1,02813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,916$271K0.15%new13F-HR/ATimeline
BKM Wealth Management, LLC1,900$269K0.1%013F-HRTimeline
PECAUT & CO.1,900$269K0.09%-6013F-HRTimeline
DAVIS R M INC1,894$268K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC1,877$265K0.03%-11513F-HRTimeline
SAGE FINANCIAL GROUP INC1,875$265K0.02%-7513F-HRTimeline
Avantra Family Wealth, Inc.1,869$264K0.2%+413F-HRTimeline
Gallacher Capital Management LLC1,866$264K0.1%013F-HRTimeline
Chesapeake Wealth Management1,865$264K0.08%-70013F-HRTimeline
Financial Engines Advisors L.L.C.1,863$263K<0.01%+413F-HRTimeline
Tortoise Investment Management, LLC1,862$263K0.02%013F-HRTimeline
Fermata Advisors, LLC1,862$263K0.06%013F-HRTimeline
Cadia Private Client LLC1,850$262K0.21%013F-HRTimeline
Seascape Capital Management1,848$261K0.08%013F-HRTimeline
SageView Advisory Group, LLC1,840$260K0.01%-2713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,839$260K0.01%-2013F-HRTimeline
Klingman & Associates, LLC1,826$258K0.01%013F-HRTimeline
UPTICK PARTNERS, LLC1,822$258K0.05%+14813F-HRTimeline
MontVue Capital Management, Inc.1,819$257K0.18%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,787$253K<0.01%013F-HRTimeline
Bragg Financial Advisors, Inc1,784$252K0.01%+26613F-HRTimeline
Urban Wealth Management, LLC1,782$252K0.26%-4213F-HRTimeline
Braun-Bostich & Associates Inc.1,776$251K0.16%+713F-HRTimeline
Cornerstone Wealth Management, LLC1,774$251K0.01%-1,00513F-HRTimeline
MOLLER WEALTH PARTNERS1,772$251K0.05%+613F-HRTimeline
Advisory Alpha, LLC1,760$249K0.01%-213F-HRTimeline
Apeiron RIA LLC1,759$249K0.06%-5013F-HRTimeline
Hutchens & Kramer Investment Management…1,759$249K0.08%-1313F-HRTimeline
Fiduciary Alliance LLC1,620$246K0.01%+26113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,740$246K0.02%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,737$246K0.03%-13313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,724$246K0.02%-6,47213F-HRTimeline
Pearl Planning LLC1,732$245K0.13%013F-HRTimeline
Schwallier Wealth Management LLC1,725$244K0.18%+413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,712$242K0.04%013F-HRTimeline
Haverford Trust Co1,711$242K<0.01%013F-HRTimeline
MOTCO1,708$242K0.02%013F-HRTimeline
M3 Advisory Group, LLC1,698$240K0.15%+113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,670$236K<0.01%-73213F-HRTimelineGroup
Kovack Advisors, Inc.1,643$233K0.01%-2813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,646$233K0.08%+5113F-HRTimeline
Institute for Wealth Management, LLC.1,641$232K0.02%+20613F-HRTimeline
Foguth Wealth Management, LLC.1,401$231K0.03%+113F-HRTimeline
Hopwood Nicholas Hunter1,620$229K0.07%-20013F-HRTimeline
TD Capital Management LLC1,613$228K0.02%+413F-HRTimeline
Etesian Wealth Advisors, Inc.1,604$227K0.07%new13F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC1,603$227K0.08%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT1,596$226K<0.01%new13F-HRTimeline
Trailhead Planners LLC1,580$223K0.21%013F-HRTimeline
Security Financial Services, INC.1,556$220K0.03%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,555$220K<0.01%-41713F-HRTimeline
Fire Capital Management LLC1,551$219K0.1%+3213F-HRTimeline
Financially in Tune, LLC1,550$219K0.19%013F-HRTimeline
Vestmark Advisory Solutions, Inc.1,549$219K<0.01%new13F-HRTimeline
Frederick Financial Consultants, LLC1,522$215K0.11%013F-HRTimeline
Commonwealth Financial Services, LLC1,511$214K0.03%-2613F-HRTimeline
Investors Research Corp1,511$214K0.04%+9313F-HRTimeline
Curry Webb Wealth Management LLC1,499$212K0.1%+113F-HRTimeline
Advus Financial Partners, LLC1,497$212K0.08%+13513F-HR/ATimeline
Sigma Planning Corp1,496$212K0.01%-3113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,487$210K0.01%013F-HRTimeline
Sterling Manor Financial, LLC1,477$209K0.13%-11613F-HRTimeline
Mesirow Financial Investment Management…1,458$206K<0.01%new13F-HRTimeline
Estate Counselors, LLC1,455$206K0.02%-2,24513F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,444$204K0.02%-13513F-HRTimeline
Arcadia Wealth Management, Inc.1,441$204K0.11%013F-HRTimeline
Essex LLC1,435$203K0.04%+2513F-HRTimeline
Sage Financial Management Group, Inc.1,434$203K0.06%+3513F-HRTimeline
Cooper Financial Group1,428$202K0.02%-34113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,420$201K0.01%+213F-HRTimelineGroup
Capital Advantage, Inc.1,415$200K0.03%013F-HRTimeline
Root Financial Partners, LLC1,414$200K0.01%-2,21813F-HRTimeline
GGM Financial LLC1,399$198K0.09%+313F-HRTimeline
True Link Financial Advisors, LLC1,399$198K0.01%new13F-HR/ATimeline
Bank of New Hampshire1,320$187K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,296$183K0.01%-23213F-HRTimeline
Strategic Wealth Partners, Ltd.1,215$172K0.01%-5913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,183$167K0.01%+61113F-HRTimelineGroup
Harbor Asset Planning, Inc.1,156$163K0.14%new13F-HRTimeline
Abound Wealth Management1,094$155K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,088$154K0.04%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,050$148K<0.01%new13F-HR/ATimeline
Arkos Global Advisors1,007$142K0.02%new13F-HRTimeline
CVA Family Office, LLC1,002$142K0.01%+74513F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$141K0.05%013F-HRTimeline
Asset Dedication, LLC958$136K0.01%-2413F-HRTimeline
Financial Perspectives, Inc954$135K0.04%013F-HRTimeline
Horizons Wealth Management874$124K0.08%-1,11713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…837$123K<0.01%013F-HRTimeline
Balentine LLC871$123K<0.01%013F-HRTimeline
Larson Financial Group LLC871$123K<0.01%013F-HRTimeline
MCF Advisors LLC865$122K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.849$120K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…809$114K<0.01%-7613F-HRTimelineGroup
DT Investment Partners, LLC782$111K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC746$105K0.09%013F-HRTimeline
Winthrop Capital Management, LLC719$102K0.03%013F-HRTimeline
New Republic Capital, LLC719$102K0.03%013F-HRTimeline
FINANCIAL CONSULATE, INC704$99.6K0.01%new13F-HRTimeline
Clearstead Trust, LLC659$93.2K0.02%013F-HRTimeline
Key Financial Inc632$89.4K0.02%013F-HRTimeline
Centerpoint Advisors, LLC621$88K0.03%+13713F-HRTimeline
Capital Investment Advisory Services, L…620$87.7K0.01%-15,26913F-HRTimeline
Bravera Wealth591$83.6K0.04%013F-HRTimeline
Center for Financial Planning, Inc.588$83.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…568$80.3K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC560$79.2K0.06%-213F-HRTimeline
Nalls Sherbakoff Group, LLC550$77.8K0.06%013F-HRTimeline
Forum Finance Group S.A.660$76K0.04%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC527$74.5K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO510$72.1K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC531$71.8K0.03%+12013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV501$70.9K<0.01%+913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC480$67.9K0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC469$66K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC461$65.2K0.06%+113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA422$59.7K<0.01%013F-HRTimelineGroup
Addison Advisors LLC414$58.6K0.01%013F-HRTimeline
Archer Investment Corp413$58.5K0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC412$58.3K0.05%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/411$58.1K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG394$55.7K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.365$51.6K0.02%013F-HRTimeline
JNBA Financial Advisors354$50.1K<0.01%-55613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…323$45.7K0.01%+1313F-HRTimeline
Wellington Grp LLC304$43K0.01%+13013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.287$40.6K0.03%+513F-HRTimeline
Glen Eagle Advisors, LLC282$39.9K0.01%013F-HRTimeline
United Financial Planning Group LLC271$38.3K0.02%+113F-HRTimeline
Fortitude Family Office, LLC247$34.9K0.01%013F-HRTimeline
Caitlin John, LLC247$34.9K0.02%013F-HRTimeline
Kilter Group LLC233$33K0.01%-3113F-HRTimeline
Triumph Capital Management232$32.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA229$32.4K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.209$29.6K0.01%013F-HRTimeline
Rice Partnership, LLC204$28.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.192$27.1K0.01%-8013F-HRTimeline
Trust Co189$26.7K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC183$25.9K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC176$24.9K0.02%013F-HRTimeline
Sound Income Strategies, LLC161$23K<0.01%013F-HRTimeline
Creative Capital Management Investments…154$21.8K0.01%013F-HRTimeline
Salomon & Ludwin, LLC151$21.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.141$19.9K<0.01%-40113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.140$19.8K<0.01%-15213F-HRTimelineGroup
Bernard Wealth Management Corp.140$19.8K0.01%013F-HRTimeline
Benson Wealth Management INC134$18.9K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.133$18.8K0.02%-413F-HRTimeline
ROTHSCHILD INVESTMENT LLC132$18.7K<0.01%013F-HRTimeline
Community Bank, N.A.125$17.7K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$17.4K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…121$17.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC112$15.8K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC109$15.4K<0.01%+113F-HRTimeline
Kennebec Savings Bank102$14.4K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.101$14.3K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC99$14K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…90$12.7K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust76$10.7K<0.01%-30913F-HRTimeline
Synergy Investment Management, LLC70$9.9K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank66$9.33K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC65$9.19K<0.01%013F-HRTimeline
Wiser Advisor Group LLC64$9.05K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.62$8.77K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$8.2K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC61$8K0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp48$6.79K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.45$6.36K<0.01%013F-HRTimeline
Capitol Family Office, Inc.41$6.11K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.43$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASHTON THOMAS SECURITIES, LLC35$4.95K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC31$4.36K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$4.1K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC29$4.1K<0.01%-10013F-HRTimeline
Key Capital Management, INC24$3.39K<0.01%-28913F-HRTimeline
Gunpowder Capital Management, LLC dba O…23$3.25K<0.01%013F-HRTimeline
Coston, McIsaac & Partners22$3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.20$2.83K<0.01%013F-HRTimeline
Davis Capital Management18$2.55K<0.01%-613F-HRTimeline
Glassman Wealth Services17$2.42K<0.01%013F-HRTimeline
Robbins Farley16$2.26K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.14$1.99K<0.01%new13F-HRTimeline