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Disclosery

ESGU ISHARES TR

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COM (fund)

857 managers (868 13F filers) reported a position in ESGU shares at 2026-06-30, 81,364,448 shares in all. 80 filers opened a position and 31 filers sold out during the quarter.

Managers
857
13F filers
868
New
80
Added
293
Reduced
302
Sold out
31
Shares held by filers
81,364,448

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Concord Wealth Partnersin group Concord Wealth Partners222$36.3K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.209$34.2K0.01%013F-HRTimeline
Highland Investment Advisors LLC203$33.2K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.192$31.4K0.01%013F-HRTimeline
Trust Co189$30.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…187$30.6K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC183$30K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.168$27.5K0.01%new13F-HRTimeline
Creative Capital Management Investments…154$25.2K0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…153$25K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC147$24K<0.01%-413F-HRTimeline
LANARK FINANCIAL, INC.141$23.1K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.140$22.9K0.01%013F-HRTimeline
Benson Wealth Management INC134$21.9K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.133$21.8K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC132$21.6K<0.01%013F-HRTimeline
Community Bank, N.A.125$20.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…123$20.1K0.01%013F-HRTimeline
JPL Wealth Management, LLC119$19.5K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…111$18.2K0.01%-1013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC110$18K0.01%-6613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC109$17.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust86$14.1K<0.01%+1013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC70$11.8K<0.01%13F-HRTimeline
United Community Bankin group United Community Bank66$10.8K<0.01%013F-HRTimelineGroup
Wiser Advisor Group LLC64$10.5K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.62$10.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$9.49K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC55$9K<0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC61$9K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.52$9K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDUCIARY FINANCIAL ADVISORS49$8.02K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management49$8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp48$7.86K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.45$7.37K<0.01%013F-HRTimeline
Capitol Family Office, Inc.42$6.87K0.01%+113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42$6.87K<0.01%new13F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.37$6.06K0.01%new13F-HRTimeline
Synergy Investment Management, LLC35$5.73K<0.01%-3513F-HRTimeline
Retirement Wealth Solutions LLC30$4.96K<0.01%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$4.75K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors27$4.42K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC24$3.93K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…23$3.76K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.20$3.27K<0.01%013F-HRTimeline
Coston, McIsaac & Partners22$3K<0.01%013F-HRTimeline
Davis Capital Management18$2.95K<0.01%013F-HRTimeline
Glassman Wealth Services17$2.81K<0.01%013F-HRTimeline
Robbins Farley16$2.62K<0.01%013F-HRTimeline
Hurley Capital, LLC11$1.72K<0.01%+113F-HRTimeline
Financial Life Planners7$1.17K<0.01%013F-HRTimeline
Covestor Ltd9$1K<0.01%+313F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.6$902<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.5$818<0.01%013F-HRTimeline
ATWOOD & PALMER INC1$164<0.01%013F-HRTimeline
MASECO LLP1$164<0.01%013F-HRTimeline