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Disclosery

ESGU ISHARES TR

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COM (fund)

784 managers (791 13F filers) reported a position in ESGU shares at 2024-12-31, 84,368,101 shares in all. 46 filers opened a position and 50 filers sold out during the quarter.

Managers
784
13F filers
791
New
46
Added
236
Reduced
326
Sold out
50
Shares held by filers
84,368,101

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,105,862$1.69B0.16%-457,41213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,904,019$1.53B0.12%+930,78413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,591,007$849M0.12%+1,589,94113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,567,375$720M2.19%-107,44813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,654,403$471M0.09%+123,49613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,492,949$450M+34,179Timeline
Betterment LLC3,277,272$422M1.01%-40,66513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,462,619$317M0.02%+284,51313F-HR/ATimelineGroup
Acorns Advisers, LLC2,311,775$298M2.89%+36613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,247,884$290M0.07%-15,07213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,149,141$277M0.01%-1,135,82613F-HRTimelineGroup
Wealthfront Advisers LLC2,002,265$258M0.75%+235,03213F-HR/ATimeline
LPL Financial LLC1,688,041$217M0.09%+239,23213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS859,394$111M0.09%+262,39113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…827,429$107M0.09%+33,76713F-HRTimelineGroup
Empower Advisory Group, LLC748,472$96.4M0.32%-7,26213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co553,899$71.4M0.94%+31,88313F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP547,958$70.6M1.94%-24,13313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC544,989$70.2M0.07%-7,25813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC540,290$69.6M0.1%-228,35813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA524,117$67.5M0.01%-2,61013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…411,000$53.2M0.22%-109,70013F-HRTimelineGroup
CWM, LLCin group CWM, LLC395,398$50.9M0.21%+7,15313F-HRTimelineGroup
UBS Group AGin group UBS Group AG376,618$48.5M0.01%+8413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC363,279$46.8M0.01%-3,19813F-HRTimelineGroup
Ally Invest Advisors Inc.328,656$42.3M3.67%+2,68813F-HRTimeline
MML INVESTORS SERVICES, LLC325,352$41.9M0.14%+9,66813F-HRTimeline
HighTower Advisors, LLC324,302$41.8M0.06%+14,79413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV319,219$41.1M0.1%-17,84013F-HRTimeline
Cetera Investment Advisers313,065$40.3M0.08%-2,18413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding302,300$38.9M+189,000Timeline
Alesco Advisors, LLC, An ESL Co292,955$37.7M1.19%-2,65313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…292,527$37.7M0.14%+8,72913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC285,316$36.8M0.38%+16,51213F-HRTimelineGroup
IMPACTfolio, LLC274,643$35.4M18.36%-2,51813F-HRTimeline
Creative Planningin group Creative Planning267,215$34.4M0.03%+3,78613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,872$33.4M0.07%-21,36313F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC246,594$31.8M1.19%+21,11913F-HRTimeline
Cambridge Investment Research Advisors,…217,470$28M0.09%-30,55313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC203,700$27M2.84%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,383$26.2M0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,143$26M0.05%-3,20313F-HR/ATimeline
DOHJ, LLC176,998$22.8M5.27%-82713F-HRTimeline
Boulder Wealth Advisors, LLC175,552$22.6M11.66%+1,21113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management174,139$22.4M0.33%-4,30313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP172,697$22.2M0.53%-95913F-HRTimeline
Ashton Thomas Private Wealth, LLC171,877$22.1M0.86%new13F-HRTimeline
Sand Hill Global Advisors, LLC168,668$21.7M0.92%+8,99313F-HRTimeline
Sharkey, Howes & Javer168,609$21.7M3.05%-5,78713F-HRTimeline
Joel Isaacson & Co., LLC165,598$21.3M0.96%+3,60413F-HRTimeline
CHOREO, LLC161,731$20.8M0.3%-4,77613F-HRTimeline
Clarius Group, LLC160,932$20.7M1.42%+150,60713F-HRTimeline
NewEdge Advisors, LLC152,774$19.7M0.12%+38,47613F-HRTimeline
Affinity Capital Advisors, LLC151,284$19.6M3.68%-17413F-HRTimeline
ALLIANCEBERNSTEIN L.P.145,434$18.7M0.01%+25,65613F-HRTimeline
Money Design Co.,Ltd.140,768$18.2M0.93%-3,63613F-HRTimeline
Integrated Wealth Concepts LLC132,319$17M0.2%-23,91613F-HRTimeline
Erickson Financial Group, LLC129,554$16.7M11.88%+27613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP124,866$16.1M0.03%+19,46513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.121,230$15.6M0.38%-1,04313F-HRTimelineGroup
One Wealth Advisors, LLC116,965$15.1M2.24%-59313F-HRTimeline
Apella Capital, LLC114,965$14.8M0.57%-3,35013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO110,721$14.3M0.26%+5,70613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP108,156$14M0.01%-2,71213F-HRTimeline
OneDigital Investment Advisors LLC105,849$13.6M0.16%-18,89813F-HRTimeline
STALEY CAPITAL ADVISERS INC100,135$12.9M0.57%013F-HRTimeline
Blue Edge Capital, LLC99,604$12.8M2.02%+1,44513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO98,187$12.6M0.02%-6,80713F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC98,009$12.6M4.86%-3,57413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding97,871$12.6M+1,445Timeline
Rossby Financial, LCC96,903$12.5M7.92%13F-HRTimeline
Janney Montgomery Scott LLC95,010$12.2M0.03%-91,18913F-HRTimeline
Mariner, LLCin group Mariner, LLC94,951$12.2M0.02%-7,34713F-HRTimelineGroup
Fisher Asset Management, LLC91,793$11.8M<0.01%-3,67413F-HRTimeline
Prudent Man Advisors, LLC91,707$11.8M4.29%-8,71513F-HRTimeline
HARBOUR INVESTMENTS, INC.90,910$11.7M0.34%+78913F-HRTimeline
Van Hulzen Asset Management, LLC89,357$11.5M0.84%-2,23413F-HRTimeline
Plancorp, LLC88,456$11.4M0.47%-7,05013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,396$11.4M0.02%-2,89013F-HRTimelineGroup
Laurel Wealth Planning LLC87,259$11.2M7.25%-5,41613F-HRTimeline
Clarity Asset Management, Inc.80,792$10.4M6.78%-2,78113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78,225$10.1M0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc77,087$9.93M4.26%-7,50113F-HRTimeline
Keebeck Wealth Management76,453$9.85M1.42%-19213F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC76,134$9.81M0.45%+22,83813F-HRTimeline
Relyea Zuckerberg Hanson LLC75,002$9.66M1.3%-30713F-HRTimeline
Wealthspire Advisors, LLC71,349$9.19M0.09%-47213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,591$9.09M<0.01%-1,77713F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC70,313$9.06M1.83%+19,27913F-HRTimeline
Parkside Advisors LLC69,982$9.02M2.12%-1,33613F-HRTimeline
FMR LLCin group FMR LLC69,919$9.01M<0.01%+72213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC69,804$8.99M0.02%+12,32513F-HRTimelineGroup
Strategic Blueprint, LLC69,209$8.92M0.53%-2,62813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC66,117$8.52M0.01%-7,23313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,113$8.39M0.01%+2,37213F-HRTimelineGroup
Composition Wealth, LLC65,045$8.38M0.17%-18713F-HRTimeline
Sanctuary Advisors, LLC62,763$8.35M0.05%-4,44113F-HRTimeline
Cypress Wealth Services, LLC63,514$8.18M1.64%-1,47213F-HRTimeline
Orion Porfolio Solutions, LLC88,566$7.76M0.08%+46,55013F-HRTimeline
Orion Portfolio Solutions, LLC88,566$7.76M0.08%+46,55013F-HRTimeline
Financial Advisors, LLC59,804$7.7M1.48%-2,15413F-HRTimeline
Klaas Financial Asset Advisors, LLC59,210$7.63M1.34%+2,16513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding58,558$7.54M+38,009Timeline
Empirical Financial Services, LLC d.b.a…58,547$7.54M0.21%-2,37213F-HRTimeline
Facet Wealth, Inc.57,043$7.52M0.2%+1,10213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC58,000$7.47M0.01%+40,80013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…57,726$7.44M0.06%-8,09213F-HRTimelineGroup
Icon Wealth Advisors, LLC57,646$7.43M0.61%-4,53213F-HRTimeline
CFS Investment Advisory Services, LLC57,158$7.36M0.66%-78413F-HRTimeline
Modera Wealth Management, LLC55,525$7.15M0.09%-76013F-HRTimeline
Atria Wealth Solutions, Inc.54,934$7.08M0.08%-6,19313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.53,879$6.94M0.04%-3,63213F-HRTimeline
Parallel Advisors, LLC51,282$6.61M0.15%-1,37713F-HRTimeline
Advisory Services Network, LLC51,006$6.57M0.12%-2,73713F-HRTimeline
Institute for Wealth Management, LLC.50,689$6.53M0.82%+3,22413F-HRTimeline
Dynamic Advisor Solutions LLC50,029$6.44M0.28%-3,39813F-HRTimeline
Atlas Legacy Advisors, LLC49,890$6.43M1.56%13F-HRTimeline
Farther Finance Advisors, LLC49,750$6.41M0.23%+2,92113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC49,409$6.36M0.12%+1,22113F-HRTimeline
Mutual Advisors, LLC48,798$6.36M0.18%-3,46113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding47,416$6.11M+549Timeline
CAPTRUST FINANCIAL ADVISORS47,307$6.09M0.02%-3113F-HRTimeline
Maia Wealth LLC45,674$6.02M1.3%+1,57113F-HRTimeline
Goodwin Investment Advisory46,381$5.97M3.13%-18313F-HRTimeline
Waypoint Wealth Partners Inc.46,348$5.97M1.63%-64613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC46,209$5.95M0.33%-1,78113F-HR/ATimeline
Wealth Architects, LLC45,994$5.92M0.67%+10613F-HRTimeline
Trilogy Capital Inc.45,329$5.84M0.3%-1,82413F-HRTimeline
Summit Wealth Group, LLC44,560$5.74M1.66%-19713F-HRTimeline
RHS Financial, LLC44,107$5.68M2.94%+5,01413F-HRTimeline
Perigon Wealth Management, LLC43,255$5.64M0.14%+1,87413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,191$5.55M0.01%-1,71613F-HRTimelineGroup
Aptus Capital Advisors, LLC43,046$5.55M0.07%+2,75613F-HRTimeline
IEQ CAPITAL, LLC42,288$5.45M0.05%-5,40013F-HRTimeline
Valeo Financial Advisors, LLC41,664$5.37M0.15%-1913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41,247$5.31M2.24%+10,50213F-HRTimeline
McKinley Carter Wealth Services, Inc.41,146$5.3M0.32%-39913F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC40,991$5.28M2.57%-2,75013F-HRTimeline
Long Run Wealth Advisors, LLC39,653$5.11M1.22%-2,46813F-HRTimeline
Private Advisor Group, LLC37,488$4.83M0.03%-2,16213F-HRTimeline
Laird Norton Wetherby Wealth Management…35,405$4.56M0.22%+8013F-HRTimeline
Keystone Wealth Services, LLC34,802$4.48M1.19%-2,22913F-HRTimeline
SPINNAKER TRUST34,613$4.46M0.28%-75413F-HRTimeline
Integrated Advisors Network LLC33,925$4.37M0.21%-50013F-HRTimeline
INTEGRITY ALLIANCE, LLC.33,435$4.31M0.47%13F-HRTimeline
Physician Wealth Advisors, Inc.33,036$4.26M0.72%-73213F-HRTimeline
National Philanthropic Trust31,704$4.08M0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…31,431$4.05M0.02%013F-HRTimeline
WT Wealth Management31,033$4M1.25%-313F-HRTimeline
&PARTNERS29,695$3.87M0.05%+19,72313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,813$3.84M0.01%+4,04813F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV29,683$3.82M0.59%+1,52613F-HRTimeline
MA Private Wealth29,369$3.78M0.71%-79513F-HRTimeline
Merit Financial Group, LLC29,258$3.77M0.07%+3,42913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28,810$3.71M0.01%+2,63813F-HRTimelineGroup
HB Wealth Management, LLC28,615$3.69M0.04%+60313F-HRTimeline
TOWNSQUARE CAPITAL LLC28,534$3.68M0.04%+82513F-HRTimeline
Montecito Bank & Trust28,352$3.65M0.63%-2,91613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,557$3.55M0.11%+38313F-HRTimelineGroup
FLC Capital Advisors27,187$3.5M0.81%-2,01613F-HRTimeline
DIVERSIFIED TRUST CO26,893$3.46M0.08%013F-HRTimeline
Ridgeline Wealth, LLC26,417$3.4M2.77%13F-HRTimeline
High Falls Advisors, Inc26,358$3.4M0.79%-33413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,990$3.35M0.09%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,959$3.34M0.03%-3,29013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC25,914$3.34M0.25%+6,69913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,716$3.31M0.03%-58313F-HRTimelineGroup
Horst & Graben Wealth Management LLC25,683$3.31M0.59%+59013F-HRTimeline
ONE Advisory Partners, LLC25,006$3.22M1.43%-14613F-HRTimeline
Integris Wealth Management, LLC24,767$3.19M0.9%-2,05613F-HRTimeline
Balanced Rock Investment Advisors LLC24,514$3.16M2.5%-61013F-HRTimeline
Independent Advisor Alliance24,408$3.14M0.04%new13F-HRTimeline
Moment Partners, LLC24,271$3.13M0.6%13F-HRTimeline
RFG Advisory, LLC24,181$3.11M0.09%-8,54913F-HRTimeline
Jordan Park Group LLC23,927$3.08M0.23%-34713F-HRTimeline
WEDBUSH SECURITIES INC23,286$3M0.11%+82513F-HRTimeline
Blue Trust, Inc.23,201$2.99M0.04%-2,42413F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …23,070$2.97M0.24%-25213F-HR/ATimeline
UMB Bank, n.a.22,258$2.87M0.05%+4,42813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…21,792$2.81M0.02%+3,25813F-HRTimeline
Spectrum Wealth Counsel, LLC21,595$2.78M0.33%-21,19513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC21,563$2.78M0.2%-9,93713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,385$2.75M0.02%-2,55013F-HRTimelineGroup
Focus Financial Network, Inc.21,356$2.75M0.11%-22713F-HRTimeline
First Horizon Advisors, Inc.20,501$2.64M0.07%-5,09113F-HRTimeline
Foster Group, Inc.20,331$2.62M0.1%+27313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,240$2.61M0.06%+3,37013F-HRTimeline
HF Advisory Group, LLC19,869$2.56M1.18%+91113F-HRTimeline
OLD MISSION CAPITAL LLC19,866$2.56M0.06%-42,53413F-HRTimeline
Fingerlakes Wealth Management, Inc.19,715$2.54M2.05%-1,75913F-HRTimeline
Cook Wealth, LLC18,903$2.54M1.19%-32013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)19,703$2.54M1.14%+35713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,422$2.5M0.01%-1,72613F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.19,285$2.48M1.12%13F-HRTimeline
Cascade Financial Partners, LLC18,884$2.43M0.32%013F-HRTimeline
Leo Wealth, LLC18,824$2.42M0.22%+10513F-HRTimeline
Opes Wealth Management LLC18,712$2.41M0.49%-92413F-HRTimeline
TD Waterhouse Canada Inc.18,570$2.39M0.02%-32913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC18,398$2.37M0.1%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,189$2.34M<0.01%+4,48313F-HRTimelineGroup