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Disclosery

ESGU ISHARES TR

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COM (fund)

753 managers (758 13F filers) reported a position in ESGU shares at 2025-03-31, 80,529,204 shares in all. 34 filers opened a position and 63 filers sold out during the quarter.

Managers
753
13F filers
758
New
34
Added
242
Reduced
340
Sold out
63
Shares held by filers
80,529,204

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,090,588$1.6B0.14%-15,27413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,362,022$1.39B0.11%-541,99713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,824,650$832M0.12%+233,64313F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,840,805$712M2.22%+273,43013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,892,537$475M0.09%+238,13413F-HR/ATimelineGroup
Betterment LLC3,414,311$416M0.99%+137,03913F-HRTimeline
Acorns Advisers, LLC2,400,608$293M2.81%+88,83313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,297,171$280M0.07%+49,28713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,193,518$267M0.01%+44,37713F-HRTimelineGroup
Wealthfront Advisers LLC2,173,670$265M0.71%+171,40513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,143,585$261M-1,349,364Timeline
MORGAN STANLEYin group MORGAN STANLEY2,008,232$245M0.02%-454,38713F-HRTimelineGroup
LPL Financial LLC1,051,161$128M0.05%-636,88013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…907,475$111M0.09%+80,04613F-HRTimelineGroup
Empower Advisory Group, LLC692,883$84.5M0.28%-55,58913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co661,128$80.6M1.06%+107,22913F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP583,245$71.1M1.2%+35,28713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA530,490$64.7M0.01%+6,37313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC464,980$56.7M0.08%-75,31013F-HRTimeline
UBS Group AGin group UBS Group AG382,048$46.6M0.01%+5,43013F-HRTimelineGroup
CWM, LLCin group CWM, LLC369,293$45M0.18%-26,10513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC351,495$42.9M0.01%-11,78413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…351,180$42.6M0.17%-59,82013F-HRTimelineGroup
Ally Invest Advisors Inc.326,447$39.8M3.41%-2,20913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…317,836$38.7M0.16%+25,30913F-HRTimelineGroup
HighTower Advisors, LLC317,442$38.7M0.05%-6,86013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV308,693$37.6M0.09%-10,52613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC306,199$37.3M0.03%-238,79013F-HRTimelineGroup
Creative Planningin group Creative Planning299,492$36.5M0.03%+32,27713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co281,036$34.3M1.08%-11,91913F-HRTimeline
IMPACTfolio, LLC273,923$33.4M17.55%-72013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…269,800$32.8M0.29%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP236,900$28.9M0.06%-65,40013F-HRTimelineGroup
Cetera Investment Advisers235,385$28.7M0.06%-77,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.233,529$28.5M0.06%-25,34313F-HRTimelineGroup
Cambridge Investment Research Advisors,…208,351$25.4M0.09%-9,11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…205,203$25M0.05%+3,06013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,418$24.8M0.01%+3513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC196,896$24M0.08%-128,45613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP187,489$22.9M0.57%+14,79213F-HRTimeline
Joel Isaacson & Co., LLC175,742$21.4M0.97%+10,14413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management175,040$21.3M0.31%+90113F-HRTimelineGroup
Clarius Group, LLC174,564$21.3M1.34%+13,63213F-HRTimeline
Ashton Thomas Private Wealth, LLC171,671$20.9M0.8%-20613F-HRTimeline
Sand Hill Global Advisors, LLC171,541$20.9M0.86%+2,87313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,700$20.3M0.25%-118,61613F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC161,100$19.6M2.33%-42,60013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.157,649$19.2M0.01%+12,21513F-HRTimeline
DOHJ, LLC157,426$19.2M4.38%-19,57213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC154,298$18.8M0.66%-92,29613F-HRTimeline
CHOREO, LLC152,475$18.6M0.29%-9,25613F-HRTimeline
Affinity Capital Advisors, LLC152,476$17.7M3.51%+1,19213F-HRTimeline
Erickson Financial Group, LLC129,685$15.8M11.8%+13113F-HRTimeline
FMR LLCin group FMR LLC128,505$15.7M<0.01%+58,58613F-HRTimelineGroup
Integrated Wealth Concepts LLC128,265$15.6M0.18%-4,05413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP126,560$15.4M0.03%+1,69413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO125,735$15.3M0.29%+15,01413F-HRTimeline
Sharkey, Howes & Javer124,600$15.2M2.17%-44,00913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.122,379$14.9M0.39%+1,14913F-HRTimelineGroup
NewEdge Advisors, LLC119,728$14.6M0.09%-33,04613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/113,825$13.9M0.02%+35,60013F-HRTimelineGroup
One Wealth Advisors, LLC108,410$13.2M1.97%-8,55513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP105,818$12.8M0.01%-2,33813F-HRTimeline
OneDigital Investment Advisors LLC100,067$12.2M0.14%-5,78213F-HRTimeline
Money Design Co.,Ltd.98,534$12M0.6%-42,23413F-HRTimeline
Apella Capital, LLC100,965$12M0.41%-14,00013F-HRTimeline
Blue Edge Capital, LLC97,907$11.9M1.92%-1,69713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC97,113$11.8M4.61%-89613F-HRTimeline
Janney Montgomery Scott LLC95,890$11.7M0.03%+88013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO95,786$11.7M0.02%-2,40113F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding93,760$11.4M-4,111Timeline
Clarity Asset Management, Inc.91,632$11.2M7.19%+10,84013F-HRTimeline
Mariner, LLCin group Mariner, LLC90,830$11.1M0.02%-4,12113F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC90,000$11M0.5%-10,13513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,211$10.6M0.02%-1,18513F-HRTimelineGroup
Van Hulzen Asset Management, LLC87,000$10.6M0.97%-2,35713F-HRTimeline
HARBOUR INVESTMENTS, INC.86,895$10.6M0.3%-4,01513F-HRTimeline
Relyea Zuckerberg Hanson LLC81,946$9.99M1.35%+6,94413F-HRTimeline
Laurel Wealth Planning LLC80,562$9.82M6.53%-6,69713F-HRTimeline
Plancorp, LLC79,363$9.68M0.38%-9,09313F-HRTimeline
Fisher Asset Management, LLC77,984$9.51M<0.01%-13,80913F-HRTimeline
Facet Wealth, Inc.75,795$9.33M0.24%+18,75213F-HRTimeline
Keebeck Wealth Management76,084$9.28M1.37%-36913F-HRTimeline
Rossby Financial, LCC75,920$9.11M3.93%-20,98313F-HRTimeline
Prudent Man Advisors, LLC71,254$8.69M3.15%-20,45313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,311$8.57M0.02%+50713F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC70,173$8.55M1.79%-14013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding69,975$8.53M+11,417Timeline
Wealthspire Advisors, LLC69,894$8.52M0.05%-1,45513F-HRTimeline
Parkside Advisors LLC69,401$8.46M2.04%-58113F-HRTimeline
Strategic Blueprint, LLC69,049$8.42M0.46%-16013F-HRTimeline
Composition Wealth, LLC64,256$7.83M0.16%-78913F-HRTimeline
Trilogy Capital Inc.63,374$7.73M0.41%+18,04513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,460$7.37M<0.01%-10,13113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,399$7.36M0.01%+54,20013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,343$7.36M0.06%+2,61713F-HRTimelineGroup
Cypress Wealth Services, LLC60,165$7.33M1.49%-3,34913F-HRTimeline
Financial Advisors, LLC59,927$7.31M1.44%+12313F-HRTimeline
Klaas Financial Asset Advisors, LLC58,702$7.16M1.23%-50813F-HRTimeline
Waypoint Wealth Partners Inc.58,618$7.15M1.98%+12,27013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC58,277$7.1M0.01%-7,84013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…58,092$7.08M0.18%-45513F-HRTimeline
Parallel Advisors, LLC57,454$7M0.16%+6,17213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,317$6.74M0.02%+8,01013F-HRTimeline
Modera Wealth Management, LLC54,704$6.67M0.09%-82113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC52,721$6.43M0.12%+3,31213F-HRTimeline
CFS Investment Advisory Services, LLC52,679$6.42M0.57%-4,47913F-HRTimeline
Sanctuary Advisors, LLC52,642$6.42M0.05%-10,12113F-HRTimeline
Institute for Wealth Management, LLC.50,322$6.13M0.79%-36713F-HRTimeline
Yukon Wealth Management, Inc.49,940$6.09M2.53%13F-HRTimeline
Atlas Legacy Advisors, LLC48,090$6.04M1.53%-1,80013F-HRTimeline
Advisory Services Network, LLC47,513$5.79M0.11%-3,49313F-HRTimeline
Farther Finance Advisors, LLC46,683$5.72M0.15%-3,06713F-HRTimeline
Wealth Architects, LLC46,469$5.67M0.62%+47513F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC46,010$5.61M0.32%-19913F-HRTimeline
Summit Wealth Group, LLC45,464$5.54M1.62%+90413F-HRTimeline
Northwest Capital Management Inc45,325$5.53M2.27%-31,76213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,191$5.52M0.01%013F-HR/ATimelineGroup
Valeo Financial Advisors, LLC44,501$5.43M0.15%+2,83713F-HRTimeline
Mutual Advisors, LLC43,712$5.25M0.15%-5,08613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,429$5.17M0.01%new13F-HR/ATimelineGroup
IEQ CAPITAL, LLC42,288$5.16M0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41,908$5.11M2.21%+66113F-HRTimeline
Aptus Capital Advisors, LLC40,967$4.99M0.06%-2,07913F-HRTimeline
Maia Wealth LLC42,214$4.95M1.12%-3,46013F-HRTimeline
Atria Wealth Solutions, Inc.40,064$4.88M0.06%-14,87013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,023$4.88M0.03%-13,85613F-HRTimeline
Long Run Wealth Advisors, LLC39,668$4.84M1.1%+1513F-HRTimeline
Perigon Wealth Management, LLC39,419$4.81M0.12%-3,83613F-HRTimeline
SPINNAKER TRUST39,280$4.79M0.31%+4,66713F-HRTimeline
McKinley Carter Wealth Services, Inc.37,372$4.56M0.28%-3,77413F-HRTimeline
Goodwin Investment Advisory36,848$4.49M6.98%-9,53313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,688$4.47M0.01%+7,87813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding36,538$4.45M-10,878Timeline
KPP Advisory Services LLC36,364$4.43M0.84%new13F-HRTimeline
Private Advisor Group, LLC34,113$4.16M0.03%-3,37513F-HRTimeline
Merit Financial Group, LLC33,554$4.09M0.06%+4,29613F-HRTimeline
Keystone Wealth Services, LLC33,324$4.06M1.1%-1,47813F-HRTimeline
Physician Wealth Advisors, Inc.32,490$3.96M0.68%-54613F-HRTimeline
Integrated Advisors Network LLC32,438$3.95M0.2%-1,48713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,343$3.94M<0.01%-32,77013F-HRTimelineGroup
Boulder Wealth Advisors, LLC32,056$3.91M2.27%-143,49613F-HRTimeline
&PARTNERS31,704$3.89M0.04%+2,00913F-HRTimeline
Dynamic Advisor Solutions LLC31,860$3.88M0.13%-18,16913F-HRTimeline
National Philanthropic Trust31,704$3.87M0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…31,431$3.83M0.02%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV31,276$3.81M0.58%+1,59313F-HRTimeline
RHS Financial, LLC31,122$3.79M2.13%-12,98513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,398$3.71M0.01%+58513F-HRTimelineGroup
HB Wealth Management, LLC30,001$3.66M0.03%+1,38613F-HRTimeline
UMB Bank, n.a.29,825$3.64M0.06%+7,56713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MA Private Wealth29,369$3.58M0.67%013F-HRTimeline
Mascoma Wealth Management LLC28,684$3.5M0.87%+26,61713F-HRTimeline
Weil Company, Inc.28,617$3.49M1.04%+23,02413F-HRTimeline
Horst & Graben Wealth Management LLC27,969$3.41M0.61%+2,28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,919$3.4M0.03%+1,96013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC27,608$3.37M0.08%+1,61813F-HRTimeline
Montecito Bank & Trust27,473$3.35M0.59%-87913F-HRTimeline
WT Wealth Management27,232$3.32M1.08%-3,80113F-HRTimeline
Orion Porfolio Solutions, LLC27,016$3.29M0.03%-61,55013F-HRTimeline
Orion Portfolio Solutions, LLC27,016$3.29M0.03%-61,55013F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,752$3.26M0.1%-80513F-HRTimelineGroup
FLC Capital Advisors26,309$3.21M0.72%-87813F-HRTimeline
Ridgeline Wealth, LLC26,046$3.18M2.7%-37113F-HRTimeline
Balanced Rock Investment Advisors LLC25,891$3.16M2.52%+1,37713F-HRTimeline
RFG Advisory, LLC25,876$3.15M0.09%+1,69513F-HRTimeline
Steward Partners Investment Advisory, L…25,098$3.06M0.03%+3,30613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,975$3.04M0.03%-74113F-HR/ATimelineGroup
Jordan Park Group LLC24,487$2.99M0.22%+56013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC24,443$2.98M0.01%+12,94913F-HRTimelineGroup
Balance Wealth Partners LLC24,139$2.94M1.91%13F-HRTimeline
Integris Wealth Management, LLC24,055$2.93M0.84%-71213F-HRTimeline
Moment Partners, LLC23,883$2.91M0.58%-38813F-HRTimeline
Blue Trust, Inc.23,187$2.83M0.04%-1413F-HRTimeline
B. Riley Wealth Advisors, Inc.22,759$2.77M0.08%+8,59313F-HRTimeline
Opes Wealth Management LLC22,727$2.77M0.56%+4,01513F-HRTimeline
WEDBUSH SECURITIES INC22,102$2.69M0.1%-1,18413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,725$2.66M0.21%-1,34513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,684$2.64M0.02%+29913F-HRTimelineGroup
DIVERSIFIED TRUST CO21,606$2.63M0.07%-5,28713F-HRTimeline
Focus Financial Network, Inc.20,990$2.56M0.1%-36613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,743$2.53M0.23%-5,17113F-HR/ATimeline
Foster Group, Inc.20,309$2.48M0.09%-2213F-HRTimeline
Lifelong Wealth Advisors, Inc.20,252$2.47M1.16%+96713F-HRTimeline
HF Advisory Group, LLC19,736$2.41M1.05%-13313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,540$2.38M0.03%+4,14713F-HRTimeline
High Falls Advisors, Inc19,437$2.37M0.56%-6,92113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,344$2.36M0.06%-89613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,268$2.35M0.01%-15413F-HRTimelineGroup
Davis Wealth Advisors, LLC19,250$2.35M2.65%+2,08013F-HRTimeline
Cascade Financial Partners, LLC18,884$2.3M0.29%013F-HRTimeline
Cook Wealth, LLC18,875$2.3M1.12%-2813F-HRTimeline
Leo Wealth, LLC18,317$2.23M0.32%-50713F-HRTimeline
TD Waterhouse Canada Inc.18,111$2.23M0.02%-45913F-HRTimeline
PFG Investments, LLC18,162$2.21M0.14%+4,01313F-HRTimeline
Icon Wealth Advisors, LLC18,033$2.2M0.18%-39,61313F-HRTimeline
Fingerlakes Wealth Management, Inc.17,968$2.19M1.86%-1,74713F-HRTimeline
TWO SIGMA SECURITIES, LLC17,903$2.18M0.33%+6,75413F-HRTimeline
Capital Investment Advisory Services, L…17,879$2.18M0.19%-17013F-HRTimeline
CGN Advisors LLC17,857$2.18M0.21%-7613F-HRTimeline