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Disclosery

ESGU ISHARES TR

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COM (fund)

770 managers (776 13F filers) reported a position in ESGU shares at 2025-06-30, 78,523,809 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
770
13F filers
776
New
51
Added
241
Reduced
330
Sold out
33
Shares held by filers
78,523,809

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,068,165$1.77B0.14%-22,42313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,030,388$1.36B0.09%-1,331,63413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,274,672$844M2.2%+433,86713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,512,613$746M0.1%-1,312,03713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,182,812$566M0.09%+290,27513F-HRTimelineGroup
Betterment LLC3,840,238$520M1.11%+425,92713F-HRTimeline
Acorns Advisers, LLC2,525,401$342M2.93%+124,79313F-HRTimeline
Wealthfront Advisers LLC2,342,414$317M0.82%+168,74413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,266,357$307M0.07%-30,81413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,215,578$300M0.02%+207,34613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,087,844$282M-55,741Timeline
BlackRock, Inc.in group BlackRock, Inc.1,987,274$269M0.01%-206,24413F-HRTimelineGroup
LPL Financial LLC1,044,180$141M0.05%-6,98113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…950,921$129M0.09%+43,44613F-HRTimelineGroup
Empower Advisory Group, LLC694,149$93.9M0.28%+1,26613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co662,408$89.6M1.1%+1,28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA549,367$74.3M0.01%+18,87713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC425,773$57.6M0.08%-39,20713F-HRTimeline
UBS Group AGin group UBS Group AG366,888$49.6M0.01%-15,16013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC355,602$48.1M0.03%+49,40313F-HRTimelineGroup
Ally Invest Advisors Inc.332,448$45M3.51%+6,00113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC329,752$44.7M0.01%-21,74313F-HRTimelineGroup
CWM, LLCin group CWM, LLC316,959$42.9M0.15%-52,33413F-HRTimelineGroup
HighTower Advisors, LLC315,843$42.7M0.05%-1,59913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…315,332$42.7M0.16%-2,50413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV308,867$41.8M0.09%+17413F-HRTimeline
Creative Planningin group Creative Planning307,309$41.6M0.04%+7,81713F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…288,800$39.1M0.29%+19,00013F-HRTimelineGroup
IMPACTfolio, LLC278,413$37.7M17.86%+4,49013F-HRTimeline
Alesco Advisors, LLC, An ESL Co277,563$37.6M1.08%-3,47313F-HRTimeline
Composition Wealth, LLC258,750$35M0.59%+194,49413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…252,580$34.2M0.12%-98,60013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP229,766$31.1M0.68%+42,27713F-HRTimeline
FMR LLCin group FMR LLC229,153$31M<0.01%+100,64813F-HRTimelineGroup
Cetera Investment Advisers220,992$29.9M0.05%-14,39313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…209,748$28.6M0.05%+4,54513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.208,350$28.1M0.05%-25,17913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…194,132$26.3M0.08%-14,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,404$25.5M0.01%-15,01413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/181,700$24.6M0.03%+67,87513F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC179,781$24.3M0.07%-17,11513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management179,345$24.3M0.32%+4,30513F-HRTimelineGroup
Joel Isaacson & Co., LLC175,932$23.8M0.97%+19013F-HRTimeline
ALLIANCEBERNSTEIN L.P.172,102$23.3M0.01%+14,45313F-HRTimeline
Ashton Thomas Private Wealth, LLC171,555$23.2M0.82%-11613F-HRTimeline
Clarius Group, LLC170,946$23.1M1.35%-3,61813F-HRTimeline
Sand Hill Global Advisors, LLC169,381$22.9M0.85%-2,16013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,132$22.5M0.21%-56813F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC161,100$21.1M2.47%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP153,100$20.7M0.04%-83,80013F-HRTimelineGroup
Affinity Capital Advisors, LLC151,619$20.5M3.53%-85713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC134,400$18.2M0.04%+109,95713F-HRTimelineGroup
CHOREO, LLC134,027$18.1M0.25%-18,44813F-HRTimeline
Erickson Financial Group, LLC129,612$17.5M11.85%-7313F-HRTimeline
Integrated Wealth Concepts LLC128,066$17.3M0.17%-19913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO125,868$17M0.29%+13313F-HRTimeline
DOHJ, LLC143,048$16.7M4.85%-14,37813F-HRTimeline
NewEdge Advisors, LLC122,366$16.6M0.09%+2,63813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP121,708$16.5M0.02%-4,85213F-HR/ATimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.119,203$16.1M0.4%-3,17613F-HRTimelineGroup
Sharkey, Howes & Javer111,297$15.1M2.02%-13,30313F-HRTimeline
One Wealth Advisors, LLC106,387$14.4M2%-2,02313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100,000$13.5M0.03%new13F-HRTimelineGroup
Money Design Co.,Ltd.98,591$13.3M0.62%+5713F-HRTimeline
Apella Capital, LLC95,998$13M0.35%-4,96713F-HRTimeline
Janney Montgomery Scott LLC96,073$13M0.03%+18313F-HRTimeline
Blue Edge Capital, LLC95,766$13M1.93%-2,14113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC95,463$12.9M4.68%-1,65013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO93,756$12.7M0.01%-2,03013F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC90,000$12.2M0.52%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,875$12M-4,885Timeline
Cerity Partners LLCin group Cerity Partners LLC87,477$11.9M0.02%+17,16613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.87,900$11.9M0.3%+1,00513F-HRTimeline
Mariner, LLCin group Mariner, LLC87,702$11.9M0.02%-3,12813F-HRTimelineGroup
Van Hulzen Asset Management, LLC87,413$11.8M0.99%+41313F-HRTimeline
Clarity Asset Management, Inc.84,368$11.4M6.81%-7,26413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,256$11.1M0.02%-4,95513F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC79,912$10.8M1.27%-2,03413F-HRTimeline
Plancorp, LLC78,808$10.7M0.37%-55513F-HRTimeline
Keebeck Wealth Management76,284$10.3M1.35%+20013F-HRTimeline
Laurel Wealth Planning LLC75,504$10.2M5.81%-5,05813F-HRTimeline
Facet Wealth, Inc.73,874$10.2M0.23%-1,92113F-HRTimeline
OneDigital Investment Advisors LLC74,100$10M0.11%-25,96713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP74,610$10M0.01%-31,20813F-HRTimeline
Prudent Man Advisors, LLC72,521$9.81M3.12%+1,26713F-HRTimeline
Parkside Advisors LLC70,855$9.59M2.11%+1,45413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding70,646$9.56M+671Timeline
Wealthspire Advisors, LLC69,886$9.46M0.05%-813F-HRTimeline
Fisher Asset Management, LLC68,103$9.21M<0.01%-9,88113F-HRTimeline
Strategic Blueprint, LLC67,342$9.11M0.45%-1,70713F-HRTimeline
Empirical Financial Services, LLC d.b.a…64,424$8.72M0.2%+6,33213F-HRTimeline
Trilogy Capital Inc.64,263$8.69M0.42%+88913F-HRTimeline
Klaas Financial Asset Advisors, LLC64,235$8.69M1.38%+5,53313F-HRTimeline
Parallel Advisors, LLC59,470$8.05M0.16%+2,01613F-HRTimeline
Wealth Architects, LLC59,457$8.04M0.82%+12,98813F-HRTimeline
Cypress Wealth Services, LLC58,092$7.86M1.41%-2,07313F-HRTimeline
Modera Wealth Management, LLC56,798$7.68M0.1%+2,09413F-HRTimeline
Financial Advisors, LLC56,078$7.59M1.41%-3,84913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC55,886$7.56M0.13%+3,16513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,659$7.4M0.02%-65813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,827$7.28M0.06%-6,51613F-HRTimelineGroup
Advisory Services Network, LLC51,431$7.11M0.11%+3,91813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,884$7.02M<0.01%-8,57613F-HRTimelineGroup
Sanctuary Advisors, LLC51,873$7.02M0.04%-76913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC50,974$6.9M0.01%-7,30313F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC50,760$6.87M0.56%-1,91913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC49,777$6.73M1.24%-20,39613F-HRTimeline
Institute for Wealth Management, LLC.49,640$6.72M0.75%-68213F-HRTimeline
Yukon Wealth Management, Inc.48,671$6.59M2.36%-1,26913F-HRTimeline
Atlas Legacy Advisors, LLC48,636$6.58M1.45%+54613F-HRTimeline
Valeo Financial Advisors, LLC48,298$6.53M0.16%+3,79713F-HR/ATimeline
Decker Retirement Planning Inc.46,298$6.26M3.63%+46,15313F-HRTimeline
Waypoint Wealth Partners Inc.46,205$6.25M1.52%-12,41313F-HRTimeline
Summit Wealth Group, LLC44,405$6.01M1.54%-1,05913F-HRTimeline
Mutual Advisors, LLC42,910$5.97M0.15%-80213F-HRTimeline
Private Advisor Group, LLC43,810$5.93M0.03%+9,69713F-HRTimeline
Farther Finance Advisors, LLC43,695$5.91M0.12%-2,98813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41,738$5.65M0.3%-4,27213F-HRTimeline
SPINNAKER TRUST41,293$5.59M0.34%+2,01313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS41,026$5.55M<0.01%+32,92313F-HRTimelineGroup
Aptus Capital Advisors, LLC40,940$5.54M0.05%-2713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40,356$5.46M0.01%+3,66813F-HRTimelineGroup
Maia Wealth LLC40,239$5.44M1.04%-1,97513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,300$5.32M0.03%-72313F-HRTimeline
UMB Bank, n.a.38,336$5.19M0.08%+8,51113F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC37,849$5.12M0.17%-116,44913F-HRTimeline
Long Run Wealth Advisors, LLC37,389$5.06M1.06%-2,27913F-HRTimeline
Merit Financial Group, LLC36,249$4.9M0.05%+2,69513F-HRTimeline
Perigon Wealth Management, LLC36,185$4.9M0.11%-3,23413F-HRTimeline
McKinley Carter Wealth Services, Inc.35,685$4.83M0.27%-1,68713F-HRTimeline
Goodwin Investment Advisory35,470$4.8M5.54%-1,37813F-HRTimeline
Laird Norton Wetherby Wealth Management…35,412$4.79M0.21%13F-HRTimeline
KPP Advisory Services LLC35,247$4.77M0.79%-1,11713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,113$4.75M<0.01%+2,77013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding34,182$4.62M-2,356Timeline
Balanced Rock Investment Advisors LLC33,974$4.6M3.61%+8,08313F-HRTimeline
Physician Wealth Advisors, Inc.32,300$4.37M0.69%-19013F-HRTimeline
Keystone Wealth Services, LLC32,265$4.37M1.05%-1,05913F-HRTimeline
National Philanthropic Trust31,704$4.29M0.06%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV31,453$4.26M0.59%+17713F-HRTimeline
Federation des caisses Desjardins du Qu…31,431$4.25M0.02%013F-HRTimeline
Mascoma Wealth Management LLC31,225$4.22M0.98%+2,54113F-HRTimeline
Integrated Advisors Network LLC30,438$4.12M0.19%-2,00013F-HRTimeline
&PARTNERS30,317$4.1M0.03%-1,38713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,297$4.1M0.01%-10113F-HR/ATimelineGroup
WT Wealth Management29,984$4.06M1.2%+2,75213F-HRTimeline
HB Wealth Management, LLC29,824$4.04M0.03%-17713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,267$3.82M0.08%+65913F-HRTimeline
IEQ CAPITAL, LLC28,146$3.81M0.02%-14,14213F-HRTimeline
Orion Porfolio Solutions, LLC27,681$3.75M0.03%+66513F-HR/ATimeline
Horst & Graben Wealth Management LLC27,337$3.7M0.61%-63213F-HRTimeline
Dynamic Advisor Solutions LLC26,843$3.63M0.11%-5,01713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,330$3.56M0.09%-42213F-HRTimelineGroup
WealthPlan Investment Management, LLC26,103$3.53M0.26%+22,80513F-HRTimeline
Ridgeline Wealth, LLC25,924$3.51M2.86%-12213F-HRTimeline
Jordan Park Group LLC25,429$3.44M0.22%+94213F-HRTimeline
MA Private Wealth25,093$3.4M0.61%-4,27613F-HRTimeline
RFG Advisory, LLC24,951$3.38M0.08%-92513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,910$3.37M0.03%-3,00913F-HRTimelineGroup
Steward Partners Investment Advisory, L…24,873$3.37M0.03%-22513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,548$3.32M0.02%-42713F-HR/ATimelineGroup
FLC Capital Advisors24,452$3.31M0.68%-1,85713F-HRTimeline
Integris Wealth Management, LLC24,257$3.28M0.86%+20213F-HRTimeline
First Horizon Advisors, Inc.24,157$3.27M0.08%+11,44313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP23,873$3.23M0.13%-559,37213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC23,738$3.21M1.27%-18,17013F-HRTimeline
Opes Wealth Management LLC23,716$3.21M0.57%+98913F-HRTimeline
Northwest Capital Management Inc23,645$3.2M1.73%-21,68013F-HRTimeline
Moment Partners, LLC23,599$3.19M0.6%-28413F-HRTimeline
Balance Wealth Partners LLC23,570$3.19M1.87%-56913F-HRTimeline
Blue Trust, Inc.23,178$3.14M0.04%-913F-HRTimeline
Gilbert Capital Group, Inc.22,933$3.1M2.57%13F-HRTimeline
WEDBUSH SECURITIES INC22,846$3.09M0.11%+74413F-HRTimeline
Garde Capital, Inc.22,615$3.06M0.16%+7,38413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,870$2.96M<0.01%-38,52913F-HRTimelineGroup
Foster Group, Inc.21,414$2.9M0.1%+1,10513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,337$2.86M+2,612Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,768$2.81M0.02%-91613F-HRTimelineGroup
Weil Company, Inc.20,379$2.76M0.73%-8,23813F-HRTimeline
Lifelong Wealth Advisors, Inc.20,303$2.75M0.91%+5113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …20,229$2.74M0.18%-1,49613F-HR/ATimeline
Focus Financial Network, Inc.19,783$2.68M0.11%-1,20713F-HRTimeline
HF Advisory Group, LLC19,644$2.66M1.05%-9213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,411$2.63M0.03%-12913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,268$2.61M0.01%013F-HRTimelineGroup
GeoWealth Management, LLC19,248$2.6M0.1%+6,98813F-HRTimeline
Cascade Financial Partners, LLC18,884$2.56M0.31%013F-HRTimeline
Brooklyn FI, LLC18,799$2.54M0.65%+7,26613F-HRTimeline
PFG Investments, LLC18,669$2.53M0.15%+50713F-HRTimeline
Sensible Financial Planning & Managemen…18,394$2.49M0.47%+6,68013F-HRTimeline
Leo Wealth, LLC18,393$2.49M0.19%+7613F-HRTimeline
DIVERSIFIED TRUST CO18,391$2.49M0.06%-3,21513F-HRTimeline
Vision Capital Management, Inc.18,275$2.47M0.32%+1,27113F-HRTimeline
SigFig Wealth Management, LLC18,339$2.46M0.08%+2,48013F-HRTimeline
White Lighthouse Investment Management …17,988$2.43M0.4%+1,38413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,796$2.41M0.06%-1,54813F-HRTimeline
CGN Advisors LLC17,750$2.4M0.21%-10713F-HRTimeline
Capital Investment Advisory Services, L…17,739$2.4M0.2%-14013F-HRTimeline
ONE Advisory Partners, LLC17,334$2.4M0.8%-8813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,717$2.4M0.83%+23613F-HRTimeline