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Disclosery

ESGU ISHARES TR

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COM (fund)

772 managers (778 13F filers) reported a position in ESGU shares at 2025-09-30, 80,781,954 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
772
13F filers
778
New
47
Added
287
Reduced
273
Sold out
38
Shares held by filers
80,781,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/13,489,213$1.96B0.15%+421,04813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,877,644$1.44B0.09%-152,74413F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,938,745$863M2.09%-335,92713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,151,459$750M0.1%-361,15413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,128,064$601M0.09%-54,74813F-HRTimelineGroup
Betterment LLC3,889,897$566M1.12%+49,65913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,293,469$480M0.03%+1,077,89113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,630,563$383M+542,719Timeline
Acorns Advisers, LLC2,544,818$371M2.91%+19,41713F-HRTimeline
Wealthfront Advisers LLC2,500,888$364M0.85%+158,47413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,161,541$315M0.06%-104,81613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,074,021$302M0.01%+86,74713F-HRTimelineGroup
LPL Financial LLC1,184,521$172M0.05%+140,34113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…984,934$143M0.1%+34,01313F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …682,386$99.4M0.28%-11,76313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co664,789$96.8M1.1%+2,38113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC618,989$90.1M0.06%+263,38713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA570,715$83.1M0.01%+21,34813F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich406,790$59.2M0.17%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC400,467$58.3M0.08%-25,30613F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…364,000$53M0.42%+75,20013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/363,600$52.9M0.06%+181,90013F-HRTimelineGroup
UBS Group AGin group UBS Group AG345,512$50.3M0.01%-21,37613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC340,817$49.7M0.01%+11,06513F-HRTimelineGroup
Ally Invest Advisors Inc.333,935$48.6M3.49%+1,48713F-HRTimeline
HighTower Advisors, LLC309,468$45.1M0.05%-6,37513F-HRTimeline
Creative Planningin group Creative Planning300,110$43.7M0.03%-7,19913F-HRTimelineGroup
Composition Wealth, LLC295,723$43.1M0.65%+36,97313F-HRTimeline
CWM, LLCin group CWM, LLC291,722$42.5M0.13%-25,23713F-HRTimelineGroup
IMPACTfolio, LLC291,549$42.4M18.31%+13,13613F-HRTimeline
Cetera Investment Advisers281,836$41M0.05%+60,84413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV251,693$36.6M0.06%-57,17413F-HRTimeline
Alesco Advisors, LLC, An ESL Co250,959$36.5M0.99%-26,60413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP230,151$33.5M0.69%+38513F-HRTimeline
FMR LLCin group FMR LLC228,888$33.3M<0.01%-26513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…227,061$33.1M0.12%-88,27113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC222,934$32.5M0.25%+56,80213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.225,189$32.2M0.05%+16,83913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…210,749$30.8M0.05%+1,00113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management206,262$30M0.36%+26,91713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,299$28.7M0.01%+8,89513F-HRTimelineGroup
Cambridge Investment Research Advisors,…197,270$28.7M0.08%+3,13813F-HRTimeline
Ashton Thomas Private Wealth, LLC187,215$27.3M0.71%+15,66013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA185,900$27.1M0.05%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC182,468$26.6M0.07%+2,68713F-HRTimeline
Joel Isaacson & Co., LLC176,241$25.7M0.93%+30913F-HRTimeline
ALLIANCEBERNSTEIN L.P.174,971$25.5M0.01%+2,86913F-HRTimeline
Clarius Group, LLC170,160$24.8M1.47%-78613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS165,599$24.1M0.02%+124,57313F-HRTimelineGroup
Sand Hill Global Advisors, LLC161,337$23.5M0.83%-8,04413F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC161,100$23.5M2.47%013F-HRTimelineGroup
Affinity Capital Advisors, LLC151,722$22.2M3.41%+10313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP143,300$20.9M0.03%-9,80013F-HRTimelineGroup
Erickson Financial Group, LLC132,192$19.2M12.09%+2,58013F-HRTimeline
CHOREO, LLC131,798$19.2M0.25%-2,22913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP133,566$19M0.03%+11,85813F-HRTimelineGroup
Integrated Wealth Concepts LLC127,209$18.5M0.17%-85713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO124,151$18.1M0.27%-1,71713F-HRTimeline
NewEdge Advisors, LLC123,272$17.9M0.08%+90613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.117,376$17.1M0.4%-1,82713F-HRTimelineGroup
One Wealth Advisors, LLC115,139$16.8M2.1%+8,75213F-HRTimeline
Sharkey, Howes & Javer114,393$16.7M2.14%+3,09613F-HRTimeline
Janney Montgomery Scott LLC109,363$15.9M0.04%+13,29013F-HRTimeline
Blue Edge Capital, LLC95,592$13.9M1.98%-17413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC95,683$13.9M0.02%+8,20613F-HRTimelineGroup
Beacon Pointe Advisors, LLC95,498$13.9M0.12%+89,27313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC94,427$13.7M4.56%-1,03613F-HRTimeline
STALEY CAPITAL ADVISERS INC90,000$13.1M0.54%013F-HRTimeline
HARBOUR INVESTMENTS, INC.88,734$12.9M0.29%+83413F-HRTimeline
Van Hulzen Asset Management, LLC87,848$12.8M0.95%+43513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO86,616$12.6M0.01%-7,14013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding86,348$12.6M-2,527Timeline
Clarity Asset Management, Inc.85,847$12.5M7.01%+1,47913F-HRTimeline
Mariner, LLCin group Mariner, LLC85,311$12.4M0.02%-2,39113F-HRTimelineGroup
Apella Capital, LLC84,698$12.2M0.27%-11,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,027$11.9M0.02%-22913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…79,350$11.6M0.04%-173,23013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC77,485$11.3M1.19%-2,42713F-HRTimeline
Plancorp, LLC76,913$11.2M0.35%-1,89513F-HRTimeline
Keebeck Wealth Management75,997$11.1M1.31%-28713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding74,802$11M+4,156Timeline
Prudent Man Advisors, LLC73,790$10.7M3.96%+1,26913F-HRTimeline
OneDigital Investment Advisors LLC73,609$10.7M0.11%-49113F-HRTimeline
Laurel Wealth Planning LLC73,250$10.7M5.64%-2,25413F-HRTimeline
Facet Wealth, Inc.73,171$10.7M0.22%-70313F-HRTimeline
Fisher Asset Management, LLC71,846$10.5M<0.01%+3,74313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,473$9.97M0.02%+13,81413F-HRTimeline
Wealthspire Advisors, LLC65,956$9.6M0.05%-3,93013F-HRTimeline
Klaas Financial Asset Advisors, LLC65,763$9.58M1.44%+1,52813F-HRTimeline
Strategic Blueprint, LLC65,728$9.57M0.42%-1,61413F-HRTimeline
Trilogy Capital Inc.65,229$9.5M0.44%+96613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP64,794$9.41M0.01%-9,81613F-HRTimeline
Empirical Financial Services, LLC d.b.a…63,876$9.3M0.19%-54813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,020$9.18M<0.01%+11,13613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,437$8.8M0.06%+6,61013F-HRTimelineGroup
Wealth Architects, LLC58,910$8.58M0.81%-54713F-HRTimeline
Cypress Wealth Services, LLC58,505$8.52M1.39%+41313F-HRTimeline
Sanctuary Advisors, LLC57,648$8.39M0.05%+5,77513F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC57,526$8.38M0.14%+1,64013F-HRTimeline
Modera Wealth Management, LLC57,023$8.3M0.1%+22513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…56,725$8.26M0.02%+50,04213F-HRTimelineGroup
Financial Advisors, LLC56,392$8.21M1.45%+31413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC55,848$8.13M0.02%+15,49213F-HRTimelineGroup
Parallel Advisors, LLC55,780$8.12M0.15%-3,69013F-HRTimeline
Advisory Services Network, LLC52,838$7.69M0.11%+1,40713F-HRTimeline
CFS Investment Advisory Services, LLC50,055$7.42M0.55%-70513F-HRTimeline
Institute for Wealth Management, LLC.49,069$7.14M0.74%-57113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC49,051$7.14M1.22%-72613F-HRTimeline
Yukon Wealth Management, Inc.47,755$6.95M2.28%-91613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC47,390$6.9M0.01%-3,58413F-HRTimelineGroup
Valeo Financial Advisors, LLC46,600$6.78M0.15%-1,69813F-HRTimeline
Farther Finance Advisors, LLC44,657$6.5M0.1%+96213F-HRTimeline
Atlas Legacy Advisors, LLC44,618$6.5M1.25%-4,01813F-HRTimeline
SPINNAKER TRUST43,694$6.36M0.35%+2,40113F-HRTimeline
Private Advisor Group, LLC43,480$6.33M0.03%-33013F-HRTimeline
Decker Retirement Planning Inc.43,039$6.27M3.45%-3,25913F-HRTimeline
Summit Wealth Group, LLC42,145$6.14M1.48%-2,26013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC42,057$6.12M0.3%+31913F-HRTimeline
Maia Wealth LLC40,945$6.12M1.03%+70613F-HRTimeline
Aptus Capital Advisors, LLC41,224$6M0.05%+28413F-HRTimeline
Mutual Advisors, LLC40,254$5.92M0.13%-2,65613F-HRTimeline
Merit Financial Group, LLC40,234$5.86M0.05%+3,98513F-HR/ATimeline
UMB Bank, n.a.38,885$5.66M0.08%+54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perigon Wealth Management, LLC37,925$5.52M0.11%+1,74013F-HRTimeline
Orion Porfolio Solutions, LLC36,498$5.31M0.04%+8,81713F-HRTimeline
McKinley Carter Wealth Services, Inc.35,613$5.19M0.27%-7213F-HRTimeline
Laird Norton Wetherby Wealth Management…35,437$5.16M0.21%+2513F-HRTimeline
Long Run Wealth Advisors, LLC35,166$5.12M1%-2,22313F-HRTimeline
Boulder Wealth Advisors, LLC34,143$4.97M2.31%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding34,038$4.96M-144Timeline
Horst & Graben Wealth Management LLC33,887$4.93M0.75%+6,55013F-HRTimeline
Balanced Rock Investment Advisors LLC33,556$4.89M3.57%-41813F-HRTimeline
Physician Wealth Advisors, Inc.33,230$4.84M0.69%+93013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV32,541$4.74M0.61%+1,08813F-HRTimeline
Goodwin Investment Advisory32,394$4.72M5.06%-3,07613F-HRTimeline
KPP Advisory Services LLC32,052$4.67M0.69%-3,19513F-HRTimeline
Mascoma Wealth Management LLC31,822$4.63M1.02%+59713F-HRTimeline
National Philanthropic Trust31,704$4.62M0.05%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,659$4.61M0.09%+3,39213F-HRTimeline
&PARTNERS31,573$4.6M0.03%+1,25613F-HRTimeline
Keystone Wealth Services, LLC30,916$4.5M0.98%-1,34913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,581$4.45M0.01%+28413F-HRTimelineGroup
OLD MISSION CAPITAL LLC29,834$4.34M0.16%new13F-HRTimeline
Steward Partners Investment Advisory, L…29,739$4.33M0.02%+4,86613F-HRTimeline
WT Wealth Management29,055$4.23M1.22%-92913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,301$4.12M<0.01%-6,81213F-HRTimelineGroup
Integrated Advisors Network LLC26,957$3.92M0.16%-3,48113F-HRTimeline
Balance Wealth Partners LLC26,635$3.88M0.96%+3,06513F-HRTimeline
GeoWealth Management, LLC26,599$3.87M0.14%+7,35113F-HRTimeline
Ridgeline Wealth, LLC25,799$3.76M2.77%-12513F-HRTimeline
WealthPlan Investment Management, LLC25,768$3.75M0.25%-33513F-HRTimeline
RFG Advisory, LLC25,558$3.72M0.08%+60713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,499$3.71M0.02%+95113F-HR/ATimelineGroup
Jordan Park Group LLC25,413$3.7M0.21%-1613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,408$3.7M0.09%-92213F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,336$3.69M0.11%-1,50713F-HRTimeline
HB Wealth Management, LLC25,210$3.67M0.02%-4,61413F-HRTimeline
IEQ CAPITAL, LLC24,977$3.64M0.01%-3,16913F-HRTimeline
MEMBERS CAPITAL ADVISORS INC24,582$3.58M4.11%+19,37713F-HRTimeline
SigFig Wealth Management, LLC24,574$3.57M0.11%+6,23513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,460$3.56M0.1%-13,38913F-HRTimeline
FLC Capital Advisors24,271$3.53M0.68%-18113F-HRTimeline
MA Private Wealth24,224$3.53M0.59%-86913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC24,159$3.52M1.27%+42113F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,157$3.52M0.02%+3,38913F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC23,997$3.49M0.01%-110,40313F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP23,933$3.48M0.14%+6013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,888$3.48M0.03%-1,02213F-HRTimelineGroup
Integris Wealth Management, LLC23,736$3.46M0.84%-52113F-HRTimeline
WEDBUSH SECURITIES INC23,333$3.4M0.11%+48713F-HRTimeline
Opes Wealth Management LLC23,256$3.39M0.6%-46013F-HRTimeline
Moment Partners, LLC23,158$3.37M0.6%-44113F-HRTimeline
Blue Trust, Inc.23,019$3.35M0.04%-15913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,000$3.35M<0.01%+10,80013F-HRTimeline
Gilbert Capital Group, Inc.22,879$3.33M2.58%-5413F-HRTimeline
Davis Wealth Advisors, LLC22,835$3.32M2.99%+5,19313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,793$3.32M<0.01%+8,11813F-HRTimelineGroup
Garde Capital, Inc.21,764$3.17M0.16%-85113F-HRTimeline
Foster Group, Inc.21,759$3.17M0.1%+34513F-HRTimeline
Weil Company, Inc.21,506$3.13M0.75%+1,12713F-HRTimeline
Lifelong Wealth Advisors, Inc.20,442$2.98M0.89%+13913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …20,270$2.95M0.17%+4113F-HRTimeline
Sensible Financial Planning & Managemen…20,227$2.95M0.53%+1,83313F-HRTimeline
HF Advisory Group, LLC20,023$2.92M1.07%+37913F-HRTimeline
Mach-1 Financial Group, LLC19,954$2.91M0.46%new13F-HRTimeline
Integrity Advisory Solutions, LLC19,954$2.91M0.46%13F-HRTimeline
PFG Investments, LLC19,950$2.9M0.15%+1,28113F-HRTimeline
FIRST HORIZON CORP19,766$2.88M0.14%13F-HRTimeline
Focus Financial Network, Inc.19,760$2.88M0.1%-2313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,129$2.87M-1,208Timeline
MONETA GROUP INVESTMENT ADVISORS LLC19,428$2.83M0.02%+1713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,390$2.82M0.01%+12213F-HRTimelineGroup
CGN Advisors LLC19,240$2.8M0.23%+1,49013F-HRTimeline
Brooklyn FI, LLC19,118$2.78M0.62%+31913F-HRTimeline
Cascade Financial Partners, LLC18,884$2.75M0.32%013F-HRTimeline
DIVERSIFIED TRUST CO18,301$2.66M0.05%-9013F-HRTimeline
Leo Wealth, LLC18,284$2.66M0.35%-10913F-HRTimeline
Pioneer Wealth Management Group18,008$2.62M0.85%+59413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,717$2.58M0.53%013F-HRTimeline
High Falls Advisors, Inc17,681$2.57M0.53%+50713F-HRTimeline