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Disclosery

ESGU ISHARES TR

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COM (fund)

828 managers (836 13F filers) reported a position in ESGU shares at 2025-12-31, 78,782,941 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
828
13F filers
836
New
60
Added
264
Reduced
307
Sold out
36
Shares held by filers
78,782,941

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/13,335,463$1.99B0.14%-153,75013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,288,654$1.53B0.1%+411,01013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,986,011$897M2.15%+47,26613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,159,275$769M0.1%+7,81613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,015,236$598M0.09%-112,82813F-HR/ATimelineGroup
Betterment LLC3,924,596$585M1.11%+34,69913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,614,653$390M0.02%-678,81613F-HR/ATimelineGroup
Wealthfront Advisers LLC2,591,308$386M0.86%+90,42013F-HRTimeline
Acorns Advisers, LLC2,565,822$382M2.87%+21,00413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,269,203$338M-361,360Timeline
BlackRock, Inc.in group BlackRock, Inc.2,103,406$313M0.01%+29,38513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,062,052$307M0.06%-99,48913F-HRTimelineGroup
LPL Financial LLC1,162,088$173M0.05%-22,43313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,027,351$153M0.1%+42,41713F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …761,908$114M0.31%+79,52213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co678,480$101M1.15%+13,69113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA529,305$78.9M0.01%-41,41013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC460,875$68.7M0.05%-158,11413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC376,284$56.1M0.07%-24,18313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC362,050$53.9M0.01%+21,23313F-HRTimelineGroup
Ally Invest Advisors Inc.335,335$50M3.45%+1,40013F-HRTimeline
Composition Wealth, LLC313,048$46.6M0.67%+17,32513F-HRTimeline
Creative Planningin group Creative Planning309,687$46.1M0.03%+9,57713F-HRTimelineGroup
HighTower Advisors, LLC306,448$45.7M0.05%-3,02013F-HRTimeline
UBS Group AGgroup of 2 filers holding296,036$44.1M-49,476Timeline
IMPACTfolio, LLC289,205$43.1M18.09%-2,34413F-HRTimeline
CWM, LLCin group CWM, LLC277,685$41.4M0.11%-14,03713F-HRTimelineGroup
Cetera Investment Advisers275,687$41.1M0.04%-6,14913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV270,045$40.2M0.06%+18,35213F-HRTimeline
Alesco Advisors, LLC, An ESL Co248,808$37.1M0.96%-2,15113F-HRTimeline
FMR LLCin group FMR LLC233,738$34.8M<0.01%+4,85013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…226,075$33.7M0.12%-98613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP225,333$33.6M0.68%-4,81813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management223,718$33.3M0.38%+17,45613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,335$33.1M0.01%+25,03613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…210,381$31.8M0.04%-36813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC205,942$30.7M0.26%-16,99213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,015$30.1M0.04%-23,17413F-HRTimelineGroup
Cambridge Investment Research Advisors,…192,113$28.6M0.08%-5,15713F-HRTimeline
Ashton Thomas Private Wealth, LLC187,363$27.9M0.68%+14813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,808$27.2M0.04%+100,78113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC182,511$27.2M0.07%+4313F-HRTimeline
Joel Isaacson & Co., LLC176,599$26.3M0.87%+35813F-HRTimeline
ALLIANCEBERNSTEIN L.P.174,141$25.9M0.01%-83013F-HRTimeline
Clarius Group, LLC168,201$25.1M1.43%-1,95913F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC161,100$24M2.69%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC155,011$23.1M0.81%-6,32613F-HRTimeline
Affinity Capital Advisors, LLC150,592$22.4M3.1%-1,13013F-HRTimeline
Erickson Financial Group, LLC133,776$19.9M12.24%+1,58413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP132,786$19.8M0.03%-78013F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO126,592$18.9M0.27%+2,44113F-HRTimeline
CHOREO, LLC124,142$18.6M0.24%-7,65613F-HRTimeline
Mariner, LLCin group Mariner, LLC122,807$18.3M0.02%+37,49613F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.118,408$17.6M0.38%+1,03213F-HRTimelineGroup
Beacon Pointe Advisors, LLC117,793$17.5M0.12%+22,29513F-HRTimeline
NewEdge Advisors, LLC116,976$17.4M0.06%-6,29613F-HRTimeline
Sharkey, Howes & Javer107,586$16M2.04%-6,80713F-HRTimeline
One Wealth Advisors, LLC105,998$15.8M1.93%-9,14113F-HRTimeline
Janney Montgomery Scott LLC105,361$15.7M0.04%-4,00213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding95,982$14.3M+21,180Timeline
Cerity Partners LLCin group Cerity Partners LLC95,748$14.3M0.02%+6513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.94,101$14M0.28%+5,36713F-HRTimeline
Integrated Wealth Concepts LLC91,430$13.6M0.16%-35,77913F-HRTimeline
Blue Edge Capital, LLC91,302$13.6M1.82%-4,29013F-HRTimeline
Van Hulzen Asset Management, LLC89,903$13.4M0.98%+2,05513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC86,496$12.9M4.04%-7,93113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO84,766$12.6M0.01%-1,85013F-HRTimelineGroup
Clarity Asset Management, Inc.83,604$12.5M6.85%-2,24313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding80,426$12M-5,922Timeline
STALEY CAPITAL ADVISERS INC80,000$11.9M0.49%-10,00013F-HRTimeline
Apella Capital, LLC79,606$11.9M0.23%-5,09213F-HRTimeline
Relyea Zuckerberg Hanson LLC78,217$11.7M1.18%+73213F-HRTimeline
Keebeck Wealth Management74,699$11.1M1.28%-1,29813F-HRTimeline
Facet Wealth, Inc.72,116$10.9M0.19%-1,05513F-HRTimeline
Plancorp, LLC73,059$10.9M0.33%-3,85413F-HRTimeline
Laurel Wealth Planning LLC72,346$10.8M5.97%-90413F-HRTimeline
OneDigital Investment Advisors LLC71,145$10.6M0.1%-2,46413F-HRTimeline
Prudent Man Advisors, LLC70,919$10.6M3.85%-2,87113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP70,500$10.5M0.02%-72,80013F-HRTimelineGroup
NorthRock Partners, LLC68,699$10.2M0.17%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…66,380$9.89M0.06%+5,94313F-HRTimelineGroup
Wealthspire Advisors, LLC66,254$9.87M0.08%+29813F-HRTimeline
Wealth Architects, LLC65,846$9.81M0.88%+6,93613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP64,794$9.73M0.01%013F-HRTimeline
Strategic Blueprint, LLC65,255$9.72M0.57%-47313F-HRTimeline
Fisher Asset Management, LLC64,403$9.59M<0.01%-7,44313F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…63,500$9.46M0.06%-300,50013F-HRTimelineGroup
Trilogy Capital Inc.62,979$9.38M0.42%-2,25013F-HRTimeline
Empirical Financial Services, LLC d.b.a…62,473$9.31M0.17%-1,40313F-HRTimeline
Klaas Financial Asset Advisors, LLC61,184$9.12M1.32%-4,57913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC60,289$8.98M0.14%+2,76313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC58,080$8.65M0.15%+43,93513F-HR/ATimeline
Cypress Wealth Services, LLC57,940$8.63M1.19%-56513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…57,379$8.61M0.02%+65413F-HRTimelineGroup
Modera Wealth Management, LLC57,190$8.52M0.1%+16713F-HRTimeline
Sanctuary Advisors, LLC55,981$8.34M0.05%-1,66713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp55,277$8.24M<0.01%-7,74313F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC54,307$8.09M1.37%+5,25613F-HRTimeline
Advisory Services Network, LLC54,171$8.07M0.11%+1,33313F-HRTimeline
Parallel Advisors, LLC53,292$7.94M0.15%-2,48813F-HRTimeline
Farther Finance Advisors, LLC52,706$7.85M0.08%+8,04913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51,793$7.72M0.02%-4,05513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS51,096$7.61M0.01%-17,37713F-HRTimeline
CFS Investment Advisory Services, LLC49,808$7.42M0.54%-24713F-HRTimeline
&PARTNERS49,267$7.34M0.04%+17,69413F-HRTimeline
Birchwood Financial Partners, Inc.48,088$7.16M7.11%13F-HRTimeline
Atlas Legacy Advisors, LLC47,143$7.02M1.23%+2,52513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…46,980$7M0.02%-32,37013F-HRTimelineGroup
Valeo Financial Advisors, LLC46,600$6.94M0.15%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,453$6.92M<0.01%+41,77113F-HRTimelineGroup
Decker Retirement Planning Inc.45,067$6.71M3.34%+2,02813F-HRTimeline
Merit Financial Group, LLC44,834$6.68M0.05%+4,60013F-HRTimeline
Yukon Wealth Management, Inc.42,178$6.28M3.62%-5,57713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS41,889$6.24M<0.01%-123,71013F-HRTimelineGroup
Summit Wealth Group, LLC41,466$6.18M1.44%-67913F-HRTimeline
Aptus Capital Advisors, LLC40,915$6.1M0.05%-30913F-HRTimeline
One Capital Management, LLC40,866$6.09M0.18%+28,00313F-HRTimeline
SPINNAKER TRUST40,814$6.08M0.33%-2,88013F-HRTimeline
Private Advisor Group, LLC40,573$6.04M0.03%-2,90713F-HRTimeline
Midwest Financial Partners Investments,…40,165$5.98M3.33%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC39,994$5.96M0.29%-2,06313F-HRTimeline
Mutual Advisors, LLC39,616$5.9M0.13%-63813F-HRTimeline
Perigon Wealth Management, LLC39,405$5.87M0.11%+1,48013F-HRTimeline
UMB Bank, n.a.38,912$5.8M0.08%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orion Porfolio Solutions, LLC36,870$5.49M0.04%+37213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC36,286$5.41M<0.01%-11,10413F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV35,770$5.33M0.67%+3,22913F-HRTimeline
Balanced Rock Investment Advisors LLC35,482$5.29M3.76%+1,92613F-HRTimeline
Boulder Wealth Advisors, LLC35,227$5.25M2.22%+1,08413F-HRTimeline
Long Run Wealth Advisors, LLC35,182$5.24M0.99%+1613F-HRTimeline
Maia Wealth LLC35,253$5.21M0.89%-5,69213F-HRTimeline
Avise Financial Cooperative, Inc.34,809$5.19M4.67%13F-HRTimeline
Physician Wealth Advisors, Inc.33,653$5.01M0.7%+42313F-HRTimeline
Horst & Graben Wealth Management LLC33,722$4.99M0.75%-16513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,267$4.96M-771Timeline
McKinley Carter Wealth Services, Inc.33,161$4.94M0.28%-2,45213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC32,982$4.91M0.01%+8,98513F-HRTimelineGroup
Mascoma Wealth Management LLC32,511$4.84M1.04%+68913F-HRTimeline
National Philanthropic Trust31,999$4.77M0.05%+29513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.31,000$4.62M0.03%new13F-HRTimelineGroup
Keystone Wealth Services, LLC30,775$4.58M0.97%-14113F-HRTimeline
Goodwin Investment Advisory30,772$4.58M5.03%-1,62213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,300$4.51M0.08%-1,35913F-HRTimeline
Steward Partners Investment Advisory, L…28,625$4.26M0.02%-1,11413F-HRTimeline
GeoWealth Management, LLC28,243$4.21M0.16%+1,64413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,110$4.19M0.01%-2,47113F-HR/ATimelineGroup
RFG Advisory, LLC28,089$4.18M0.08%+2,53113F-HRTimeline
Balance Wealth Partners LLC26,481$3.95M1.27%-15413F-HRTimeline
WT Wealth Management26,360$3.93M1.13%-2,69513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,921$3.86M0.09%+51313F-HRTimelineGroup
Ridgeline Wealth, LLC25,785$3.84M2.66%-1413F-HRTimeline
WealthPlan Investment Management, LLC25,754$3.84M0.24%-1413F-HRTimeline
TrueWealth Financial Partners25,546$3.81M3.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,526$3.8M0.03%+1,63813F-HRTimelineGroup
True Blue Financial, LLC25,516$3.8M3.14%13F-HRTimeline
Foster Group, Inc.25,269$3.76M0.11%+3,51013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,113$3.74M<0.01%-3,18813F-HRTimelineGroup
Moment Partners, LLC24,948$3.72M0.76%+1,79013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,921$3.71M0.02%-57813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding24,435$3.69M+5,306Timeline
ELEVATION WEALTH PARTNERS, LLC24,546$3.66M1.3%+38713F-HRTimeline
Gilbert Capital Group, Inc.24,150$3.6M2.7%+1,27113F-HRTimeline
Integrated Advisors Network LLC24,113$3.59M0.16%-2,84413F-HRTimeline
Jordan Park Group LLC24,093$3.59M0.21%-1,32013F-HRTimeline
FLC Capital Advisors24,073$3.59M0.66%-19813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP24,006$3.58M0.13%+7313F-HRTimeline
HB Wealth Management, LLC23,676$3.53M0.02%-1,53413F-HRTimeline
Integris Wealth Management, LLC23,430$3.49M0.79%-30613F-HRTimeline
Opes Wealth Management LLC23,256$3.46M0.59%013F-HRTimeline
WEDBUSH SECURITIES INC23,206$3.46M0.1%-12713F-HRTimeline
MA Private Wealth23,199$3.46M0.58%-1,02513F-HRTimeline
IEQ CAPITAL, LLC23,118$3.44M0.01%-1,85913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP23,041$3.43M0.02%-1,11613F-HRTimelineGroup
Weil Company, Inc.22,828$3.4M0.78%+1,32213F-HRTimeline
Blue Trust, Inc.22,818$3.4M0.04%-20113F-HRTimeline
HRT FINANCIAL LP22,745$3.39M0.01%+11,07213F-HRTimeline
SigFig Wealth Management, LLC22,160$3.3M0.1%-2,41413F-HRTimeline
Davis Wealth Advisors, LLC22,066$3.29M2.73%-76913F-HRTimeline
Garde Capital, Inc.22,023$3.28M0.19%+25913F-HRTimeline
PFG Investments, LLC21,118$3.15M0.15%+1,16813F-HRTimeline
Lifelong Wealth Advisors, Inc.21,064$3.14M0.83%+62213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,682$3.08M<0.01%new13F-HRTimelineGroup
HF Advisory Group, LLC20,361$3.03M1.06%+33813F-HR/ATimeline
EP Wealth Advisors, LLC20,108$3M0.02%13F-HRTimeline
Integrity Advisory Solutions, LLC19,832$2.95M0.43%-12213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,815$2.95M<0.01%+15,97213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC19,783$2.95M0.08%-4,67713F-HRTimeline
Focus Financial Network, Inc.19,735$2.94M0.1%-2513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,729$2.94M0.18%-54113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,377$2.89M0.02%-5113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,250$2.87M0.01%-14013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,077$2.84M0.02%+1,57613F-HRTimeline
FIRST HORIZON CORP19,058$2.84M0.13%-70813F-HRTimeline
Pioneer Wealth Management Group18,993$2.83M0.86%+98513F-HRTimeline
Brooklyn FI, LLC18,846$2.81M0.6%-27213F-HRTimeline
SOFI WEALTH, LLC18,585$2.77M0.14%+4,04713F-HRTimeline
Cascade Financial Partners, LLC18,500$2.76M0.28%-38413F-HRTimeline
Leo Wealth, LLC18,373$2.74M0.2%+8913F-HRTimeline
CGN Advisors LLC18,277$2.72M0.22%-96313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,828$2.66M<0.01%-4,96513F-HRTimelineGroup