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Disclosery

ESGU ISHARES TR

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COM (fund)

809 managers (817 13F filers) reported a position in ESGU shares at 2026-03-31, 77,822,790 shares in all. 37 filers opened a position and 50 filers sold out during the quarter.

Managers
809
13F filers
817
New
37
Added
282
Reduced
318
Sold out
50
Shares held by filers
77,822,790

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/13,803,021$1.95B0.14%+467,55813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,007,080$1.37B0.09%-281,57413F-HR/ATimelineGroup
TIAAgroup of 3 filers holding6,223,117$860M+237,106Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,136,786$726M0.1%-22,48913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,046,469$572M0.08%+31,23313F-HRTimelineGroup
Betterment LLC4,041,916$572M1.08%+117,32013F-HRTimeline
Acorns Advisers, LLC2,652,397$375M2.79%+86,57513F-HRTimeline
Wealthfront Advisers LLC2,646,197$374M0.82%+54,88913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,429,499$344M+160,296Timeline
BlackRock, Inc.in group BlackRock, Inc.2,356,917$333M0.01%+253,51113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,782,800$252M0.02%-831,85313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,293,522$183M0.04%-768,53013F-HR/ATimelineGroup
LPL Financial LLC1,183,376$167M0.04%+21,28813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,073,357$152M0.09%+46,00613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co697,197$98.6M1.17%+18,71713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA521,795$73.8M0.01%-7,51013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …503,648$71.2M0.18%-258,26013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC369,661$52.3M0.07%-6,62313F-HRTimeline
Ally Invest Advisors Inc.348,203$49.2M3.31%+12,86813F-HRTimeline
Composition Wealth, LLC344,533$48.7M0.67%+31,48513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,392$48.4M0.01%-19,65813F-HR/ATimelineGroup
Clearstead Advisors, LLC337,896$47.8M0.44%+335,30013F-HRTimeline
HighTower Advisors, LLC325,209$46M0.05%+18,76113F-HRTimeline
Creative Planningin group Creative Planning313,427$44.3M0.03%+3,74013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding305,778$43.2M+9,742Timeline
CITIGROUP INCin group CITIGROUP INC302,011$42.7M0.03%-158,86413F-HRTimelineGroup
Cetera Investment Advisers276,082$39M0.04%+39513F-HRTimeline
FMR LLCin group FMR LLC275,852$39M<0.01%+42,11413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV270,189$38.2M0.06%+14413F-HRTimeline
CWM, LLCin group CWM, LLC263,832$37.3M0.1%-13,85313F-HRTimelineGroup
IMPACTfolio, LLC261,453$37M15.71%-27,75213F-HRTimeline
ALLIANCEBERNSTEIN L.P.243,482$36.3M0.01%+69,34113F-HRTimeline
Alesco Advisors, LLC, An ESL Co241,553$34.2M0.87%-7,25513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management241,479$34.1M0.39%+17,76113F-HRTimelineGroup
Cambridge Investment Research Advisors,…239,938$33.9M0.09%+47,82513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP222,363$31.4M0.66%-2,97013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC205,632$29.1M0.23%-31013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,413$27.9M0.01%-24,92213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…192,355$27.4M0.06%-18,02613F-HRTimeline
Ashton Thomas Private Wealth, LLC186,049$26.3M0.62%-1,31413F-HRTimeline
Beacon Pointe Advisors, LLC177,705$25.1M0.13%+59,91213F-HRTimeline
Joel Isaacson & Co., LLC176,960$25M0.83%+36113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…165,014$23.3M0.09%-61,06113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC161,406$22.8M0.06%-21,10513F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC161,100$22.8M2.31%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC157,309$22.2M0.75%+2,29813F-HRTimeline
Affinity Capital Advisors, LLC149,450$21.1M2.96%-1,14213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,193$20.4M0.03%+11,40713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,191$20.3M0.03%-58,82413F-HRTimelineGroup
Erickson Financial Group, LLC136,408$19.3M12.09%+2,63213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO128,256$18.1M0.27%+1,66413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.123,498$17.5M0.38%+5,09013F-HRTimelineGroup
CHOREO, LLC120,997$17.1M0.21%-3,14513F-HRTimeline
Integrated Wealth Concepts LLC120,902$17.1M0.14%+29,47213F-HRTimeline
Mariner, LLCin group Mariner, LLC118,126$16.7M0.02%-4,68113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC116,599$16.5M0.02%+20,85113F-HRTimelineGroup
Janney Montgomery Scott LLC105,744$15M0.04%+38313F-HRTimeline
NewEdge Advisors, LLC104,455$14.8M0.05%-12,52113F-HR/ATimeline
Sharkey, Howes & Javer101,743$14.4M1.94%-5,84313F-HRTimeline
One Wealth Advisors, LLC101,423$14.3M1.79%-4,57513F-HRTimeline
HARBOUR INVESTMENTS, INC.96,995$13.7M0.21%+2,89413F-HRTimeline
Facet Wealth, Inc.90,738$12.8M0.22%+18,62213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding90,679$12.8M-5,303Timeline
Van Hulzen Asset Management, LLC89,844$12.7M0.94%-5913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding89,829$12.7M+9,403Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85,842$12.1M0.01%+39,38913F-HRTimelineGroup
Blue Edge Capital, LLC84,923$12M1.6%-6,37913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC84,819$12M3.65%-1,67713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO83,821$11.9M0.01%-94513F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC80,000$11.3M0.48%013F-HRTimeline
Apella Capital, LLC71,834$11.1M0.16%-7,77213F-HRTimeline
Relyea Zuckerberg Hanson LLC78,418$11.1M1.12%+20113F-HRTimeline
Plancorp, LLC72,386$10.7M0.3%-67313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74,909$10.6M0.01%+33,02013F-HRTimelineGroup
Keebeck Wealth Management73,206$10.4M1.16%-1,49313F-HRTimeline
OneDigital Investment Advisors LLC70,640$9.99M0.1%-50513F-HRTimeline
Laurel Wealth Planning LLC70,306$9.94M5.24%-2,04013F-HRTimeline
Wealth Architects, LLC69,836$9.88M0.88%+3,99013F-HRTimeline
Clarity Asset Management, Inc.68,154$9.64M4.88%-15,45013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,800$9.59M0.01%-2,70013F-HRTimelineGroup
NorthRock Partners, LLC67,679$9.57M0.15%-1,02013F-HRTimeline
Empirical Financial Services, LLC d.b.a…67,280$9.51M0.17%+4,80713F-HRTimeline
Fisher Asset Management, LLC64,963$9.19M<0.01%+56013F-HRTimeline
One Capital Management, LLC64,783$9.16M0.25%+23,91713F-HRTimeline
Prudent Man Advisors, LLC64,770$9.16M2.74%-6,14913F-HRTimeline
Strategic Blueprint, LLC64,556$9.13M0.53%-69913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…64,438$9.11M0.06%-1,94213F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC61,618$8.71M1.2%+43413F-HRTimeline
Wealthspire Advisors, LLC61,372$8.68M0.07%-4,88213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC61,049$8.63M0.12%+76013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP61,615$8.47M0.01%-3,17913F-HRTimeline
Parallel Advisors, LLC58,616$8.29M0.15%+5,32413F-HR/ATimeline
&PARTNERS56,755$8.03M0.04%+7,48813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…57,322$8.02M0.02%-5713F-HRTimelineGroup
Farther Finance Advisors, LLC56,208$8.01M0.08%+3,50213F-HRTimeline
Modera Wealth Management, LLC56,516$7.99M0.1%-67413F-HRTimeline
Cypress Wealth Services, LLC56,353$7.97M1.13%-1,58713F-HRTimeline
UMB Bank, n.a.55,336$7.83M0.11%+16,42413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC55,111$7.79M0.04%-87013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC54,534$7.71M1.32%+22713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS53,838$7.61M0.01%+2,74213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,836$7.61M0.02%+2,04313F-HRTimelineGroup
Advisory Services Network, LLC53,491$7.56M0.1%-68013F-HRTimeline
CFS Investment Advisory Services, LLC48,638$7.51M0.52%-1,17013F-HRTimeline
Decker Retirement Planning Inc.50,748$7.18M3.25%+5,68113F-HRTimeline
Merit Financial Group, LLC49,522$7M0.05%+4,68813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,357$6.84M0.01%-134,45113F-HRTimelineGroup
Atlas Legacy Advisors, LLC48,044$6.81M1.24%+90113F-HRTimeline
Birchwood Financial Partners, Inc.47,593$6.73M6.49%-49513F-HRTimeline
Private Advisor Group, LLC43,888$6.21M0.03%+3,31513F-HRTimeline
Midwest Financial Partners Investments,…42,544$6.02M3.19%+2,37913F-HRTimeline
Yukon Wealth Management, Inc.42,100$5.95M3.55%-7813F-HRTimeline
Summit Wealth Group, LLC40,269$5.69M1.31%-1,19713F-HRTimeline
SPINNAKER TRUST40,122$5.67M0.31%-69213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC40,008$5.66M0.28%+1413F-HRTimeline
McKinley Carter Wealth Services, Inc.39,930$5.65M0.33%+6,76913F-HRTimeline
Aptus Capital Advisors, LLC39,813$5.63M0.05%-1,10213F-HRTimeline
Mutual Advisors, LLC39,488$5.58M0.12%-12813F-HRTimeline
Perigon Wealth Management, LLC39,037$5.52M0.1%-36813F-HRTimeline
Avise Financial Cooperative, Inc.38,610$5.46M4.52%+3,80113F-HRTimeline
Horst & Graben Wealth Management LLC33,213$5.17M0.71%-50913F-HRTimeline
Balanced Rock Investment Advisors LLC35,991$5.09M3.57%+50913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.35,598$5.03M0.04%+4,59813F-HRTimelineGroup
Physician Wealth Advisors, Inc.35,584$5.03M0.7%+1,93113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC35,248$4.98M0.01%+2,26613F-HRTimelineGroup
Mascoma Wealth Management LLC35,077$4.96M1.03%+2,56613F-HRTimeline
Orion Porfolio Solutions, LLC34,485$4.88M0.04%-2,38513F-HRTimeline
Maia Wealth LLC33,547$4.74M0.8%-1,70613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,151$4.69M-116Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,023$4.67M0.01%new13F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV32,560$4.6M0.59%-3,21013F-HRTimeline
Archer Investment Management, LLC32,494$4.6M1.93%+26,01113F-HRTimeline
National Philanthropic Trust31,160$4.41M0.05%-83913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,637$4.33M0.08%+33713F-HRTimeline
Goodwin Investment Advisory30,637$4.33M5.16%-13513F-HRTimeline
Keystone Wealth Services, LLC30,558$4.32M0.92%-21713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,722$4.2M0.01%+1,61213F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,983$4.1M0.02%+35813F-HRTimeline
GeoWealth Management, LLC28,804$4.07M0.15%+56113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,490$4.03M0.01%+8,67513F-HRTimelineGroup
RFG Advisory, LLC28,071$3.97M0.07%-1813F-HRTimeline
HRT FINANCIAL LP27,454$3.88M0.01%+4,70913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,431$3.88M0.09%+1,51013F-HRTimelineGroup
Weil Company, Inc.27,268$3.86M0.87%+4,44013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,476$3.79M0.02%-5013F-HRTimelineGroup
True Blue Financial, LLC26,558$3.76M2.96%+1,04213F-HRTimeline
Balance Wealth Partners LLC26,107$3.69M1.15%-37413F-HRTimeline
WealthPlan Investment Management, LLC25,775$3.65M0.2%+2113F-HRTimeline
Moment Partners, LLC24,857$3.52M0.63%-9113F-HRTimeline
Jordan Park Group LLC24,728$3.5M0.19%+63513F-HRTimeline
Foster Group, Inc.24,680$3.49M0.1%-58913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC24,619$3.48M1.25%+7313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,122$3.41M<0.01%-99113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP24,069$3.4M0.13%+6313F-HRTimeline
FLC Capital Advisors23,969$3.39M0.61%-10413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,689$3.35M0.02%-1,23213F-HRTimelineGroup
HB Wealth Management, LLC23,579$3.33M0.02%-9713F-HRTimeline
WT Wealth Management23,515$3.33M0.99%-2,84513F-HRTimeline
Opes Wealth Management LLC23,326$3.3M0.56%+7013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,228$3.29M-3,207Timeline
SOFI WEALTH, LLC23,132$3.27M0.16%+4,54713F-HRTimeline
MA Private Wealth23,102$3.27M0.55%-9713F-HRTimeline
WEDBUSH SECURITIES INC23,073$3.26M0.1%-13313F-HRTimeline
IEQ CAPITAL, LLC22,741$3.22M0.01%-37713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,561$3.19M<0.01%-32,71613F-HRTimelineGroup
Gilbert Capital Group, Inc.22,519$3.18M2.46%-1,63113F-HRTimeline
Integris Wealth Management, LLC22,386$3.17M0.73%-1,04413F-HRTimeline
Davis Wealth Advisors, LLC22,383$3.17M2.63%+31713F-HRTimeline
SigFig Wealth Management, LLC22,286$3.15M0.09%+12613F-HRTimeline
Garde Capital, Inc.22,090$3.12M0.19%+6713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,912$3.1M0.02%-1,12913F-HRTimelineGroup
Blue Trust, Inc.21,616$3.06M0.03%-1,20213F-HRTimeline
KPP Advisory Services LLC21,367$3.02M0.44%new13F-HRTimeline
PFG Investments, LLC21,196$3M0.14%+7813F-HRTimeline
Pure Financial Advisors, LLC21,051$2.98M0.04%+5,82213F-HRTimeline
Lifelong Wealth Advisors, Inc.21,047$2.98M0.79%-1713F-HRTimeline
EP Wealth Advisors, LLC20,461$2.89M0.01%+35313F-HRTimeline
Compound Planning, Inc.20,375$2.88M0.09%+3,59013F-HRTimeline
Pioneer Wealth Management Group20,338$2.88M0.81%+1,34513F-HRTimeline
HF Advisory Group, LLC20,055$2.84M0.97%-30613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,872$2.81M0.02%+49513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,662$2.78M0.05%+17,26513F-HRTimelineGroup
Integrity Advisory Solutions, LLC19,566$2.77M0.37%-26613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,372$2.74M0.07%-41113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,250$2.72M0.01%013F-HRTimelineGroup
Leo Wealth, LLC18,870$2.67M0.19%+49713F-HRTimeline
Independent Advisor Alliance18,753$2.65M0.03%+14,30713F-HRTimeline
Brooklyn FI, LLC18,687$2.64M0.56%-15913F-HRTimeline
Cascade Financial Partners, LLC18,500$2.62M0.27%013F-HRTimeline
FIRST HORIZON CORP18,491$2.61M0.11%-56713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,462$2.61M0.15%-1,26713F-HRTimeline
Ridgeline Wealth, LLC18,366$2.6M1.86%-7,41913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,270$2.58M<0.01%+44213F-HRTimelineGroup
Focus Financial Network, Inc.18,206$2.57M0.09%-1,52913F-HRTimeline
Icon Wealth Advisors, LLC16,607$2.57M0.17%+3713F-HRTimeline
AE Wealth Management LLC17,986$2.54M0.01%+2,93513F-HRTimeline
CGN Advisors LLC17,962$2.54M0.2%-31513F-HRTimeline
MGO ONE SEVEN LLC17,797$2.52M0.05%+1113F-HRTimeline
Forthright Family Wealth Advisory LLC21,696$2.49M1.67%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,634$2.49M0.01%-1,44313F-HRTimeline