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Disclosery

ESGU ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 40 13F filers report a position in ESGU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC67,081$11.4M0.14%-3,71113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC63,995$10.7M0.13%+1,04313F-HRTimeline
Farther Finance Advisors, LLC48,665$8.12M0.06%-5,44813F-HRTimeline
Midwest Financial Partners Investments,…40,427$6.74M2.59%-1,97313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28,460$4.75M1.33%+3,45213F-HRTimeline
Pioneer Wealth Management Group24,601$4.1M0.97%-63113F-HRTimeline
HF Advisory Group, LLC20,899$3.49M1.04%+41413F-HRTimeline
SigFig Wealth Management, LLC20,459$3.41M0.09%-1,30613F-HRTimeline
Acropolis Investment Management, LLC13,377$2.23M0.09%-13313F-HRTimeline
Avidian Wealth Enterprises, LLC12,793$2.13M0.06%-43913F-HRTimeline
RTD Financial Advisors, Inc.10,869$1.81M0.2%+26913F-HRTimeline
Montecito Bank & Trust9,055$1.51M0.23%-49013F-HRTimeline
CoreCap Advisors, LLC8,009$1.34M0.04%-45513F-HRTimeline
Bangor Savings Bank7,185$1.2M0.09%+25413F-HRTimeline
First Heartland Consultants, Inc.6,107$1.02M0.07%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,858$977K0.59%013F-HRTimeline
FC Advisory LLC4,809$802K0.21%+2313F-HRTimeline
Asempa Wealth Advisors4,275$715K0.56%+113F-HRTimeline
Rosenberg Matthew Hamilton4,277$713K0.13%-4113F-HRTimeline
Factor Wealth Management LTD4,211$702K0.11%-2413F-HRTimeline
EASTERN BANK3,634$606K0.01%013F-HRTimeline
CX Institutional3,280$547K0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC3,224$538K0.28%-5113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,836$478K0.07%+713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,371$396K0.11%-713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,354$393K0.08%013F-HRTimeline
Leverty Financial Group, LLC2,209$368K0.07%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,164$361K0.04%-34313F-HRTimeline
Wedmont Private Capital2,086$353K0.01%013F-HRTimeline
Greenfield Savings Bank1,720$287K0.11%+32013F-HRTimeline
Investors Research Corp1,623$271K0.05%+5813F-HRTimeline
Cooper Financial Group1,397$233K0.02%-1313F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,279$213K0.02%-16513F-HRTimeline
Bank of New Hampshire1,095$183K0.04%013F-HRTimeline
Trust Co189$31.5K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…111$18.5K0.01%013F-HRTimeline
Horizons Wealth Management53$8.84K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC28$4.63K<0.01%-213F-HRTimeline
Davis Capital Management18$3K<0.01%013F-HRTimeline
ATWOOD & PALMER INC1$167<0.01%013F-HRTimeline