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Disclosery

ESML ISHARES TR

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SHS (fund)

403 managers (405 13F filers) reported a position in ESML shares at 2024-12-31, 32,952,533 shares in all. 29 filers opened a position and 22 filers sold out during the quarter.

Managers
403
13F filers
405
New
29
Added
156
Reduced
139
Sold out
22
Shares held by filers
32,952,533

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bangor Savings Bank11,658$490K0.05%+1,62613F-HRTimeline
Friedenthal Financial11,595$488K0.28%013F-HRTimeline
Integrated Wealth Concepts LLC11,491$483K0.01%-25,61313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.11,437$481K0.29%-23613F-HRTimeline
Johnson Financial Group, LLC11,415$480K0.06%+4,05613F-HRTimeline
Cook Wealth, LLC10,839$477K0.22%-99813F-HRTimeline
1ST SOURCE BANK10,919$459K0.03%+1,61913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,866$457K0.2%+40213F-HRTimeline
Riverwater Partners LLC10,789$454K0.22%+4613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC10,558$444K0.04%-4013F-HRTimeline
RWA WEALTH PARTNERS, LLC10,438$439K0.01%+69713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,385$437K0.01%-37113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,378$436K<0.01%-16,03913F-HRTimelineGroup
Sequoia Financial Advisors, LLC10,347$435K<0.01%+59013F-HR/ATimeline
Harbor Group, Inc.10,312$434K0.1%+79213F-HRTimeline
Curtis Advisory Group, LLC10,226$430K0.11%-11013F-HRTimeline
Carr Financial Group Corp10,080$424K0.13%+1,58413F-HRTimeline
Private Advisor Group, LLC9,879$415K<0.01%-17013F-HRTimeline
Roberts Financial Services LLC9,763$411K0.08%-7513F-HRTimeline
SPINNAKER TRUST9,724$409K0.03%-17613F-HRTimeline
Montecito Bank & Trust9,670$407K0.07%013F-HRTimeline
Focus Financial Network, Inc.9,449$397K0.02%+13513F-HRTimeline
Birch Hill Investment Advisors LLC9,391$395K0.02%+2,32113F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,389$395K0.1%013F-HRTimeline
TRUEFG, LLC9,369$394K0.13%-713F-HRTimeline
McKinley Carter Wealth Services, Inc.9,301$391K0.02%+27613F-HRTimeline
DAVENPORT & Co LLC9,270$390K<0.01%+1,56813F-HRTimeline
PrairieView Partners, LLC9,233$388K0.04%-72313F-HRTimeline
Emergent Wealth Advisors, LLC9,167$385K0.28%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC9,110$383K0.09%+49013F-HRTimeline
McClarren Financial Advisors, Inc.8,990$378K1.06%+3,56013F-HRTimeline
Values Added Financial LLC8,950$376K0.22%+2,98113F-HRTimeline
Steward Partners Investment Advisory, L…8,833$371K<0.01%+95613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,736$367K<0.01%+6213F-HRTimelineGroup
OBSIDIAN CIO, LLC8,699$366K0.07%-28413F-HRTimeline
Sandbox Financial Partners, LLC8,652$364K0.12%+88413F-HRTimeline
Farmers National Bank8,632$363K0.11%13F-HRTimeline
Mokosak Advisory Group, LLC8,591$361K0.11%-10413F-HRTimeline
Nautilus Advisors LLC8,335$350K0.28%13F-HRTimeline
Financial Futures Ltd Liability Co.8,331$350K0.2%-11813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,122$342K0.01%-713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,640$335K0.02%-34713F-HRTimeline
One Wealth Advisors, LLC7,942$334K0.05%-1613F-HRTimeline
Compound Planning, Inc.7,804$328K0.02%new13F-HRTimeline
JNBA Financial Advisors7,797$328K0.03%-27913F-HRTimeline
PINNACLE ASSOCIATES LTD7,779$327K<0.01%+42413F-HRTimeline
OLIO Financial Planning7,757$326K0.11%new13F-HRTimeline
First Pacific Financial7,707$324K0.08%+1,31513F-HRTimeline
Grant/GrossMendelsohn, LLC7,440$313K0.16%+12613F-HRTimeline
Johnson Bixby & Associates, LLC7,244$305K0.05%+23513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,149$301K0.01%+88213F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co7,026$295K0.02%-44313F-HRTimelineGroup
Wells Financial Advisors INC6,985$294K0.4%+31013F-HRTimeline
Foster Group, Inc.6,977$293K0.01%+13413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,859$288K0.07%+2913F-HRTimelineGroup
Pathway Financial Advisors LLC6,821$287K0.07%013F-HRTimeline
Tarbox Family Office, Inc.6,695$282K0.05%+1813F-HRTimeline
CWS Financial Advisors, LLC6,686$281K0.09%-9413F-HRTimeline
MOLLER WEALTH PARTNERS6,627$279K0.07%-1713F-HRTimeline
Opulen Financial Group LLC6,531$275K0.25%13F-HRTimeline
United Asset Strategies, Inc.6,492$273K0.03%-50013F-HRTimeline
LWM ADVISORS INC6,490$273K0.27%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,465$272K<0.01%+61313F-HRTimelineGroup
NorthRock Partners, LLC6,468$272K0.01%+22413F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…6,443$271K0.03%+12113F-HRTimeline
RTD Financial Advisors, Inc.6,436$271K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC6,306$265K0.01%-48613F-HRTimeline
Highland Financial Advisors, LLC6,268$264K0.09%+32913F-HRTimeline
Orion Porfolio Solutions, LLC6,238$262K<0.01%-49,16213F-HRTimeline
Orion Portfolio Solutions, LLC6,238$262K<0.01%-49,16213F-HRTimeline
Perigon Wealth Management, LLC6,025$260K0.01%+37813F-HRTimeline
AMARA FINANCIAL, LLC.6,174$260K0.24%+18913F-HRTimeline
TCI Wealth Advisors, Inc.6,160$259K0.02%-2913F-HRTimeline
Wade Financial Advisory, Inc6,157$259K0.09%-2813F-HRTimeline
Trust Co6,139$258K0.03%-20013F-HRTimeline
Linscomb Wealth, Inc.6,137$258K0.01%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,100$257K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,980$251K<0.01%+90213F-HRTimelineGroup
Baker Avenue Asset Management, LP5,958$251K0.01%+8913F-HRTimeline
Atria Wealth Solutions, Inc.5,940$250K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC5,929$249K0.14%-3713F-HRTimeline
National Wealth Management Group, LLC5,844$246K0.16%+27913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,835$245K<0.01%+46513F-HRTimelineGroup
NWF Advisory Services Inc.5,731$241K0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,676$239K0.02%-49913F-HRTimeline
Horizon Investments, LLC5,676$239K0.01%-49913F-HRTimeline
Shira Ridge Wealth Management5,672$239K0.12%-6013F-HRTimeline
Peak Financial Management, Inc.5,654$238K0.07%013F-HRTimeline
Aaron Wealth Advisors LLC5,590$235K0.03%-53813F-HRTimeline
BLB&B Advisors, LLC5,558$234K0.01%-38413F-HRTimeline
Falcon Wealth Planning5,503$231K0.03%-29113F-HRTimeline
Morton Brown Family Wealth, LLC5,432$228K0.08%-80113F-HRTimeline
Kades & Cheifetz LLC5,389$227K0.12%+2213F-HRTimeline
Baltimore-Washington Financial Advisors…5,372$226K0.01%013F-HRTimeline
AdvisorNet Financial, Inc5,283$222K0.02%-3,13313F-HRTimeline
Legacy Trust5,266$221K0.05%013F-HRTimeline
Finley Financial, LLC5,000$215K0.11%13F-HRTimeline
Farther Finance Advisors, LLC5,100$214K0.01%-1,38213F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,050$212K0.06%-50013F-HRTimeline
Ascent Capital Management, LLC5,034$212K0.22%13F-HRTimeline
Viewpoint Capital Management LLC5,000$210K0.11%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,856$204K0.03%-45013F-HRTimeline
Werba Rubin Papier Wealth Management4,784$201K0.05%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,778$201K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC4,517$190K0.02%+12513F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,390$185K0.01%new13F-HR/ATimeline
MAI Capital Management4,335$182K<0.01%new13F-HRTimeline
UMB Bank, n.a.4,186$176K<0.01%+88013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,173$175K0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC4,001$168K0.02%-23213F-HRTimeline
Clearstead Advisors, LLC3,813$160K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC3,711$156K0.08%-11513F-HRTimeline
COMERICA BANK3,670$154K<0.01%+1013F-HR/ATimeline
American Capital Advisory, LLC3,611$152K0.08%-40513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,290$138K0.02%-31513F-HRTimelineGroup
Keener Financial Planning LLC3,268$137K0.08%-1613F-HRTimeline
Urban Financial Advisory Corp3,197$134K0.07%+1313F-HRTimeline
GoalVest Advisory LLC2,984$125K0.03%+42513F-HRTimeline
Larson Financial Group LLC2,823$119K0.01%+30913F-HRTimeline
Arax Advisory Partners2,814$118K0.01%+2,33713F-HRTimeline
Horizons Wealth Management2,803$118K0.09%013F-HRTimeline
Operose Advisors LLC2,452$103K0.04%-1513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,238$94.1K0.01%013F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,198$92.4K0.02%-1,02213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,080$87.5K0.05%013F-HRTimeline
Advantage Trust Co1,907$80.2K0.05%+1,28513F-HRTimeline
VSM Wealth Advisory, LLC1,691$71.1K0.03%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,645$69.2K0.02%+613F-HRTimeline
4Thought Financial Group Inc.1,640$69K0.04%-8313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,630$68.5K<0.01%+57613F-HRTimelineGroup
Central Pacific Bank - Trust Division1,581$66.5K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,531$64.4K<0.01%-81113F-HRTimeline
Investors Research Corp1,526$64.2K0.01%013F-HRTimeline
Sherman Asset Management, Inc.1,368$57.5K0.05%13F-HRTimeline
SIGNATUREFD, LLC1,327$55.8K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,289$54.2K0.01%new13F-HRTimeline
Kennebec Savings Bank1,170$48.9K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,130$47.5K0.01%+213F-HRTimeline
Van Hulzen Asset Management, LLC1,100$46.3K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC1,017$42.8K0.03%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,008$42.4K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC950$39.9K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC915$38.5K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP889$37.4K0.01%013F-HRTimeline
Glassman Wealth Services810$34.1K0.01%+80913F-HRTimeline
Global Retirement Partners, LLC792$33.3K<0.01%+6213F-HRTimeline
Mattson Financial Services, LLC758$31.7K0.01%-17913F-HRTimeline
Kimelman & Baird, LLC747$31.4K<0.01%013F-HRTimeline
Avior Wealth Management, LLC708$29.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.667$28K<0.01%-19113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$26.3K<0.01%-20013F-HRTimelineGroup
Physician Wealth Advisors, Inc.584$24.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC557$23.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.551$23.2K0.01%013F-HRTimeline
CVA Family Office, LLC496$20.9K<0.01%013F-HRTimeline
ORG Partners LLC475$20K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.463$19.4K0.01%+213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC429$18K<0.01%-24013F-HRTimeline
Covestor Ltd434$18K0.01%-2613F-HRTimeline
Plante Moran Financial Advisors, LLC411$17.3K<0.01%013F-HRTimeline
Archer Investment Corp361$15.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC360$15.1K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB349$14.7K<0.01%+1313F-HRTimeline
AMERIFLEX GROUP, INC.299$13K0.01%13F-HRTimeline
Centerpoint Advisors, LLC276$12K<0.01%+8313F-HRTimeline
Aptus Capital Advisors, LLC276$11.6K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC267$11.2K<0.01%-35613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$11.1K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC255$10.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC248$10.4K<0.01%013F-HRTimeline
Transce3nd, LLC236$9.92K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.218$9.17K<0.01%013F-HRTimeline
Denver PWM, LLC198$8.31K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC185$7.78K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV184$7.74K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.181$7.59K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.170$7.15K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…160$6.74K<0.01%+5213F-HRTimelineGroup
CENTRAL TRUST Co155$6.52K<0.01%013F-HRTimeline
PSI Advisors, LLC143$6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/118$4.96K<0.01%-6213F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/100$4.21K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC100$4.21K<0.01%new13F-HRTimeline
Cardinal Strategic Wealth Guidance98$4.12K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC83$3.48K<0.01%new13F-HRTimeline
Noble Wealth Management PBC76$3.2K<0.01%13F-HRTimeline
IFP Advisors, Inc76$3.18K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$2.94K<0.01%013F-HRTimeline
Transcendent Capital Group LLC69$2.88K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd53$2.23K<0.01%-67913F-HRTimeline
Community Bank, N.A.51$2.14K<0.01%013F-HRTimeline
Signature Resources Capital Management,…33$1.39K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.33$1.37K<0.01%+613F-HRTimeline
NewSquare Capital LLC30$1.26K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC24$1.01K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC29$1K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC21$883<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC18$779<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$779<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC13$547<0.01%13F-HRTimeline