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Disclosery

ESML ISHARES TR

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SHS (fund)

382 managers (384 13F filers) reported a position in ESML shares at 2025-03-31, 34,029,639 shares in all. 21 filers opened a position and 40 filers sold out during the quarter.

Managers
382
13F filers
384
New
21
Added
167
Reduced
122
Sold out
40
Shares held by filers
34,029,639

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OLIO Financial Planning10,795$415K0.14%+3,03813F-HRTimeline
NorthCoast Asset Management LLC10,773$414K<0.01%-1,07513F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.10,682$410K0.17%-18413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,537$405K0.09%+1,42713F-HRTimeline
Cook Wealth, LLC10,714$403K0.2%-12513F-HRTimeline
Sequoia Financial Advisors, LLC10,447$401K<0.01%+10013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,385$399K0.01%013F-HRTimeline
BIRCHBROOK, INC.10,367$398K0.22%-16,14713F-HRTimeline
Curtis Advisory Group, LLC10,226$393K0.12%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,078$387K<0.01%-30013F-HRTimelineGroup
Compound Planning, Inc.10,039$386K0.02%+2,23513F-HRTimeline
Riverwater Partners LLC9,968$383K0.2%-82113F-HRTimeline
TRUEFG, LLC9,953$382K0.13%+58413F-HRTimeline
Roberts Financial Services LLC9,828$377K0.07%+6513F-HRTimeline
McKinley Carter Wealth Services, Inc.9,806$377K0.02%+50513F-HRTimeline
Montecito Bank & Trust9,670$371K0.07%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,514$365K<0.01%-92413F-HRTimeline
DAVENPORT & Co LLC9,453$363K<0.01%+18313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,402$361K<0.01%+3,56713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,350$359K0.1%-3913F-HRTimeline
Harbor Group, Inc.9,295$357K0.07%-1,01713F-HRTimeline
PrairieView Partners, LLC9,272$356K0.04%+3913F-HRTimeline
Steward Partners Investment Advisory, L…9,157$352K<0.01%+32413F-HRTimeline
Emergent Wealth Advisors, LLC9,109$350K0.25%-5813F-HRTimeline
Farmers National Bank8,995$345K0.1%+36313F-HRTimeline
McClarren Financial Advisors, Inc.5,277$338K0.22%-3,71313F-HRTimeline
Mokosak Advisory Group, LLC8,545$328K0.1%-4613F-HRTimeline
Financial Futures Ltd Liability Co.8,536$328K0.19%+20513F-HRTimeline
Carr Financial Group Corp8,422$323K0.11%-1,65813F-HRTimeline
Hurlow Wealth Management Group, Inc.8,365$321K0.1%-5,14713F-HRTimeline
Nautilus Advisors LLC8,360$321K0.27%+2513F-HRTimeline
PINNACLE ASSOCIATES LTD8,311$319K<0.01%+53213F-HRTimeline
AMARA FINANCIAL, LLC.8,012$308K0.28%+1,83813F-HRTimeline
Focus Financial Network, Inc.7,927$304K0.01%-1,52213F-HRTimeline
One Wealth Advisors, LLC7,926$304K0.05%-1613F-HRTimeline
Aptus Capital Advisors, LLC7,838$301K<0.01%+7,56213F-HRTimeline
NWF Advisory Services Inc.7,796$299K0.04%+2,06513F-HRTimeline
First Pacific Financial7,717$296K0.06%+1013F-HRTimeline
OBSIDIAN CIO, LLC7,519$289K0.05%-1,18013F-HRTimeline
LongView Wealth Management7,512$289K0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,293$280K0.01%+14413F-HRTimelineGroup
MOLLER WEALTH PARTNERS7,289$280K0.07%+66213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,278$280K<0.01%+1,29813F-HRTimelineGroup
Grant/GrossMendelsohn, LLC7,440$278K0.15%013F-HRTimeline
Foster Group, Inc.7,172$275K0.01%+19513F-HRTimeline
Wells Financial Advisors INC7,085$272K0.38%+10013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,028$270K0.02%+213F-HRTimelineGroup
Paragon Capital Management Ltd7,015$269K0.06%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,972$268K0.02%+52913F-HRTimeline
Tortoise Investment Management, LLC6,877$264K0.03%+2,36013F-HR/ATimeline
Pathway Financial Advisors LLC6,821$262K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,729$258K0.01%-1,39313F-HRTimelineGroup
CWS Financial Advisors, LLC6,698$257K0.08%+1213F-HRTimeline
Tarbox Family Office, Inc.6,695$257K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,555$252K0.06%-30413F-HRTimelineGroup
Trust Co6,554$252K0.03%+41513F-HRTimeline
LWM ADVISORS INC6,490$252K0.26%013F-HRTimeline
Opulen Financial Group LLC6,543$251K0.23%+1213F-HRTimeline
United Asset Strategies, Inc.6,508$250K0.02%+1613F-HRTimeline
JNBA Financial Advisors6,402$246K0.03%-1,39513F-HRTimeline
RTD Financial Advisors, Inc.6,343$244K0.03%-9313F-HRTimeline
BLB&B Advisors, LLC6,328$243K0.01%+77013F-HRTimeline
Wade Financial Advisory, Inc6,275$241K0.08%+11813F-HRTimeline
Kingsview Wealth Management, LLC6,267$241K<0.01%-3913F-HRTimeline
Hiley Hunt Wealth Management6,133$237K0.13%new13F-HRTimeline
Linscomb Wealth, Inc.6,137$236K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC6,122$235K<0.01%-11613F-HRTimeline
Orion Portfolio Solutions, LLC6,122$235K<0.01%-11613F-HR/ATimeline
NorthRock Partners, LLC6,109$235K0.01%-35913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,100$234K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,048$232K0.04%new13F-HRTimeline
National Wealth Management Group, LLC6,022$231K0.15%+17813F-HRTimeline
TCI Wealth Advisors, Inc.5,942$228K0.02%-21813F-HRTimeline
Modern Wealth Management, LLC5,915$227K0.01%new13F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC5,875$226K0.12%-5413F-HRTimeline
Stewardship Advisors, LLC5,834$224K0.06%-37,98213F-HRTimeline
Peak Financial Management, Inc.5,814$223K0.07%+16013F-HRTimeline
Caprock Group, LLC5,710$219K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,668$218K0.02%+38513F-HRTimeline
Horizon Investments, LLC5,638$217K0.01%-3813F-HRTimeline
Orin Green Financial, LLC6,170$216K0.1%new13F-HRTimeline
Arax Advisory Partners5,628$216K0.01%+2,81413F-HRTimeline
Morton Brown Family Wealth, LLC5,447$209K0.07%+1513F-HRTimeline
Baltimore-Washington Financial Advisors…5,372$206K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,352$206K<0.01%-3,38413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,477$205K0.02%-19913F-HRTimeline
Members Trust Co5,283$203K0.01%013F-HRTimeline
Finley Financial, LLC5,000$188K0.1%013F-HRTimeline
Key Financial Inc4,850$186K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC4,477$173K<0.01%-62313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,390$169K0.01%013F-HRTimeline
UMB Bank, n.a.4,186$161K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management4,038$155K<0.01%-29713F-HRTimeline
Continuum Advisory, LLC4,001$154K0.02%013F-HRTimeline
Clearstead Advisors, LLC3,813$146K<0.01%013F-HRTimeline
COMERICA BANK3,677$141K<0.01%+713F-HRTimeline
American Capital Advisory, LLC3,616$139K0.07%+513F-HRTimeline
Carolina Wealth Advisors, LLC3,473$133K0.07%-23813F-HRTimeline
Keener Financial Planning LLC3,361$129K0.08%+9313F-HRTimeline
Urban Financial Advisory Corp3,205$123K0.07%+813F-HRTimeline
GoalVest Advisory LLC2,984$115K0.03%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,955$114K0.07%+87513F-HRTimeline
Larson Financial Group LLC2,825$109K0.01%+213F-HRTimeline
Horizons Wealth Management2,803$108K0.08%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,742$105K0.07%new13F-HRTimeline
Hughes Financial Services, LLC2,677$103K0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,198$84.4K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.2,063$79.2K0.01%-17513F-HRTimelineGroup
Advantage Trust Co1,907$73.2K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,749$67.2K0.02%+5813F-HRTimeline
4Thought Financial Group Inc.1,721$66.1K0.04%+8113F-HRTimeline
Central Pacific Bank - Trust Division1,581$60.7K0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,441$60.6K-75,513Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,564$60.1K<0.01%-6613F-HRTimelineGroup
Investors Research Corp1,526$58.6K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,460$56.1K0.05%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,408$54.1K0.02%-23713F-HRTimeline
Nemes Rush Group LLC1,293$49.7K0.01%+413F-HRTimeline
Sherman Asset Management, Inc.1,250$48K0.05%-11813F-HRTimeline
Kennebec Savings Bank1,212$46.6K0.05%+4213F-HRTimeline
GPS Wealth Strategies Group, LLC1,199$46K0.01%+6913F-HRTimeline
Geneos Wealth Management Inc.1,094$42.1K<0.01%+42713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,078$41.4K0.01%-2,21213F-HRTimelineGroup
SIGNATUREFD, LLC1,058$40.6K<0.01%-26913F-HRTimeline
SIERRA OCEAN, LLC1,017$39.1K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,015$39K<0.01%-51613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC950$36.5K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC915$35.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.904$34.7K0.02%-10413F-HRTimeline
Your Advocates Ltd., LLP889$34.2K0.01%013F-HRTimeline
Sandy Spring Bank849$32.6K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC845$32.5K0.01%+8713F-HRTimeline
Kimelman & Baird, LLC747$28.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC743$28.5K<0.01%+33213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$24K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.605$23.2K0.03%new13F-HR/ATimeline
Physician Wealth Advisors, Inc.584$22.4K<0.01%013F-HRTimeline
AE Wealth Management LLC571$21.9K<0.01%+1413F-HRTimeline
Cape Investment Advisory, Inc.551$21.2K0.01%013F-HRTimeline
CVA Family Office, LLC496$19.1K<0.01%013F-HRTimeline
ORG Partners LLC475$18.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.464$17.8K0.01%+113F-HRTimeline
Covestor Ltd439$17K0.01%+513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC429$16.5K<0.01%013F-HRTimeline
DAGCO, INC.424$16.3K0.01%new13F-HRTimeline
MCF Advisors LLC403$15.5K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC361$14K0.01%+8513F-HRTimeline
Wilmington Savings Fund Society, FSB364$14K<0.01%+1513F-HRTimeline
Archer Investment Corp361$13.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC360$13.8K0.01%013F-HRTimeline
Front Row Advisors LLC330$12.7K<0.01%+7513F-HRTimeline
AMERIFLEX GROUP, INC.300$11.5K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC267$11.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$10.2K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC268$9.98K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC248$9.53K<0.01%013F-HRTimeline
Transce3nd, LLC242$9.29K<0.01%+613F-HRTimeline
Center for Financial Planning, Inc.218$8.37K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$7.72K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC185$7.11K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV184$7.07K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.181$6.95K<0.01%013F-HRTimeline
CENTRAL TRUST Co180$6.91K<0.01%+2513F-HRTimeline
Decker Retirement Planning Inc.170$6.53K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…160$6.16K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/118$4.53K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc109$4.17K<0.01%+3313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/100$3.84K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC100$3.84K<0.01%013F-HRTimeline
Noble Wealth Management PBC76$2.92K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$2.69K<0.01%013F-HRTimeline
Community Bank, N.A.51$1.96K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.34$1.3K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…33$1.27K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC29$1K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC24$926<0.01%013F-HRTimeline
WealthShield Partners, LLC21$807<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$692<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$38<0.01%013F-HRTimelineGroup
Glassman Wealth Services1$38<0.01%-80913F-HRTimeline
Keystone Global Partners, LLC1$38<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,64013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.