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Disclosery

ESML ISHARES TR

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SHS (fund)

389 managers (392 13F filers) reported a position in ESML shares at 2025-06-30, 33,325,895 shares in all. 32 filers opened a position and 23 filers sold out during the quarter.

Managers
389
13F filers
392
New
32
Added
160
Reduced
127
Sold out
23
Shares held by filers
33,325,895

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DIVERSIFIED TRUST CO11,065$457K0.01%-43513F-HRTimeline
Financial Futures Ltd Liability Co.10,977$454K0.24%+2,44113F-HRTimeline
OLIO Financial Planning10,929$452K0.14%+13413F-HRTimeline
1ST SOURCE BANK10,818$447K0.02%-5413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,699$442K<0.01%+1,29713F-HRTimelineGroup
Compound Planning, Inc.10,668$441K0.02%+62913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,545$436K0.09%+813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,385$429K0.01%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…10,286$425K0.09%new13F-HRTimeline
Farmers National Bank10,276$425K0.11%+1,28113F-HRTimeline
DAVENPORT & Co LLC10,197$421K<0.01%+74413F-HRTimeline
NorthCoast Asset Management LLC10,155$420K<0.01%-61813F-HRTimeline
Arax Advisory Partners10,154$420K0.02%+4,52613F-HRTimeline
Sequoia Financial Advisors, LLC10,147$419K<0.01%-30013F-HRTimeline
TRUEFG, LLC10,076$416K0.12%+12313F-HRTimeline
McKinley Carter Wealth Services, Inc.9,997$413K0.02%+19113F-HRTimeline
First Pacific Financial9,693$401K0.06%+1,97613F-HRTimeline
RWA WEALTH PARTNERS, LLC9,514$393K<0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC9,369$387K0.25%+26013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,350$386K0.01%+2,05713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,350$386K0.1%013F-HRTimeline
PrairieView Partners, LLC9,271$383K0.04%-113F-HRTimeline
HILL ISLAND FINANCIAL LLC9,082$375K0.1%-74,45013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,046$374K<0.01%new13F-HR/ATimelineGroup
LongView Wealth Management9,031$373K0.11%+1,51913F-HRTimeline
Richard P Slaughter Associates Inc8,982$371K0.08%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,978$371K<0.01%-1,10013F-HRTimelineGroup
Curtis Advisory Group, LLC8,818$364K0.09%-1,40813F-HRTimeline
Valeo Financial Advisors, LLC8,589$355K0.01%-7,57513F-HR/ATimeline
Mokosak Advisory Group, LLC8,569$354K0.1%+2413F-HRTimeline
Carr Financial Group Corp8,425$348K0.1%+313F-HRTimeline
Nautilus Advisors LLC8,387$347K0.25%+2713F-HRTimeline
Hurlow Wealth Management Group, Inc.8,365$346K0.1%013F-HRTimeline
Sandbox Financial Partners, LLC8,320$344K0.11%new13F-HRTimeline
Riverwater Partners LLC8,263$342K0.16%-1,70513F-HRTimeline
Brooklyn FI, LLC8,231$340K0.09%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,136$336K<0.01%+2,01413F-HR/ATimeline
Paragon Capital Management Ltd8,039$332K0.06%+1,02413F-HRTimeline
Ryan Investment Management, Inc.8,029$332K0.21%13F-HRTimeline
Foster Group, Inc.7,763$321K0.01%+59113F-HRTimeline
Western Wealth Management, LLC7,576$313K0.02%new13F-HRTimeline
NWF Advisory Services Inc.7,550$312K0.04%-24613F-HRTimeline
PINNACLE ASSOCIATES LTD7,475$309K<0.01%-83613F-HRTimeline
OBSIDIAN CIO, LLC7,466$309K0.04%-5313F-HRTimeline
Estate Counselors, LLC7,230$299K0.03%new13F-HRTimeline
Tortoise Investment Management, LLC7,193$297K0.03%+31613F-HRTimeline
MOLLER WEALTH PARTNERS7,176$297K0.07%-11313F-HRTimeline
Equita Financial Network, Inc.7,155$296K0.12%new13F-HRTimeline
Wells Financial Advisors INC7,085$293K0.4%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,028$290K0.02%013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…6,984$289K0.02%+1213F-HRTimeline
AMARA FINANCIAL, LLC.6,940$287K0.25%-1,07213F-HRTimeline
Ramiah Investment Group6,837$283K0.3%new13F-HRTimeline
Pathway Financial Advisors LLC6,821$282K0.04%013F-HRTimeline
Friedenthal Financial6,806$281K0.15%-4,78913F-HRTimeline
United Asset Strategies, Inc.6,802$281K0.02%+29413F-HRTimeline
CWS Financial Advisors, LLC6,712$277K0.08%+1413F-HRTimeline
Tarbox Family Office, Inc.6,695$277K0.04%013F-HRTimeline
BLB&B Advisors, LLC6,586$272K0.01%+25813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,574$272K0.08%+1913F-HRTimelineGroup
Opulen Financial Group LLC6,562$271K0.22%+1913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,511$269K0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,507$269K<0.01%new13F-HR/ATimelineGroup
LWM ADVISORS INC6,490$268K0.26%013F-HRTimeline
Harbor Group, Inc.6,376$264K0.05%-2,91913F-HRTimeline
Modern Wealth Management, LLC6,291$260K0.01%+37613F-HR/ATimeline
Hiley Hunt Wealth Management6,145$258K0.13%+1213F-HRTimeline
Trust Co6,193$256K0.03%-36113F-HRTimeline
JNBA Financial Advisors6,186$256K0.02%-21613F-HRTimeline
Orin Green Financial, LLC6,170$255K0.11%013F-HRTimeline
Linscomb Wealth, Inc.6,137$254K0.01%013F-HRTimeline
One Wealth Advisors, LLC6,123$253K0.04%-1,80313F-HRTimeline
RTD Financial Advisors, Inc.6,106$252K0.03%-23713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,066$251K0.13%+19113F-HRTimeline
TCI Wealth Advisors, Inc.6,015$249K0.02%+7313F-HRTimeline
Weil Company, Inc.5,995$248K0.07%new13F-HRTimeline
Stewardship Advisors, LLC5,869$243K0.06%+3513F-HRTimeline
Peak Financial Management, Inc.5,814$240K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,821$240K0.01%-90813F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,600$231K0.01%-50013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,535$229K<0.01%+18313F-HRTimelineGroup
Morton Brown Family Wealth, LLC5,458$226K0.07%+1113F-HRTimeline
NorthRock Partners, LLC5,420$224K0.01%-68913F-HR/ATimeline
Valmark Advisers, Inc.5,377$222K<0.01%new13F-HRTimeline
Baltimore-Washington Financial Advisors…5,372$222K0.01%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,190$215K0.06%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,187$214K0.02%-29013F-HRTimeline
Horizon Investments, LLC5,187$214K<0.01%-45113F-HRTimeline
National Wealth Management Group, LLC5,138$212K0.12%-88413F-HRTimeline
Washington Trust Bank5,135$212K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC5,021$208K<0.01%+54413F-HRTimeline
Viewpoint Capital Management LLC5,000$207K0.1%new13F-HRTimeline
Finley Financial, LLC5,000$207K0.1%013F-HRTimeline
Aaron Wealth Advisors LLC4,896$202K0.02%new13F-HRTimeline
Werba Rubin Papier Wealth Management4,895$202K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC4,892$202K<0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.4,882$202K0.13%-39513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,864$201K<0.01%new13F-HRTimelineGroup
Key Financial Inc4,850$200K0.04%013F-HRTimeline
AdvisorNet Financial, Inc4,497$186K0.01%-1,17113F-HRTimeline
UMB Bank, n.a.4,186$173K<0.01%013F-HR/ATimeline
MAI Capital Management4,135$171K<0.01%+9713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,090$169K0.01%-30013F-HRTimeline
American Capital Advisory, LLC3,621$150K0.07%+513F-HRTimeline
COMERICA BANK3,496$144K<0.01%-18113F-HRTimeline
BIRCHBROOK, INC.3,394$140K0.08%-6,97313F-HRTimeline
Carolina Wealth Advisors, LLC3,344$138K0.07%-12913F-HRTimeline
Keener Financial Planning LLC3,361$138K0.07%013F-HRTimeline
Larson Financial Group LLC3,055$126K0.01%+23013F-HRTimeline
GoalVest Advisory LLC2,984$123K0.03%013F-HRTimeline
Horizons Wealth Management2,803$116K0.08%013F-HRTimeline
Central Pacific Bank - Trust Division2,511$104K0.01%+93013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,198$90.8K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.2,063$85.3K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,939$80.1K<0.01%-1,87413F-HRTimeline
Advantage Trust Co1,907$78.8K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,754$72.5K0.02%+513F-HRTimeline
4Thought Financial Group Inc.1,688$69.8K0.04%-3313F-HRTimeline
Investors Research Corp1,526$63.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,437$59.4K<0.01%-413F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC1,428$59K0.02%+2013F-HRTimeline
Kennebec Savings Bank1,347$55.7K0.05%+13513F-HRTimeline
Nemes Rush Group LLC1,299$53.7K0.01%+613F-HRTimeline
Sherman Asset Management, Inc.1,273$52.6K0.05%+2313F-HRTimeline
GPS Wealth Strategies Group, LLC1,232$50.9K0.01%+3313F-HRTimeline
Urban Financial Advisory Corp1,185$49K0.02%-2,02013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,117$46.2K0.06%-34313F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,108$45.8K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,078$44.6K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,058$43.7K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC1,017$42K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,015$42K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$41.3K<0.01%-151,66313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,000$41.3K<0.01%-56413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC950$39.3K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC915$37.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.904$37.4K0.02%013F-HRTimeline
Your Advocates Ltd., LLP890$36.8K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC773$31.9K<0.01%+3013F-HRTimeline
Kimelman & Baird, LLC747$30.9K<0.01%013F-HRTimeline
IFP Advisors, Inc737$30.5K<0.01%+62813F-HRTimeline
Cape Investment Advisory, Inc.636$26.3K0.01%+8513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$25.8K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.605$25K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.584$24.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.555$22.9K<0.01%-53913F-HRTimeline
CVA Family Office, LLC496$20.5K<0.01%013F-HRTimeline
Covestor Ltd473$20K0.01%+3413F-HRTimeline
ORG Partners LLC475$19.8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC467$19.3K<0.01%+20013F-HRTimeline
Westend Capital Management, LLC467$19.3K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.465$19.2K0.01%+113F-HRTimeline
Sawyer & Company, Inc325$18.2K0.01%new13F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC429$17.7K<0.01%013F-HRTimeline
DAGCO, INC.426$17.6K<0.01%+213F-HRTimeline
Centerpoint Advisors, LLC409$17K0.01%+4813F-HRTimeline
AE Wealth Management LLC366$15.1K<0.01%-20513F-HRTimeline
Wilmington Savings Fund Society, FSB364$15K<0.01%013F-HRTimeline
Archer Investment Corp361$14.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC360$14.9K0.01%013F-HRTimeline
Front Row Advisors LLC330$13.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC321$13.5K<0.01%-2,35613F-HRTimeline
AMERIFLEX GROUP, INC.301$12.4K0.01%+113F-HRTimeline
Global Retirement Partners, LLC292$12.1K<0.01%13F-HRTimeline
Rossby Financial, LCC268$11.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$11K<0.01%013F-HR/ATimelineGroup
Transce3nd, LLC251$10.4K<0.01%+913F-HRTimeline
Cherry Tree Wealth Management, LLC248$10.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.218$9.01K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$8.27K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/195$8.06K<0.01%+7713F-HRTimelineGroup
IAG Wealth Partners, LLC185$7.65K<0.01%013F-HRTimeline
CENTRAL TRUST Co180$7.44K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC126$5.41K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC100$4.13K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$2.89K<0.01%013F-HRTimeline
Community Bank, N.A.51$2.11K<0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC41$1.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC36$1.49K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC34$1.4K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…33$1.36K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC31$1.28K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC27$1.13K<0.01%+313F-HRTimeline
WealthShield Partners, LLC21$868<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC18$744<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$744<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$41<0.01%-14,71613F-HRTimelineGroup
Glassman Wealth Services1$41<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.