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Disclosery

ESML ISHARES TR

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SHS (fund)

393 managers (394 13F filers) reported a position in ESML shares at 2025-09-30, 32,061,955 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
393
13F filers
394
New
30
Added
151
Reduced
137
Sold out
22
Shares held by filers
32,061,955

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
1ST SOURCE BANK10,818$488K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO10,765$485K0.01%-30013F-HRTimeline
Carr Financial Group Corp10,590$477K0.13%+2,16513F-HRTimeline
Mokosak Advisory Group, LLC10,579$477K0.12%+2,01013F-HRTimeline
HILL ISLAND FINANCIAL LLC10,505$474K0.12%+1,42313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,385$468K0.01%013F-HRTimeline
Shira Ridge Wealth Management10,367$467K0.2%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,245$462K0.09%-30013F-HRTimeline
Farmers National Bank10,184$459K0.11%-9213F-HRTimeline
DAVENPORT & Co LLC10,169$458K<0.01%-2813F-HRTimeline
Paragon Capital Management Ltd10,071$454K0.09%+2,03213F-HRTimeline
TRUEFG, LLC9,997$451K0.12%-7913F-HRTimeline
McKinley Carter Wealth Services, Inc.9,754$440K0.02%-24313F-HRTimeline
Emergent Wealth Advisors, LLC9,559$431K0.25%+19013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,514$429K<0.01%013F-HRTimeline
Montecito Bank & Trust9,370$422K0.07%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,350$421K0.1%013F-HRTimeline
NorthRock Partners, LLC9,350$421K0.01%+3,93013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,155$413K0.01%-19513F-HRTimelineGroup
NorthCoast Asset Management LLC9,095$410K<0.01%-1,06013F-HRTimeline
LongView Wealth Management9,050$408K0.11%+1913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,045$408K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC9,032$407K0.01%+4,01113F-HRTimeline
Brooklyn FI, LLC8,727$393K0.09%+49613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,685$392K0.08%-1,60113F-HRTimeline
Richard P Slaughter Associates Inc8,430$380K0.08%-55213F-HRTimeline
Nautilus Advisors LLC8,388$378K0.25%+113F-HRTimeline
Valeo Financial Advisors, LLC8,321$375K0.01%-26813F-HRTimeline
Riverwater Partners LLC8,115$366K0.15%-14813F-HRTimeline
NWF Advisory Services Inc.8,086$365K0.04%+53613F-HRTimeline
Washington Trust Bank8,065$364K0.03%+2,93013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ryan Investment Management, Inc.8,029$362K0.2%013F-HRTimeline
MAI Capital Management8,017$361K<0.01%+3,88213F-HRTimeline
Midwest Trust Co7,939$358K<0.01%-3,18913F-HRTimeline
Foster Group, Inc.7,939$358K0.01%+17613F-HRTimeline
Tortoise Investment Management, LLC7,818$352K0.03%+62513F-HRTimeline
First Pacific Financial7,747$349K0.05%-1,94613F-HRTimeline
Western Wealth Management, LLC7,574$341K0.02%-213F-HRTimeline
OBSIDIAN CIO, LLC7,473$337K0.04%+713F-HRTimeline
Orion Porfolio Solutions, LLC7,272$328K<0.01%-86413F-HRTimeline
Equita Financial Network, Inc.7,240$326K0.11%+8513F-HRTimeline
MOLLER WEALTH PARTNERS7,197$324K0.07%+2113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,174$323K0.02%+14613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,135$322K<0.01%-1,84313F-HRTimelineGroup
Wells Financial Advisors INC7,085$319K0.43%013F-HRTimeline
Opulen Financial Group LLC7,085$319K0.24%+52313F-HRTimeline
Orin Green Financial, LLC7,015$316K0.13%+84513F-HRTimeline
AMARA FINANCIAL, LLC.6,962$314K0.23%+2213F-HRTimeline
LWM ADVISORS INC6,834$308K0.28%+34413F-HRTimeline
Trust Co6,824$308K0.03%+63113F-HRTimeline
Pathway Financial Advisors LLC6,821$307K0.04%013F-HRTimeline
Friedenthal Financial6,806$307K0.16%013F-HRTimeline
United Asset Strategies, Inc.6,806$307K0.02%+413F-HRTimeline
Modern Wealth Management, LLC6,795$306K0.01%+50413F-HRTimeline
CWS Financial Advisors, LLC6,753$304K0.08%+4113F-HRTimeline
Tarbox Family Office, Inc.6,695$302K0.04%013F-HRTimeline
Weil Company, Inc.6,664$300K0.07%+66913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,511$294K0.01%013F-HRTimelineGroup
BLB&B Advisors, LLC6,436$290K0.01%-15013F-HRTimeline
Harbor Group, Inc.6,393$288K0.05%+1713F-HRTimeline
Hurlow Wealth Management Group, Inc.6,188$279K0.07%-2,17713F-HRTimeline
Hiley Hunt Wealth Management6,158$278K0.13%+1313F-HRTimeline
Peak Financial Management, Inc.6,144$277K0.07%+33013F-HRTimeline
Linscomb Wealth, Inc.6,137$277K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,061$273K0.13%-513F-HRTimeline
TCI Wealth Advisors, Inc.6,030$272K0.02%+1513F-HRTimeline
JNBA Financial Advisors6,018$271K0.02%-16813F-HRTimeline
One Wealth Advisors, LLC5,941$268K0.03%-18213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,894$266K0.01%+7313F-HRTimelineGroup
Stewardship Advisors, LLC5,811$262K0.06%-5813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,779$261K<0.01%+91513F-HRTimelineGroup
Ramiah Investment Group5,768$260K0.23%-1,06913F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,624$254K0.13%-6,01613F-HRTimeline
Caprock Group, LLC5,710$253K0.01%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,600$252K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC5,566$251K0.02%+67013F-HRTimeline
Sanctuary Advisors, LLC5,517$249K<0.01%+62513F-HR/ATimeline
Key Financial Inc5,466$247K0.05%+61613F-HRTimeline
Morton Brown Family Wealth, LLC5,458$246K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,435$245K<0.01%-10013F-HRTimelineGroup
Valmark Advisers, Inc.5,377$242K<0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,261$237K0.02%+7413F-HRTimeline
Horizon Investments, LLC5,261$237K<0.01%+7413F-HRTimeline
Baltimore-Washington Financial Advisors…5,242$236K0.01%-13013F-HRTimeline
National Wealth Management Group, LLC5,201$234K0.09%+6313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,105$230K<0.01%new13F-HRTimelineGroup
Viewpoint Capital Management LLC5,000$225K0.1%013F-HRTimeline
Finley Financial, LLC5,000$225K0.1%013F-HRTimeline
Werba Rubin Papier Wealth Management4,967$224K0.04%+7213F-HRTimeline
McClarren Financial Advisors, Inc.1,425$220K0.13%-3,45713F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,850$219K0.03%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.4,795$216K0.05%-39513F-HRTimeline
PINNACLE ASSOCIATES LTD4,747$214K<0.01%-2,72813F-HRTimeline
RTD Financial Advisors, Inc.4,721$213K0.03%-1,38513F-HRTimeline
Baker Avenue Asset Management, LP4,713$212K0.01%new13F-HRTimeline
Focus Financial Network, Inc.4,680$211K0.01%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC4,656$210K0.11%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,635$209K0.01%+54513F-HRTimeline
SPINNAKER TRUST4,630$209K0.01%-7,95313F-HRTimeline
AdvisorNet Financial, Inc4,539$205K0.01%+4213F-HRTimeline
Grey Fox Wealth Advisors, LLC4,500$203K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC4,476$202K<0.01%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,443$200K0.02%new13F-HRTimeline
UMB Bank, n.a.4,186$189K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
American Capital Advisory, LLC3,621$163K0.08%013F-HRTimeline
COMERICA BANK3,519$159K<0.01%+2313F-HRTimeline
BIRCHBROOK, INC.3,394$153K0.08%013F-HRTimeline
Keener Financial Planning LLC3,361$151K0.07%013F-HRTimeline
Carolina Wealth Advisors, LLC3,089$139K0.06%-25513F-HRTimeline
GoalVest Advisory LLC2,984$135K0.03%013F-HRTimeline
Founders Financial Alliance, LLC2,890$130K0.02%new13F-HRTimeline
Larson Financial Group LLC2,724$123K<0.01%-33113F-HRTimeline
Horizons Wealth Management2,579$116K0.08%-22413F-HRTimeline
Central Pacific Bank - Trust Division2,511$113K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,063$93K0.01%013F-HRTimelineGroup
Stephens Consulting, LLC2,044$92.1K0.03%-43,41513F-HRTimeline
Rossmore Private Capital2,042$92.1K0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,939$87.4K<0.01%013F-HRTimeline
Advantage Trust Co1,907$86K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,760$79.3K0.02%+613F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,701$76.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,663$75K<0.01%+22613F-HRTimelineGroup
4Thought Financial Group Inc.1,661$74.9K0.04%-2713F-HRTimeline
Quaker Wealth Management, LLC1,607$72.4K0.02%new13F-HRTimeline
Investors Research Corp1,526$68.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,421$64.1K0.02%new13F-HRTimeline
Sherman Asset Management, Inc.1,362$61.4K0.05%+8913F-HRTimeline
Nemes Rush Group LLC1,294$58.3K0.01%-513F-HRTimeline
GPS Wealth Strategies Group, LLC1,234$55.6K0.01%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…1,117$50.4K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,108$49.9K<0.01%013F-HRTimeline
Kennebec Savings Bank1,099$49.5K0.05%-24813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,078$48.6K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,058$47.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,015$45.8K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$45.1K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP960$43.3K0.01%+7013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC950$42.8K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC919$41.6K0.01%+65113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC915$41.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.904$40.8K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…739$33.3K<0.01%-26113F-HRTimelineGroup
IFP Advisors, Inc731$33K<0.01%-613F-HR/ATimeline
Cape Investment Advisory, Inc.636$28.7K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$28.2K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.605$27.3K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.602$27.1K0.01%+30113F-HRTimeline
Physician Wealth Advisors, Inc.584$26.3K<0.01%013F-HRTimeline
AE Wealth Management LLC567$25.5K<0.01%+20113F-HRTimeline
Centerpoint Advisors, LLC507$23K0.01%+9813F-HRTimeline
CVA Family Office, LLC496$22.4K<0.01%013F-HRTimeline
ORG Partners LLC475$21.4K<0.01%013F-HRTimeline
Westend Capital Management, LLC467$21.1K0.01%013F-HRTimeline
Clarity Asset Management, Inc.467$21K0.01%+213F-HRTimeline
Covestor Ltd455$21K0.01%-1813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC451$20.3K<0.01%-1613F-HRTimeline
Front Row Advisors LLC442$19.9K0.01%+11213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC429$19.3K<0.01%013F-HRTimeline
DAGCO, INC.428$19.3K<0.01%+213F-HRTimeline
Plante Moran Financial Advisors, LLC411$18.5K<0.01%-36213F-HRTimeline
Geneos Wealth Management Inc.371$16.7K<0.01%-18413F-HRTimeline
Archer Investment Corp361$16.3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC360$16.2K0.01%013F-HR/ATimeline
Hughes Financial Services, LLC321$14.6K<0.01%013F-HRTimeline
Operose Advisors LLC316$14.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC292$13.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$11.9K<0.01%013F-HRTimelineGroup
MASECO LLP254$11.4K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC248$11.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.218$9.83K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$9.02K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/191$8.61K<0.01%-413F-HRTimelineGroup
IAG Wealth Partners, LLC185$8.34K<0.01%013F-HRTimeline
CENTRAL TRUST Co180$8.12K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV148$7K<0.01%new13F-HR/ATimeline
Valued Wealth Advisors LLC100$4.51K<0.01%013F-HRTimeline
Noble Wealth Management PBC76$3.43K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.70$3.16K<0.01%013F-HRTimeline
Community Bank, N.A.51$2.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC48$2.16K<0.01%+1713F-HRTimeline
Sunbelt Securities, Inc.40$1.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC34$1.53K<0.01%013F-HRTimeline
Signature Resources Capital Management,…33$1.49K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC27$1.22K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC26$1.17K<0.01%new13F-HRTimeline
WealthShield Partners, LLC21$947<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$812<0.01%013F-HRTimelineGroup
Guerra Advisors Inc7$322<0.01%new13F-HRTimeline
Root Financial Partners, LLC5$226<0.01%new13F-HRTimeline
Financial Life Planners3$138<0.01%new13F-HRTimeline
Glassman Wealth Services1$45<0.01%013F-HRTimeline
Urban Financial Advisory Corp1$37<0.01%-1,18413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.