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Disclosery

ESML ISHARES TR

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SHS (fund)

420 managers (421 13F filers) reported a position in ESML shares at 2025-12-31, 33,965,824 shares in all. 29 filers opened a position and 20 filers sold out during the quarter.

Managers
420
13F filers
421
New
29
Added
176
Reduced
118
Sold out
20
Shares held by filers
33,965,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Affinity Capital Advisors, LLC12,505$575K0.08%+213F-HRTimeline
Great Diamond Partners, LLC12,405$570K0.11%-1,03913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,866$546K0.19%-10813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,537$530K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,511$529K<0.01%+2713F-HRTimelineGroup
LongView Wealth Management10,868$528K0.13%+1,81813F-HRTimeline
Johnson Financial Group, LLC11,415$525K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,385$523K<0.01%013F-HRTimelineGroup
OLIO Financial Planning11,322$521K0.15%+29813F-HRTimeline
MGO ONE SEVEN LLC11,023$507K0.01%013F-HRTimeline
MAYPORT, LLC10,951$504K0.1%013F-HRTimeline
1ST SOURCE BANK10,818$497K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO10,765$495K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …10,628$489K<0.01%-5,40913F-HRTimelineGroup
DAVENPORT & Co LLC10,578$486K<0.01%+40913F-HRTimeline
HILL ISLAND FINANCIAL LLC10,539$485K0.12%+3413F-HRTimeline
Mokosak Advisory Group, LLC10,412$479K0.12%-16713F-HRTimeline
Private Advisor Group, LLC10,321$475K<0.01%-3,89413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,314$474K0.09%+6913F-HRTimeline
Foster Group, Inc.10,276$472K0.01%+2,33713F-HRTimeline
Farmers National Bank10,164$467K0.1%-2013F-HRTimeline
Brooklyn FI, LLC10,104$465K0.1%+1,37713F-HRTimeline
Paragon Capital Management Ltd10,099$464K0.09%+2813F-HRTimeline
Trailhead Planners LLC10,059$463K0.45%13F-HRTimeline
TRUEFG, LLC9,951$458K0.12%-4613F-HRTimeline
Modern Wealth Management, LLC9,686$445K0.01%+2,89113F-HRTimeline
Emergent Wealth Advisors, LLC9,559$440K0.25%013F-HRTimeline
Tortoise Investment Management, LLC9,516$438K0.04%+1,69813F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,350$430K0.1%013F-HRTimeline
Carr Financial Group Corp9,126$420K0.11%-1,46413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,938$411K0.01%-21713F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…8,711$401K0.07%+2613F-HRTimeline
McKinley Carter Wealth Services, Inc.8,675$399K0.02%-1,07913F-HRTimeline
Washington Trust Bank8,629$397K0.03%+56413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lido Advisors, LLCin group Lido Advisors, LLC8,548$392K<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC8,504$391K0.37%13F-HR/ATimeline
Nautilus Advisors LLC8,465$389K0.25%+7713F-HRTimeline
Dynamic Advisor Solutions LLC8,455$389K0.01%new13F-HRTimeline
Xena Financial Planning, LLC8,408$387K0.45%13F-HRTimeline
Valeo Financial Advisors, LLC8,327$383K0.01%+613F-HRTimeline
Richard P Slaughter Associates Inc8,317$382K0.08%-11313F-HRTimeline
Equita Financial Network, Inc.8,135$374K0.11%+89513F-HRTimeline
Riverwater Partners LLC7,990$367K0.14%-12513F-HRTimeline
Midwest Trust Co7,930$365K<0.01%-913F-HRTimeline
Orion Porfolio Solutions, LLC7,928$365K<0.01%+65613F-HRTimeline
Western Wealth Management, LLC7,915$364K0.02%+34113F-HRTimeline
NWF Advisory Services Inc.7,873$362K0.04%-21313F-HRTimeline
MAI Capital Management7,821$360K<0.01%-19613F-HRTimeline
Sanctuary Advisors, LLC7,702$354K<0.01%+2,18513F-HRTimeline
Trust Co7,621$350K0.03%+79713F-HRTimeline
First Pacific Financial7,335$337K0.04%-41213F-HRTimeline
MOLLER WEALTH PARTNERS7,218$332K0.07%+2113F-HRTimeline
Opulen Financial Group LLC7,185$330K0.24%+10013F-HRTimeline
Ramiah Investment Group7,161$329K0.29%+1,39313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,149$329K0.02%-2513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,135$328K<0.01%013F-HRTimelineGroup
Pathway Financial Advisors LLC6,821$327K0.04%013F-HRTimeline
Wells Financial Advisors INC7,085$326K0.62%013F-HRTimeline
Financially in Tune, LLC7,070$325K0.3%13F-HRTimeline
Orin Green Financial, LLC7,015$323K0.13%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,834$314K0.01%+32313F-HRTimelineGroup
LWM ADVISORS INC6,834$314K0.28%013F-HRTimeline
CWS Financial Advisors, LLC6,767$311K0.08%+1413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,745$310K0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,736$310K0.02%+1,47513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,736$310K0.01%new13F-HRTimelineGroup
Pathfinder Wealth Consulting, Inc.6,721$309K0.2%13F-HRTimeline
United Asset Strategies, Inc.6,531$300K0.02%-27513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC6,422$295K0.14%+1,76613F-HRTimeline
Weil Company, Inc.6,389$294K0.07%-27513F-HRTimeline
Hiley Hunt Wealth Management6,316$290K0.13%+15813F-HRTimeline
Winter & Associates, Inc.6,285$289K0.27%13F-HRTimeline
Friedenthal Financial6,277$289K0.15%-52913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,214$286K0.13%+15313F-HRTimeline
Hurlow Wealth Management Group, Inc.6,188$285K0.07%013F-HRTimeline
Linscomb Wealth, Inc.6,137$282K0.01%013F-HRTimeline
Harbor Group, Inc.6,078$279K0.04%-31513F-HRTimeline
JNBA Financial Advisors6,030$277K0.02%+1213F-HRTimeline
Morton Brown Family Wealth, LLC6,023$277K0.08%+56513F-HRTimeline
Old Peak Finance LLC5,962$274K0.17%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,937$273K0.01%+4313F-HR/ATimelineGroup
Peak Financial Management, Inc.5,934$273K0.07%-21013F-HRTimeline
Ryan Investment Management, Inc.5,873$270K0.15%-2,15613F-HRTimeline
Stewardship Advisors, LLC5,824$268K0.06%+1313F-HRTimeline
One Wealth Advisors, LLC5,768$265K0.03%-17313F-HRTimeline
BLB&B Advisors, LLC5,749$264K0.01%-68713F-HRTimeline
TCI Wealth Advisors, Inc.5,735$264K0.01%-29513F-HRTimeline
Caprock Group, LLC5,710$263K0.01%013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,524$254K0.13%-10013F-HRTimeline
Key Financial Inc5,520$254K0.05%+5413F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,445$250K0.06%+65013F-HRTimeline
Weinberger Asset Management, Inc5,430$250K0.09%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,402$248K<0.01%-3313F-HRTimelineGroup
Valmark Advisers, Inc.5,377$247K<0.01%013F-HRTimeline
National Wealth Management Group, LLC5,266$242K0.08%+6513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,250$241K0.01%-35013F-HRTimeline
Baltimore-Washington Financial Advisors…5,242$241K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,105$235K<0.01%013F-HRTimelineGroup
AMARA FINANCIAL, LLC.5,083$234K0.16%-1,87913F-HRTimeline
HighPoint Advisor Group LLC5,032$231K0.01%new13F-HRTimeline
Viewpoint Capital Management LLC5,000$230K0.1%013F-HRTimeline
Finley Financial, LLC5,000$230K0.11%013F-HRTimeline
Godfrey Financial Associates, Inc.4,968$228K0.2%13F-HRTimeline
Baker Avenue Asset Management, LP4,959$228K0.01%+24613F-HRTimeline
McClarren Financial Advisors, Inc.3,602$225K0.13%+2,17713F-HRTimeline
AdvisorNet Financial, Inc4,835$222K0.01%+29613F-HRTimeline
PINNACLE ASSOCIATES LTD4,748$218K<0.01%+113F-HRTimeline
Focus Financial Network, Inc.4,739$218K0.01%+5913F-HRTimeline
Krilogy Financial LLC4,388$216K0.01%-13,17913F-HRTimeline
Larson Financial Group LLC4,675$215K0.01%+1,95113F-HRTimeline
Continuum Advisory, LLC4,658$214K0.02%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,615$212K0.03%-23513F-HRTimeline
Keener Financial Planning LLC4,507$207K0.09%+1,14613F-HRTimeline
Ipsen Advisor Group LLC4,471$206K0.15%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,449$205K0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,419$203K0.01%-21613F-HRTimeline
ProVise Management Group, LLC4,401$202K0.01%new13F-HRTimeline
Werba Rubin Papier Wealth Management4,360$200K0.05%-60713F-HRTimeline
Whitegate Investment Counselors, Inc.4,360$200K0.06%new13F-HRTimeline
UMB Bank, n.a.4,186$192K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Horizon Investments, LLC4,118$189K<0.01%-1,14313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,990$183K0.01%new13F-HRTimeline
FIRST HORIZON CORP3,862$178K0.01%new13F-HRTimeline
TFC Financial Management, Inc.3,840$177K0.02%new13F-HRTimeline
Sunrise Financial Services, LLC3,634$167K0.13%13F-HRTimeline
American Capital Advisory, LLC3,628$167K0.07%+713F-HRTimeline
COMERICA BANK3,525$162K<0.01%+613F-HRTimeline
CENTRAL TRUST Co3,486$160K<0.01%+3,30613F-HRTimeline
Carolina Wealth Advisors, LLC3,089$142K0.06%013F-HRTimeline
Arax Advisory Partners2,955$136K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC2,890$133K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,889$133K<0.01%+1,18813F-HRTimeline
Central Pacific Bank - Trust Division2,840$131K0.02%+32913F-HRTimeline
BLUELINE ADVISORS LLC2,803$129K0.11%13F-HRTimeline
Horizons Wealth Management2,579$119K0.08%013F-HRTimeline
Sherman Asset Management, Inc.2,456$113K0.1%+1,09413F-HRTimeline
BIRCHBROOK, INC.2,324$107K0.05%-1,07013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,235$103K0.01%+17213F-HRTimelineGroup
Rossmore Private Capital2,042$93.9K0.01%013F-HRTimeline
Stephens Consulting, LLC1,980$91.1K0.03%-6413F-HRTimeline
Clearstead Advisors, LLC1,939$89.2K<0.01%013F-HRTimeline
Advantage Trust Co1,907$87.7K0.04%013F-HRTimeline
Basecamp Wealth Advisors LLC1,904$87.5K0.02%13F-HRTimeline
UNION SAVINGS BANK1,827$84K0.04%13F-HRTimeline
VSM Wealth Advisory, LLC1,764$81.1K0.02%+413F-HRTimeline
Keating Financial Advisory Services, In…1,645$75.6K0.01%13F-HRTimeline
4Thought Financial Group Inc.1,631$75K0.04%-3013F-HRTimeline
Quaker Wealth Management, LLC1,607$73.9K0.02%013F-HRTimeline
Investors Research Corp1,526$70.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,425$65.5K0.02%+413F-HRTimeline
Nemes Rush Group LLC1,251$57.5K0.01%-4313F-HRTimeline
Sage Mountain Advisors LLC1,183$54.4K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,117$51.4K0.04%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,108$50.9K<0.01%013F-HRTimeline
Kennebec Savings Bank1,099$50.5K0.04%013F-HRTimeline
SIGNATUREFD, LLC1,058$48.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,015$46.7K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$46K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC950$43.7K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd928$42.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC917$42.2K0.01%-213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC915$42.1K<0.01%013F-HRTimeline
IFP Advisors, Inc910$41.8K<0.01%+17913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.904$41.6K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…861$39.6K<0.01%+12213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management797$36.7K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC777$35.7K0.01%+46113F-HRTimeline
GoalVest Advisory LLC659$30.3K0.01%-2,32513F-HRTimeline
Cape Investment Advisory, Inc.636$29.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$28.7K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.589$27.1K0.03%-1613F-HRTimeline
Physician Wealth Advisors, Inc.584$26.9K<0.01%013F-HRTimeline
AE Wealth Management LLC567$26.1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC564$26K0.01%+5713F-HRTimeline
CVA Family Office, LLC496$22.8K<0.01%013F-HRTimeline
Covestor Ltd477$22K0.01%+2213F-HRTimeline
Your Advocates Ltd., LLP472$21.7K0.01%-48813F-HRTimeline
Westend Capital Management, LLC467$21.5K0.01%013F-HRTimeline
AlphaCore Capital LLC458$21.1K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC455$20.9K<0.01%+413F-HRTimeline
Front Row Advisors LLC442$20.3K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC429$19.7K<0.01%013F-HRTimeline
DAGCO, INC.429$19.7K<0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC411$18.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.372$17.1K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.373$17K<0.01%+36813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp361$16.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC360$16.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.302$13.9K0.01%-30013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$12.2K<0.01%013F-HRTimelineGroup
MASECO LLP254$11.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC248$11.4K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.218$10K<0.01%013F-HRTimeline
MTM Investment Management, LLC200$9.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/191$8.78K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC185$8.51K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC165$7.59K0.01%13F-HRTimeline
Smartleaf Asset Management LLC122$5.66K<0.01%+8813F-HRTimeline
OBSIDIAN CIO, LLC115$5.29K0.01%-7,35813F-HRTimeline
Valued Wealth Advisors LLC100$4.6K<0.01%013F-HRTimeline