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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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,385,728$100M0.3%+30,25313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,040,286$85.8M0.01%+32,42313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,729,835$72.7M0.01%+6,12313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,604,036$67.4M0.01%+12,85513F-HRTimelineGroup
Betterment LLC1,602,629$67.4M0.16%+111,31213F-HRTimeline
Creative Planningin group Creative Planning1,429,244$60.1M0.06%+39,75113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,343,677$56.5M1.03%-657,76413F-HRTimeline
FMR LLCin group FMR LLC1,138,603$47.9M<0.01%+104,82613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,052,612$44.3M0.01%+38,76313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co992,461$41.7M0.55%-2,61013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.800,000$33.6M0.12%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp666,441$28M0.09%-74,24813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.630,041$26.5M<0.01%+29,31313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC525,287$22.1M0.1%-32713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC520,500$21.9M0.01%+9,81913F-HRTimelineGroup
Acorns Advisers, LLC517,258$21.8M0.21%+12,09813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…479,233$20.2M0.02%+22,06313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440,754$18.5M<0.01%-1,32013F-HRTimelineGroup
UBS Group AGin group UBS Group AG435,573$18.3M<0.01%+15,69113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC399,742$16.8M0.02%+27,51113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO380,855$16M0.02%-13,69713F-HRTimelineGroup
Accredited Investors Inc.341,382$14.4M0.84%-3,16013F-HRTimeline
HighTower Advisors, LLC326,352$13.7M0.02%-35413F-HRTimeline
Sand Hill Global Advisors, LLC305,678$12.9M0.54%+6,92713F-HRTimeline
Modera Wealth Management, LLC297,148$12.5M0.15%+8,73713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC263,950$11.1M<0.01%+11,31413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…253,812$10.7M0.29%+2413F-HRTimeline
SigFig Wealth Management, LLC227,283$9.54M0.35%+8,10713F-HRTimeline
Wealth Architects, LLC220,259$9.26M1.05%-1,88813F-HRTimeline
EP Wealth Advisors, LLC207,847$8.74M0.07%+26,96313F-HRTimeline
LPL Financial LLC207,304$8.72M<0.01%+12613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV195,140$8.21M0.02%-2,45513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…189,950$7.99M0.16%-63,87913F-HRTimelineGroup
Litman Gregory Wealth Management LLC186,055$7.82M0.68%+27,51913F-HRTimeline
BAILARD, INC.185,707$7.81M0.2%+2,21813F-HRTimeline
Cambridge Investment Research Advisors,…185,208$7.79M0.03%-2,66913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC171,775$7.22M0.06%-40,94313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP169,408$7.12M0.01%-6,84113F-HRTimelineGroup
Advisory Services Network, LLC165,770$6.97M0.13%+47,52913F-HRTimeline
HM PAYSON & CO160,599$6.75M0.11%+7,79913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…139,417$5.86M0.01%+13,31113F-HR/ATimeline
Ally Invest Advisors Inc.131,210$5.52M0.48%+3,14713F-HRTimeline
Financial Engines Advisors L.L.C.128,635$5.41M0.01%-18,82813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,578$5.41M<0.01%13F-HR/ATimelineGroup
Alesco Advisors, LLC, An ESL Co124,850$5.25M0.16%-3,32013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…122,686$5.16M0.8%+4,42513F-HRTimelineGroup
Parkside Advisors LLC116,967$4.92M1.16%+2,89813F-HRTimeline
MATHER GROUP, LLC.109,422$4.6M0.06%+2,03213F-HRTimeline
WRAPMANAGER INC107,943$4.54M1.16%-6,06613F-HRTimeline
Krilogy Financial LLC107,460$4.52M0.3%+24,49713F-HRTimeline
Stanich Group LLC102,284$4.3M3.21%13F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC99,663$4.19M1.97%+51013F-HRTimeline
Invera Wealth Advisors, LLC90,756$3.99M3.95%-2,07613F-HRTimeline
Willow Creek Wealth Management Inc.94,748$3.98M0.41%+47813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP92,086$3.87M0.09%-3,51513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,736$3.73M0.01%-24013F-HR/ATimelineGroup
HILL ISLAND FINANCIAL LLC88,316$3.71M1.08%+3,88213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC85,721$3.6M0.07%+2,36413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC84,282$3.54M0.37%-72113F-HRTimeline
REGATTA CAPITAL GROUP, LLC82,194$3.46M0.67%+2,55913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP80,978$3.41M0.01%+97913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding76,954$3.24M+40,227Timeline
Cetera Investment Advisers71,576$3.01M0.01%+6,82913F-HRTimeline
FLOW TRADERS U.S. LLC69,828$2.94M0.12%new13F-HRTimeline
Integris Wealth Management, LLC69,238$2.91M0.82%-4,34613F-HRTimeline
HARBOUR INVESTMENTS, INC.68,289$2.87M0.08%+2,20413F-HRTimeline
Financial Advisors, LLC65,262$2.74M0.53%-1,73413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…64,576$2.72M0.12%013F-HRTimeline
Clarius Group, LLC64,336$2.71M0.18%+45,10213F-HRTimeline
Crestwood Advisors Group, LLC63,593$2.67M0.05%-70113F-HRTimeline
Apella Capital, LLC62,465$2.63M0.1%+1,02913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,570$2.55M<0.01%+1,56613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,539$2.55M<0.01%+9,33813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC60,203$2.53M<0.01%+1,25813F-HRTimelineGroup
WESBANCO BANK INC58,682$2.47M0.08%-7,60813F-HRTimeline
Vision Capital Management, Inc.58,457$2.46M0.36%+1,57113F-HRTimeline
IMPACTfolio, LLC58,267$2.45M1.27%-1,38713F-HRTimeline
Stephens Consulting, LLC58,059$2.44M0.61%+2,02513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.57,721$2.43M0.03%-4,58313F-HRTimelineGroup
Quent Capital, LLC57,199$2.41M0.25%-1,26713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,127$2.4M<0.01%+11,29413F-HRTimelineGroup
Charter Oak Capital Management, LLC57,105$2.4M0.22%-2,84813F-HRTimeline
Francis Financial, Inc.56,649$2.38M0.61%-1,18913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP55,729$2.34M0.02%-5,15813F-HRTimelineGroup
Blue Edge Capital, LLC55,709$2.34M0.37%+75213F-HRTimeline
Plum Street Advisors, LLC55,557$2.34M1.15%+13,07613F-HRTimeline
Omega Financial Group, LLC54,531$2.29M0.87%+45213F-HRTimeline
Haverford Trust Co53,717$2.26M0.02%+23,33113F-HRTimeline
DOHJ, LLC52,837$2.22M0.51%-1,51813F-HRTimeline
Capital Investment Advisory Services, L…51,990$2.19M0.21%-1,57513F-HRTimeline
Laurel Wealth Planning LLC49,566$2.08M1.34%-22113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC49,564$2.08M<0.01%+1,28613F-HRTimelineGroup
Asset Dedication, LLC49,491$2.08M0.16%-14,20113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources49,428$2.08M<0.01%-1,83013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC48,443$2.04M0.06%-42913F-HRTimeline
Trilogy Capital Inc.48,289$2.03M0.1%-2,12713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC47,336$1.99M0.06%-6,91513F-HRTimeline
Balanced Rock Investment Advisors LLC46,575$1.96M1.55%-13,00813F-HRTimeline
CGN Advisors LLC45,683$1.92M0.19%-4,91113F-HRTimeline
SAGE FINANCIAL GROUP INC44,628$1.88M0.15%-76713F-HRTimeline
Stewardship Advisors, LLC43,816$1.84M0.51%-21,64113F-HRTimeline
Addison Advisors LLC42,645$1.79M0.5%+49513F-HRTimeline
Financial Connections Group, Inc.41,629$1.75M0.84%-47213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,566$1.71M+23,288Timeline
Wescott Financial Advisory Group, LLC39,581$1.66M0.17%+5113F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC39,394$1.66M0.81%-5,26113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,377$1.57M<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC36,984$1.56M0.02%+2413F-HRTimeline
WNY Asset Management, LLC26,334$1.52M0.19%+4,27113F-HRTimeline
Waverly Advisors, LLC35,881$1.51M0.02%-22,53613F-HRTimeline
Chicago Partners Investment Group LLC35,383$1.5M0.05%-21613F-HRTimeline
Relyea Zuckerberg Hanson LLC33,433$1.41M0.19%-71313F-HRTimeline
Sanctuary Advisors, LLC31,500$1.38M0.01%-19713F-HRTimeline
Dunhill Financial, LLC32,821$1.38M0.64%+1,04513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,642$1.37M0.04%+2,14813F-HRTimelineGroup
NewEdge Advisors, LLC31,316$1.32M0.01%+2,72913F-HRTimeline
Summit Wealth Group, LLC31,256$1.31M0.38%+62813F-HRTimeline
WHITTIER TRUST CO31,201$1.31M0.02%013F-HRTimeline
Bell Investment Advisors, Inc30,714$1.29M0.24%-85313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC30,563$1.29M0.02%+23413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,303$1.27M0.03%+2,51113F-HRTimeline
Allworth Financial LP28,711$1.26M0.01%+41313F-HRTimeline
Composition Wealth, LLC29,679$1.25M0.03%+42113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,115$1.22M<0.01%+3,02913F-HR/ATimelineGroup
Martin Worley Group28,488$1.2M0.75%13F-HRTimeline
Mascoma Wealth Management LLC28,027$1.18M0.3%-47813F-HRTimeline
Garde Capital, Inc.27,769$1.17M0.08%-9,36113F-HRTimeline
SVB WEALTH LLC27,677$1.16M0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC26,720$1.12M<0.01%-1,72313F-HRTimeline
BIRCHBROOK, INC.26,514$1.11M0.63%-1,16513F-HRTimeline
Parallel Advisors, LLC25,643$1.08M0.02%+69713F-HRTimeline
Topel & Distasi Wealth Management, LLC25,640$1.08M0.46%-23313F-HRTimeline
A&I FINANCIAL SERVICES, LLC25,477$1.07M1.04%13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC25,106$1.06M0.53%-2,55913F-HRTimeline
Cambridge Financial Group, LLC24,762$1.04M0.45%-1,61513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,414$1.03M0.01%-1,26913F-HRTimelineGroup
Pine Haven Investment Counsel, Inc24,315$1.02M0.84%+1,17513F-HRTimeline
Hardy Reed LLC24,080$1.01M0.09%-1,87213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,601$992K0.01%+76013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV22,618$951K0.15%+1,37713F-HRTimeline
Cranbrook Wealth Management, LLC22,275$937K0.22%-99313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,143$931K<0.01%+7,44613F-HRTimelineGroup
Cascade Financial Partners, LLC21,962$924K0.12%013F-HRTimeline
CW Advisors, LLC21,894$921K0.01%-4,47713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,727$914K<0.01%+44613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…21,518$905K0.25%013F-HRTimeline
Robertson Stephens Wealth Management, L…20,973$882K0.03%+6,32213F-HRTimeline
&PARTNERS20,703$879K0.01%+14,31713F-HRTimeline
Portland Global Advisors LLC20,690$870K0.11%013F-HRTimeline
CWM, LLCin group CWM, LLC20,484$861K<0.01%+4,02313F-HRTimelineGroup
Towerpoint Wealth, LLC20,347$856K0.42%-1,70913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,239$851K<0.01%+3913F-HRTimelineGroup
Opal Wealth Advisors, LLC20,140$847K0.25%+11,38613F-HRTimeline
Aufman Associates Inc20,130$846K0.57%+1,50913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,951$839K0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO19,695$828K0.02%-2,00013F-HRTimeline
Long Run Wealth Advisors, LLC19,307$812K0.19%-1,15913F-HRTimeline
One Capital Management, LLC19,118$804K0.03%+50513F-HRTimeline
Dorsey & Whitney Trust CO LLC19,035$800K0.04%-1,50013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,944$797K0.02%-2,32113F-HRTimelineGroup
Bragg Financial Advisors, Inc18,888$794K0.03%-13213F-HRTimeline
Affinity Capital Advisors, LLC17,663$748K0.14%-59813F-HRTimeline
Fingerlakes Wealth Management, Inc.17,636$742K0.6%-1,40413F-HRTimeline
Bluespring Wealth Management, LLC17,620$741K0.08%+1,69613F-HRTimeline
SAX WEALTH ADVISORS, LLC17,513$736K0.06%+15513F-HRTimeline
Empower Advisory Group, LLC17,108$719K<0.01%-1,14813F-HRTimeline
Beacon Pointe Advisors, LLC16,459$692K0.01%+2,88813F-HRTimeline
One Day In July LLC16,203$681K0.07%+2,70513F-HRTimeline
Brewster Financial Planning LLC16,196$681K0.52%+6,36613F-HRTimeline
BSW Wealth Partners16,173$680K0.1%+35413F-HRTimeline
American Trust15,963$671K0.05%+68013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,900$669K<0.01%new13F-HRTimelineGroup
Acropolis Investment Management, LLC15,437$649K0.04%+49713F-HRTimeline
Bond & Devick Financial Network, Inc.15,500$648K0.28%013F-HRTimeline
Valeo Financial Advisors, LLC15,130$636K0.02%-99613F-HRTimeline
Walkner Condon Financial Advisors LLC15,056$633K0.13%013F-HRTimeline
Well Done, LLC15,000$627K0.11%013F-HRTimeline
Northland Capital Management LLC14,719$619K0.46%-1,59213F-HRTimeline
Ramiah Investment Group14,650$616K0.56%-1,49013F-HRTimeline
Round Rock Advisors LLC14,621$615K0.13%-8913F-HRTimeline
Stordahl Capital Management, Inc.14,154$595K0.14%+3,46813F-HRTimeline
Shepherd Financial Partners LLC14,009$589K0.07%+20913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,716$577K0.02%-5213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,715$577K<0.01%new13F-HRTimelineGroup
Boston Standard Wealth Management, LLC13,651$574K0.11%+2013F-HRTimeline
Hurlow Wealth Management Group, Inc.13,512$568K0.18%013F-HRTimeline
Great Diamond Partners, LLC13,269$558K0.14%+12713F-HRTimeline
Opes Wealth Management LLC13,231$556K0.11%-1,03513F-HRTimeline
NewEdge Wealth, LLC13,175$554K0.01%+1,85413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,050$549K0.02%-58713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,735$536K<0.01%+5,77513F-HRTimelineGroup
MAYPORT, LLC12,540$527K0.16%013F-HRTimeline
MGO ONE SEVEN LLC12,435$523K0.02%-32613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,198$513K-26Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,192$506K0.03%+45413F-HRTimelineGroup
PDS Planning, Inc12,044$506K0.04%+2513F-HRTimeline
SEEDS INVESTOR LLC11,957$503K0.14%+47213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,915$501K<0.01%+80813F-HRTimeline
NorthCoast Asset Management LLC11,848$498K<0.01%-78413F-HR/ATimeline
FINANCIAL COUNSELORS INC11,688$491K0.01%new13F-HRTimeline