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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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,443,797$93.9M0.29%+58,06913F-HRTimelineGroup
FMR LLCin group FMR LLC2,267,705$87.1M0.01%+1,129,10213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,150,994$82.6M0.01%+110,70813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,706,419$65.5M0.01%-23,41613F-HRTimelineGroup
Betterment LLC1,628,510$62.6M0.15%+25,88113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,610,380$61.9M0.01%+6,34413F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,454,427$55.9M0.05%+25,18313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,314,736$50.5M0.95%-28,94113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,068,874$41.1M0.01%+16,26213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co973,329$37.4M0.49%-19,13213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.800,000$30.7M0.11%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.656,444$25.2M<0.01%+26,40313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp656,329$25.2M0.09%-10,11213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC641,341$24.7M0.01%+120,84113F-HRTimelineGroup
Acorns Advisers, LLC535,675$20.6M0.2%+18,41713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC523,713$20.1M0.09%-1,57413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500,800$19.2M0.02%+21,56713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA456,328$17.5M<0.01%+15,57413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG446,138$17.1M<0.01%+10,56513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO403,174$15.5M0.02%+22,31913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC367,534$14.1M0.02%-32,20813F-HRTimeline
Accredited Investors Inc.351,963$13.5M0.84%+10,58113F-HRTimeline
HighTower Advisors, LLC319,832$12.3M0.02%-6,52013F-HRTimeline
Sand Hill Global Advisors, LLC314,368$12.1M0.5%+8,69013F-HRTimeline
Modera Wealth Management, LLC286,308$11M0.15%-10,84013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC265,053$10.2M<0.01%+1,10313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…257,404$9.89M0.26%+3,59213F-HRTimeline
SigFig Wealth Management, LLC238,913$9.19M0.33%+11,63013F-HRTimeline
Wealth Architects, LLC222,167$8.53M0.94%+1,90813F-HR/ATimeline
LPL Financial LLC216,359$8.31M<0.01%+9,05513F-HRTimeline
EP Wealth Advisors, LLC205,118$7.88M0.06%-2,72913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV197,707$7.59M0.02%+2,56713F-HRTimeline
Cambridge Investment Research Advisors,…192,936$7.41M0.03%+7,72813F-HRTimeline
BAILARD, INC.182,684$7.02M0.18%-3,02313F-HRTimeline
Advisory Services Network, LLC170,592$6.55M0.13%+4,82213F-HRTimeline
Litman Gregory Wealth Management LLC164,295$6.31M0.54%-21,76013F-HRTimeline
Alesco Advisors, LLC, An ESL Co155,437$5.97M0.19%+30,58713F-HRTimeline
HM PAYSON & CO152,663$5.86M0.1%-7,93613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC152,138$5.84M0.05%-19,63713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,165$5.77M<0.01%+21,58713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP141,863$5.45M0.01%-27,54513F-HRTimelineGroup
Ally Invest Advisors Inc.133,240$5.12M0.44%+2,03013F-HRTimeline
Financial Engines Advisors L.L.C.126,929$4.88M0.01%-1,70613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,417$4.82M0.01%-14,00013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP120,301$4.62M0.03%+64,57213F-HRTimelineGroup
Parkside Advisors LLC118,454$4.55M1.1%+1,48713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…116,334$4.47M0.7%-6,35213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…113,213$4.35M0.09%-76,73713F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC112,813$4.33M0.84%+30,61913F-HRTimeline
Stanich Group LLC110,654$4.25M3.14%+8,37013F-HRTimeline
MATHER GROUP, LLC.107,673$4.14M0.05%-1,74913F-HRTimeline
Willow Creek Wealth Management Inc.105,986$4.07M0.4%+11,23813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP105,985$4.07M0.1%+13,89913F-HRTimeline
WRAPMANAGER INC102,851$3.95M1.04%-5,09213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC95,431$3.67M1.71%-4,23213F-HRTimeline
Invera Wealth Advisors, LLC88,412$3.4M2.19%-2,34413F-HR/ATimeline
Moss Adams Wealth Advisors LLC87,340$3.35M0.35%+3,05813F-HRTimeline
HILL ISLAND FINANCIAL LLC83,532$3.21M0.94%-4,78413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC82,377$3.16M0.06%-3,34413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,430$3.13M<0.01%+20,89113F-HR/ATimelineGroup
Cetera Investment Advisers80,804$3.1M0.01%+9,22813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP78,727$3.02M<0.01%-2,25113F-HRTimelineGroup
Integris Wealth Management, LLC71,672$2.75M0.79%+2,43413F-HRTimeline
HARBOUR INVESTMENTS, INC.70,797$2.72M0.08%+2,50813F-HRTimeline
Clarius Group, LLC69,603$2.67M0.17%+5,26713F-HRTimeline
Vision Capital Management, Inc.68,891$2.65M0.38%+10,43413F-HRTimeline
Financial Advisors, LLC66,035$2.54M0.5%+77313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,892$2.53M<0.01%+5,32213F-HRTimelineGroup
Apella Capital, LLC68,366$2.5M0.09%+5,90113F-HRTimeline
WESBANCO BANK INC65,007$2.5M0.09%+6,32513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…64,576$2.48M0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,384$2.43M<0.01%+49,66913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC63,022$2.42M<0.01%+2,81913F-HRTimelineGroup
Quent Capital, LLC61,634$2.37M0.25%+4,43513F-HRTimeline
Stephens Consulting, LLC60,852$2.34M0.59%+2,79313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding60,378$2.32M+19,812Timeline
Omega Financial Group, LLC59,468$2.28M0.88%+4,93713F-HRTimeline
Crestwood Advisors Group, LLC58,732$2.26M0.04%-4,86113F-HRTimeline
Haverford Trust Co58,281$2.24M0.02%+4,56413F-HRTimeline
Charter Oak Capital Management, LLC58,280$2.24M0.21%+1,17513F-HRTimeline
DOHJ, LLC58,145$2.23M0.51%+5,30813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,344$2.2M<0.01%+21713F-HRTimelineGroup
Francis Financial, Inc.56,484$2.17M0.53%-16513F-HRTimeline
Plum Street Advisors, LLC56,237$2.16M1.04%+68013F-HRTimeline
Laurel Wealth Planning LLC52,092$2M1.33%+2,52613F-HRTimeline
Capital Investment Advisory Services, L…51,990$2M0.18%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC50,062$1.92M<0.01%+49813F-HRTimelineGroup
Balanced Rock Investment Advisors LLC49,136$1.89M1.5%+2,56113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources48,628$1.87M<0.01%-80013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC47,336$1.82M0.06%013F-HRTimeline
Allworth Financial LP46,550$1.74M0.01%+17,83913F-HRTimeline
SAGE FINANCIAL GROUP INC45,134$1.73M0.14%+50613F-HRTimeline
Westfuller Advisors, LLC44,207$1.7M1.13%new13F-HRTimeline
Asset Dedication, LLC43,910$1.69M0.14%-5,58113F-HRTimeline
CGN Advisors LLC43,080$1.65M0.16%-2,60313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,164$1.58M0.04%+8,52213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC40,604$1.56M0.16%+1,02313F-HRTimeline
Addison Advisors LLC40,205$1.54M0.42%-2,44013F-HRTimeline
Blue Edge Capital, LLC39,644$1.52M0.24%-16,06513F-HRTimeline
eCIO, Inc.36,754$1.41M0.47%13F-HRTimeline
Financial Connections Group, Inc.36,612$1.41M0.63%-5,01713F-HRTimeline
Martin Worley Group36,381$1.4M0.8%+7,89313F-HRTimeline
Chicago Partners Investment Group LLC36,341$1.39M0.05%+95813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC34,970$1.34M0.03%+4,40713F-HRTimeline
Relyea Zuckerberg Hanson LLC34,392$1.32M0.18%+95913F-HRTimeline
Waverly Advisors, LLC33,566$1.29M0.02%-2,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,443$1.25M<0.01%-56,29313F-HRTimelineGroup
Summit Wealth Group, LLC32,236$1.24M0.36%+98013F-HRTimeline
Topel & Distasi Wealth Management, LLC31,422$1.21M0.56%+5,78213F-HRTimeline
WHITTIER TRUST CO31,201$1.2M0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC30,817$1.18M0.02%-6,16713F-HRTimeline
Bell Investment Advisors, Inc30,297$1.16M0.22%-41713F-HRTimeline
Garde Capital, Inc.29,930$1.15M0.07%+2,16113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC29,917$1.15M0.04%-18,52613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,737$1.14M0.02%-27,98413F-HRTimelineGroup
Composition Wealth, LLC28,511$1.1M0.02%-1,16813F-HRTimeline
A&I FINANCIAL SERVICES, LLC28,222$1.08M0.73%+2,74513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,869$1.07M0.03%-2,43413F-HRTimeline
SVB WEALTH LLC27,677$1.06M0.04%013F-HRTimeline
Mascoma Wealth Management LLC27,020$1.04M0.26%-1,00713F-HRTimeline
Dunhill Financial, LLC26,336$1.01M0.46%-6,48513F-HRTimeline
One Day In July LLC26,286$1.01M0.1%+10,08313F-HRTimeline
MML INVESTORS SERVICES, LLC26,240$1.01M<0.01%-48013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,659$986K<0.01%-3,45613F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV25,174$967K0.15%+2,55613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC24,657$947K0.53%-44913F-HRTimeline
Hardy Reed LLC24,080$925K0.08%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…24,051$924K0.39%+2,53313F-HRTimeline
Towerpoint Wealth, LLC24,036$923K0.46%+3,68913F-HRTimeline
Pine Haven Investment Counsel, Inc23,950$920K0.77%-36513F-HRTimeline
Cambridge Financial Group, LLC23,480$902K0.38%-1,28213F-HRTimeline
CW Advisors, LLC23,473$902K0.01%+1,57913F-HRTimeline
Robertson Stephens Wealth Management, L…23,064$886K0.03%+2,09113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,765$874K<0.01%-1,64913F-HRTimelineGroup
Trilogy Capital Inc.22,463$863K0.05%-25,82613F-HRTimeline
Parallel Advisors, LLC22,245$854K0.02%-3,39813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,234$854K<0.01%+50713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,184$852K0.01%-1,41713F-HRTimelineGroup
&PARTNERS22,067$849K0.01%+1,36413F-HRTimeline
Cascade Financial Partners, LLC21,962$844K0.11%013F-HRTimeline
Cranbrook Wealth Management, LLC21,666$832K0.19%-60913F-HRTimeline
Dorsey & Whitney Trust CO LLC21,535$827K0.05%+2,50013F-HRTimeline
Stordahl Capital Management, Inc.21,150$812K0.19%+6,99613F-HRTimeline
WNY Asset Management, LLC21,137$812K0.1%-5,19713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,023$807K+8,825Timeline
NewEdge Advisors, LLC20,936$804K<0.01%-10,38013F-HRTimeline
Opes Wealth Management LLC20,489$787K0.16%+7,25813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,369$782K<0.01%+13013F-HRTimelineGroup
Bragg Financial Advisors, Inc20,239$777K0.03%+1,35113F-HRTimeline
Aufman Associates Inc20,183$775K0.53%+5313F-HRTimeline
Long Run Wealth Advisors, LLC19,967$767K0.17%+66013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,951$766K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC19,875$763K<0.01%-60913F-HRTimelineGroup
One Capital Management, LLC18,972$729K0.02%-14613F-HRTimeline
BSW Wealth Partners18,717$719K0.11%+2,54413F-HRTimeline
SAX WEALTH ADVISORS, LLC17,431$670K0.05%-8213F-HRTimeline
Fingerlakes Wealth Management, Inc.17,356$667K0.57%-28013F-HRTimeline
Empower Advisory Group, LLC17,257$663K<0.01%+14913F-HRTimeline
Portland Global Advisors LLC16,895$649K0.08%-3,79513F-HRTimeline
Bluespring Wealth Management, LLC16,580$637K0.06%-1,04013F-HRTimeline
Well Done, LLC15,000$631K0.11%013F-HRTimeline
Bond & Devick Financial Network, Inc.16,243$624K0.23%+74313F-HRTimeline
Brewster Financial Planning LLC16,196$622K0.46%013F-HRTimeline
Valeo Financial Advisors, LLC16,164$621K0.02%+1,03413F-HRTimeline
Beacon Pointe Advisors, LLC16,021$615K0.01%-43813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,107$606K0.04%+3,91513F-HRTimelineGroup
Acropolis Investment Management, LLC15,382$591K0.04%-5513F-HRTimeline
Opal Wealth Advisors, LLC15,302$588K0.18%-4,83813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,717$565K0.02%-4,22713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,140$543K<0.01%-1,76013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC14,088$541K0.11%-96813F-HRTimeline
Round Rock Advisors LLC14,055$540K0.1%-56613F-HRTimeline
Northland Capital Management LLC13,997$538K0.36%-72213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,871$533K0.02%+15513F-HRTimelineGroup
NewEdge Wealth, LLC13,520$519K0.01%+34513F-HRTimeline
Prime Capital Investment Advisors, LLC13,432$516K0.01%new13F-HRTimeline
Great Diamond Partners, LLC13,201$507K0.14%-6813F-HRTimeline
Boston Standard Wealth Management, LLC13,151$506K0.11%-50013F-HRTimeline
Shepherd Financial Partners LLC13,066$502K0.06%-94313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,960$498K0.02%-9013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,751$490K<0.01%+1613F-HRTimelineGroup
FINANCIAL COUNSELORS INC12,715$488K0.01%+1,02713F-HRTimeline
MAYPORT, LLC12,540$482K0.13%013F-HRTimeline
MGO ONE SEVEN LLC12,436$478K0.02%+113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC12,137$466K0.05%+1,57913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,132$466K<0.01%+21713F-HRTimeline
PDS Planning, Inc12,076$464K0.04%+3213F-HRTimeline
Birch Hill Investment Advisors LLC11,921$458K0.02%+2,53013F-HRTimeline
SEEDS INVESTOR LLC11,819$454K0.13%-13813F-HRTimeline
Affinity Capital Advisors, LLC12,750$452K0.09%-4,91313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.11,640$447K0.28%+20313F-HRTimeline
Bangor Savings Bank11,630$447K0.04%-2813F-HRTimeline
Friedenthal Financial11,595$445K0.27%013F-HRTimeline
DIVERSIFIED TRUST CO11,500$442K0.01%-8,19513F-HRTimeline
Johnson Financial Group, LLC11,415$438K0.05%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,359$436K<0.01%new13F-HRTimelineGroup
SPINNAKER TRUST11,214$431K0.03%+1,49013F-HRTimeline
Values Added Financial LLC10,952$421K0.23%+2,00213F-HRTimeline
Private Advisor Group, LLC10,888$418K<0.01%+1,00913F-HRTimeline
1ST SOURCE BANK10,872$418K0.02%-4713F-HRTimeline