ESMV ISHARES TR
FollowESG OPTI MIN ETF (fund)
10 managers (10 13F filers) reported a position in ESMV shares at 2024-09-30, 367,486 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 367,486
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 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BlackRock, Inc.in group BlackRock, Inc. | 110,000 | $3.16M | <0.01% | 13F-HRTimelineGroup | |
| GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP | 92,774 | $2.67M | 0.1% | +41,456 | 13F-HRTimelineGroup |
| Perigon Wealth Management, LLC | 71,752 | $2.06M | 0.06% | -5,877 | 13F-HRTimeline |
| Alpine Bank Wealth Managementin group Alpine Bank Wealth Management | 36,630 | $1.05M | 0.17% | 13F-HRTimelineGroup | |
| Financial Advisors, LLC | 25,773 | $741K | 0.14% | 0 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 18,712 | $538K | 0.01% | -24,161 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 11,291 | $325K | <0.01% | -8,197 | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 553 | $16K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $43 | <0.01% | new | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |