ESMV ISHARES TR
FollowESG OPTI MIN ETF (fund)
11 managers (11 13F filers) reported a position in ESMV shares at 2024-12-31, 217,622 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 0
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 217,622
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BlackRock, Inc.in group BlackRock, Inc. | 110,000 | $3.06M | <0.01% | 0 | 13F-HRTimelineGroup |
| Perigon Wealth Management, LLC | 49,028 | $1.38M | 0.03% | -22,724 | 13F-HRTimeline |
| Financial Advisors, LLC | 25,773 | $717K | 0.14% | 0 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 15,610 | $434K | 0.01% | new | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 15,404 | $428K | 0.01% | -3,308 | 13F-HRTimelineGroup |
| Redwood Park Advisors LLC | 1,029 | $28.6K | 0.02% | 13F-HRTimeline | |
| CWM, LLCin group CWM, LLC | 553 | $15K | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 184 | $5.12K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 40 | $1.11K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $28 | <0.01% | 0 | 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. |