ESMV ISHARES TR
FollowESG OPTI MIN ETF (fund)
13 managers (13 13F filers) reported a position in ESMV shares at 2025-06-30, 224,444 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 5
- Added
- 1
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 224,444
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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. | 90,000 | $2.6M | <0.01% | -20,000 | 13F-HRTimelineGroup |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 43,530 | $1.26M | 0.03% | -1,264 | 13F-HRTimelineGroup |
| Financial Advisors, LLC | 25,773 | $745K | 0.14% | 0 | 13F-HRTimeline |
| Perigon Wealth Management, LLC | 13,655 | $395K | 0.01% | -5,955 | 13F-HRTimeline |
| Ascent Group, LLCin group Ascent Group, LLC | 12,287 | $355K | 0.01% | new | 13F-HRTimelineGroup |
| Portfolio Design Labs, LLC | 12,287 | $355K | 0.07% | new | 13F-HRTimeline |
| Alpine Bank Wealth Managementin group Alpine Bank Wealth Management | 8,250 | $239K | 0.04% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 7,764 | $225K | <0.01% | new | 13F-HRTimelineGroup |
| BRADLEY FOSTER & SARGENT INC/CT | 6,931 | $200K | <0.01% | new | 13F-HRTimeline |
| Redwood Park Advisors LLC | 3,465 | $100K | 0.08% | +13 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 371 | $11K | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 131 | $3.8K | <0.01% | -58 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |