ISHARES TR (ESGD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
48
Reporting holders
$111.3M
Reported value
0.0%
Calls
0.0%
Puts
-712
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $28.5M | 276,229 | 0.43% | 19q | -1.5%-$439.0K |
| Shira Ridge Wealth Management | $14.2M | 137,458 | 4.92% | 16q | +1.8%+$244.2K |
| Farther Finance Advisors, LLC | $9.6M | 93,627 | 0.07% | 16q | +17.7%+$1.4M |
| Apella Capital, LLC | $8.3M | 81,599 | 0.11% | 25q | +3.3%+$269.5K |
| RVW Wealth, LLC | $5.9M | 56,799 | 0.38% | 26q | -1.1%-$66.7K |
| Midwest Financial Partners Investments, Inc. | $4.3M | 41,990 | 1.66% | 4q | -2.9%-$130.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.9M | 37,500 | 0.34% | 8q | +0.7%+$27.1K |
| Sincerus Advisory, LLC | $3.8M | 37,126 | 2.50% | 8q | +1.5%+$56.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.9M | 27,867 | 0.03% | 3q | +1.1%+$31.2K |
| RTD Financial Advisors, Inc. | $2.9M | 27,789 | 0.31% | 20q | -0.6%-$16.7K |
| Baron Financial Group, LLC | $2.8M | 27,600 | 1.39% | 25q | -8.4%-$260.7K |
| Pioneer Wealth Management Group | $2.7M | 26,567 | 0.65% | 15q | -9.1%-$274.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $2.1M | 20,018 | 0.15% | 26q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $2.0M | 19,296 | 0.56% | 15q | +8.2%+$149.9K |
| Acropolis Investment Management, LLC | $1.8M | 17,576 | 0.07% | 18q | -50.0%-$1.8M |
| Williams & Novak Wealth Management, LLC | $1.6M | 15,920 | 0.97% | 12q | HELD |
| HF Advisory Group, LLC | $1.5M | 14,071 | 0.43% | 16q | +3.3%+$45.9K |
| Coastline Trust Co | $1.4M | 14,065 | 0.14% | 12q | -12.1%-$199.1K |
| Pathway Financial Advisors LLC | $1.4M | 13,455 | 0.15% | 7q | +8.2%+$104.7K |
| MassMutual Private Wealth & Trust, FSB | $1.2M | 11,420 | 0.03% | 4q | -1.5%-$18.0K |
| Cambridge Financial Group, LLC | $1.1M | 10,576 | 0.34% | 12q | HELD |
| Montecito Bank & Trust | $881.5K | 8,554 | 0.13% | 22q | -1.2%-$10.3K |
| Wedmont Private Capital | $781.8K | 7,680 | 0.02% | 2q | HELD |
| Bangor Savings Bank | $581.2K | 5,640 | 0.04% | 24q | +2.0%+$11.1K |
| Leverty Financial Group, LLC | $560.0K | 5,434 | 0.10% | 8q | +43.5%+$169.6K |
| Wealth Enhancement Trust Services, Inc. | $557.2K | 5,407 | 0.06% | 4q | -54.9%-$678.3K |
| SigFig Wealth Management, LLC | $517.3K | 5,020 | 0.01% | 6q | -2.8%-$14.6K |
| Veracity Capital LLC | $482.2K | 4,680 | 0.13% | 16q | HELD |
| Nautilus Advisors LLC | $412.2K | 4,000 | 0.25% | 8q | HELD |
| Cassilly Financial Group LLC | $385.4K | 3,740 | 0.26% | 2q | -49.6%-$379.5K |
| Stonebridge Financial Group, LLC | $248.8K | 2,414 | 0.02% | 8q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $240.1K | 2,330 | 0.05% | 6q | HELD |
| LifeGoal Investments, LLC | $226.1K | 2,194 | 0.07% | 3q | HELD |
| Emergent Wealth Advisors, LLC | $218.2K | 2,117 | 0.11% | 5q | +0.8%+$1.6K |
| Kaizen Financial Strategies | $216.4K | 2,100 | 0.09% | 3q | HELD |
| Capital Advisors Wealth Management, LLC | $214.1K | 2,077 | 0.02% | 2q | HELD |
| FC Advisory LLC | $204.1K | 1,981 | 0.05% | new | NEW |
| Mallini Complete Financial Planning LLC | $201.0K | 1,950 | 0.14% | 2q | HELD |
| CoreCap Advisors, LLC | $184.6K | 1,791 | 0.01% | 19q | -0.9%-$1.8K |
| Trust Co | $92.2K | 895 | 0.01% | 19q | +1.5%+$1.3K |
| MJT & Associates Financial Advisory Group, Inc. | $82.0K | 796 | 0.05% | 7q | +4.3%+$3.4K |
| AMERICAN NATIONAL BANK & TRUST | $74.7K | 725 | 0.01% | 6q | HELD |
| Pacifica Partners Inc. | $65.6K | 643 | 0.02% | 10q | -14.3%-$10.9K |
| Investors Research Corp | $22.4K | 217 | 0.00% | 19q | -63.2%-$38.3K |
| GAMMA Investing LLC | $18.1K | 176 | 0.00% | 4q | -90.4%-$170.8K |
| TOTH FINANCIAL ADVISORY CORP | $6.0K | 59 | 0.00% | 28q | HELD |
| Horizons Wealth Management | $4.8K | 47 | 0.00% | 17q | -97.4%-$183.4K |
| Davis Capital Management | $927 | 9 | 0.00% | 4q | HELD |
| CX Institutional | $16 | 157 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $111.3M | 1,081,224 | 1 | 14 | 18 | 0.0% |
| Q2 2026 | 760 | $9.7B | 94,353,282 | 46 | 301 | 207 | 0.0% |
| Q1 2026 | 748 | $8.7B | 90,868,426 | 60 | 260 | 213 | 0.0% |
| Q4 2025 | 723 | $8.7B | 91,164,900 | 66 | 274 | 180 | 0.0% |
| Q3 2025 | 648 | $8.6B | 92,929,652 | 43 | 246 | 154 | 0.0% |
| Q2 2025 | 646 | $7.7B | 85,988,230 | 64 | 246 | 180 | 0.0% |
| Q1 2025 | 610 | $7.0B | 86,163,680 | 37 | 176 | 233 | 0.0% |
| Q4 2024 | 613 | $6.6B | 86,491,751 | 30 | 257 | 142 | 0.0% |
| Q3 2024 | 591 | $7.4B | 88,512,269 | 38 | 191 | 162 | 0.0% |
| Q2 2024 | 587 | $6.9B | 88,094,706 | 30 | 222 | 186 | 0.0% |
| Q1 2024 | 578 | $7.9B | 98,701,307 | 39 | 211 | 166 | 0.0% |
| Q4 2023 | 582 | $7.0B | 92,314,828 | 42 | 209 | 176 | 0.0% |
| Q3 2023 | 557 | $5.7B | 82,544,205 | 26 | 209 | 176 | 0.0% |
| Q2 2023 | 564 | $6.1B | 83,851,637 | 44 | 237 | 159 | 0.0% |
| Q1 2023 | 546 | $5.8B | 80,946,107 | 40 | 213 | 173 | 0.0% |
| Q4 2022 | 548 | $5.5B | 84,307,369 | 56 | 186 | 178 | 0.0% |
| Q3 2022 | 495 | $4.8B | 84,786,112 | 32 | 231 | 129 | 0.0% |
| Q2 2022 | 497 | $5.2B | 83,514,766 | 44 | 240 | 132 | 0.0% |
| Q1 2022 | 484 | $6.1B | 82,733,012 | 43 | 228 | 125 | 0.0% |
| Q4 2021 | 498 | $6.0B | 75,607,295 | 49 | 261 | 54 | 0.0% |
| Q3 2021 | 420 | $5.3B | 67,432,339 | 45 | 241 | 51 | 0.0% |
| Q2 2021 | 383 | $4.6B | 58,578,977 | 39 | 232 | 42 | 0.0% |
| Q1 2021 | 373 | $3.9B | 50,867,433 | 60 | 209 | 37 | 0.0% |
| Q4 2020 | 322 | $3.1B | 42,027,536 | 45 | 147 | 56 | 0.0% |
| Q3 2020 | 266 | $2.4B | 37,517,579 | 35 | 132 | 39 | 0.0% |
| Q2 2020 | 247 | $1.9B | 31,764,428 | 46 | 131 | 38 | 0.0% |
| Q1 2020 | 217 | $1.2B | 21,889,754 | 44 | 103 | 33 | 0.0% |
| Q4 2019 | 201 | $999.9M | 14,514,472 | 28 | 95 | 22 | 0.0% |
| Q3 2019 | 174 | $667.2M | 10,355,782 | 31 | 77 | 25 | 0.0% |
| Q2 2019 | 152 | $538.3M | 8,510,365 | 17 | 80 | 22 | 0.0% |
| Q1 2019 | 148 | $457.8M | 7,390,790 | 38 | 65 | 17 | 0.0% |
| Q4 2018 | 120 | $292.3M | 5,091,866 | 1 | 5 | 1 | 0.0% |