# ISHARES TR (ESGU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESGU/

- Reporting holders: 39
- Reported value: $72.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $11.4M | 67,081 | 0.1% | 26 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $10.7M | 63,995 | 0.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.1M | 48,665 | 0.1% | 16 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $6.7M | 40,427 | 2.6% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.7M | 28,460 | 1.3% | 15 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $4.1M | 24,601 | 1.0% | 15 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.5M | 20,899 | 1.0% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.4M | 20,459 | 0.1% | 27 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $2.2M | 13,377 | 0.1% | 24 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.1M | 12,793 | 0.1% | 27 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $1.8M | 10,869 | 0.2% | 20 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.5M | 9,055 | 0.2% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.3M | 8,009 | 0.0% | 19 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.2M | 7,185 | 0.1% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.0M | 6,107 | 0.1% | 1 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $977.1K | 5,858 | 0.6% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $802.1K | 4,809 | 0.2% | 6 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $715.1K | 4,275 | 0.5% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $713.3K | 4,277 | 0.1% | 21 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $702.4K | 4,211 | 0.1% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $606.2K | 3,634 | 0.0% | 9 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $537.8K | 3,224 | 0.3% | 12 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $477.7K | 2,836 | 0.1% | 16 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $395.5K | 2,371 | 0.1% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $392.7K | 2,354 | 0.1% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $72.6M |
| Q2 2026 | 870 | $13.8B |
| Q1 2026 | 808 | $11.2B |
| Q4 2025 | 833 | $11.8B |
| Q3 2025 | 778 | $13.2B |
| Q2 2025 | 776 | $10.7B |
| Q1 2025 | 757 | $9.8B |
| Q4 2024 | 792 | $10.9B |
| Q3 2024 | 743 | $11.7B |
| Q2 2024 | 748 | $11.5B |
| Q1 2024 | 741 | $12.2B |
| Q4 2023 | 755 | $13.0B |