ISHARES TR (ESGU)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$72.6M
Reported value
0.0%
Calls
0.0%
Puts
-831
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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | $11.4M | 67,081 | 0.14% | 26q | -5.2%-$631.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.7M | 63,995 | 0.13% | 32q | +1.7%+$174.0K |
| Farther Finance Advisors, LLC | $8.1M | 48,665 | 0.06% | 16q | -10.1%-$908.7K |
| Midwest Financial Partners Investments, Inc. | $6.7M | 40,427 | 2.59% | 4q | -4.7%-$329.1K |
| ELEVATION WEALTH PARTNERS, LLC | $4.7M | 28,460 | 1.33% | 15q | +13.8%+$575.8K |
| Pioneer Wealth Management Group | $4.1M | 24,601 | 0.97% | 15q | -2.5%-$105.3K |
| HF Advisory Group, LLC | $3.5M | 20,899 | 1.04% | 16q | +2.0%+$69.1K |
| SigFig Wealth Management, LLC | $3.4M | 20,459 | 0.09% | 27q | -6.0%-$217.8K |
| Acropolis Investment Management, LLC | $2.2M | 13,377 | 0.09% | 24q | -50.6%-$2.3M |
| Avidian Wealth Enterprises, LLC | $2.1M | 12,793 | 0.06% | 27q | -3.3%-$73.2K |
| RTD Financial Advisors, Inc. | $1.8M | 10,869 | 0.20% | 20q | +2.5%+$44.9K |
| Montecito Bank & Trust | $1.5M | 9,055 | 0.23% | 26q | -5.1%-$81.7K |
| CoreCap Advisors, LLC | $1.3M | 8,009 | 0.04% | 19q | -5.4%-$75.9K |
| Bangor Savings Bank | $1.2M | 7,185 | 0.09% | 24q | +3.7%+$42.4K |
| First Heartland Consultants, Inc. | $1.0M | 6,107 | 0.07% | new | NEW |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $977.1K | 5,858 | 0.59% | 16q | HELD |
| FC Advisory LLC | $802.1K | 4,809 | 0.21% | 6q | HELD |
| Asempa Wealth Advisors | $715.1K | 4,275 | 0.55% | 4q | HELD |
| Rosenberg Matthew Hamilton | $713.3K | 4,277 | 0.13% | 21q | -0.9%-$6.8K |
| Factor Wealth Management LTD | $702.4K | 4,211 | 0.11% | 3q | -0.6%-$4.0K |
| EASTERN BANK | $606.2K | 3,634 | 0.01% | 9q | HELD |
| Emergent Wealth Advisors, LLC | $537.8K | 3,224 | 0.28% | 12q | -1.6%-$8.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $477.7K | 2,836 | 0.07% | 16q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $395.5K | 2,371 | 0.11% | 12q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $392.7K | 2,354 | 0.08% | 24q | HELD |
| Leverty Financial Group, LLC | $368.5K | 2,209 | 0.07% | 11q | HELD |
| Wealth Enhancement Trust Services, Inc. | $361.0K | 2,164 | 0.04% | 4q | -57.7%-$493.2K |
| Wedmont Private Capital | $353.3K | 2,086 | 0.01% | 2q | HELD |
| Greenfield Savings Bank | $286.9K | 1,720 | 0.11% | 2q | +22.9%+$53.4K |
| Investors Research Corp | $270.7K | 1,623 | 0.05% | 25q | +3.7%+$9.7K |
| Cooper Financial Group | $233.0K | 1,397 | 0.02% | 30q | -0.9%-$2.2K |
| Graves Light Lenhart Wealth, Inc. | $213.3K | 1,279 | 0.02% | 24q | -11.4%-$27.5K |
| Bank of New Hampshire | $182.6K | 1,095 | 0.04% | 22q | HELD |
| Trust Co | $31.5K | 189 | 0.00% | 11q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $18.5K | 111 | 0.01% | 7q | HELD |
| Horizons Wealth Management | $8.8K | 53 | 0.01% | 17q | -93.9%-$136.9K |
| Retirement Wealth Solutions LLC | $4.6K | 28 | 0.00% | 8q | -6.7% |
| Davis Capital Management | $3.0K | 18 | 0.00% | 4q | HELD |
| CX Institutional | $547 | 3,280 | 0.01% | 7q | HELD |
| ATWOOD & PALMER INC | $167 | 1 | 0.00% | 3q | 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 | 39 | $72.6M | 433,804 | 1 | 7 | 17 | 0.0% |
| Q2 2026 | 870 | $13.8B | 84,797,548 | 83 | 238 | 258 | 0.0% |
| Q1 2026 | 808 | $11.2B | 79,283,550 | 39 | 228 | 278 | 0.0% |
| Q4 2025 | 833 | $11.8B | 78,900,968 | 61 | 207 | 282 | 0.0% |
| Q3 2025 | 778 | $13.2B | 90,721,667 | 49 | 234 | 243 | 0.0% |
| Q2 2025 | 776 | $10.7B | 79,116,445 | 53 | 197 | 293 | 0.0% |
| Q1 2025 | 757 | $9.8B | 80,628,813 | 32 | 199 | 312 | 0.0% |
| Q4 2024 | 792 | $10.9B | 84,440,295 | 46 | 190 | 297 | 0.0% |
| Q3 2024 | 743 | $11.7B | 92,932,425 | 45 | 193 | 283 | 0.0% |
| Q2 2024 | 748 | $11.5B | 96,300,582 | 44 | 153 | 355 | 0.0% |
| Q1 2024 | 741 | $12.2B | 106,543,036 | 59 | 162 | 375 | 0.0% |
| Q4 2023 | 755 | $13.0B | 123,552,713 | 49 | 240 | 268 | 0.0% |
| Q3 2023 | 703 | $10.6B | 112,597,896 | 47 | 141 | 359 | 0.0% |
| Q2 2023 | 708 | $12.8B | 131,548,927 | 53 | 190 | 322 | 0.0% |
| Q1 2023 | 697 | $12.1B | 134,242,987 | 52 | 155 | 364 | 0.0% |
| Q4 2022 | 705 | $22.1B | 261,291,648 | 56 | 176 | 330 | 0.0% |
| Q3 2022 | 664 | $18.3B | 229,680,680 | 50 | 264 | 218 | 0.0% |
| Q2 2022 | 660 | $19.3B | 229,841,122 | 69 | 255 | 230 | 0.0% |
| Q1 2022 | 651 | $22.9B | 226,066,971 | 51 | 356 | 129 | 0.0% |
| Q4 2021 | 652 | $22.3B | 207,164,291 | 63 | 307 | 109 | 0.0% |
| Q3 2021 | 553 | $18.1B | 183,672,188 | 64 | 305 | 82 | 0.0% |
| Q2 2021 | 511 | $15.7B | 160,371,503 | 57 | 278 | 100 | 0.0% |
| Q1 2021 | 487 | $13.3B | 146,314,757 | 86 | 218 | 124 | 0.0% |
| Q4 2020 | 427 | $12.0B | 138,288,687 | 70 | 235 | 44 | 0.0% |
| Q3 2020 | 334 | $7.8B | 99,823,452 | 56 | 175 | 65 | 0.2% |
| Q2 2020 | 301 | $6.3B | 87,912,374 | 79 | 179 | 25 | 0.0% |
| Q1 2020 | 235 | $3.0B | 47,016,409 | 135 | 71 | 10 | 0.0% |
| Q4 2019 | 110 | $1.2B | 14,460,496 | 28 | 45 | 11 | 0.0% |
| Q3 2019 | 79 | $1.0B | 12,476,102 | 17 | 34 | 7 | 0.0% |
| Q2 2019 | 67 | $792.7M | 8,868,257 | 11 | 30 | 8 | 0.0% |
| Q1 2019 | 62 | $745.9M | 8,203,847 | 19 | 24 | 10 | 0.0% |
| Q4 2018 | 49 | $87.0M | 1,584,642 | 0 | 0 | 1 | 0.0% |