Institutional Ownership
Ishares Tr
CUSIP 46436E221ESG AWR MSCI USAEVUSQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
112
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Feb 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 2 | Dec 6, 2024 | Blackrock, Inc. | 13G/A | 35.0% | 98.0K | SEC |
| 3 | Oct 7, 2024 | Blackrock, Inc. | 13G/A | 40.8% | 98.0K | SEC |
| 4 | Sep 10, 2024 | Blackrock Inc. | 13G/A | 50.0% | 120.0K | SEC |
| 5 | Jun 7, 2024 | Blackrock Inc. | 13G/A | 60.0% | 120.0K | SEC |
| 6 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 75.0% | 120.0K | SEC |
| 7 | Mar 8, 2023 | Blackrock Inc. | 13G | 75.0% | 120.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.03M | $96.58M |
| 2 | Jpmorgan Chase & Co | 1.52M | $47.43M |
| 3 | Lpl Financial LLC | 773.2K | $24.61M |
| 4 | Envestnet Portfolio Solutions, Inc. | 580.8K | $18.49M |
| 5 | Lido Advisors, LLC | 230.8K | $7.35M |
| 6 | Cetera Investment Advisers | 194.6K | $6.19M |
| 7 | Cwm, LLC | 156.7K | $4.99M |
| 8 | Mml Investors Services, LLC | 133.9K | $4.26M |
| 9 | Commonwealth Equity Services, LLC | 109.3K | $3.48M |
| 10 | Assetmark, Inc | 75.1K | $2.39M |