Institutional Ownership
Ishares Tr
CUSIP 46436E239ESG AWARE MSCIEGUSQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Feb 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 2 | Jan 8, 2025 | Blackrock, Inc. | 13G | 50.0% | 120.0K | SEC |
| 3 | Aug 7, 2024 | Blackrock Inc. | 13G/A | 60.0% | 120.0K | SEC |
| 4 | Jul 8, 2024 | Blackrock Inc. | 13G/A | 75.0% | 120.0K | SEC |
| 5 | Jun 7, 2024 | Blackrock Inc. | 13G/A | 60.0% | 120.0K | SEC |
| 6 | Apr 5, 2024 | Blackrock Inc. | 13G/A | 75.0% | 120.0K | SEC |
| 7 | Mar 7, 2024 | Blackrock Inc. | 13G/A | 60.0% | 120.0K | SEC |
| 8 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 75.0% | 120.0K | SEC |
| 9 | Mar 8, 2023 | Blackrock Inc. | 13G | 75.0% | 120.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lido Advisors, LLC | 164.4K | $7.85M |
| 2 | Creative Planning | 41.2K | $1.97M |
| 3 | Perigon Wealth Management, LLC | 38.3K | $1.83M |
| 4 | Jpmorgan Chase & Co | 34.1K | $1.57M |
| 5 | Goldman Sachs Group Inc | 17.4K | $830.4K |
| 6 | Apollon Wealth Management, LLC | 8.9K | $424.3K |
| 7 | Serenus Wealth Advisors, LLC | 8.8K | $418.5K |
| 8 | J. Mark Nickell & Co. | 7.2K | $344.7K |
| 9 | Tower Research Capital LLC (Trc) | 4.9K | $233.9K |
| 10 | Benjamin Edwards Inc | 4.5K | $216.8K |