Institutional Ownership
Ishares Tr
CUSIP 46436E668ESG AWARE 80/20EAOAQ1 2026
Institutional Holders
23
13F filers
Shares Held
117.7K
Aggregate institutional
Institutional Value
$4.77M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased9
Decreased4
Sold out3
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 33.5K | $1.36M | +55 | Added |
| 2 | Citadel Advisors LLC | 14.4K | $585.7K | +5.6K | Added |
| 3 | Jpmorgan Chase & Co | 11.7K | $462.6K | +89 | Added |
| 4 | Osaic Holdings, Inc. | 9.0K | $365.3K | −122 | Reduced |
| 5 | Moss Adams Wealth Advisors LLC | 8.4K | $341.9K | +8.4K | New |
| 6 | Sax Wealth Advisors, LLC | 7.8K | $322.6K | 0 | Held |
| 7 | Susquehanna International Group, LLP | 7.6K | $306.8K | +7.6K | New |
| 8 | Westmount Partners, LLC | 5.9K | $239.0K | +161 | Added |
| 9 | Bond & Devick Financial Network, Inc. | 5.8K | $234.6K | −1.5K | Reduced |
| 10 | Steward Partners Investment Advisory, LLC | 5.0K | $202.7K | 0 | Held |
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