CUSIP 46436E668ESG AWARE 80/20EAOAQ4 2025
Aggregate 13F value by quarter
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23 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 33.5K | $1.39M | +115 | Added |
| 2 | Raymond James Financial Inc | 13.5K | $558.3K | +13.5K | New |
| 3 | Jane Street Group, LLC | 11.9K | $492.6K | −4.7K | Reduced |
| 4 | Jpmorgan Chase & Co | 11.6K | $480.2K |
| +101 |
| Added |
| 5 | Osaic Holdings, Inc. | 9.1K | $378.0K | +538 | Added |
| 6 | Citadel Advisors LLC | 8.9K | $366.7K | −5.0K | Reduced |
| 7 | Sax Wealth Advisors, LLC | 7.8K | $322.6K | 0 | Held |
| 8 | Bond & Devick Financial Network, Inc. | 7.2K | $299.9K | +754 | Added |
| 9 | Westmount Partners, LLC | 5.7K | $237.3K | +70 | Added |
| 10 | Steward Partners Investment Advisory, LLC | 5.0K | $206.9K | 0 | Held |
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