CUSIP 46436E668ESG AWARE 80/20EAOAQ4 2025
8 filings · latest Apr 8, 2022
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 33.5K | $1.39M |
| 2 | Raymond James Financial Inc | 13.5K | $558.3K |
| 3 | Jane Street Group, LLC | 11.9K | $492.6K |
| 4 | Jpmorgan Chase & Co | 11.6K | $480.2K |
| 5 | Osaic Holdings, Inc. | 9.1K | $378.0K |
| 6 | Citadel Advisors LLC | 8.9K | $366.7K |
| 7 | Sax Wealth Advisors, LLC | 7.8K | $322.6K |
| 8 | Bond & Devick Financial Network, Inc. | 7.2K | $299.9K |
| 9 |
| 4 | Mar 10, 2021 | Blackrock Inc. | 13G/A | 26.7% | 40.0K | SEC |
| 5 | Feb 10, 2021 | Blackrock Inc. | 13G/A | 36.7% | 55.0K | SEC |
| 6 | Jan 25, 2021 | Blackrock Inc. | 13G/A | 66.7% | 100.0K | SEC |
| 7 | Aug 7, 2020 | Blackrock Inc. | 13G/A | 66.7% | 100.0K | SEC |
| 8 | Jul 10, 2020 | Blackrock Inc. | 13G | 100.0% | 100.0K | SEC |
| Westmount Partners, LLC |
| 5.7K |
| $237.3K |
| 10 | Steward Partners Investment Advisory, LLC | 5.0K | $206.9K |