Institutional Ownership
Ishares Tr
CUSIP 46436E668ESG AWARE 80/20EAOAQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
100.0%
Max % of class reported
Institutional Holders
23
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Apr 8, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 8, 2022 | Blackrock Inc. | 13G/A | 3.1% | 20.0K | SEC |
| 2 | Feb 3, 2022 | Blackrock Inc. | 13G/A | 6.2% | 40.0K | SEC |
| 3 | Apr 12, 2021 | Blackrock Inc. | 13G/A | 7.3% | 40.0K | SEC |
| 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 |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 33.5K | $1.36M |
| 2 | Citadel Advisors LLC | 14.4K | $585.7K |
| 3 | Jpmorgan Chase & Co | 11.7K | $462.6K |
| 4 | Osaic Holdings, Inc. | 9.0K | $365.3K |
| 5 | Moss Adams Wealth Advisors LLC | 8.4K | $341.9K |
| 6 | Sax Wealth Advisors, LLC | 7.8K | $322.6K |
| 7 | Susquehanna International Group, LLP | 7.6K | $306.8K |
| 8 | Westmount Partners, LLC | 5.9K | $239.0K |
| 9 | Bond & Devick Financial Network, Inc. | 5.8K | $234.6K |
| 10 | Steward Partners Investment Advisory, LLC | 5.0K | $202.7K |