Institutional Ownership
Ishares Tr
CUSIP 46436E676ESG AWARE 60/40EAORQ1 2026
Institutional Holders
17
13F filers
Shares Held
171.2K
Aggregate institutional
Institutional Value
$5.96M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased7
Decreased2
Sold out1
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 61.6K | $2.14M | −90 | Reduced |
| 2 | Bond & Devick Financial Network, Inc. | 29.0K | $1.01M | +12.6K | Added |
| 3 | Susquehanna International Group, LLP | 17.6K | $611.5K | +6.8K | Added |
| 4 | Citadel Advisors LLC | 12.1K | $419.9K | +5.7K | Added |
| 5 | Richard Bernstein Advisors LLC | 11.7K | $406.7K | +7.5K | Added |
| 6 | Advisornet Financial, Inc | 10.7K | $371.8K | +4.9K | Added |
| 7 | Lodestar Private Asset Management LLC | 7.0K | $243.3K | −1 | Reduced |
| 8 | Sequoia Financial Advisors, LLC | 6.4K | $223.3K | 0 | Held |
| 9 | Westmount Partners, LLC | 6.0K | $209.4K | 0 | Held |
| 10 | Osaic Holdings, Inc. | 2.9K | $100.5K | 0 | Held |
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