CUSIP 46436E676ESG AWARE 60/40EAORQ4 2025
Aggregate 13F value by quarter
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18 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 61.7K | $2.18M | −205 | Reduced |
| 2 | Raymond James Financial Inc | 54.8K | $1.94M | +54.8K | New |
| 3 | Bond & Devick Financial Network, Inc. | 16.4K | $578.5K | +5.0K | Added |
| 4 | Susquehanna International Group, LLP | 10.8K | $381.2K |
| +10.8K |
| New |
| 5 | Lodestar Private Asset Management LLC | 7.0K | $247.1K | +14 | Added |
| 6 | Sequoia Financial Advisors, LLC | 6.4K | $226.7K | 0 | Held |
| 7 | Citadel Advisors LLC | 6.4K | $226.4K | −11.1K | Reduced |
| 8 | Westmount Partners, LLC | 6.0K | $212.6K | +209 | Added |
| 9 | Advisornet Financial, Inc | 5.8K | $205.6K | +40 | Added |
| 10 | Richard Bernstein Advisors LLC | 4.2K | $148.7K | −17 | Reduced |
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