Institutional Ownership
Ishares Tr
CUSIP 46436E676ESG AWARE 60/40EAORQ1 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
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Nov 10, 2021
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 10, 2021 | Blackrock Inc. | 13G/A | — | — | SEC |
| 2 | May 7, 2021 | Blackrock Inc. | 13G/A | 6.0% | 15.0K | SEC |
| 3 | Apr 12, 2021 | Blackrock Inc. | 13G/A | 17.5% | 35.0K | SEC |
| 4 | Mar 10, 2021 | Blackrock Inc. | 13G/A | 23.3% | 35.0K | SEC |
| 5 | Feb 10, 2021 | Blackrock Inc. | 13G/A | 36.7% | 55.0K | SEC |
| 6 | Jan 8, 2021 | Blackrock Inc. | 13G/A | 50.0% | 75.0K | 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 | 61.6K | $2.14M |
| 2 | Bond & Devick Financial Network, Inc. | 29.0K | $1.01M |
| 3 | Susquehanna International Group, LLP | 17.6K | $611.5K |
| 4 | Citadel Advisors LLC | 12.1K | $419.9K |
| 5 | Richard Bernstein Advisors LLC | 11.7K | $406.7K |
| 6 | Advisornet Financial, Inc | 10.7K | $371.8K |
| 7 | Lodestar Private Asset Management LLC | 7.0K | $243.3K |
| 8 | Sequoia Financial Advisors, LLC | 6.4K | $223.3K |
| 9 | Westmount Partners, LLC | 6.0K | $209.4K |
| 10 | Osaic Holdings, Inc. | 2.9K | $100.5K |