CUSIP 46436E676ESG AWARE 60/40EAORQ4 2025
8 filings · latest Nov 10, 2021
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cardinal Point Capital Management Ulc | 61.7K | $2.18M |
| 2 | Raymond James Financial Inc | 54.8K | $1.94M |
| 3 | Bond & Devick Financial Network, Inc. | 16.4K | $578.5K |
| 4 | Susquehanna International Group, LLP | 10.8K | $381.2K |
| 5 | Lodestar Private Asset Management LLC | 7.0K | $247.1K |
| 6 | Sequoia Financial Advisors, LLC | 6.4K | $226.7K |
| 7 | Citadel Advisors LLC | 6.4K | $226.4K |
| 8 | Westmount Partners, LLC | 6.0K | $212.6K |
| 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 |
| 9 |
| Advisornet Financial, Inc |
| 5.8K |
| $205.6K |
| 10 | Richard Bernstein Advisors LLC | 4.2K | $148.7K |