Institutional Ownership
Ishares Tr
CUSIP 46436E684ESG AWARE 40/60EAOMQ1 2026
Institutional Holders
10
13F filers
Shares Held
57.5K
Aggregate institutional
Institutional Value
$1.71M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased1
Decreased1
Sold out0
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 17.7K | $526.5K | +17.7K | New |
| 2 | Bond & Devick Financial Network, Inc. | 15.2K | $450.5K | +15.2K | New |
| 3 | Susquehanna International Group, LLP | 13.2K | $393.5K | +4.5K | Added |
| 4 | Tradition Wealth Management, LLC | 7.4K | $220.6K | 0 | Held |
| 5 | Corecap Advisors, LLC | 2.2K | $66.0K | −98 | Reduced |
| 6 | Financial Avengers, Inc. | 875 | $26.0K | +875 | New |
| 7 | National Bank Of Canada /Fi/ | 539 | $16.0K | 0 | Held |
| 8 | Mascoma Wealth Management LLC | 276 | $8.2K | 0 | Held |
| 9 | Ubs Group AG | 81 | $2.4K | +81 | New |
| 10 | Morgan Stanley | 1 | $35 | 0 | Held |