ISHARES TR ESG AWARE 80/20 is a security (CUSIP 46436E668) tracked across SEC portfolio filings. 22 institutional managers reported $5.5M on Form 13F as of 2026-06-30.
Showing 15 of 22 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Cardinal Point Capital Management, ULC | TORONTO, Z4 | $1.8M | 39,025 |
| CITADEL ADVISORS LLC | MIAMI, FL | $586K | 14,448 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $463K | 11,694 |
| Moss Adams Wealth Advisors LLC | SEATTLE, WA | $389K | 8,559 |
| Bond & Devick Financial Network, Inc. | ST. LOUIS PARK, MN | $384K | 8,455 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $365K | 9,012 |
| SAX WEALTH ADVISORS, LLC | PARSIPPANY, NJ | $348K | 8,583 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $307K | 7,569 |
| Westmount Partners, LLC | LOS ANGELES, CA | $270K | 5,953 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $203K | 5,000 |
| Parallel Advisors, LLC | SAN FRANCISCO, CA | $122K | 2,691 |
| Birchwood Financial Partners, Inc. | BLOOMINGTON, MN | $121K | 2,654 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $57K | 1,257 |
| Gould Capital, LLC | TACOMA, WA | $48K | 1,177 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $32K | 783 |