ISHARES TR ESG AWARE 60/40 is a security (CUSIP 46436E676) tracked across SEC portfolio filings. 19 institutional managers reported $7.0M on Form 13F as of 2026-06-30.
Showing 15 of 19 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Cardinal Point Capital Management, ULC | TORONTO, Z4 | $2.0M | 53,915 |
| Bond & Devick Financial Network, Inc. | ST. LOUIS PARK, MN | $1.6M | 43,496 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $611K | 17,567 |
| CITADEL ADVISORS LLC | MIAMI, FL | $420K | 12,064 |
| Richard Bernstein Advisors LLC | NEW YORK, NY | $407K | 11,684 |
| AdvisorNet Financial, Inc | MINNETONKA, MN | $400K | 10,553 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO, CA | $286K | 7,532 |
| Sequoia Financial Advisors, LLC | Akron, OH | $243K | 6,414 |
| Westmount Partners, LLC | LOS ANGELES, CA | $241K | 6,369 |
| Martin Worley Group | COTTONWOOD HEIGHTS, UT | $215K | 6,414 |
| Birchwood Financial Partners, Inc. | BLOOMINGTON, MN | $157K | 4,133 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $100K | 2,887 |
| IMA Wealth, Inc. | WICHITA, KS | $67K | 1,936 |
| Godfrey Financial Associates, Inc. | GLENMONT, NY | $65K | 1,859 |
| Parallel Advisors, LLC | SAN FRANCISCO, CA | $29K | 774 |