# ISHARES TR ESG AWARE 60/40

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.

## Summary

- Issuer: ISHARES TR
- Class: ESG AWARE 60/40
- CUSIP: 46436E676
- 13F holders: 19
- 13F value: $7.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 19 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Cardinal Point Capital Management, ULC](https://search.stillhousedata.com/firm/140619) | 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](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $420K | 12,064 |
| [Richard Bernstein Advisors LLC](https://search.stillhousedata.com/firm/153577) | NEW YORK, NY | $407K | 11,684 |
| AdvisorNet Financial, Inc | MINNETONKA, MN | $400K | 10,553 |
| [LODESTAR PRIVATE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/107638) | ALAMO, CA | $286K | 7,532 |
| Sequoia Financial Advisors, LLC | Akron, OH | $243K | 6,414 |
| [Westmount Partners, LLC](https://search.stillhousedata.com/firm/158857) | LOS ANGELES, CA | $241K | 6,369 |
| Martin Worley Group | COTTONWOOD HEIGHTS, UT | $215K | 6,414 |
| [Birchwood Financial Partners, Inc.](https://search.stillhousedata.com/firm/169962) | 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.](https://search.stillhousedata.com/firm/126189) | GLENMONT, NY | $65K | 1,859 |
| [Parallel Advisors, LLC](https://search.stillhousedata.com/firm/140800) | SAN FRANCISCO, CA | $29K | 774 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46436E676.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.