ISHARES TR ESG AWARE 40/60 is a security (CUSIP 46436E684) tracked across SEC portfolio filings. 12 institutional managers reported $1.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | ST. LOUIS PARK, MN | $579K | 18,408 |
| CITADEL ADVISORS LLC | MIAMI, FL | $526K | 17,705 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $393K | 13,232 |
| Tradition Wealth Management, LLC | EDINA, MN | $221K | 7,419 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $75K | 2,385 |
| Planning Strategies Inc. | LANCASTER, PA | $33K | 1,040 |
| Financial Avengers, Inc. | OAKLAND, CA | $26K | 875 |
| NATIONAL BANK OF CANADA /FI/ | MONTREAL, A8 | $16K | 539 |
| Mascoma Wealth Management LLC | HANOVER, NH | $9K | 276 |
| UBS Group AG | Zurich, V8 | $2K | 81 |
| MORGAN STANLEY | NEW YORK, NY | $35 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |