# ISHARES TR ESG AWARE 40/60

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.

## Summary

- Issuer: ISHARES TR
- Class: ESG AWARE 40/60
- CUSIP: 46436E684
- 13F holders: 12
- 13F value: $1.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Bond & Devick Financial Network, Inc. | ST. LOUIS PARK, MN | $579K | 18,408 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $526K | 17,705 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $393K | 13,232 |
| [Tradition Wealth Management, LLC](https://search.stillhousedata.com/firm/128314) | EDINA, MN | $221K | 7,419 |
| [CoreCap Advisors, LLC](https://search.stillhousedata.com/firm/158819) | SOUTHFIELD, MI | $75K | 2,385 |
| Planning Strategies Inc. | LANCASTER, PA | $33K | 1,040 |
| [Financial Avengers, Inc.](https://search.stillhousedata.com/firm/119636) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46436E684.md)
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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.
