ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 0.14% | 0.13% | #1 | $579,140 | 18,408 | $450,513 | 15,151 | +3,257+21.50% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #8 | $470,158 | 14,944 | $393,452 | 13,232 | +1,712+12.94% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #7 | $391,190 | 12,434 | $526,456 | 17,705 | -5,271-29.77% | Reduce | |
| Tradition Wealth Management, LLC | 0.01% | 0.02% | #3 | $234,817 | 7,464 | $220,607 | 7,419 | +45+0.61% | Add | |
| CoreCap Advisors, LLC | <0.01% | <0.01% | #5 | $75,035 | 2,385 | $65,982 | 2,219 | +166+7.48% | Add | |
| Planning Strategies Inc. | 0.02% | — | #2 | $32,720 | 1,040 | $0 | 0 | +1,040 | New Buy | |
| Financial Avengers, Inc. | 0.01% | 0.01% | #4 | $26,018 | 875 | $26,018 | 875 | 00.00% | Unchanged | |
| NATIONAL BANK OF CANADA /FI/ | <0.01% | <0.01% | #9 | $16,826 | 539 | $16,002 | 539 | 00.00% | Unchanged | |
| Mascoma Wealth Management LLC | <0.01% | <0.01% | #6 | $8,683 | 276 | $8,207 | 276 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #10 | $3,775 | 120 | $2,409 | 81 | +39+48.15% | Add | |
| MORGAN STANLEY | <0.01% | — | #11 | $44 | 1 | $0 | 0 | +1 | New Buy |