ISHARES ESG AWARE 60/40 BALANCED 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cardinal Point Capital Management ULC | 0.12% | 0.13% | #3 | $2.0M | 53,915 | $2.1M | 61,570 | -7,655-12.43% | Reduce | |
| Bond & Devick Financial Network, Inc. | 0.41% | 0.28% | #1 | $1.6M | 43,496 | $1.0M | 28,962 | +14,534+50.18% | Add | |
| LPL Financial LLC | <0.01% | — | #13 | $809,890 | 21,364 | $0 | 0 | +21,364 | New Buy | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #16 | $742,109 | 19,576 | $611,455 | 17,567 | +2,009+11.44% | Add | |
| AdvisorNet Financial, Inc | 0.02% | 0.02% | #7 | $400,055 | 10,553 | $371,774 | 10,681 | -128-1.20% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #17 | $359,985 | 9,496 | $419,912 | 12,064 | -2,568-21.29% | Reduce | |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0.02% | 0.02% | #6 | $285,531 | 7,532 | $243,301 | 6,990 | +542+7.75% | Add | |
| Sequoia Financial Advisors, LLC | <0.01% | <0.01% | #10 | $243,149 | 6,414 | $223,253 | 6,414 | 00.00% | Unchanged | |
| Westmount Partners, LLC | 0.05% | 0.05% | #5 | $241,457 | 6,369 | $209,442 | 6,017 | +352+5.85% | Add | |
| Birchwood Financial Partners, Inc. | 0.13% | 0.04% | #2 | $156,680 | 4,133 | $46,050 | 1,323 | +2,810+212.40% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #14 | $109,445 | 2,887 | $100,495 | 2,887 | 00.00% | Unchanged | |
| IMA Advisory Services, Inc. | <0.01% | 0.01% | #8 | $74,990 | 1,978 | $67,403 | 1,936 | +42+2.17% | Add | |
| Godfrey Financial Associates, Inc. | 0.05% | 0.06% | #4 | $70,473 | 1,859 | $64,706 | 1,859 | 00.00% | Unchanged | |
| Parallel Advisors, LLC | <0.01% | <0.01% | #12 | $29,361 | 774 | $26,833 | 770 | +4+0.52% | Add | |
| Mascoma Wealth Management LLC | <0.01% | <0.01% | #9 | $14,813 | 391 | $10,260 | 295 | +96+32.54% | Add | |
| UBS Group AG | <0.01% | — | #19 | $7,127 | 188 | $0 | 0 | +188 | New Buy | |
| CoreCap Advisors, LLC | <0.01% | <0.01% | #15 | $3,943 | 104 | $3,620 | 104 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #18 | $3,412 | 90 | $0 | 0 | +90 | New Buy | |
| Triumph Capital Management | <0.01% | <0.01% | #11 | $3,260 | 86 | $2,993 | 86 | 00.00% | Unchanged |