ISHARES ESG AWARE 80/20 AGGRESSIVE 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 | 0.1% | 0.08% | #1 | $1.8M | 39,025 | $1.4M | 33,540 | +5,485+16.35% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #18 | $546,559 | 12,033 | $0 | 0 | +12,033 | New Buy | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #19 | $546,105 | 12,023 | $306,820 | 7,569 | +4,454+58.85% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #20 | $531,149 | 11,767 | $462,643 | 11,694 | +73+0.62% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #15 | $416,992 | 9,180 | $365,333 | 9,012 | +168+1.86% | Add | |
| Moss Adams Wealth Advisors LLC | 0.02% | 0.03% | #6 | $388,775 | 8,559 | $341,939 | 8,435 | +124+1.47% | Add | |
| Bond & Devick Financial Network, Inc. | 0.09% | 0.07% | #3 | $384,040 | 8,455 | $234,584 | 5,787 | +2,668+46.10% | Add | |
| SAX WEALTH ADVISORS, LLC | 0.01% | 0.02% | #7 | $347,924 | 8,583 | $322,556 | 7,795 | +788+10.11% | Add | |
| Westmount Partners, LLC | 0.06% | 0.06% | #4 | $270,373 | 5,953 | $239,021 | 5,896 | +57+0.97% | Add | |
| Steward Partners Investment Advisory, LLC | <0.01% | <0.01% | #13 | $227,109 | 5,000 | $202,682 | 5,000 | 00.00% | Unchanged | |
| HARBOUR INVESTMENTS, INC. | <0.01% | — | #9 | $218,251 | 4,805 | $0 | 0 | +4,805 | New Buy | |
| Parallel Advisors, LLC | <0.01% | <0.01% | #10 | $122,230 | 2,691 | $109,083 | 2,691 | 00.00% | Unchanged | |
| Birchwood Financial Partners, Inc. | 0.1% | 0.05% | #2 | $120,546 | 2,654 | $49,760 | 1,228 | +1,426+116.12% | Add | |
| Gould Capital, LLC | 0.04% | 0.03% | #5 | $66,634 | 1,467 | $47,711 | 1,177 | +290+24.64% | Add | |
| CoreCap Advisors, LLC | <0.01% | <0.01% | #11 | $57,095 | 1,257 | $60,764 | 1,499 | -242-16.14% | Reduce | |
| BANK OF MONTREAL /CAN/ | <0.01% | <0.01% | #21 | $35,572 | 783 | $31,727 | 783 | 00.00% | Unchanged | |
| CGC Financial Services, LLC | <0.01% | 0.01% | #8 | $21,939 | 483 | $19,579 | 483 | 00.00% | Unchanged | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #14 | $15,397 | 339 | $6,607 | 163 | +176+107.98% | Add | |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | <0.01% | <0.01% | #16 | $10,310 | 227 | $9,170 | 226 | +1+0.44% | Add | |
| Mascoma Wealth Management LLC | <0.01% | <0.01% | #12 | $8,753 | 193 | $5,217 | 129 | +64+49.61% | Add | |
| AdvisorNet Financial, Inc | <0.01% | <0.01% | #17 | $4,542 | 100 | $4,054 | 100 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #22 | $3,134 | 69 | $0 | 0 | +69 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #23 | $45 | 1 | $76 | 1 | 00.00% | Unchanged |