iShares ESG Aware 40/60 ModeEAOMETF

13F holders, Q1 2026 (March 31)
10holders +4
4new positions
0sold out
1famous investor
$29.73avg. 13F price*

At the end of Q1 2026, 10 institutions reported holding iShares ESG Aware 40/60 Mode (EAOM) in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($526K), Bond & Devick Financial Network, Inc. ($451K) and Susquehanna International Group, LLP ($393K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares ESG Aware 40/60 Mode
CUSIP
46436E684
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 9Q2 2024Q3 2024: 7Q3 2024Q4 2024: 9Q4 2024Q1 2025: 5Q1 2025Q2 2025: 9Q2 2025Q3 2025: 6Q3 2025Q4 2025: 6Q4 2025Q1 2026: 10Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$1.0M
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 38,301 shares bought and 98 shares sold, net +38,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Citadel Advisors 0.00% New 17,705 $526K
Bond & Devick Financial Network, Inc. 0.13% New 15,151 $451K
Susquehanna International Group, LLP 0.00% Add +51.3% 13,232 $393K
Tradition Wealth Management, LLC 0.02% No change 7,419 $221K
CoreCap Advisors, LLC 0.00% Reduce -4.2% 2,219 $66K
Financial Avengers, Inc. 0.01% New 875 $26K
National Bank of Canada 0.00% No change 539 $16K
Mascoma Wealth Management LLC 0.00% No change 276 $8K
UBS Group AG 0.00% New 81 $2K
Morgan Stanley 0.00% No change 1 $35

"% of holder's portfolio" is EAOM's weight in each manager's 13F, not the share of iShares ESG Aware 40/60 Mode the manager owns.