iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 17 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Cardinal Point Capital Management ULC ($2.1M), Bond & Devick Financial Network, Inc. ($1.0M) and Susquehanna International Group, LLP ($611K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware 60/40 Bala
- CUSIP
- 46436E676
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 37,895 shares bought and 54,922 shares sold, net −17,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Cardinal Point Capital Management ULC | 0.13% | Reduce -0.1% | 61,570 | $2.1M |
| Bond & Devick Financial Network, Inc. | 0.28% | Add +76.9% | 28,962 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +62.8% | 17,567 | $611K |
| Citadel Advisors | 0.00% | Add +88.3% | 12,064 | $420K |
| Richard Bernstein Advisors LLC | 0.01% | Add +177.8% | 11,684 | $407K |
| AdvisorNet Financial, Inc | 0.02% | Add +83.6% | 10,681 | $372K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -0.0% | 6,990 | $243K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,414 | $223K |
| Westmount Partners, LLC | 0.05% | No change | 6,017 | $209K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,887 | $100K |
| IMA Advisory Services, Inc. | 0.01% | Add +2.6% | 1,936 | $67K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,859 | $65K |
| Birchwood Financial Partners, Inc. | 0.04% | Add +56.0% | 1,323 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 770 | $27K |
| Mascoma Wealth Management LLC | 0.00% | No change | 295 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $4K |
| Triumph Capital Management | 0.00% | No change | 86 | $3K |
"% of holder's portfolio" is EAOR's weight in each manager's 13F, not the share of iShares ESG Aware 60/40 Bala the manager owns.