iShares ESG Adv Inv GR CBELQDETF
13F holders, Q4 2024 (December 31)5holders +1
1new positions
0sold out
$80.38avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares ESG Adv Inv GR CB (ELQD) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were BlackRock, Inc. ($4.9M), Francis Financial, Inc. ($4.4M) and Jane Street Group, LLC ($242K).
- Company
- iShares ESG Adv Inv GR CB
- CUSIP
- 46436E437
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $242K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 3,242 shares bought and 6,535 shares sold, net −3,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| BlackRock, Inc. | 0.00% | Reduce -7.6% | 61,000 | $4.9M |
| Francis Financial, Inc. | 1.12% | Reduce -2.7% | 54,655 | $4.4M |
| Jane Street Group, LLC | 0.00% | New | 3,016 | $242K |
| Optas, LLC | 0.05% | Add +8.8% | 2,708 | $218K |
| Financial Connections Group, Inc. | 0.01% | Add +1.9% | 328 | $26K |
"% of holder's portfolio" is ELQD's weight in each manager's 13F, not the share of iShares ESG Adv Inv GR CB the manager owns.