iShares ESG Adv Inv GR CBELQDETF
13F holders, Q1 2025 (March 31)6holders +1
1new positions
0sold out
$81.70avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding iShares ESG Adv Inv GR CB (ELQD) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were BlackRock, Inc. ($5.0M), Francis Financial, Inc. ($4.5M) and Jane Street Group, LLC ($250K).
- Company
- iShares ESG Adv Inv GR CB
- CUSIP
- 46436E437
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $88 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 328 shares bought, net +328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| BlackRock, Inc. | 0.00% | No change | 61,000 | $5.0M |
| Francis Financial, Inc. | 1.09% | No change | 54,655 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +1.6% | 3,065 | $250K |
| Optas, LLC | 0.04% | Add +6.6% | 2,886 | $236K |
| Financial Connections Group, Inc. | 0.01% | Add +30.5% | 428 | $32K |
| Morgan Stanley | 0.00% | New | 1 | $88 |
"% 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.