iShares ESG Adv Inv GR CBELQDETF

13F holders, Q2 2025 (June 30)
6holders
0new positions
1sold out
$82.46avg. 13F price*

At the end of Q2 2025, 6 institutions reported holding iShares ESG Adv Inv GR CB (ELQD) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were BlackRock, Inc. ($5.0M), Jane Street Group, LLC ($2.9M) and Francis Financial, Inc. ($2.2M).

Company
iShares ESG Adv Inv GR CB
CUSIP
46436E437
Latest filing quarter
Q1 2026

History

Number of 13F holders

0246 Q1 2024: 6Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits1$88

All 13F filers, Q1 2025 → Q2 2025: 31,772 shares bought and 28,458 shares sold, net +3,314 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
Jane Street Group, LLC 0.00% Add +1036.4% 34,831 $2.9M
Francis Financial, Inc. 0.50% Reduce -52.0% 26,222 $2.2M
Optas, LLC 0.05% Add +0.2% 2,892 $239K
RMG Wealth Management LLC 0.02% — 1,600 $130K
Financial Connections Group, Inc. 0.01% Reduce -5.6% 404 $33K

"% 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.