DOSSIER · 13F Holders · Q2 2026
EAOM

ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF

10 institutions still hold ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E684·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
10
filers reporting
Concentration
43.83%
Bond & Devick Financial Network, Inc. #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported EAOM in Q2 2026. Bond & Devick Financial Network, Inc. leads at 43.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bond & Devick Financial Network, Inc.
CIK 0001843495
$579K18K0.14%Q2 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$393K13K0.00%Q1 2026
03
Tradition Wealth Management, LLC
CIK 0001843010
$221K7K0.02%Q1 2026
04
CoreCap Advisors, LLC
CIK 0001902501
$75K2K0.00%Q2 2026
05
Financial Avengers, Inc.
CIK 0001844393
$26K8750.01%Q1 2026
06
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$16K5390.00%Q1 2026
07
Mascoma Wealth Management LLC
CIK 0001695664
$9K2760.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$2K810.00%Q1 2026
09
MORGAN STANLEY
CIK 0000895421
$3510.00%Q1 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025