Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ESG AWRE 1 5 YR
-
Total 13F shares
-
3,959,137
-
Share change
-
+93,342
-
Total reported value
-
$99,930,579
-
Price per share
-
$25.24
-
Number of holders
-
50
-
Value change
-
+$2,353,118
-
Number of buys
-
34
-
Number of sells
-
8
Institutional Holders of ISHARES TR - ESG AWRE 1 5 YR (SUSB) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - ESG AWRE 1 5 YR (SUSB) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,959,137 shares.
The largest 10 holders included
Perigon Wealth Management, LLC, Modera Wealth Management, LLC, Integris Wealth Management, LLC, Apella Capital, LLC, Impact Investors, Inc, Northland Capital Management LLC, MATHER GROUP, LLC., IMPACTfolio, LLC, Arlington Financial Advisors, LLC, and Bear Mountain Capital, Inc..
This page lists
50
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.