Stock ownership · SEC 13F · Q3 2025

ISHARES ESG SELECT SCREENED S&

Who owns ISHARES ESG SELECT SCREENED S& (CUSIP 46436E551)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.9M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 4 institutions report $1.9M in ISHARES ESG SELECT SCREENED S& positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$1.9M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46436E551 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $1.9M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - ISHARES ESG SELECT SCREENED S&'s top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ISHARES ESG SELECT SCREENED S&
  1. 1
    Opes Wealth Management LLC $1.7M
  2. 2
    Asset Dedication, LLC $263K
  3. 3
    JPMORGAN CHASE & CO $7K
  4. 4
    Urban Financial Advisory Corp $37

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a ISHARES ESG SELECT SCREENED S& position has risen from 1 to 4 over the last 4 quarters of 13F filings.

012345 Q1'24Q3'24Q2'25Q3'25 4
Distinct 13F filers holding ISHARES ESG SELECT SCREENED S&, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Opes Wealth Management LLC 37,772 $1.7M 86.0%
2 Asset Dedication, LLC 6,005 $263K 13.7%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 159 $7K 0.4%
4 Urban Financial Advisory Corp 1 $37 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES ESG SELECT SCREENED S&'s reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.6%
Shared-other discretion (OTR)
0.4%

Latest Quarter Activity · Q3 2025

New positions (4)

Opes Wealth Management LLC $1.7M
Asset Dedication, LLC $263K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $7K
Urban Financial Advisory Corp $37

Complete exits (1)

THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold ISHARES ESG SELECT SCREENED S&?▼
ISHARES ESG SELECT SCREENED S& is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ISHARES ESG SELECT SCREENED S&?▼
Institutions report $1.9M of ISHARES ESG SELECT SCREENED S& as of Q3 2025.
How concentrated is ownership of ISHARES ESG SELECT SCREENED S&?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES ESG SELECT SCREENED S&, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES ESG SELECT SCREENED S&?▼
Opes Wealth Management LLC is the largest reported holder of ISHARES ESG SELECT SCREENED S& with $1.7M across 37,772 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.