Institutional Ownership Ishares Esg Aware Growth Alloc (EAOR)
This table provides information about the institutional ownership of Ishares Esg Aware Growth Alloc (EAOR). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 119,846 shares, which have been reported (via 13F filing form) to have a value of $3.66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
57,055
shares
|
$1.74 Million
0.33% of portfolio
|
Q1 2024
Added 39.69%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$841,499
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
19,725
shares
|
$602,598
0.0% of portfolio
|
Q1 2024
Reduced 56.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
11,699
shares
|
$357,404
0.01% of portfolio
|
Q1 2023
Reduced 11.51%
|
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
2,173
shares
|
$66,385
0.0% of portfolio
|
Q1 2024
Reduced 85.66%
|
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
750
shares
|
$22,912
0.0% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
630
shares
|
$19,246
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gould Capital, LLC
|
May 10, 2024 Q1 2024 |
174
shares
|
$5,315
0.0% of portfolio
|
Q1 2023
Added 12.99%
|
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
72
shares
|
$2,199
0.0% of portfolio
|
Q4 2022
Added 10.77%
|
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
23
shares
|
$702
0.0% of portfolio
|
Q1 2024
Reduced 66.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|