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 16 institutions that hold shares in the stock, with a total of 189,877 shares, which have been reported (via 13F filing form) to have a value of $6.13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
48,490
shares
|
$1.57 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$889,978
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,676
shares
|
$861,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
19,287
shares
|
$623,162
0.07% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
19,052
shares
|
$615,570
0.0% of portfolio
|
Q1 2025
Added 41.28%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,104
shares
|
$584,940
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,806
shares
|
$413,761
0.0% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,155
shares
|
$231,178
0.0% of portfolio
|
Q1 2025
Reduced 61.44%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,908
shares
|
$190,887
0.01% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
2,017
shares
|
$65,169
0.0% of portfolio
|
Q1 2025
Reduced 89.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
928
shares
|
$29,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
900
shares
|
$29,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
759
shares
|
$24,523
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
146
shares
|
$4,717
0.0% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
104
shares
|
$3,360
0.0% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|