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 17 institutions that hold shares in the stock, with a total of 142,569 shares, which have been reported (via 13F filing form) to have a value of $4.49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
48,740
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$867,942
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,104
shares
|
$570,457
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,351
shares
|
$546,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,414
shares
|
$485,695
0.0% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,001
shares
|
$189,091
0.02% of portfolio
|
Q3 2024
Added 8234.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,180
shares
|
$100,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
2,060
shares
|
$64,910
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,612
shares
|
$50,794
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
928
shares
|
$29,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
759
shares
|
$23,916
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
630
shares
|
$19,851
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
104
shares
|
$3,277
0.0% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
103
shares
|
$3,245
0.0% of portfolio
|
Q3 2024
Added 347.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
37
shares
|
$1,165
0.0% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|