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 14 institutions that hold shares in the stock, with a total of 152,468 shares, which have been reported (via 13F filing form) to have a value of $5.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
56,605
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$929,092
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
18,598
shares
|
$627,310
0.07% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,104
shares
|
$610,647
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,806
shares
|
$431,946
0.0% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
6,414
shares
|
$216,344
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,558
shares
|
$187,471
0.01% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,535
shares
|
$152,965
0.0% of portfolio
|
Q2 2025
Added 124.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
928
shares
|
$31,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
763
shares
|
$25,735
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
362
shares
|
$12,210
0.0% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
146
shares
|
$4,924
0.0% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
104
shares
|
$3,507
0.0% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|