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 19 institutions that hold shares in the stock, with a total of 221,002 shares, which have been reported (via 13F filing form) to have a value of $7.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
52,380
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$892,182
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,282
shares
|
$786,493
0.0% of portfolio
|
Q4 2024
Added 39.95%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
20,149
shares
|
$652,626
0.01% of portfolio
|
Q4 2024
Added 878.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,556
shares
|
$601,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
18,124
shares
|
$587,036
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,104
shares
|
$586,388
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,485
shares
|
$436,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,020
shares
|
$421,717
0.0% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,809
shares
|
$382,493
0.0% of portfolio
|
Q4 2024
Added 31816.22%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,510
shares
|
$178,468
0.02% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
928
shares
|
$30,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
759
shares
|
$24,584
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
630
shares
|
$20,405
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
104
shares
|
$3,368
0.0% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
103
shares
|
$3,336
0.0% of portfolio
|
Q3 2024
Added 347.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$1,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|