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 176,250 shares, which have been reported (via 13F filing form) to have a value of $6.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
61,865
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
27,545
shares
|
$968,482
0.23% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
18,104
shares
|
$636,536
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,523
shares
|
$616,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
11,385
shares
|
$400,296
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
6,977
shares
|
$245,311
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
6,414
shares
|
$225,516
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,414
shares
|
$225,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
5,808
shares
|
$204,209
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,778
shares
|
$203,154
0.01% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4,223
shares
|
$148,480
0.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,830
shares
|
$64,342
0.01% of portfolio
|
Q3 2025
Reduced 90.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,092
shares
|
$38,394
0.0% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
768
shares
|
$27,002
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
273
shares
|
$9,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
146
shares
|
$5,133
0.0% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
104
shares
|
$3,656
0.0% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q3 2025
Reduced 99.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|