EAOR Institutional Ownership
iShares ESG Aware 60/40 Balanced Allocation ETF
1W: +0.0%
1M: +2.1%
3M: +3.0%
YTD: +7.3%
1Y: +12.3%
3Y: +43.9%
5Y: +33.2%
$38.02
Last traded 2026-08-17 — delisted
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Institutional Ownership — EAOR
19
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
8
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management ULC | 53,915 | $2M | -7,655 | -12.4% | 15Q | SEC ↗ |
| 2 | Bond & Devick Financial Network, Inc. | 43,496 | $2M | +14,534 | +50.2% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC NEW | 21,364 | $812K | — | +0.0% | 1Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,576 | $744K | +2,009 | +11.4% | 3Q | SEC ↗ |
| 5 | Richard Bernstein Advisors LLC | 11,684 | $444K | +7,478 | +177.8% | 14Q | SEC ↗ |
| 6 | AdvisorNet Financial, Inc | 10,553 | $401K | -128 | -1.2% | 19Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 9,496 | $361K | -2,568 | -21.3% | 4Q | SEC ↗ |
| 8 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,532 | $286K | +542 | +7.8% | 4Q | SEC ↗ |
| 9 | Sequoia Financial Advisors, LLC | 6,414 | $244K | — | +0.0% | 4Q | SEC ↗ |
| 10 | Westmount Partners, LLC | 6,369 | $242K | +352 | +5.9% | 4Q | SEC ↗ |
| 11 | Birchwood Financial Partners, Inc. | 4,133 | $157K | +2,810 | +212.4% | 3Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 2,887 | $110K | — | +0.0% | 8Q | SEC ↗ |
| 13 | IMA Advisory Services, Inc. | 1,978 | $75K | +42 | +2.2% | 7Q | SEC ↗ |
| 14 | Godfrey Financial Associates, Inc. | 1,859 | $71K | — | +0.0% | 3Q | SEC ↗ |
| 15 | Parallel Advisors, LLC | 774 | $29K | +4 | +0.5% | 18Q | SEC ↗ |
| 16 | Mascoma Wealth Management LLC | 391 | $15K | +96 | +32.5% | 20Q | SEC ↗ |
| 17 | UBS Group AG NEW | 188 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CoreCap Advisors, LLC | 104 | $4K | — | +0.0% | 10Q | SEC ↗ |
| 19 | MERCER GLOBAL ADVISORS INC /ADV NEW | 90 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Triumph Capital Management | 86 | $3K | — | +0.0% | 4Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -54,831 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 21,364 | $812K |
| UBS Group AG | 188 | $7K |
| MERCER GLOBAL ADVISORS INC /ADV | 90 | $3K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 54,831 | $2M |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bond & Devick Financial Network, In | +14,534 | +50.2% | 43,496 |
| Richard Bernstein Advisors LLC | +7,478 | +177.8% | 11,684 |
| Birchwood Financial Partners, Inc. | +2,810 | +212.4% | 4,133 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,009 | +11.4% | 19,576 |
| LODESTAR PRIVATE ASSET MANAGEMENT L | +542 | +7.8% | 7,532 |
| Westmount Partners, LLC | +352 | +5.9% | 6,369 |
| Mascoma Wealth Management LLC | +96 | +32.5% | 391 |
| IMA Advisory Services, Inc. | +42 | +2.2% | 1,978 |
| Parallel Advisors, LLC | +4 | +0.5% | 774 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cardinal Point Capital Management U | -7,655 | -12.4% | 53,915 |
| CITADEL ADVISORS LLC | -2,568 | -21.3% | 9,496 |
| AdvisorNet Financial, Inc | -128 | -1.2% | 10,553 |