As of 30 Sep 2025, 15 institutional investors reported holding 124,187 shares of ISHARES TR - ESG AWARE 60/40 (EAOR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 22,490 | $794,789 | +$183,517 | $35.34 | 3 |
| 2025 Q3 | 124,187 | $4,339,468 | +$1,280,125 | $35.00 | 15 |
| 2025 Q2 | 94,013 | $3,144,109 | -$1,540,074 | $33.44 | 10 |
| 2025 Q1 | 144,228 | $4,517,612 | -$1,118,359 | $31.32 | 13 |
| 2024 Q4 | 179,889 | $5,642,264 | +$2,015,216 | $31.36 | 15 |
| 2024 Q3 | 115,024 | $3,720,807 | +$417,505 | $32.35 | 15 |
| 2024 Q2 | 100,543 | $3,088,432 | +$26,886 | $30.72 | 12 |
| 2024 Q1 | 101,282 | $3,077,922 | -$1,125,904 | $30.39 | 12 |
| 2023 Q4 | 121,731 | $3,537,792 | +$1,552,400 | $29.06 | 9 |
| 2023 Q3 | 68,315 | $1,837,019 | -$1,464,932 | $26.89 | 9 |
| 2023 Q2 | 120,012 | $3,374,748 | -$70,064 | $28.12 | 10 |
| 2023 Q1 | 122,225 | $3,346,145 | +$828,531 | $27.37 | 11 |
| 2022 Q4 | 96,476 | $2,498,518 | -$1,547,014 | $25.92 | 12 |
| 2022 Q3 | 149,938 | $3,701,000 | +$1,556,285 | $24.68 | 11 |
| 2022 Q2 | 86,678 | $2,285,000 | -$89,283 | $26.40 | 10 |
| 2022 Q1 | 89,904 | $2,663,000 | +$1,101,679 | $29.97 | 10 |
| 2021 Q4 | 47,496 | $1,508,000 | +$303,523 | $31.78 | 6 |
| 2021 Q3 | 25,633 | $790,000 | -$1,122,965 | $30.89 | 4 |
| 2021 Q2 | 61,196 | $1,909,000 | -$1,031,022 | $31.19 | 4 |
| 2021 Q1 | 94,753 | $2,819,000 | +$588,285 | $29.77 | 6 |
| 2020 Q4 | 75,000 | $2,183,000 | -$1,398,668 | $29.11 | 1 |
| 2020 Q3 | 124,979 | $3,356,000 | +$671,001 | $26.86 | 2 |
| 2020 Q2 | 100,000 | $2,562,000 | +$2,562,000 | $25.62 | 1 |