Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
149,938
-
Share change
-
+63,260
-
Total reported value
-
$3,701,000
-
Price per share
-
$24.68
-
Number of holders
-
11
-
Value change
-
+$1,556,285
-
Number of buys
-
5
-
Number of sells
-
4
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q3 2022
As of 30 Sep 2022,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
149,938 shares.
The largest 10 holders included
ASPIRIANT, LLC, CITADEL ADVISORS LLC, Cardinal Point Wealth Management Partners, LLC, JANE STREET GROUP, LLC, IFP Advisors, Inc, Mascoma Wealth Management LLC, Parallel Advisors, LLC, Federation des caisses Desjardins du Quebec, ADVISOR GROUP HOLDINGS, INC., and Gould Capital, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.