Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
96,476
-
Share change
-
-65,947
-
Total reported value
-
$2,498,518
-
Price per share
-
$25.92
-
Number of holders
-
12
-
Value change
-
-$1,547,014
-
Number of buys
-
8
-
Number of sells
-
4
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
96,476 shares.
The largest 10 holders included
Richard Bernstein Advisors LLC, Cardinal Point Capital Management, ULC, HARBOUR INVESTMENTS, INC., IFP Advisors, Inc, Mascoma Wealth Management LLC, Parallel Advisors, LLC, Federation des caisses Desjardins du Quebec, CoreCap Advisors, LLC, ADVISOR GROUP HOLDINGS, INC., and Gould Capital, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 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.