Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
68,315
-
Share change
-
-51,697
-
Total reported value
-
$1,837,019
-
Price per share
-
$26.89
-
Number of holders
-
9
-
Value change
-
-$1,464,932
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
68,315 shares.
The largest 10 holders included
Cardinal Point Capital Management, ULC, Syntrinsic LLC, Richard Bernstein Advisors LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, HARBOUR INVESTMENTS, INC., Parallel Advisors, LLC, Federation des caisses Desjardins du Quebec, Gould Capital, LLC, AdvisorNet Financial, Inc, and Mascoma Wealth Management LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2023 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.