Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
101,282
-
Share change
-
-37,638
-
Total reported value
-
$3,077,922
-
Price per share
-
$30.39
-
Number of holders
-
12
-
Value change
-
-$1,125,904
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q1 2024
As of 31 Mar 2024,
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
101,282 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, CITADEL ADVISORS LLC, Syntrinsic LLC, Richard Bernstein Advisors LLC, PRIVATE CAPITAL MANAGEMENT LLC, Parallel Advisors, LLC, HARBOUR INVESTMENTS, INC., Federation des caisses Desjardins du Quebec, CoreCap Advisors, LLC, and Gould Capital, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2024 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.