Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
179,889
-
Share change
-
+64,413
-
Total reported value
-
$5,642,264
-
Price per share
-
$31.36
-
Number of holders
-
15
-
Value change
-
+$2,015,216
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
179,889 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, JANE STREET GROUP, LLC, Richard Bernstein Advisors LLC, RAYMOND JAMES FINANCIAL INC, IMA Advisory Services, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, JPMORGAN CHASE & CO, AdvisorNet Financial, Inc, and OSAIC HOLDINGS, INC..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 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.