Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
94,013
-
Share change
-
-50,215
-
Total reported value
-
$3,144,109
-
Price per share
-
$33.44
-
Number of holders
-
10
-
Value change
-
-$1,540,074
-
Number of buys
-
4
-
Number of sells
-
7
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
94,013 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, IMA Advisory Services, Inc., Martin Worley Group, AdvisorNet Financial, Inc, Richard Bernstein Advisors LLC, OSAIC HOLDINGS, INC., Parallel Advisors, LLC, MORGAN STANLEY, Mascoma Wealth Management LLC, and CoreCap Advisors, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 2025 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.