Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
124,187
-
Share change
-
+36,588
-
Total reported value
-
$4,339,468
-
Price per share
-
$35.00
-
Number of holders
-
15
-
Value change
-
+$1,280,125
-
Number of buys
-
10
-
Number of sells
-
3
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q3 2025
As of 30 Sep 2025,
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
124,187 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, CITADEL ADVISORS LLC, Bond & Devick Financial Network, Inc., LODESTAR PRIVATE ASSET MANAGEMENT LLC, Sequoia Financial Advisors, LLC, Westmount Partners, LLC, AdvisorNet Financial, Inc, Richard Bernstein Advisors LLC, IMA Advisory Services, Inc., and OSAIC HOLDINGS, INC..
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 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.