Who Owns EAOR?
iShares ESG Aware 60/40 Balanced Allocation ETF — Institutional Ownership & 13F Holdings
$36.58
+0.00 (+0.00%)
Market Cap
$30.0M
Shares Outstanding
831,500
Institutional Holders
13
Total Inst. Value
$4.5M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
2
Closed Positions
5
Increased
5
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cardinal Point Capital Management ULC | $1.5M | 48,490 |
| 2 | Creative PlanningNew | $836K | 26,676 |
| 3 | IMA Advisory Services, Inc. | $604K | 19,287 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $597K | 19,052 |
| 5 | JPMORGAN CHASE & CO | $401K | 12,806 |
| 6 | RAYMOND JAMES FINANCIAL INC | $224K | 7,155 |
| 7 | AdvisorNet Financial, Inc | $185K | 5,908 |
| 8 | Richard Bernstein Advisors LLC | $63K | 2,017 |
| 9 | OSAIC HOLDINGS, INC. | $29K | 928 |
| 10 | MORGAN STANLEYNew | $28K | 900 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Creative PlanningNew | +27K | $836K |
| IMA Advisory Services, Inc. | +1K | $604K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +6K | $597K |
| JPMORGAN CHASE & CO | +997 | $401K |
| AdvisorNet Financial, Inc | +398 | $185K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Richard Bernstein Advisors LLC | -18K | $63K |
| RAYMOND JAMES FINANCIAL INC | -11K | $224K |
| Cardinal Point Capital Management ULC | -4K | $1.5M |
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Frequently Asked Questions
How many institutional investors hold EAOR?
As of Q1 2025, 13 institutional investors report holding EAOR (iShares ESG Aware 60/40 Balanced Allocation ETF) in their 13F filings.
Which hedge fund owns the most EAOR?
The largest institutional holder of EAOR is Cardinal Point Capital Management ULC with $1.5M in shares.
Are institutions buying or selling EAOR?
This quarter, 2 institutions opened new positions in EAOR and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.