iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q2 2026 (June 30)18holders +1
2new positions
0sold out
1famous investor
$37.91avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Cardinal Point Capital Management ULC ($2.0M), Bond & Devick Financial Network, Inc. ($1.6M) and LPL Financial LLC ($810K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware 60/40 Bala
- CUSIP
- 46436E676
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $817K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 41,941 shares bought and 10,351 shares sold, net +31,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Cardinal Point Capital Management ULC | 0.12% | Reduce -12.4% | 53,915 | $2.0M |
| Bond & Devick Financial Network, Inc. | 0.41% | Add +50.2% | 43,496 | $1.6M |
| LPL Financial LLC | 0.00% | New | 21,364 | $810K |
| Susquehanna International Group, LLP | 0.00% | Add +11.4% | 19,576 | $742K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.2% | 10,553 | $400K |
| Citadel Advisors | 0.00% | Reduce -21.3% | 9,496 | $360K |
| Lodestar Private Asset Management LLC | 0.02% | Add +7.8% | 7,532 | $286K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,414 | $243K |
| Westmount Partners, LLC | 0.05% | Add +5.8% | 6,369 | $241K |
| Birchwood Financial Partners, Inc. | 0.13% | Add +212.4% | 4,133 | $157K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,887 | $109K |
| IMA Advisory Services, Inc. | 0.00% | Add +2.2% | 1,978 | $75K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 1,859 | $70K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 774 | $29K |
| Mascoma Wealth Management LLC | 0.00% | Add +32.5% | 391 | $15K |
| UBS Group AG | 0.00% | New | 188 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $4K |
| Triumph Capital Management | 0.00% | No change | 86 | $3K |
"% of holder's portfolio" is EAOR's weight in each manager's 13F, not the share of iShares ESG Aware 60/40 Bala the manager owns.