iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q1 2024 (March 31)12holders
1famous investor
$30.39avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings. The largest holders were Cardinal Point Capital Management ULC ($1.7M), Citadel Advisors ($599K) and Syntrinsic LLC ($546K). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $60K |
| Exits | 2 | $392K |
Ownership 12 holders
| Cardinal Point Capital Management ULC | 0.33% | Add +39.7% | 57,055 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -56.3% | 19,725 | $599K |
| Syntrinsic LLC | 0.18% | Add +8.6% | 17,978 | $546K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -77.2% | 2,173 | $66K |
| Private Capital Management LLC | 0.01% | New | 1,612 | $49K |
| Parallel Advisors, LLC | 0.00% | No change | 750 | $23K |
| Harbour Investments, Inc. | 0.00% | Reduce -93.8% | 727 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 630 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 363 | $11K |
| Gould Capital, LLC | 0.00% | No change | 174 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $2K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -66.2% | 23 | $699 |
"% 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.