iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q2 2024 (June 30)13holders +1
2new positions
1sold out
1famous investor
$30.72avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.8M), Citadel Advisors ($639K) and Syntrinsic LLC ($553K). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2K |
| Exits | 1 | $5K |
All 13F filers, Q1 2024 → Q2 2024: 1,157 shares bought and 284 shares sold, net +873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Cardinal Point Capital Management ULC | 0.30% | No change | 57,055 | $1.8M |
| Citadel Advisors | 0.00% | Add +5.4% | 20,795 | $639K |
| Syntrinsic LLC | 0.18% | Add +0.1% | 17,990 | $553K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -5.1% | 2,063 | $63K |
| Private Capital Management LLC | 0.01% | No change | 1,612 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 754 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 727 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 630 | $19K |
| CoreCap Advisors, LLC | 0.00% | No change | 363 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 70 | $2K |
| Mascoma Wealth Management LLC | 0.00% | No change | 23 | $706 |
| Morgan Stanley | 0.00% | New | 1 | $45 |
"% 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.