iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q4 2024 (December 31)15holders
3new positions
3sold out
1famous investor
$31.36avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.6M), Jane Street Group, LLC ($761K) and Richard Bernstein Advisors LLC ($632K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $993K |
| Exits | 3 | $155K |
All 13F filers, Q3 2024 → Q4 2024: 72,091 shares bought and 7,678 shares sold, net +64,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Cardinal Point Capital Management ULC | 0.26% | Add +7.5% | 52,380 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +40.0% | 24,282 | $761K |
| Richard Bernstein Advisors LLC | 0.01% | Add +878.1% | 20,149 | $632K |
| Raymond James Financial Inc. | 0.00% | — | 18,556 | $582K |
| IMA Advisory Services, Inc. | 0.07% | New | 18,124 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 13,485 | $423K |
| Citadel Advisors | 0.00% | Reduce -15.5% | 13,020 | $408K |
| JPMorgan Chase & Co. | 0.00% | Add +31816.2% | 11,809 | $370K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -8.2% | 5,510 | $173K |
| Osaic Holdings, Inc. | 0.00% | No change | 928 | $29K |
| Parallel Advisors, LLC | 0.00% | No change | 759 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 630 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 103 | $3K |
| UBS Group AG | 0.00% | New | 50 | $2K |
"% 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.