iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q1 2025 (March 31)13holders −2
2new positions
4sold out
$31.32avg. 13F price*
At the end of Q1 2025, 13 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.5M), Creative Planning ($836K) and IMA Advisory Services, Inc. ($604K).
- Company
- iShares ESG Aware 60/40 Bala
- CUSIP
- 46436E676
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $864K |
| Exits | 4 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 35,744 shares bought and 71,405 shares sold, net −35,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Cardinal Point Capital Management ULC | 0.14% | Reduce -7.4% | 48,490 | $1.5M |
| Creative Planning | 0.00% | New | 26,676 | $836K |
| IMA Advisory Services, Inc. | 0.07% | Add +6.4% | 19,287 | $604K |
| Susquehanna International Group, LLP | 0.00% | Add +41.3% | 19,052 | $597K |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 12,806 | $401K |
| Raymond James Financial Inc. | 0.00% | Reduce -61.4% | 7,155 | $224K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.2% | 5,908 | $185K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -90.0% | 2,017 | $63K |
| Osaic Holdings, Inc. | 0.00% | No change | 928 | $29K |
| Morgan Stanley | 0.00% | New | 900 | $28K |
| Parallel Advisors, LLC | 0.00% | No change | 759 | $24K |
| Mascoma Wealth Management LLC | 0.00% | Add +41.8% | 146 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $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.