iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q2 2025 (June 30)10holders −3
1new positions
4sold out
$33.44avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.9M), IMA Advisory Services, Inc. ($622K) and Martin Worley Group ($215K).
- Company
- iShares ESG Aware 60/40 Bala
- CUSIP
- 46436E676
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $215K |
| Exits | 4 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 17,051 shares bought and 67,266 shares sold, net −50,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Cardinal Point Capital Management ULC | 0.15% | Add +16.7% | 56,605 | $1.9M |
| IMA Advisory Services, Inc. | 0.07% | Reduce -3.6% | 18,598 | $622K |
| Martin Worley Group | 0.10% | New | 6,414 | $215K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.9% | 5,558 | $186K |
| Richard Bernstein Advisors LLC | 0.00% | Add +124.8% | 4,535 | $152K |
| Osaic Holdings, Inc. | 0.00% | No change | 928 | $31K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 763 | $26K |
| Morgan Stanley | 0.00% | Reduce -59.8% | 362 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 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.