iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q3 2025 (September 30)15holders +5
6new positions
0sold out
1famous investor
$34.94avg. 13F price*
At the end of Q3 2025, 15 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, up 5 from Q2 2025. 6 opened new positions and 0 sold out. The largest holders were Cardinal Point Capital Management ULC ($2.2M), Citadel Advisors ($613K) and Bond & Devick Financial Network, Inc. ($399K). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 54,029 shares bought and 17,441 shares sold, net +36,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Cardinal Point Capital Management ULC | 0.15% | Add +9.3% | 61,865 | $2.2M |
| Citadel Advisors | 0.00% | New | 17,523 | $613K |
| Bond & Devick Financial Network, Inc. | 0.12% | New | 11,385 | $399K |
| Lodestar Private Asset Management LLC | 0.03% | New | 6,977 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,414 | $225K |
| Westmount Partners, LLC | 0.05% | New | 5,808 | $204K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.0% | 5,778 | $202K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -6.9% | 4,223 | $150K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -90.2% | 1,830 | $64K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 1,092 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 768 | $27K |
| UBS Group AG | 0.00% | New | 273 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 146 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $4K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $36 |
"% 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.