iShares ESG Aware 60/40 BalaEAORETF
13F holders, Q4 2025 (December 31)18holders +3
3new positions
2sold out
1famous investor
$35.34avg. 13F price*
At the end of Q4 2025, 18 institutions reported holding iShares ESG Aware 60/40 Bala (EAOR) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Cardinal Point Capital Management ULC ($2.2M), Raymond James Financial Inc. ($1.9M) and Bond & Devick Financial Network, Inc. ($578K). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.3M |
| Exits | 2 | $10K |
All 13F filers, Q3 2025 → Q4 2025: 72,954 shares bought and 11,612 shares sold, net +61,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Cardinal Point Capital Management ULC | 0.14% | Reduce -0.3% | 61,660 | $2.2M |
| Raymond James Financial Inc. | 0.00% | New | 54,831 | $1.9M |
| Bond & Devick Financial Network, Inc. | 0.16% | Add +43.8% | 16,369 | $578K |
| Susquehanna International Group, LLP | 0.00% | New | 10,788 | $381K |
| Lodestar Private Asset Management LLC | 0.02% | Add +0.2% | 6,991 | $247K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,414 | $227K |
| Citadel Advisors | 0.00% | Reduce -63.4% | 6,407 | $226K |
| Westmount Partners, LLC | 0.05% | Add +3.6% | 6,017 | $213K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 5,818 | $206K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -0.4% | 4,206 | $149K |
| Osaic Holdings, Inc. | 0.00% | Add +164.4% | 2,887 | $102K |
| IMA Advisory Services, Inc. | 0.01% | Add +3.1% | 1,886 | $67K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 1,859 | $66K |
| Birchwood Financial Partners, Inc. | 0.03% | — | 848 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 770 | $27K |
| Mascoma Wealth Management LLC | 0.00% | Add +102.0% | 295 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 104 | $4K |
| Triumph Capital Management | 0.00% | New | 86 | $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.