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EAOR ISHARES TR

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ESG AWARE 60/40 (fund)

18 managers (18 13F filers) reported a position in EAOR shares at 2026-06-30, 191,115 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
8
Reduced
3
Sold out
0
Shares held by filers
191,115

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cardinal Point Capital Management ULC53,915$2.04M0.12%-7,65513F-HRTimeline
Bond & Devick Financial Network, Inc.43,496$1.65M0.41%+14,53413F-HRTimeline
LPL Financial LLC21,364$810K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,576$742K<0.01%+2,00913F-HRTimelineGroup
AdvisorNet Financial, Inc10,553$400K0.02%-12813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,496$360K<0.01%-2,56813F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,532$286K0.02%+54213F-HRTimeline
Sequoia Financial Advisors, LLC6,414$243K<0.01%013F-HRTimeline
Westmount Partners, LLC6,369$241K0.05%+35213F-HRTimeline
Birchwood Financial Partners, Inc.4,133$157K0.13%+2,81013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,887$109K<0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.1,978$75K<0.01%+4213F-HRTimeline
Godfrey Financial Associates, Inc.1,859$70.5K0.05%013F-HRTimeline
Parallel Advisors, LLC774$29.4K<0.01%+413F-HRTimeline
Mascoma Wealth Management LLC391$14.8K<0.01%+9613F-HRTimeline
UBS Group AGin group UBS Group AG188$7.13K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC104$3.94K<0.01%013F-HRTimeline
Triumph Capital Management86$3.26K<0.01%013F-HRTimeline