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EAOR ISHARES TR

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ESG AWARE 60/40 (fund)

14 managers (14 13F filers) reported a position in EAOR shares at 2025-03-31, 144,228 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
14
13F filers
14
New
2
Added
5
Reduced
3
Sold out
4
Shares held by filers
144,228

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 ULC48,490$1.52M0.14%-3,89013F-HRTimeline
Creative Planningin group Creative Planning26,676$836K<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.19,287$604K0.07%+1,16313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,052$597K<0.01%+5,56713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,806$401K<0.01%+99713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,155$224K<0.01%-11,40113F-HRTimelineGroup
AdvisorNet Financial, Inc5,908$185K0.01%+39813F-HRTimeline
Richard Bernstein Advisors LLC2,017$63.2K<0.01%-18,13213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.928$29.1K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY900$28.2K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC759$23.8K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC146$4.56K<0.01%+4313F-HRTimeline
CoreCap Advisors, LLC104$3.26K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.