EAOR ISHARES TR
FollowESG AWARE 60/40 (fund)
11 managers (11 13F filers) reported a position in EAOR shares at 2025-06-30, 94,013 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 94,013
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cardinal Point Capital Management ULC | 56,605 | $1.89M | 0.15% | +8,115 | 13F-HRTimeline |
| IMA Advisory Services, Inc. | 18,598 | $622K | 0.07% | -689 | 13F-HRTimeline |
| Martin Worley Group | 6,414 | $215K | 0.1% | new | 13F-HRTimeline |
| AdvisorNet Financial, Inc | 5,558 | $186K | 0.01% | -350 | 13F-HRTimeline |
| Richard Bernstein Advisors LLC | 4,535 | $152K | <0.01% | +2,518 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 928 | $31K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Parallel Advisors, LLC | 763 | $25.5K | <0.01% | +4 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 362 | $12.1K | <0.01% | -538 | 13F-HRTimelineGroup |
| Mascoma Wealth Management LLC | 146 | $4.87K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 104 | $3.48K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |