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EAOR ISHARES TR

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ESG AWARE 60/40 (fund)

15 managers (15 13F filers) reported a position in EAOR shares at 2025-09-30, 124,187 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
6
Added
4
Reduced
3
Sold out
0
Shares held by filers
124,187

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 ULC61,865$2.16M0.15%+5,26013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,523$613K<0.01%new13F-HRTimelineGroup
Bond & Devick Financial Network, Inc.11,385$399K0.12%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,977$244K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,414$225K<0.01%new13F-HRTimeline
Westmount Partners, LLC5,808$204K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc5,778$202K0.01%+22013F-HRTimeline
Richard Bernstein Advisors LLC4,223$150K<0.01%-31213F-HRTimeline
IMA Advisory Services, Inc.1,830$64.1K0.01%-16,76813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,092$38.1K<0.01%+16413F-HRTimelineGroup
Parallel Advisors, LLC768$26.9K<0.01%+513F-HRTimeline
UBS Group AGin group UBS Group AG273$9.56K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC146$5.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC104$3.64K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%-36113F-HR/ATimelineGroup