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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 2025-12-31, 188,236 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
8
Reduced
3
Sold out
2
Shares held by filers
188,236

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 ULC61,660$2.18M0.14%-20513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,831$1.94M<0.01%new13F-HRTimelineGroup
Bond & Devick Financial Network, Inc.16,369$578K0.16%+4,98413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,788$381K<0.01%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,991$247K0.02%+1413F-HRTimeline
Sequoia Financial Advisors, LLC6,414$227K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,407$226K<0.01%-11,11613F-HRTimelineGroup
Westmount Partners, LLC6,017$213K0.05%+20913F-HRTimeline
AdvisorNet Financial, Inc5,818$206K0.01%+4013F-HRTimeline
Richard Bernstein Advisors LLC4,206$149K<0.01%-1713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,887$102K<0.01%+1,79513F-HRTimelineGroup
IMA Advisory Services, Inc.1,886$66.7K0.01%+5613F-HRTimeline
Godfrey Financial Associates, Inc.1,859$65.7K0.06%13F-HRTimeline
Birchwood Financial Partners, Inc.848$30K0.03%13F-HRTimeline
Parallel Advisors, LLC770$27.2K<0.01%+213F-HRTimeline
Mascoma Wealth Management LLC295$10.4K<0.01%+14913F-HRTimeline
CoreCap Advisors, LLC104$3.67K<0.01%013F-HRTimeline
Triumph Capital Management86$3.04K<0.01%new13F-HRTimeline