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EAOR ISHARES TR

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ESG AWARE 60/40 (fund)

17 managers (17 13F filers) reported a position in EAOR shares at 2026-03-31, 171,209 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
0
Added
7
Reduced
2
Sold out
1
Shares held by filers
171,209

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 ULC61,570$2.14M0.13%-9013F-HRTimeline
Bond & Devick Financial Network, Inc.28,962$1.01M0.28%+12,59313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,567$611K<0.01%+6,77913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,064$420K<0.01%+5,65713F-HRTimelineGroup
Richard Bernstein Advisors LLC11,684$407K0.01%+7,47813F-HRTimeline
AdvisorNet Financial, Inc10,681$372K0.02%+4,86313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,990$243K0.02%-113F-HRTimeline
Sequoia Financial Advisors, LLC6,414$223K<0.01%013F-HRTimeline
Westmount Partners, LLC6,017$209K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,887$100K<0.01%013F-HRTimelineGroup
IMA Advisory Services, Inc.1,936$67.4K0.01%+5013F-HRTimeline
Godfrey Financial Associates, Inc.1,859$64.7K0.06%013F-HRTimeline
Birchwood Financial Partners, Inc.1,323$46K0.04%+47513F-HRTimeline
Parallel Advisors, LLC770$26.8K<0.01%013F-HR/ATimeline
Mascoma Wealth Management LLC295$10.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC104$3.62K<0.01%013F-HRTimeline
Triumph Capital Management86$2.99K<0.01%013F-HRTimeline