Ishares ESG Aware 60/40 Bala (EAOR)

CUSIP: 46436E676 | NYSE | 39 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q2 2026

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Cardinal Point Capital Management ULC53,915

0.1% of portfolio$2.0M

Bond & Devick Financial Network, Inc.43,496

0.4% of portfolio$1.6M

LPL Financial LLC21,364

0.0% of portfolio$809.9K

Susquehanna International Group, LLP19,576

0.0% of portfolio$742.1K

AdvisorNet Financial, Inc10,553

0.0% of portfolio$400.1K

Citadel Advisors LLC9,496

0.0% of portfolio$360.0K

Lodestar Private Asset Management LLC7,532

0.0% of portfolio$285.5K

Sequoia Financial Advisors, LLC6,414

0.0% of portfolio$243.1K

Westmount Partners, LLC6,369

0.1% of portfolio$241.5K

Birchwood Financial Partners, Inc.4,133

0.1% of portfolio$156.7K

Osaic Holdings, Inc.2,887

0.0% of portfolio$109.4K

IMA Advisory Services, Inc.1,978

0.0% of portfolio$75.0K

Godfrey Financial Associates, Inc.1,859

0.1% of portfolio$70.5K

Parallel Advisors, LLC774

0.0% of portfolio$29.4K

Mascoma Wealth Management LLC391

0.0% of portfolio$14.8K

UBS Group AG188

0.0% of portfolio$7.1K

CoreCap Advisors, LLC104

0.0% of portfolio$3.9K

Triumph Capital Management86

0.0% of portfolio$3.3K

				Style	Turnover	Location	Filed
Cardinal Point Capital Management ULC	53,915	$2.0M	0.1%	Value	Low	Toronto, Australia	2026-07-14
Bond & Devick Financial Network, Inc.	43,496	$1.6M	0.4%	ETF	Very Low	St. Louis Park, MN	2026-07-16
LPL Financial LLC	21,364	$809.9K	0.0%	Index	Very Low	Fort Mill, SC	2026-08-07
Susquehanna International Group, LLP	19,576	$742.1K	0.0%	Growth	High	Bala Cynwyd, PA	2026-08-14
AdvisorNet Financial, Inc	10,553	$400.1K	0.0%	ETF	Low	Minnetonka, MN	2026-07-23
Citadel Advisors LLC	9,496	$360.0K	0.0%	Core	Very High	Miami, FL	2026-09-02
Lodestar Private Asset Management LLC	7,532	$285.5K	0.0%	ETF	Low	Alamo, CA	2026-07-28
Sequoia Financial Advisors, LLC	6,414	$243.1K	0.0%	Index	Very Low	Akron, OH	2026-07-17
Westmount Partners, LLC	6,369	$241.5K	0.1%	Growth	Low	Los Angeles, CA	2026-07-07
Birchwood Financial Partners, Inc.	4,133	$156.7K	0.1%	ETF	Very Low	Bloomington, MN	2026-08-06
Osaic Holdings, Inc.	2,887	$109.4K	0.0%	Index	Low	Scottsdale, AZ	2026-08-14
IMA Advisory Services, Inc.	1,978	$75.0K	0.0%	ETF	Low	Denver, CO	2026-08-10
Godfrey Financial Associates, Inc.	1,859	$70.5K	0.1%	ETF	Low	Glenmont, NY	2026-08-11
Parallel Advisors, LLC	774	$29.4K	0.0%	Index	Low	San Francisco, CA	2026-08-05
Mascoma Wealth Management LLC	391	$14.8K	0.0%	ETF	Very Low	Hanover, NH	2026-07-24
UBS Group AG	188	$7.1K	0.0%	Core	Medium	Zurich, Switzerland	2026-08-13
CoreCap Advisors, LLC	104	$3.9K	0.0%	ETF	Medium	Southfield, MI	2026-07-06
Triumph Capital Management	86	$3.3K	0.0%	ETF	Medium	Denver, CO	2026-07-21