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Ishares ESG Aware 60/40 Bala (EAOR)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cardinal Point Capital Management ULC
DECREASED
Shares53,915 from 61,570
Change-7,655 (-12%)
Value$2.0M (-$99.2K)
Filed 2026-07-14
Bond & Devick Financial Network, Inc.
INCREASED
Shares43,496 from 28,962
Change+14,534 (+50%)
Value$1.6M (+$640.8K)
Filed 2026-07-16
LPL Financial LLC
NEW
Shares21,364
Change+21,364
Value$809.9K
Filed 2026-08-07
Susquehanna International Group, LLP
INCREASED
Shares19,576 from 17,567
Change+2,009 (+11%)
Value$742.1K (+$130.7K)
Filed 2026-08-14
AdvisorNet Financial, Inc
DECREASED
Shares10,553 from 10,681
Change-128 (-1%)
Value$400.1K (+$28.3K)
Filed 2026-07-23
Citadel Advisors LLC
DECREASED
Shares9,496 from 12,064
Change-2,568 (-21%)
Value$360.0K (-$59.9K)
Filed 2026-09-02
Lodestar Private Asset Management LLC
INCREASED
Shares7,532 from 6,990
Change+542 (+8%)
Value$285.5K (+$42.2K)
Filed 2026-07-28
Sequoia Financial Advisors, LLC
UNCHANGED
Shares6,414 from 6,414
Change0 (0%)
Value$243.1K (+$19.9K)
Filed 2026-07-17
Westmount Partners, LLC
INCREASED
Shares6,369 from 6,017
Change+352 (+6%)
Value$241.5K (+$32.0K)
Filed 2026-07-07
Birchwood Financial Partners, Inc.
INCREASED
Shares4,133 from 1,323
Change+2,810 (+212%)
Value$156.7K (+$110.6K)
Filed 2026-08-06
Osaic Holdings, Inc.
UNCHANGED
Shares2,887 from 2,887
Change0 (0%)
Value$109.4K (+$9.0K)
Filed 2026-08-14
IMA Advisory Services, Inc.
INCREASED
Shares1,978 from 1,936
Change+42 (+2%)
Value$75.0K (+$7.6K)
Filed 2026-08-10
Godfrey Financial Associates, Inc.
UNCHANGED
Shares1,859 from 1,859
Change0 (0%)
Value$70.5K (+$5.8K)
Filed 2026-08-11
Parallel Advisors, LLC
INCREASED
Shares774 from 770
Change+4 (+1%)
Value$29.4K (+$2.5K)
Filed 2026-08-05
Mascoma Wealth Management LLC
INCREASED
Shares391 from 295
Change+96 (+33%)
Value$14.8K (+$4.6K)
Filed 2026-07-24
UBS Group AG
NEW
Shares188
Change+188
Value$7.1K
Filed 2026-08-13
CoreCap Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$3.9K (+$323)
Filed 2026-07-06
Triumph Capital Management
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$3.3K (+$267)
Filed 2026-07-21
Richard Bernstein Advisors LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Status
Cardinal Point Capital Management ULC
DECREASED53,91561,570-7,655-12%$2.1M$2.0M-$99.2K2026-07-14
Bond & Devick Financial Network, Inc.
INCREASED43,49628,962+14,534+50%$1.0M$1.6M+$640.8K2026-07-16
LPL Financial LLC
NEW21,364—+21,364——$809.9K—2026-08-07
Susquehanna International Group, LLP
INCREASED19,57617,567+2,009+11%$611.5K$742.1K+$130.7K2026-08-14
AdvisorNet Financial, Inc
DECREASED10,55310,681-128-1%$371.8K$400.1K+$28.3K2026-07-23
Citadel Advisors LLC
DECREASED9,49612,064-2,568-21%$419.9K$360.0K-$59.9K2026-09-02
Lodestar Private Asset Management LLC
INCREASED7,5326,990+542+8%$243.3K$285.5K+$42.2K2026-07-28
Sequoia Financial Advisors, LLC
UNCHANGED6,4146,41400%$223.3K$243.1K+$19.9K2026-07-17
Westmount Partners, LLC
INCREASED6,3696,017+352+6%$209.4K$241.5K+$32.0K2026-07-07
Birchwood Financial Partners, Inc.
INCREASED4,1331,323+2,810+212%$46.1K$156.7K+$110.6K2026-08-06
Osaic Holdings, Inc.
UNCHANGED2,8872,88700%$100.5K$109.4K+$9.0K2026-08-14
IMA Advisory Services, Inc.
INCREASED1,9781,936+42+2%$67.4K$75.0K+$7.6K2026-08-10
Godfrey Financial Associates, Inc.
UNCHANGED1,8591,85900%$64.7K$70.5K+$5.8K2026-08-11
Parallel Advisors, LLC
INCREASED774770+4+1%$26.8K$29.4K+$2.5K2026-08-05
Mascoma Wealth Management LLC
INCREASED391295+96+33%$10.3K$14.8K+$4.6K2026-07-24
UBS Group AG
NEW188—+188——$7.1K—2026-08-13
CoreCap Advisors, LLC
UNCHANGED10410400%$3.6K$3.9K+$3232026-07-06
Triumph Capital Management
UNCHANGED868600%$3.0K$3.3K+$2672026-07-21
Richard Bernstein Advisors LLC
N/A—11,684-11,684-100%$406.7K———
Showing 19 of 19 institutions