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Get Institutions for : 
Ishares Esg Aware Growth Allocation Etf (EAOR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    0
Total shares held : 
 121,732  
% of shares held : 
 1.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 53,417  
% of shares held change : 
   0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 1
 0%
 
Increased Positions :
2
 60,247
 49.49%
 
Unchanged Positions :
5
 12,013
 9.87%
 
Decreased Positions :
3
-6,818
-5.6%
 
Closed Positions :
1
-13
-0.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cardinal Point Capital Management ULC 22 - 2024-03-31 57,055 $1,734,000 16,210
   CITADEL ADVISORS LLC 2676 - 2023-12-31 45,137 $1,312,000 45,137
   Cardinal Point Wealth Management Partners LLC 40 - 2023-03-31 27,545 $754,000 255
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4087 - 2023-12-31 13,478 $392,000 -1,166
   HARBOUR INVESTMENTS INC. 674 - 2023-12-31 11,699 $340,000 0
   RICHARD BERNSTEIN ADVISORS LLC 200 - 2023-12-31 9,508 $276,000 -5,649
   Parallel Advisors LLC 1879 - 2023-12-31 750 $22,000 -3
   Gould Capital LLC 171 - 2023-12-31 174 $5,000 0
   Mascoma Wealth Management LLC - 2023-12-31 68 $2,000 0
   AdvisorNet Financial Inc 1623 - 2024-03-31 72 $2,000 0
   MORGAN STANLEY 7076 *New 2023-12-31 1 $0 1
   J P MORGAN CHASE & CO 6029 *Closed 2023-12-31 0 $0 -13
   PROEQUITIES INC. 8538 - 2023-12-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
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