EAOR

Ishares Esg Aware 60/40 BalaETF$37.13 0.33%
UnclassifiedUSCUSIP 46436E676· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
12
-1 QoQ
13F Value (tracked)
$6.1M
13F Moves · latest Q
5 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$37.13 0.33%5Y +19.0%
$23.34$27.29$31.25$35.20$39.15202120222023202420252026224422532222222232224223365342
Hover for who · click for detailEnd-of-day closing prices52w $33.21 – $38.06

Who owns EAOR?

12 tracked 13F filers

12 tracked 13F filers disclose a position in EAOR as of the latest SEC 13F filings, a combined $6.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Cardinal Point Capital Management ULC
$2.0M
54K
−12%
Reduced · −8K sh
Q2 2026
2Bond & Devick Financial Network, Inc.
$1.6M
43K
+50%
Added · +15K sh
Q2 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$611K
18K
+63%
Added · +7K sh
Q1 2026
4CITADEL ADVISORS LLC
$420K
12K
+88%
Added · +6K sh
Q1 2026
5Richard Bernstein Advisors LLC
$407K
12K
+178%
Added · +7K sh
Q1 2026
6AdvisorNet Financial, Inc
$372K
11K
+84%
Added · +5K sh
Q1 2026
7Sequoia Financial Advisors, LLC
$223K
6K
Held
Q1 2026
8Westmount Partners, LLC
$241K
6K
+5.8%
Added · +352 sh
Q2 2026
9OSAIC HOLDINGS, INC.
$100K
3K
Held
Q1 2026
10Parallel Advisors, LLC
$27K
770
Held
Q1 2026
11CoreCap Advisors, LLC
$4K
104
Held
Q1 2026
12Triumph Capital Management
$3K
86
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EAOR being bought or sold by institutions?

Last quarter, 0 funds opened a new position in EAOR and 5 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
5
funds
Reduced
1
funds
Exited
0
funds

Funds that own EAOR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA5 funds$3.8B
AMAZON.COM INCAMZN5 funds$2.0B
APPLE INCAAPL5 funds$1.9B
MICRON TECHNOLOGY INCMU5 funds$1.6B
MICROSOFT CORPMSFT5 funds$1.3B
BROADCOM INCAVGO5 funds$1.2B
META PLATFORMS INC-CLASS AMETA5 funds$1.2B
ALPHABET INC-CL AGOOGL5 funds$981.1M
ALPHABET INC-CL CGOOG5 funds$949.9M
JPMORGAN CHASE & COJPM5 funds$859.1M
TESLA INCTSLA5 funds$841.0M
BERKSHIRE HATHAWAY INC-CL BBRK/B5 funds$713.2M

Ranked by how many of EAOR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

12 funds+0 since Q3 2024
0713Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $5.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EAOR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EAOR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EAOR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EAOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.