EAOR

Ishares Esg Aware 60/40 BalaETF
UnclassifiedCUSIP 46436E676

Among active 13F managers last quarter, 6 added and 3 reduced; the largest holder to move was Cardinal Point Capital Management ULC (−12%).

Tracked 13F holders
17
10 in Q2 2026 filings
13F value (tracked)
$6.7M
13F moves · latest Q
6 added
3 reduced

Who owns EAOR?

17 tracked 13F filers · ranked by shares held

17 tracked 13F filers disclose a position in EAOR as of the latest SEC 13F filings, a combined $6.7M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Cardinal Point Capital Management ULC54K
$2.0M
−12%
Reduced · −8K sh
Q2 2026
2Bond & Devick Financial Network, Inc.43K
$1.6M
+50%
Added · +15K sh
Q2 2026
3Susquehanna International Group, LLP18K
$611K
+63%
Added · +7K sh
Q1 2026
4Richard Bernstein Advisors LLC12K
$407K
+178%
Added · +7K sh
Q1 2026
5AdvisorNet Financial, Inc11K
$400K
−1.2%
Reduced · −128 sh
Q2 2026
6Citadel Advisors LLC9K
$360K
−21%
Reduced · −3K sh
Q2 2026
7Lodestar Private Asset Management LLC8K
$286K
+7.8%
Added · +542 sh
Q2 2026
8Sequoia Financial Advisors, LLC6K
$223K
Held
Q1 2026
9Westmount Partners, LLC6K
$241K
+5.8%
Added · +352 sh
Q2 2026
10Birchwood Financial Partners, Inc.4K
$157K
+212%
Added · +3K sh
Q2 2026
11Osaic Holdings, Inc.3K
$100K
Held
Q1 2026
12IMA Advisory Services, Inc.2K
$75K
+2.2%
Added · +42 sh
Q2 2026
13Godfrey Financial Associates, Inc.2K
$70K
Held
Q2 2026
14Parallel Advisors, LLC770
$27K
Held
Q1 2026
15Mascoma Wealth Management LLC391
$15K
+33%
Added · +96 sh
Q2 2026
16CoreCap Advisors, LLC104
$4K
Held
Q1 2026
17Triumph Capital Management86
$3K
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, 6 funds added to an existing position in EAOR, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
6
added to an existing position
Reduced
3
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own EAOR also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA13 funds$3.6B
Apple IncAAPL13 funds$1.9B
Amazon.com IncAMZN13 funds$1.9B
Microsoft CorpMSFT13 funds$1.2B
Meta Platforms Inc-Class AMETA13 funds$1.1B
Alphabet Inc-CL AGOOGL13 funds$978.9M
Alphabet Inc-CL CGOOG13 funds$875.2M
JPMorgan Chase & CoJPM13 funds$818.8M
Berkshire Hathaway Inc-CL BBRK/B13 funds$660.5M
Johnson & JohnsonJNJ13 funds$540.8M
Home Depot IncHD13 funds$504.8M
Oracle CorpORCL13 funds$374.2M

Ranked by how many of EAOR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EAOR.

Institutional ownership over time

10 tracked filers in Q2 2026 filingsstill filing
0918Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $4.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

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 + the live filing stream, joined for EAOR. Filings are public domain, sourced to SEC EDGAR.