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iShares ESG Aware 60/40 Balanced Allocation ETF (EAOR) Institutional Ownership

iShares ESG Aware 60/40 Balanced Allocation ETF logo
$36.84 +0.27 (+0.74%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware 60/40 Balanced Allocation ETF (BATS:EAOR)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$235.68K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$619.87K
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Skip Chart & View Institutional Buying and Selling Data

EAOR Institutional Buying and Selling by Quarter

iShares ESG Aware 60/40 Balanced Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 AdvisorNet Financial Inc10,681$372K0.0%+83.6%1.582%
2/19/2026Birchwood Financial Partners Inc.848$30K0.0%N/A0.126%
11/6/2025IMA Advisory Services Inc.1,830$64K0.0%-90.2%0.271%
8/8/2025IMA Advisory Services Inc.18,598$622K0.1%-3.6%2.755%
7/14/2025 AdvisorNet Financial Inc5,558$186K0.0%-5.9%0.823%
5/6/2025IMA Advisory Services Inc.19,287$604K0.1%+6.4%2.660%
4/7/2025AdvisorNet Financial Inc5,908$185K0.0%+7.2%0.844%
2/12/2025JPMorgan Chase & Co.11,809$370K0.0%+31,816.2%1.889%
1/13/2025AdvisorNet Financial Inc5,510$173K0.0%-8.2%0.882%
5/1/2023Mascoma Wealth Management LLC2,625$72K0.0%-20.3%0.438%


EAOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAOR shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares ESG Aware 60/40 Balanced Allocation ETF shares: AdvisorNet Financial Inc ($372K), JPMorgan Chase & Co. ($370K), and IMA Advisory Services Inc. ($64K), Birchwood Financial Partners Inc. ($30K).Learn more on iShares ESG Aware 60/40 Balanced Allocation ETF's institutional investors.

Which institutional investors have been buying iShares ESG Aware 60/40 Balanced Allocation ETF's stock?

The following institutional investors have purchased iShares ESG Aware 60/40 Balanced Allocation ETF's stock in the last 24 months: JPMorgan Chase & Co. ($11.77K), AdvisorNet Financial Inc ($5.26K), IMA Advisory Services Inc. ($1.16K), and Birchwood Financial Partners Inc. ($848.00).

How much institutional buying is happening at iShares ESG Aware 60/40 Balanced Allocation ETF?

Institutional investors have bought a total of 6,874 shares in the last 24 months. This purchase volume represents approximately $235.68K in transactions.

Which of iShares ESG Aware 60/40 Balanced Allocation ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares ESG Aware 60/40 Balanced Allocation ETF stock in the last 24 months: IMA Advisory Services Inc. ($17.46K), and AdvisorNet Financial Inc ($350.00).

How much institutional selling is happening at iShares ESG Aware 60/40 Balanced Allocation ETF?

Institutional investors have sold a total of 17,807 shares in the last 24 months. This volume of shares sold represents approximately $619.87K in transactions.


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This page (BATS:EAOR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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