18 institutions reported holding $6.0M of ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cardinal Point Capital Management ULC ($2.1M), Bond & Devick Financial Network, Inc. ($1.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($611,455), CITADEL ADVISORS LLC ($419,912), Richard Bernstein Advisors LLC ($406,699). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cardinal Point Capital Management ULC | $2.1M | 61,570 | Trimmed |
| 2 | Bond & Devick Financial Network, Inc. | $1.0M | 28,962 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $611,455 | 17,567 | Added |
| 4 | CITADEL ADVISORS LLC | $419,912 | 12,064 | Added |
| 5 | Richard Bernstein Advisors LLC | $406,699 | 11,684 | Added |
| 6 | AdvisorNet Financial, Inc | $371,774 | 10,681 | Added |
| 7 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $243,301 | 6,990 | Trimmed |
| 8 | Sequoia Financial Advisors, LLC | $223,253 | 6,414 | Hold |
| 9 | Westmount Partners, LLC | $209,442 | 6,017 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $100,495 | 2,887 | Hold |
| 11 | IMA Advisory Services, Inc. | $67,403 | 1,936 | Added |
| 12 | Godfrey Financial Associates, Inc. | $64,706 | 1,859 | Hold |
| 13 | Birchwood Financial Partners, Inc. | $46,050 | 1,323 | Added |
| 14 | Parallel Advisors, LLC | $26,833 | 770 | Hold |
| 15 | Mascoma Wealth Management LLC | $10,260 | 295 | Hold |
| 16 | CoreCap Advisors, LLC | $3,620 | 104 | Hold |
| 17 | Triumph Capital Management | $2,993 | 86 | Hold |
| 18 | RAYMOND JAMES FINANCIAL INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31