Ishares Esg Aware 60/40 Bala
$38.03
+$1.2M
Net Activity
+11.68% total shares
Institutions Holding
19
Popularity Rank
#8522
Avg Weight
0.04%
Total Value
$7.2M
19 institutions currently hold EAOR, with 11 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
11
Top 5 by Value
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Across its top 19 institutional holders, EAOR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
EAOR ranks #8522 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
19 institutions disclose a position in EAOR, but none treat it as a major bet — even Bond & Devick Financial Network, Inc., its most concentrated holder, allocates just 0.4% of its own portfolio to it.
Bond & Devick Financial Network, Inc. has added to its EAOR position for two straight quarters, increasing it by $1.1M to reach $1.6M today.
Cardinal Point Capital Management ULC has trimmed its EAOR position for two straight quarters, cutting it by $135.2K while still holding $2.0M.
+$1.6M
Total Buy Value
$489.7K
Total Sell Value
11
Net Buyers
4
Net Sellers
EAOR
Q2 2026
Top 5 Institutional Movers
+$809.9K
+$640.8K
+$130.7K
+$110.6K
EAOR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46436E676
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Access EAOR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EAORCLI
npx alphasmo stocks get EAOR