As of 30 Sep 2025, 15 institutional investors reported holding 124,187 shares of ISHARES TR - ESG AWARE 60/40 (EAOR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 22,490 | $794,789 | +$183,517 | $35.34 | 3 |
| 2025 Q3 | 124,187 | $4,339,468 | +$1,280,125 | $35.00 | 15 |
| 2025 Q2 | 94,013 | $3,144,109 | -$1,540,075 | $33.44 | 10 |
| 2025 Q1 | 144,228 | $4,517,612 | -$1,118,358 | $31.32 | 13 |
| 2024 Q4 | 179,889 | $5,641,346 | +$2,015,217 | $31.36 | 15 |
| 2024 Q3 | 115,024 | $3,720,807 | +$417,505 | $32.35 | 15 |
| 2024 Q2 | 102,155 | $3,137,949 | +$26,886 | $30.72 | 13 |
| 2024 Q1 | 101,282 | $3,077,922 | -$1,125,940 | $30.39 | 12 |
| 2023 Q4 | 138,921 | $4,037,379 | +$1,555,545 | $29.06 | 12 |
| 2023 Q3 | 85,397 | $2,296,357 | -$1,464,932 | $26.89 | 11 |
| 2023 Q2 | 120,642 | $3,392,451 | -$70,064 | $28.12 | 11 |
| 2023 Q1 | 122,855 | $3,363,376 | +$828,533 | $27.37 | 12 |
| 2022 Q4 | 97,106 | $2,514,846 | -$1,915,018 | $25.92 | 13 |
| 2022 Q3 | 150,568 | $3,716,511 | +$1,556,287 | $24.67 | 12 |
| 2022 Q2 | 87,308 | $2,301,626 | -$89,283 | $26.39 | 11 |
| 2022 Q1 | 90,534 | $2,681,925 | +$1,101,680 | $30.04 | 11 |
| 2021 Q4 | 48,126 | $1,527,980 | +$303,523 | $31.76 | 7 |
| 2021 Q3 | 26,263 | $809,412 | -$1,103,552 | $30.81 | 5 |
| 2021 Q2 | 61,196 | $1,909,000 | -$1,031,021 | $31.19 | 4 |
| 2021 Q1 | 94,753 | $2,819,000 | +$588,286 | $29.77 | 6 |
| 2020 Q4 | 75,000 | $2,183,000 | -$1,398,667 | $29.11 | 1 |
| 2020 Q3 | 124,979 | $3,356,000 | +$671,000 | $26.86 | 2 |
| 2020 Q2 | 100,000 | $2,562,000 | +$2,562,000 | $25.62 | 1 |