Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / ESG AWARE 60/40
-
Total 13F shares
-
48,126
-
Share change
-
+8,899
-
Total reported value
-
$1,527,980
-
Price per share
-
$31.76
-
Number of holders
-
7
-
Value change
-
+$303,523
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of ISHARES TR - ESG AWARE 60/40 (EAOR) as of Q4 2021
As of 31 Dec 2021,
ISHARES TR - ESG AWARE 60/40 (EAOR) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
48,126 shares.
The largest 7 holders included
RETIREMENT CAPITAL STRATEGIES, Cardinal Point Wealth Management Partners, LLC, CITADEL ADVISORS LLC, Mascoma Wealth Management LLC, Federation des caisses Desjardins du Quebec, CoreCap Advisors, LLC, and AdvisorNet Financial, Inc.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.