EAOR

ISHARES ESG AWARE 60/40 BALA

Who Owns This Stock

Who Owns EAOR

Other96.6%17 holders

Tactical / Macro3.4%1 holder

Based on Q4 2025 13F filings + AC behavioral model

18 institutional holders

Top Holders

1.▼Cardinal Point Capital Management ULCother_unclassified

-0.3%$2179.0B

2.★RAYMOND JAMES FINANCIAL INCother_unclassified

$1937.7B

3.▲Bond & Devick Financial Network, Inc.other_unclassified

+43.8%$578.5B

4.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$381.2B

5.▲LODESTAR PRIVATE ASSET MANAGEMENT LLCother_unclassified

+0.2%$247.1B

6.Sequoia Financial Advisors, LLCother_unclassified

0.0%$226.7B

7.▼Citadel Advisorstactical_macro

-63.4%$226.4B

8.▲Westmount Partners, LLCother_unclassified

+3.6%$212.6B

9.▲AdvisorNet Financial, Incother_unclassified

+0.7%$205.6B

10.▼Richard Bernstein Advisors LLCother_unclassified

-0.4%$148.7B

11.★OSAIC HOLDINGS, INC.other_unclassified

$102.0B

12.▲IMA Advisory Services, Inc.other_unclassified

+3.1%$66.7B

13.★Godfrey Financial Associates, Inc.other_unclassified

$65.7B

14.★Birchwood Financial Partners, Inc.other_unclassified

$30.0B

15.★Parallel Advisors, LLCother_unclassified

$27.2B

16.▲Mascoma Wealth Management LLCother_unclassified

+102.1%$10.4B

17.CoreCap Advisors, LLCother_unclassified

0.0%$3.7B

18.★Triumph Capital Managementother_unclassified

$3.0B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(96.6%)

●

—

Tactical / Macro(3.4%)

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Reducing rapidly

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.