Institutional Ownership Ishares Esg Aware Aggressive A (EAOA)
This table provides information about the institutional ownership of Ishares Esg Aware Aggressive A (EAOA). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 170,343 shares, which have been reported (via 13F filing form) to have a value of $6.99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
33,370
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.29 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,837
shares
|
$855,358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,577
shares
|
$680,485
0.0% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,881
shares
|
$569,815
0.0% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,504
shares
|
$472,239
0.0% of portfolio
|
Q3 2025
Added 1394.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,596
shares
|
$352,865
0.0% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
7,795
shares
|
$319,984
0.02% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
6,494
shares
|
$266,578
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
5,665
shares
|
$232,548
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$205,250
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,088
shares
|
$85,712
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,712
shares
|
$70,277
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,558
shares
|
$63,955
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,348
shares
|
$55,335
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,177
shares
|
$48,315
0.03% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
670
shares
|
$27,503
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
329
shares
|
$13,505
0.0% of portfolio
|
Q3 2025
Added 64.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
239
shares
|
$9,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
106
shares
|
$4,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
56
shares
|
$2,298
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|