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 19 institutions that hold shares in the stock, with a total of 104,824 shares, which have been reported (via 13F filing form) to have a value of $3.88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
31,545
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,690
shares
|
$284,606
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,289
shares
|
$269,765
0.0% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,955
shares
|
$220,394
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
5,656
shares
|
$209,328
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$185,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,088
shares
|
$77,276
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,712
shares
|
$63,361
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,587
shares
|
$58,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,274
shares
|
$47,150
0.0% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
1,008
shares
|
$37,306
0.02% of portfolio
|
Q2 2024
Added 444.86%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
872
shares
|
$32,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
770
shares
|
$28,497
0.0% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
678
shares
|
$25,092
0.01% of portfolio
|
Q3 2024
Added 126.76%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
239
shares
|
$8,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
69
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
52
shares
|
$1,924
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|