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 24 institutions that hold shares in the stock, with a total of 147,035 shares, which have been reported (via 13F filing form) to have a value of $5.74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
31,545
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,837
shares
|
$812,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,093
shares
|
$471,747
0.0% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,914
shares
|
$464,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
7,690
shares
|
$299,986
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
7,381
shares
|
$287,932
0.0% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
5,659
shares
|
$220,757
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$195,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,445
shares
|
$95,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,088
shares
|
$81,452
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,712
shares
|
$66,785
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,587
shares
|
$61,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,330
shares
|
$51,883
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$45,914
0.03% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
998
shares
|
$38,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
770
shares
|
$30,037
0.0% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
678
shares
|
$26,448
0.01% of portfolio
|
Q3 2024
Added 126.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
294
shares
|
$11,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
239
shares
|
$9,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$7,802
0.0% of portfolio
|
Q2 2025
Added 189.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
56
shares
|
$2,184
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$78
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|