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 22 institutions that hold shares in the stock, with a total of 156,634 shares, which have been reported (via 13F filing form) to have a value of $5.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
34,800
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,520
shares
|
$534,771
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,027
shares
|
$479,784
0.0% of portfolio
|
Q3 2024
Reduced 58.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,708
shares
|
$468,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,044
shares
|
$369,920
0.0% of portfolio
|
Q3 2024
Reduced 56.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,648
shares
|
$281,675
0.02% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,957
shares
|
$219,396
0.0% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,877
shares
|
$216,449
0.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
5,656
shares
|
$208,310
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,000
shares
|
$184,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,520
shares
|
$92,811
0.0% of portfolio
|
Q3 2024
Reduced 55.98%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,088
shares
|
$76,901
0.0% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,712
shares
|
$63,052
0.04% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,063
shares
|
$39,150
0.0% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,008
shares
|
$37,124
0.02% of portfolio
|
Q2 2024
Added 444.86%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
678
shares
|
$24,970
0.01% of portfolio
|
Q3 2024
Added 126.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
508
shares
|
$18,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
239
shares
|
$8,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
191
shares
|
$7,034
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$1,841
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|