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 25 institutions that hold shares in the stock, with a total of 147,262 shares, which have been reported (via 13F filing form) to have a value of $5.98 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
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.27 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,837
shares
|
$846,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,093
shares
|
$491,338
0.0% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,914
shares
|
$484,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
7,795
shares
|
$316,710
0.02% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,381
shares
|
$299,890
0.0% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
5,665
shares
|
$230,168
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$203,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
2,445
shares
|
$99,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,088
shares
|
$84,835
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,712
shares
|
$69,558
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,587
shares
|
$64,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,348
shares
|
$54,769
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$47,821
0.03% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
998
shares
|
$40,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
770
shares
|
$31,285
0.0% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
670
shares
|
$27,222
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
329
shares
|
$13,367
0.0% of portfolio
|
Q3 2025
Added 64.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
294
shares
|
$11,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
239
shares
|
$9,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
106
shares
|
$4,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
56
shares
|
$2,275
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$81
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
|