Institutional Ownership Ishares Esg Aware Moderate All (EAOM)
This table provides information about the institutional ownership of Ishares Esg Aware Moderate All (EAOM). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 48,458 shares, which have been reported (via 13F filing form) to have a value of $1.35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,091
shares
|
$419,077
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
11,200
shares
|
$311,024
0.09% of portfolio
|
Q3 2022
Reduced 1.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,850
shares
|
$217,994
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,317
shares
|
$203,193
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
5,452
shares
|
$151,402
0.0% of portfolio
|
Q4 2022
Reduced 63.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,270
shares
|
$35,267
0.0% of portfolio
|
Q2 2024
Added 35.54%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
276
shares
|
$7,664
0.0% of portfolio
|
Q2 2023
Reduced 73.99%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|