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 128,922 shares, which have been reported (via 13F filing form) to have a value of $4.71 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
|
$1.27 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
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,708
shares
|
$464,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,813
shares
|
$285,487
0.0% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,648
shares
|
$279,457
0.02% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,950
shares
|
$217,413
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,877
shares
|
$214,745
0.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
5,656
shares
|
$206,670
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,000
shares
|
$182,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,940
shares
|
$180,507
0.0% of portfolio
|
Q4 2024
Added 872.44%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,110
shares
|
$77,099
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,712
shares
|
$62,556
0.04% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,202
shares
|
$43,921
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
1,008
shares
|
$36,832
0.02% of portfolio
|
Q2 2024
Added 444.86%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
678
shares
|
$24,774
0.01% of portfolio
|
Q3 2024
Added 126.76%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
239
shares
|
$8,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
191
shares
|
$6,979
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$1,827
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|