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 168,420 shares, which have been reported (via 13F filing form) to have a value of $5.82 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
42,180
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2023
Added 16.33%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
38,178
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2024
Added 62.97%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
31,340
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,163
shares
|
$455,044
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
9,101
shares
|
$314,621
0.0% of portfolio
|
Q1 2024
Added 271.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
9,014
shares
|
$311,613
0.0% of portfolio
|
Q1 2024
Reduced 39.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
7,800
shares
|
$269,646
0.03% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
7,257
shares
|
$250,874
0.0% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
5,000
shares
|
$172,850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
1,770
shares
|
$61,188
0.0% of portfolio
|
Q3 2023
Added 9.31%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
1,660
shares
|
$57,386
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
572
shares
|
$19,774
0.0% of portfolio
|
Q1 2024
Added 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
407
shares
|
$14,069
0.0% of portfolio
|
Q1 2024
Reduced 55.66%
|
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
385
shares
|
$13,309
0.0% of portfolio
|
Q1 2024
Reduced 43.47%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
286
shares
|
$9,887
0.01% of portfolio
|
Q1 2024
Added 12.6%
|
|
|
Gould Capital, LLC
|
May 10, 2024 Q1 2024 |
185
shares
|
$6,395
0.0% of portfolio
|
Q1 2023
Added 208.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
116
shares
|
$4,010
0.0% of portfolio
|
Q1 2024
Reduced 55.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6
shares
|
$207
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|