iShares ESG Aware 80/20 AggrEAOAETF

13F holders, Q2 2026 (June 30)
22holders −1
2new positions
3sold out
$45.09avg. 13F price*

At the end of Q2 2026, 22 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.8M), Jane Street Group, LLC ($547K) and Susquehanna International Group, LLP ($546K).

Company
iShares ESG Aware 80/20 Aggr
CUSIP
46436E668
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 18Q1 2024Q2 2024: 18Q2 2024Q3 2024: 19Q3 2024Q4 2024: 17Q4 2024Q1 2025: 17Q1 2025Q2 2025: 22Q2 2025Q3 2025: 21Q3 2025Q4 2025: 23Q4 2025Q1 2026: 23Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$765K
Exits3$588K

All 13F filers, Q1 2026 → Q2 2026: 32,612 shares bought and 14,755 shares sold, net +17,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Cardinal Point Capital Management ULC 0.10% Add +16.4% 39,025 $1.8M
Jane Street Group, LLC 0.00% New 12,033 $547K
Susquehanna International Group, LLP 0.00% Add +58.9% 12,023 $546K
JPMorgan Chase & Co. 0.00% Add +0.6% 11,767 $531K
Osaic Holdings, Inc. 0.00% Add +1.9% 9,180 $417K
Moss Adams Wealth Advisors LLC 0.02% Add +1.5% 8,559 $389K
Bond & Devick Financial Network, Inc. 0.09% Add +46.1% 8,455 $384K
Sax Wealth Advisors, LLC 0.01% Add +10.1% 8,583 $348K
Westmount Partners, LLC 0.06% Add +1.0% 5,953 $270K
Steward Partners Investment Advisory, LLC 0.00% No change 5,000 $227K
Harbour Investments, Inc. 0.00% New 4,805 $218K
Parallel Advisors, LLC 0.00% No change 2,691 $122K
Birchwood Financial Partners, Inc. 0.10% Add +116.1% 2,654 $121K
Gould Capital, LLC 0.04% Add +24.6% 1,467 $67K
CoreCap Advisors, LLC 0.00% Reduce -16.1% 1,257 $57K
Bank of Montreal 0.00% No change 783 $36K
CGC Financial Services, LLC 0.00% No change 483 $22K
IMA Advisory Services, Inc. 0.00% Add +108.0% 339 $15K
Halbert Hargrove Global Advisors, LLC 0.00% Add +0.4% 227 $10K
Mascoma Wealth Management LLC 0.00% Add +49.6% 193 $9K
AdvisorNet Financial, Inc 0.00% No change 100 $5K
Morgan Stanley 0.00% No change 1 $74

"% of holder's portfolio" is EAOA's weight in each manager's 13F, not the share of iShares ESG Aware 80/20 Aggr the manager owns.