iShares ESG Aware 80/20 AggrEAOAETF

13F holders, Q1 2024 (March 31)
18holders
1famous investor
$34.08avg. 13F price*

At the end of Q1 2024, 18 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings. The largest holders were Cardinal Point Capital Management ULC ($1.4M), Jane Street Group, LLC ($1.3M) and Susquehanna International Group, LLP ($449K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 2024

InstitutionsTotal Value
New Positions3$201K
Exits2$300K

Ownership 18 holders

Cardinal Point Capital Management ULC 0.27% No change 42,180 $1.4M
Jane Street Group, LLC 0.00% Add +63.0% 38,178 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -0.2% 13,163 $449K
Bank of Montreal 0.00% Add +271.8% 9,101 $310K
Citadel Advisors 0.00% Reduce -39.9% 9,014 $307K
Sax Wealth Advisors, LLC 0.03% Add +2.6% 7,800 $266K
Commonwealth Equity Services, LLC 0.00% Reduce -3.3% 7,257 $247K
Steward Partners Investment Advisory, LLC 0.00% New 5,000 $170K
Parallel Advisors, LLC 0.00% Add +0.7% 1,770 $60K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 1,660 $57K
CoreCap Advisors, LLC 0.00% New 902 $31K
JNBA Financial Advisors 0.00% Add +0.9% 572 $19K
Royal Bank of Canada 0.00% Reduce -55.7% 407 $14K
Mascoma Wealth Management LLC 0.00% Reduce -43.5% 385 $13K
CGC Financial Services, LLC 0.01% Add +12.6% 286 $10K
Gould Capital, LLC 0.00% No change 185 $6K
Fortitude Family Office, LLC 0.00% Reduce -55.7% 116 $4K
Morgan Stanley 0.00% New 6 $204

"% 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.