iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q2 2024 (June 30)18holders
2new positions
2sold out
1famous investor
$34.68avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.5M), Jane Street Group, LLC ($1.1M) and Citadel Advisors ($800K). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $10K |
| Exits | 2 | $18K |
All 13F filers, Q1 2024 → Q2 2024: 16,969 shares bought and 10,482 shares sold, net +6,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Cardinal Point Capital Management ULC | 0.26% | Add +0.5% | 42,380 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -17.2% | 31,602 | $1.1M |
| Citadel Advisors | 0.00% | Add +155.9% | 23,068 | $800K |
| Susquehanna International Group, LLP | 0.00% | Add +8.4% | 14,271 | $495K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 7,800 | $271K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.0% | 7,255 | $252K |
| Bank of Montreal | 0.00% | Reduce -37.1% | 5,725 | $199K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $173K |
| Parallel Advisors, LLC | 0.00% | Add +18.0% | 2,088 | $72K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 1,660 | $57K |
| CoreCap Advisors, LLC | 0.00% | Add +17.9% | 1,063 | $37K |
| Gould Capital, LLC | 0.02% | Add +444.9% | 1,008 | $35K |
| JNBA Financial Advisors | 0.00% | Add +2.5% | 586 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 385 | $13K |
| CGC Financial Services, LLC | 0.00% | Add +4.5% | 299 | $10K |
| Osaic Holdings, Inc. | 0.00% | New | 224 | $8K |
| UBS Group AG | 0.00% | New | 54 | $2K |
| Morgan Stanley | 0.00% | Reduce -83.3% | 1 | $44 |
"% 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.