iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q3 2024 (September 30)19holders +1
4new positions
3sold out
1famous investor
$36.64avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.3M), Susquehanna International Group, LLP ($532K) and Jane Street Group, LLC ($477K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $441K |
| Exits | 3 | $15K |
All 13F filers, Q2 2024 → Q3 2024: 12,719 shares bought and 44,852 shares sold, net −32,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Cardinal Point Capital Management ULC | 0.21% | Reduce -17.9% | 34,800 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1.7% | 14,520 | $532K |
| Jane Street Group, LLC | 0.00% | Reduce -58.8% | 13,027 | $477K |
| Citadel Advisors | 0.00% | Reduce -56.5% | 10,044 | $368K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 7,648 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.9% | 5,957 | $218K |
| Atria Investments, Inc | 0.00% | New | 5,647 | $207K |
| Westmount Partners, LLC | 0.06% | New | 5,645 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $183K |
| Bank of Montreal | 0.00% | Reduce -56.0% | 2,520 | $92K |
| Parallel Advisors, LLC | 0.00% | No change | 2,088 | $77K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | Add +3.1% | 1,712 | $63K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,063 | $39K |
| Gould Capital, LLC | 0.02% | No change | 1,008 | $37K |
| CGC Financial Services, LLC | 0.01% | Add +126.8% | 678 | $25K |
| JPMorgan Chase & Co. | 0.00% | New | 508 | $19K |
| AdvisorNet Financial, Inc | 0.00% | New | 239 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 191 | $7K |
| JNBA Financial Advisors | 0.00% | Reduce -93.0% | 41 | $2K |
"% 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.