iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q4 2024 (December 31)17holders −2
0new positions
3sold out
1famous investor
$35.73avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.2M), Raymond James Financial Inc. ($454K) and Citadel Advisors ($279K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,843 shares bought and 32,305 shares sold, net −27,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Cardinal Point Capital Management ULC | 0.20% | No change | 34,800 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 12,708 | $454K |
| Citadel Advisors | 0.00% | Reduce -22.2% | 7,813 | $279K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,648 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 5,950 | $213K |
| Atria Investments, Inc | 0.00% | Add +4.1% | 5,877 | $210K |
| Westmount Partners, LLC | 0.06% | Add +0.2% | 5,656 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $179K |
| JPMorgan Chase & Co. | 0.00% | Add +872.4% | 4,940 | $176K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 2,110 | $75K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 1,712 | $61K |
| CoreCap Advisors, LLC | 0.00% | Add +13.1% | 1,202 | $43K |
| Gould Capital, LLC | 0.03% | No change | 1,008 | $36K |
| CGC Financial Services, LLC | 0.01% | No change | 678 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 239 | $9K |
| Osaic Holdings, Inc. | 0.00% | No change | 191 | $7K |
| JNBA Financial Advisors | 0.00% | Add +21.9% | 50 | $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.