iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q1 2025 (March 31)17holders
3new positions
3sold out
1famous investor
$35.39avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.1M), Sax Wealth Advisors, LLC ($272K) and Citadel Advisors ($258K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $89K |
| Exits | 3 | $877K |
All 13F filers, Q4 2024 → Q1 2025: 8,408 shares bought and 32,506 shares sold, net −24,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Cardinal Point Capital Management ULC | 0.10% | Reduce -9.3% | 31,545 | $1.1M |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.6% | 7,690 | $272K |
| Citadel Advisors | 0.00% | Reduce -6.7% | 7,289 | $258K |
| Osaic Holdings, Inc. | 0.00% | Add +3017.8% | 5,955 | $211K |
| Westmount Partners, LLC | 0.06% | No change | 5,656 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $177K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.0% | 2,088 | $74K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 1,712 | $61K |
| Bank of Montreal | 0.00% | New | 1,587 | $56K |
| CoreCap Advisors, LLC | 0.00% | Add +6.0% | 1,274 | $45K |
| Gould Capital, LLC | 0.02% | No change | 1,008 | $36K |
| Coldstream Capital Management Inc. | 0.00% | New | 872 | $31K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.4% | 770 | $27K |
| CGC Financial Services, LLC | 0.01% | No change | 678 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 239 | $8K |
| Mascoma Wealth Management LLC | 0.00% | New | 69 | $2K |
| JNBA Financial Advisors | 0.00% | Add +4.0% | 52 | $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.