iShares ESG Aware 80/20 AggrEAOAETF

13F holders, Q2 2025 (June 30)
22holders +5
6new positions
1sold out
1famous investor
$38.54avg. 13F price*

At the end of Q2 2025, 22 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, up 5 from Q1 2025. 6 opened new positions and 1 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.2M), Susquehanna International Group, LLP ($803K) and Citadel Advisors ($466K). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$1.4M
Exits1$31K

All 13F filers, Q1 2025 → Q2 2025: 53,816 shares bought and 872 shares sold, net +52,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Cardinal Point Capital Management ULC 0.10% No change 31,545 $1.2M
Susquehanna International Group, LLP 0.00% New 20,837 $803K
Citadel Advisors 0.00% Add +65.9% 12,093 $466K
Jane Street Group, LLC 0.00% New 11,914 $459K
JPMorgan Chase & Co. 0.00% Add +1393.9% 11,503 $443K
Sax Wealth Advisors, LLC 0.02% No change 7,690 $296K
Osaic Holdings, Inc. 0.00% Add +23.9% 7,381 $284K
Westmount Partners, LLC 0.06% Add +0.1% 5,659 $218K
Steward Partners Investment Advisory, LLC 0.00% No change 5,000 $193K
Wilmington Savings Fund Society, FSB 0.00% New 2,445 $94K
Parallel Advisors, LLC 0.00% No change 2,088 $80K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 1,712 $66K
Bank of Montreal 0.00% No change 1,587 $61K
CoreCap Advisors, LLC 0.00% Add +4.4% 1,330 $51K
Gould Capital, LLC 0.03% Add +16.8% 1,177 $45K
Raymond James Financial Inc. 0.00% New 998 $38K
CGC Financial Services, LLC 0.01% No change 678 $26K
UBS Group AG 0.00% New 294 $11K
AdvisorNet Financial, Inc 0.00% No change 239 $9K
Mascoma Wealth Management LLC 0.00% Add +189.9% 200 $8K
JNBA Financial Advisors 0.00% Add +7.7% 56 $2K
Morgan Stanley 0.00% New 2 $82

"% 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.