iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q3 2025 (September 30)21holders −1
2new positions
3sold out
1famous investor
$40.73avg. 13F price*
At the end of Q3 2025, 21 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.4M), Susquehanna International Group, LLP ($850K) and Jane Street Group, LLC ($676K). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $269K |
| Exits | 3 | $144K |
All 13F filers, Q2 2025 → Q3 2025: 16,350 shares bought and 3,775 shares sold, net +12,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Cardinal Point Capital Management ULC | 0.09% | Add +5.8% | 33,370 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | No change | 20,837 | $850K |
| Jane Street Group, LLC | 0.00% | Add +39.1% | 16,577 | $676K |
| Citadel Advisors | 0.00% | Add +14.8% | 13,881 | $566K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 11,504 | $469K |
| Osaic Holdings, Inc. | 0.00% | Add +16.5% | 8,596 | $350K |
| Sax Wealth Advisors, LLC | 0.02% | Add +1.4% | 7,795 | $318K |
| Bond & Devick Financial Network, Inc. | 0.08% | New | 6,494 | $265K |
| Westmount Partners, LLC | 0.06% | Add +0.1% | 5,665 | $232K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $204K |
| Parallel Advisors, LLC | 0.00% | No change | 2,088 | $85K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 1,712 | $70K |
| Bank of Montreal | 0.00% | Reduce -1.8% | 1,558 | $64K |
| CoreCap Advisors, LLC | 0.00% | Add +1.4% | 1,348 | $55K |
| Gould Capital, LLC | 0.03% | No change | 1,177 | $48K |
| CGC Financial Services, LLC | 0.01% | Reduce -1.2% | 670 | $27K |
| Mascoma Wealth Management LLC | 0.00% | Add +64.5% | 329 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 239 | $10K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 106 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 56 | $2K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $76 |
"% 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.