iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q4 2025 (December 31)23holders +2
3new positions
2sold out
1famous investor
$41.38avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.4M), Raymond James Financial Inc. ($558K) and Jane Street Group, LLC ($493K). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $559K |
| Exits | 2 | $920K |
All 13F filers, Q3 2025 → Q4 2025: 15,685 shares bought and 33,202 shares sold, net −17,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Cardinal Point Capital Management ULC | 0.09% | Add +0.3% | 33,485 | $1.4M |
| Raymond James Financial Inc. | 0.00% | New | 13,491 | $558K |
| Jane Street Group, LLC | 0.00% | Reduce -28.2% | 11,905 | $493K |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 11,605 | $480K |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 9,134 | $378K |
| Citadel Advisors | 0.00% | Reduce -36.2% | 8,862 | $367K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,795 | $323K |
| Bond & Devick Financial Network, Inc. | 0.08% | Add +11.6% | 7,248 | $300K |
| Westmount Partners, LLC | 0.06% | Add +1.2% | 5,735 | $237K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $207K |
| Parallel Advisors, LLC | 0.00% | Add +28.8% | 2,690 | $111K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,348 | $56K |
| Gould Capital, LLC | 0.03% | No change | 1,177 | $49K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 1,049 | $43K |
| Bank of Montreal | 0.00% | Reduce -49.7% | 783 | $32K |
| CGC Financial Services, LLC | 0.01% | Reduce -27.9% | 483 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 329 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 239 | $10K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +0.9% | 107 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 56 | $2K |
| UBS Group AG | 0.00% | New | 12 | $497 |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
| Lodestone Wealth Management LLC | 0.00% | New | 1 | $21 |
"% 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.