iShares ESG Aware 80/20 AggrEAOAETF
13F holders, Q1 2026 (March 31)23holders
3new positions
3sold out
1famous investor
$40.50avg. 13F price*
At the end of Q1 2026, 23 institutions reported holding iShares ESG Aware 80/20 Aggr (EAOA) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Cardinal Point Capital Management ULC ($1.4M), Citadel Advisors ($586K) and JPMorgan Chase & Co. ($463K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $655K |
| Exits | 3 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 22,516 shares bought and 27,330 shares sold, net −4,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Cardinal Point Capital Management ULC | 0.08% | Add +0.2% | 33,540 | $1.4M |
| Citadel Advisors | 0.00% | Add +63.0% | 14,448 | $586K |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 11,694 | $463K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 9,012 | $365K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 8,435 | $342K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,795 | $323K |
| Susquehanna International Group, LLP | 0.00% | New | 7,569 | $307K |
| Westmount Partners, LLC | 0.06% | Add +2.8% | 5,896 | $239K |
| Bond & Devick Financial Network, Inc. | 0.07% | Reduce -20.2% | 5,787 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +0.0% | 2,691 | $109K |
| CoreCap Advisors, LLC | 0.00% | Add +11.2% | 1,499 | $61K |
| Birchwood Financial Partners, Inc. | 0.05% | Add +17.1% | 1,228 | $50K |
| Gould Capital, LLC | 0.03% | No change | 1,177 | $48K |
| Bank of Montreal | 0.00% | No change | 783 | $32K |
| CGC Financial Services, LLC | 0.01% | No change | 483 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +111.2% | 226 | $9K |
| IMA Advisory Services, Inc. | 0.00% | New | 163 | $7K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -60.8% | 129 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -58.2% | 100 | $4K |
| JNBA Financial Advisors | 0.00% | Add +14.3% | 64 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $73 |
| Lodestone Wealth Management LLC | 0.00% | No change | 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.