iShares ESG Aware 40/60 ModeEAOMETF

13F holders, Q2 2024 (June 30)
9holders +2
2new positions
0sold out
1famous investor
$27.21avg. 13F price*

At the end of Q2 2024, 9 institutions reported holding iShares ESG Aware 40/60 Mode (EAOM) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Jane Street Group, LLC ($410K), Brookstone Capital Management ($215K) and Citadel Advisors ($213K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares ESG Aware 40/60 Mode
CUSIP
46436E684
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 9Q2 2024Q3 2024: 7Q3 2024Q4 2024: 9Q4 2024Q1 2025: 5Q1 2025Q2 2025: 9Q2 2025Q3 2025: 6Q3 2025Q4 2025: 6Q4 2025Q1 2026: 10Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$67
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 871 shares bought and 4,186 shares sold, net −3,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Jane Street Group, LLC 0.00% Add +1.8% 15,091 $410K
Brookstone Capital Management 0.00% Add +3.6% 7,814 $215K
Citadel Advisors 0.00% Reduce -34.8% 7,850 $213K
Federation des caisses Desjardins du Quebec 0.00% No change 5,452 $148K
Private Capital Management LLC 0.01% No change 1,785 $48K
Bank of Montreal 0.00% Add +35.5% 1,270 $35K
Mascoma Wealth Management LLC 0.00% No change 276 $7K
Morgan Stanley 0.00% New 1 $40
UBS Group AG 0.00% New 1 $27

"% of holder's portfolio" is EAOM's weight in each manager's 13F, not the share of iShares ESG Aware 40/60 Mode the manager owns.