iShares ESG Aware 40/60 ModeEAOMETF

13F holders, Q3 2024 (September 30)
7holders −2
0new positions
2sold out
$28.48avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding iShares ESG Aware 40/60 Mode (EAOM) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($386K), Brookstone Capital Management ($208K) and Federation des caisses Desjardins du Quebec ($155K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits2$248K

All 13F filers, Q2 2024 → Q3 2024: 64 shares bought and 11,171 shares sold, net −11,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Jane Street Group, LLC 0.00% Reduce -10.3% 13,537 $386K
Brookstone Capital Management 0.00% Reduce -6.4% 7,317 $208K
Federation des caisses Desjardins du Quebec 0.00% No change 5,452 $155K
Private Capital Management LLC 0.01% No change 1,785 $51K
Mascoma Wealth Management LLC 0.00% No change 276 $8K
UBS Group AG 0.00% Add +6400.0% 65 $2K
Morgan Stanley 0.00% No change 1 $41

"% 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.