iShares ESG Aware 40/60 ModeEAOMETF
13F holders, Q4 2024 (December 31)9holders +2
3new positions
2sold out
1famous investor
$27.40avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding iShares ESG Aware 40/60 Mode (EAOM) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Raymond James Financial Inc. ($569K), Jane Street Group, LLC ($344K) and Citadel Advisors ($269K). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $297K |
| Exits | 2 | $51K |
All 13F filers, Q3 2024 → Q4 2024: 11,110 shares bought and 2,758 shares sold, net +8,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Raymond James Financial Inc. | 0.00% | — | 20,762 | $569K |
| Jane Street Group, LLC | 0.00% | Reduce -7.2% | 12,565 | $344K |
| Citadel Advisors | 0.00% | New | 9,807 | $269K |
| Brookstone Capital Management | 0.00% | Add +1.3% | 7,412 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,452 | $149K |
| National Bank of Canada | 0.00% | New | 539 | $15K |
| CoreCap Advisors, LLC | 0.00% | New | 482 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 276 | $8K |
| UBS Group AG | 0.00% | Add +287.7% | 252 | $7K |
"% 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.