Ishares ESG Aware 80/20 Aggr (EAOA)

CUSIP: 46436E668 | NYSE | 47 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q2 2026

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Cardinal Point Capital Management ULC39,025

0.1% of portfolio$1.8M

Jane Street Group, LLC12,033

0.0% of portfolio$546.6K

Susquehanna International Group, LLP12,023

0.0% of portfolio$546.1K

JPMorgan Chase & Co11,767

0.0% of portfolio$531.1K

Osaic Holdings, Inc.9,180

0.0% of portfolio$417.0K

SAX Wealth Advisors, LLC8,583

0.0% of portfolio$347.9K

Moss Adams Wealth Advisors LLC8,559

0.0% of portfolio$388.8K

Bond & Devick Financial Network, Inc.8,455

0.1% of portfolio$384.0K

Westmount Partners, LLC5,953

0.1% of portfolio$270.4K

Steward Partners Investment Advisory, LLC5,000

0.0% of portfolio$227.1K

Harbour Investments, Inc.4,805

0.0% of portfolio$218.3K

Parallel Advisors, LLC2,691

0.0% of portfolio$122.2K

Birchwood Financial Partners, Inc.2,654

0.1% of portfolio$120.5K

Gould Capital, LLC1,467

0.0% of portfolio$66.6K

CoreCap Advisors, LLC1,257

0.0% of portfolio$57.1K

Bank of Montreal783

0.0% of portfolio$35.6K

CGC Financial Services, LLC483

0.0% of portfolio$21.9K

IMA Advisory Services, Inc.339

0.0% of portfolio$15.4K

Halbert Hargrove Global Advisors, LLC227

0.0% of portfolio$10.3K

Mascoma Wealth Management LLC193

0.0% of portfolio$8.8K

AdvisorNet Financial, Inc100

0.0% of portfolio$4.5K

Morgan Stanley1

0.0% of portfolio$74

				Style	Turnover	Location	Filed
Cardinal Point Capital Management ULC	39,025	$1.8M	0.1%	Value	Low	Toronto, Australia	2026-07-14
Jane Street Group, LLC	12,033	$546.6K	0.0%	Core	Very High	New York, NY	2026-08-14
Susquehanna International Group, LLP	12,023	$546.1K	0.0%	Growth	High	Bala Cynwyd, PA	2026-08-14
JPMorgan Chase & Co	11,767	$531.1K	0.0%	Growth	Medium	New York, NY	2026-08-12
Osaic Holdings, Inc.	9,180	$417.0K	0.0%	Index	Low	Scottsdale, AZ	2026-08-14
SAX Wealth Advisors, LLC	8,583	$347.9K	0.0%	ETF	Very Low	Parsippany, NJ	2026-07-09
Moss Adams Wealth Advisors LLC	8,559	$388.8K	0.0%	ETF	Low	Seattle, WA	2026-07-27
Bond & Devick Financial Network, Inc.	8,455	$384.0K	0.1%	ETF	Very Low	St. Louis Park, MN	2026-07-16
Westmount Partners, LLC	5,953	$270.4K	0.1%	Growth	Low	Los Angeles, CA	2026-07-07
Steward Partners Investment Advisory, LLC	5,000	$227.1K	0.0%	Core	Low	Stamford, CT	2026-08-13
Harbour Investments, Inc.	4,805	$218.3K	0.0%	ETF	Low	Madison, WI	2026-08-12
Parallel Advisors, LLC	2,691	$122.2K	0.0%	Index	Low	San Francisco, CA	2026-08-05
Birchwood Financial Partners, Inc.	2,654	$120.5K	0.1%	ETF	Very Low	Bloomington, MN	2026-08-06
Gould Capital, LLC	1,467	$66.6K	0.0%	Core	Low	Tacoma, WA	2026-08-07
CoreCap Advisors, LLC	1,257	$57.1K	0.0%	ETF	Medium	Southfield, MI	2026-07-06
Bank of Montreal	783	$35.6K	0.0%	Core	Low	Toronto, Australia	2026-08-12
CGC Financial Services, LLC	483	$21.9K	0.0%	ETF	Low	Lake Oswego, OR	2026-07-13
IMA Advisory Services, Inc.	339	$15.4K	0.0%	ETF	Low	Denver, CO	2026-08-10
Halbert Hargrove Global Advisors, LLC	227	$10.3K	0.0%	ETF	Low	Long Beach, CA	2026-07-21
Mascoma Wealth Management LLC	193	$8.8K	0.0%	ETF	Very Low	Hanover, NH	2026-07-24
AdvisorNet Financial, Inc	100	$4.5K	0.0%	ETF	Low	Minnetonka, MN	2026-07-23
Morgan Stanley	1	$74	0.0%	Core	Low	New York, NY	2026-08-13