Ishares ESG Aware 80/20 Aggr (EAOA)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

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

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Cardinal Point Capital Management ULC

INCREASED

Shares39,025 from 33,540

Change+5,485 (+16%)

Value$1.8M (+$413.0K)

Filed 2026-07-14

Jane Street Group, LLC

NEW

Shares12,033

Change+12,033

Value$546.6K

Filed 2026-08-14

Susquehanna International Group, LLP

INCREASED

Shares12,023 from 7,569

Change+4,454 (+59%)

Value$546.1K (+$239.3K)

Filed 2026-08-14

JPMorgan Chase & Co

INCREASED

Shares11,767 from 11,694

Change+73 (+1%)

Value$531.1K (+$68.5K)

Filed 2026-08-12

Osaic Holdings, Inc.

INCREASED

Shares9,180 from 9,012

Change+168 (+2%)

Value$417.0K (+$51.7K)

Filed 2026-08-14

SAX Wealth Advisors, LLC

INCREASED

Shares8,583 from 7,795

Change+788 (+10%)

Value$347.9K (+$25.4K)

Filed 2026-07-09

Moss Adams Wealth Advisors LLC

INCREASED

Shares8,559 from 8,435

Change+124 (+1%)

Value$388.8K (+$46.8K)

Filed 2026-07-27

Bond & Devick Financial Network, Inc.

INCREASED

Shares8,455 from 5,787

Change+2,668 (+46%)

Value$384.0K (+$149.5K)

Filed 2026-07-16

Westmount Partners, LLC

INCREASED

Shares5,953 from 5,896

Change+57 (+1%)

Value$270.4K (+$31.4K)

Filed 2026-07-07

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$227.1K (+$24.4K)

Filed 2026-08-13

Harbour Investments, Inc.

NEW

Shares4,805

Change+4,805

Value$218.3K

Filed 2026-08-12

Parallel Advisors, LLC

UNCHANGED

Shares2,691 from 2,691

Change0 (0%)

Value$122.2K (+$13.1K)

Filed 2026-08-05

Birchwood Financial Partners, Inc.

INCREASED

Shares2,654 from 1,228

Change+1,426 (+116%)

Value$120.5K (+$70.8K)

Filed 2026-08-06

Gould Capital, LLC

INCREASED

Shares1,467 from 1,177

Change+290 (+25%)

Value$66.6K (+$18.9K)

Filed 2026-08-07

CoreCap Advisors, LLC

DECREASED

Shares1,257 from 1,499

Change-242 (-16%)

Value$57.1K (-$3.7K)

Filed 2026-07-06

Bank of Montreal

UNCHANGED

Shares783 from 783

Change0 (0%)

Value$35.6K (+$3.8K)

Filed 2026-08-12

CGC Financial Services, LLC

UNCHANGED

Shares483 from 483

Change0 (0%)

Value$21.9K (+$2.4K)

Filed 2026-07-13

IMA Advisory Services, Inc.

INCREASED

Shares339 from 163

Change+176 (+108%)

Value$15.4K (+$8.8K)

Filed 2026-08-10

Halbert Hargrove Global Advisors, LLC

INCREASED

Shares227 from 226

Change+1 (+0%)

Value$10.3K (+$1.1K)

Filed 2026-07-21

Mascoma Wealth Management LLC

INCREASED

Shares193 from 129

Change+64 (+50%)

Value$8.8K (+$3.5K)

Filed 2026-07-24

AdvisorNet Financial, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.5K (+$488)

Filed 2026-07-23

Morgan Stanley

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$74 (+$1)

Filed 2026-08-13

Citadel Advisors LLC

CLOSED

Shares0 from 14,448

Change-14,448 (-100%)

Value$0 (-$585.7K)

Filed 2026-09-02

Jnba Financial Advisors

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$2.6K)

Filed 2026-07-23

Lodestone Wealth Management LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$21)

Filed 2026-07-24

	Status
Cardinal Point Capital Management ULC	INCREASED	39,025	33,540	+5,485	+16%	$1.4M	$1.8M	+$413.0K	2026-07-14
Jane Street Group, LLC	NEW	12,033	—	+12,033	—	—	$546.6K	—	2026-08-14
Susquehanna International Group, LLP	INCREASED	12,023	7,569	+4,454	+59%	$306.8K	$546.1K	+$239.3K	2026-08-14
JPMorgan Chase & Co	INCREASED	11,767	11,694	+73	+1%	$462.6K	$531.1K	+$68.5K	2026-08-12
Osaic Holdings, Inc.	INCREASED	9,180	9,012	+168	+2%	$365.3K	$417.0K	+$51.7K	2026-08-14
SAX Wealth Advisors, LLC	INCREASED	8,583	7,795	+788	+10%	$322.6K	$347.9K	+$25.4K	2026-07-09
Moss Adams Wealth Advisors LLC	INCREASED	8,559	8,435	+124	+1%	$341.9K	$388.8K	+$46.8K	2026-07-27
Bond & Devick Financial Network, Inc.	INCREASED	8,455	5,787	+2,668	+46%	$234.6K	$384.0K	+$149.5K	2026-07-16
Westmount Partners, LLC	INCREASED	5,953	5,896	+57	+1%	$239.0K	$270.4K	+$31.4K	2026-07-07
Steward Partners Investment Advisory, LLC	UNCHANGED	5,000	5,000	0	0%	$202.7K	$227.1K	+$24.4K	2026-08-13
Harbour Investments, Inc.	NEW	4,805	—	+4,805	—	—	$218.3K	—	2026-08-12
Parallel Advisors, LLC	UNCHANGED	2,691	2,691	0	0%	$109.1K	$122.2K	+$13.1K	2026-08-05
Birchwood Financial Partners, Inc.	INCREASED	2,654	1,228	+1,426	+116%	$49.8K	$120.5K	+$70.8K	2026-08-06
Gould Capital, LLC	INCREASED	1,467	1,177	+290	+25%	$47.7K	$66.6K	+$18.9K	2026-08-07
CoreCap Advisors, LLC	DECREASED	1,257	1,499	-242	-16%	$60.8K	$57.1K	-$3.7K	2026-07-06
Bank of Montreal	UNCHANGED	783	783	0	0%	$31.7K	$35.6K	+$3.8K	2026-08-12
CGC Financial Services, LLC	UNCHANGED	483	483	0	0%	$19.6K	$21.9K	+$2.4K	2026-07-13
IMA Advisory Services, Inc.	INCREASED	339	163	+176	+108%	$6.6K	$15.4K	+$8.8K	2026-08-10
Halbert Hargrove Global Advisors, LLC	INCREASED	227	226	+1	+0%	$9.2K	$10.3K	+$1.1K	2026-07-21
Mascoma Wealth Management LLC	INCREASED	193	129	+64	+50%	$5.2K	$8.8K	+$3.5K	2026-07-24
AdvisorNet Financial, Inc	UNCHANGED	100	100	0	0%	$4.1K	$4.5K	+$488	2026-07-23
Morgan Stanley	UNCHANGED	1	1	0	0%	$73	$74	+$1	2026-08-13
Citadel Advisors LLC	CLOSED	0	14,448	-14,448	-100%	$585.7K	$0	-$585.7K	2026-09-02
Jnba Financial Advisors	CLOSED	0	64	-64	-100%	$2.6K	$0	-$2.6K	2026-07-23
Lodestone Wealth Management LLC	CLOSED	0	1	-1	-100%	$21	$0	-$21	2026-07-24

Showing 25 of 25 institutions