Who Owns ISHARES ESG AWARE 80/20 AGGRES (EAOA)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $6.1M of ISHARES ESG AWARE 80/20 AGGRES (EAOA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cardinal Point Capital Management ULC ($1.8M), JANE STREET GROUP, LLC ($546,559), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($546,105), JPMORGAN CHASE & CO ($531,149), OSAIC HOLDINGS, INC. ($416,992). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cardinal Point Capital Management ULC$1.8M39,025Added
2JANE STREET GROUP, LLC$546,55912,033New
3SUSQUEHANNA INTERNATIONAL GROUP, LLP$546,10512,023Added
4JPMORGAN CHASE & CO$531,14911,767Added
5OSAIC HOLDINGS, INC.$416,9929,180Added
6Moss Adams Wealth Advisors LLC$388,7758,559Added
7Bond & Devick Financial Network, Inc.$384,0408,455Added
8SAX WEALTH ADVISORS, LLC$347,9248,583Added
9Westmount Partners, LLC$270,3735,953Added
10Steward Partners Investment Advisory, LLC$227,1095,000Hold
11HARBOUR INVESTMENTS, INC.$218,2514,805New
12Parallel Advisors, LLC$122,2302,691Hold
13Birchwood Financial Partners, Inc.$120,5462,654Added
14Gould Capital, LLC$66,6341,467Added
15CoreCap Advisors, LLC$57,0951,257Trimmed
16BANK OF MONTREAL /CAN/$35,572783Hold
17CGC Financial Services, LLC$21,939483Hold
18IMA Advisory Services, Inc.$15,397339Added
19HALBERT HARGROVE GLOBAL ADVISORS, LLC$10,310227Added
20Mascoma Wealth Management LLC$8,753193Added
21AdvisorNet Financial, Inc$4,542100Hold
22MORGAN STANLEY$741Hold
23CITADEL ADVISORS LLC$00Exited
24JNBA Financial Advisors$00Exited
25Lodestone Wealth Management LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30