Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
97,582
-
Shares change
-
-27,462
-
Total reported value, excl. options
-
$3,486,216
-
Value change
-
-$1,008,755
-
Number of buys
-
6
-
Number of sells
-
5
-
Price
-
$35.72
Institutional Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q4 2024
As of 31 Dec 2024 ISHARES TR - ESG AWARE 80/20 (EAOA) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 97,582 shares of stock of the company.
Largest 10 holders included Cardinal Point Capital Management ULC, RAYMOND JAMES FINANCIAL INC, CITADEL ADVISORS LLC, SAX WEALTH ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Atria Investments, Inc, Westmount Partners, LLC, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, and Parallel Advisors, LLC.
This table shows 17 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.