Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
73,484
-
Shares change
-
-24,098
-
Total reported value, excl. options
-
$2,600,399
-
Value change
-
-$861,428
-
Number of buys
-
7
-
Number of sells
-
-7
-
Price
-
$35.39
Significant Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q1 2025
20 filings reported holding EAOA - ISHARES TR - ESG AWARE 80/20 as of Q1 2025.
ISHARES TR - ESG AWARE 80/20 (EAOA) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73,484 shares
.
Largest 10 shareholders include Cardinal Point Capital Management ULC (31,545 shares), SAX WEALTH ADVISORS, LLC (7,690 shares), CITADEL ADVISORS LLC (7,289 shares), OSAIC HOLDINGS, INC. (5,955 shares), Westmount Partners, LLC (5,656 shares), Steward Partners Investment Advisory, LLC (5,000 shares), Parallel Advisors, LLC (2,088 shares), Koesten, Hirschmann & Crabtree, INC. (1,712 shares), BANK OF MONTREAL /CAN/ (1,587 shares), and CoreCap Advisors, LLC (1,274 shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.