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EAOA ISHARES TR

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ESG AWARE 80/20 (fund)

22 managers (22 13F filers) reported a position in EAOA shares at 2026-06-30, 135,578 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
13
Reduced
1
Sold out
3
Shares held by filers
135,578

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cardinal Point Capital Management ULC39,025$1.77M0.1%+5,48513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,033$547K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,023$546K<0.01%+4,45413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,767$531K<0.01%+7313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,180$417K<0.01%+16813F-HRTimelineGroup
Moss Adams Wealth Advisors LLC8,559$389K0.02%+12413F-HRTimeline
Bond & Devick Financial Network, Inc.8,455$384K0.09%+2,66813F-HRTimeline
SAX WEALTH ADVISORS, LLC8,583$348K0.01%+78813F-HRTimeline
Westmount Partners, LLC5,953$270K0.06%+5713F-HRTimeline
Steward Partners Investment Advisory, L…5,000$227K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,805$218K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,691$122K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.2,654$121K0.1%+1,42613F-HRTimeline
Gould Capital, LLC1,467$66.6K0.04%+29013F-HRTimeline
CoreCap Advisors, LLC1,257$57.1K<0.01%-24213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/783$35.6K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC483$21.9K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.339$15.4K<0.01%+17613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC227$10.3K<0.01%+113F-HRTimeline
Mascoma Wealth Management LLC193$8.75K<0.01%+6413F-HRTimeline
AdvisorNet Financial, Inc100$4.54K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$74<0.01%013F-HRTimelineGroup