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EAOA ISHARES TR

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ESG AWARE 80/20 (fund)

18 managers (18 13F filers) reported a position in EAOA shares at 2024-12-31, 97,582 shares in all. 0 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
0
Added
6
Reduced
2
Sold out
3
Shares held by filers
97,582

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 ULC34,800$1.24M0.2%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,708$454K<0.01%13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,813$279K<0.01%-2,23113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,648$273K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,950$213K<0.01%-713F-HRTimeline
Atria Investments, Inc5,877$210K<0.01%+23013F-HRTimeline
Westmount Partners, LLC5,656$202K0.06%+1113F-HRTimeline
Steward Partners Investment Advisory, L…5,000$179K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,940$176K<0.01%+4,43213F-HRTimelineGroup
Parallel Advisors, LLC2,110$75.4K<0.01%+2213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,712$61.2K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,202$42.9K<0.01%+13913F-HRTimeline
Gould Capital, LLC1,008$36K0.03%013F-HRTimeline
CGC Financial Services, LLC678$24.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc239$8.54K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191$6.82K<0.01%013F-HR/ATimelineGroup
JNBA Financial Advisors50$1.79K<0.01%+913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.