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EAOA ISHARES TR

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ESG AWARE 80/20 (fund)

23 managers (23 13F filers) reported a position in EAOA shares at 2025-06-30, 126,428 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
6
Added
8
Reduced
0
Sold out
1
Shares held by filers
126,428

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 ULC31,545$1.22M0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,837$803K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,093$466K<0.01%+4,80413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,914$459K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,503$443K<0.01%+10,73313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,690$296K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,381$284K<0.01%+1,42613F-HR/ATimelineGroup
Westmount Partners, LLC5,659$218K0.06%+313F-HRTimeline
Steward Partners Investment Advisory, L…5,000$193K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,445$94.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,088$80.5K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,712$66K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,587$61.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,330$51.3K<0.01%+5613F-HRTimeline
Gould Capital, LLC1,177$45.4K0.03%+16913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC998$38.5K<0.01%new13F-HRTimelineGroup
CGC Financial Services, LLC678$26.1K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG294$11.3K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc239$9.21K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC200$7.71K<0.01%+13113F-HRTimeline
JNBA Financial Advisors56$2.16K<0.01%+413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$82<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.