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EAOA ISHARES TR

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ESG AWARE 80/20 (fund)

21 managers (21 13F filers) reported a position in EAOA shares at 2025-09-30, 139,003 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
21
13F filers
21
New
2
Added
9
Reduced
3
Sold out
3
Shares held by filers
139,003

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 ULC33,370$1.35M0.09%+1,82513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,837$850K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,577$676K<0.01%+4,66313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,881$566K<0.01%+1,78813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,504$469K<0.01%+113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,596$350K<0.01%+1,21513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,795$318K0.02%+10513F-HRTimeline
Bond & Devick Financial Network, Inc.6,494$265K0.08%new13F-HRTimeline
Westmount Partners, LLC5,665$232K0.06%+613F-HRTimeline
Steward Partners Investment Advisory, L…5,000$204K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,088$85.1K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,712$69.8K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,558$63.5K<0.01%-2913F-HRTimelineGroup
CoreCap Advisors, LLC1,348$55K<0.01%+1813F-HRTimeline
Gould Capital, LLC1,177$48K0.03%013F-HRTimeline
CGC Financial Services, LLC670$27.3K0.01%-813F-HRTimeline
Mascoma Wealth Management LLC329$13.4K<0.01%+12913F-HRTimeline
AdvisorNet Financial, Inc239$9.75K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC106$4.32K<0.01%new13F-HRTimeline
JNBA Financial Advisors56$2.28K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$76<0.01%-113F-HR/ATimelineGroup