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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 2025-12-31, 122,535 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
23
13F filers
23
New
3
Added
7
Reduced
4
Sold out
2
Shares held by filers
122,535

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 ULC33,485$1.39M0.09%+11513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,491$558K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,905$493K<0.01%-4,67213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,605$480K<0.01%+10113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,134$378K<0.01%+53813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,862$367K<0.01%-5,01913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,795$323K0.02%013F-HRTimeline
Bond & Devick Financial Network, Inc.7,248$300K0.08%+75413F-HRTimeline
Westmount Partners, LLC5,735$237K0.06%+7013F-HRTimeline
Steward Partners Investment Advisory, L…5,000$207K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,690$111K<0.01%+60213F-HRTimeline
CoreCap Advisors, LLC1,348$55.8K<0.01%013F-HRTimeline
Gould Capital, LLC1,177$48.7K0.03%013F-HRTimeline
Birchwood Financial Partners, Inc.1,049$43.4K0.04%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/783$32.4K<0.01%-77513F-HRTimelineGroup
CGC Financial Services, LLC483$20K0.01%-18713F-HRTimeline
Mascoma Wealth Management LLC329$13.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc239$9.89K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC107$4.44K<0.01%+113F-HRTimeline
JNBA Financial Advisors56$2.32K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG12$497<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%013F-HR/ATimelineGroup
Lodestone Wealth Management LLC1$21<0.01%new13F-HRTimeline