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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 2026-03-31, 117,721 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
23
New
3
Added
9
Reduced
4
Sold out
3
Shares held by filers
117,721

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 ULC33,540$1.36M0.08%+5513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,448$586K<0.01%+5,58613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,694$463K<0.01%+8913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,012$365K<0.01%-12213F-HRTimelineGroup
Moss Adams Wealth Advisors LLC8,435$342K0.03%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC7,795$323K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,569$307K<0.01%new13F-HRTimelineGroup
Westmount Partners, LLC5,896$239K0.06%+16113F-HRTimeline
Bond & Devick Financial Network, Inc.5,787$235K0.07%-1,46113F-HRTimeline
Steward Partners Investment Advisory, L…5,000$203K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,691$109K<0.01%+113F-HR/ATimeline
CoreCap Advisors, LLC1,499$60.8K<0.01%+15113F-HRTimeline
Birchwood Financial Partners, Inc.1,228$49.8K0.05%+17913F-HRTimeline
Gould Capital, LLC1,177$47.7K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/783$31.7K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC483$19.6K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC226$9.17K<0.01%+11913F-HRTimeline
IMA Advisory Services, Inc.163$6.61K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC129$5.22K<0.01%-20013F-HRTimeline
AdvisorNet Financial, Inc100$4.05K<0.01%-13913F-HRTimeline
JNBA Financial Advisors64$2.6K<0.01%+813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$73<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC1$21<0.01%013F-HR/ATimeline