Who Owns ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $6.1M of ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cardinal Point Capital Management ULC ($1.8M), JANE STREET GROUP, LLC ($546,559), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($546,105), JPMORGAN CHASE & CO ($531,149), OSAIC HOLDINGS, INC. ($416,992). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cardinal Point Capital Management ULC | $1.8M | 39,025 | Added |
| 2 | JANE STREET GROUP, LLC | $546,559 | 12,033 | New |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546,105 | 12,023 | Added |
| 4 | JPMORGAN CHASE & CO | $531,149 | 11,767 | Added |
| 5 | OSAIC HOLDINGS, INC. | $416,992 | 9,180 | Added |
| 6 | Moss Adams Wealth Advisors LLC | $388,775 | 8,559 | Added |
| 7 | Bond & Devick Financial Network, Inc. | $384,040 | 8,455 | Added |
| 8 | SAX WEALTH ADVISORS, LLC | $347,924 | 8,583 | Added |
| 9 | Westmount Partners, LLC | $270,373 | 5,953 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $227,109 | 5,000 | Hold |
| 11 | HARBOUR INVESTMENTS, INC. | $218,251 | 4,805 | New |
| 12 | Parallel Advisors, LLC | $122,230 | 2,691 | Hold |
| 13 | Birchwood Financial Partners, Inc. | $120,546 | 2,654 | Added |
| 14 | Gould Capital, LLC | $66,634 | 1,467 | Added |
| 15 | CoreCap Advisors, LLC | $57,095 | 1,257 | Trimmed |
| 16 | BANK OF MONTREAL /CAN/ | $35,572 | 783 | Hold |
| 17 | CGC Financial Services, LLC | $21,939 | 483 | Hold |
| 18 | IMA Advisory Services, Inc. | $15,397 | 339 | Added |
| 19 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $10,310 | 227 | Added |
| 20 | Mascoma Wealth Management LLC | $8,753 | 193 | Added |
| 21 | AdvisorNet Financial, Inc | $4,542 | 100 | Hold |
| 22 | MORGAN STANLEY | $74 | 1 | Hold |
| 23 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 24 | JNBA Financial Advisors | $0 | 0 | Exited |
| 25 | Lodestone Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30