Who Owns EAOA?
iShares ESG Aware 80/20 Aggressive Allocation ETF — Institutional Ownership & 13F Holdings
$43.32
-0.06 (-0.14%)
Market Cap
$34.5M
Shares Outstanding
771,225
Institutional Holders
17
Total Inst. Value
$2.6M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
5
Closed Positions
4
Increased
4
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cardinal Point Capital Management ULC | $1.1M | 31,545 |
| 2 | SAX WEALTH ADVISORS, LLC | $272K | 7,690 |
| 3 | CITADEL ADVISORS LLC | $258K | 7,289 |
| 4 | OSAIC HOLDINGS, INC. | $211K | 5,955 |
| 5 | Westmount Partners, LLCNew | $200K | 5,656 |
| 6 | Steward Partners Investment Advisory, LLC | $177K | 5,000 |
| 7 | Parallel Advisors, LLC | $74K | 2,088 |
| 8 | Koesten, Hirschmann & Crabtree, INC. | $61K | 1,712 |
| 9 | BANK OF MONTREAL /CAN/New | $56K | 1,587 |
| 10 | CoreCap Advisors, LLC | $45K | 1,274 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SAX WEALTH ADVISORS, LLC | +42 | $272K |
| OSAIC HOLDINGS, INC. | +6K | $211K |
| Westmount Partners, LLCNew | +6K | $200K |
| BANK OF MONTREAL /CAN/New | +2K | $56K |
| CoreCap Advisors, LLC | +72 | $45K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -4K | $27K |
| Cardinal Point Capital Management ULC | -3K | $1.1M |
| CITADEL ADVISORS LLC | -524 | $258K |
| Parallel Advisors, LLC | -22 | $74K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold EAOA?
As of Q1 2025, 17 institutional investors report holding EAOA (iShares ESG Aware 80/20 Aggressive Allocation ETF) in their 13F filings.
Which hedge fund owns the most EAOA?
The largest institutional holder of EAOA is Cardinal Point Capital Management ULC with $1.1M in shares.
Are institutions buying or selling EAOA?
This quarter, 5 institutions opened new positions in EAOA and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.