EAOA Institutional Ownership
iShares ESG Aware 80/20 Aggressive Allocation ETF
1W: -0.0%
1M: +2.9%
3M: +4.1%
YTD: +10.5%
1Y: +16.6%
3Y: +56.8%
5Y: +47.9%
$45.88
Last traded 2026-08-17 — delisted
Overview
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Institutional Ownership — EAOA
26
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
3
New Positions
13
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 12,033 | 552K |
| HARBOUR INVESTMENTS, INC. | 4,805 | 220K |
| MERCER GLOBAL ADVISORS INC /ADV | 69 | 3K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 14,448 | 663K |
| RAYMOND JAMES FINANCIAL INC | 13,491 | 619K |
| JNBA Financial Advisors | 64 | 3K |
| UBS Group AG | 12 | 1K |
| Lodestone Wealth Management LLC | 1 | 0K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cardinal Point Capital Management U | +5,485 | +16.4% | 39,025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,454 | +58.8% | 12,023 |
| Bond & Devick Financial Network, In | +2,668 | +46.1% | 8,455 |
| Birchwood Financial Partners, Inc. | +1,426 | +116.1% | 2,654 |
| SAX WEALTH ADVISORS, LLC | +788 | +10.1% | 8,583 |
| Gould Capital, LLC | +290 | +24.6% | 1,467 |
| IMA Advisory Services, Inc. | +176 | +108.0% | 339 |
| OSAIC HOLDINGS, INC. | +168 | +1.9% | 9,180 |
| Moss Adams Wealth Advisors LLC | +124 | +1.5% | 8,559 |
| JPMORGAN CHASE & CO | +73 | +0.6% | 11,767 |
| Mascoma Wealth Management LLC | +64 | +49.6% | 193 |
| Westmount Partners, LLC | +57 | +1.0% | 5,953 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | +1 | +0.4% | 227 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CoreCap Advisors, LLC | -242 | -16.1% | 1,257 |