EAOM Institutional Ownership
iShares ESG Aware 40/60 Moderate Allocation ETF
1W: -0.1%
1M: +1.2%
3M: +1.7%
YTD: +4.1%
1Y: +7.8%
3Y: +31.6%
5Y: +19.6%
$31.32
Last traded 2026-08-17 — delisted
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Institutional Ownership — EAOM
11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
1
New Positions
6
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bond & Devick Financial Network, Inc. | 18,408 | 576K | +3,257 | +21.5% | 2Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,944 | 468K | +1,712 | +12.9% | 3Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 12,434 | 389K | -5,271 | -29.8% | 2Q | SEC ↗ |
| 4 | Tradition Wealth Management, LLC | 7,464 | 234K | +45 | +0.6% | 5Q | SEC ↗ |
| 5 | CoreCap Advisors, LLC | 2,385 | 75K | +166 | +7.5% | 7Q | SEC ↗ |
| 6 | Financial Avengers, Inc. | 1,277 | 40K | +402 | +45.9% | 2Q | SEC ↗ |
| 7 | Planning Strategies Inc. NEW | 1,040 | 33K | — | +0.0% | 1Q | SEC ↗ |
| 8 | NATIONAL BANK OF CANADA /FI | 539 | 17K | — | +0.0% | 7Q | SEC ↗ |
| 9 | Mascoma Wealth Management LLC | 276 | 9K | — | +0.0% | 18Q | SEC ↗ |
| 10 | UBS Group AG | 120 | 4K | +39 | +48.1% | 2Q | SEC ↗ |
| 11 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Planning Strategies Inc. | 1,040 | 33K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bond & Devick Financial Network, In | +3,257 | +21.5% | 18,408 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,712 | +12.9% | 14,944 |
| Financial Avengers, Inc. | +402 | +45.9% | 1,277 |
| CoreCap Advisors, LLC | +166 | +7.5% | 2,385 |
| Tradition Wealth Management, LLC | +45 | +0.6% | 7,464 |
| UBS Group AG | +39 | +48.1% | 120 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -5,271 | -29.8% | 12,434 |