DOSSIER · 13F Holders · Q2 2026
EAOA

ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF

22 institutions still hold ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E668·22 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
22
filers reporting
Concentration
33.99%
Cardinal Point Capital Management ULC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported EAOA in Q2 2026. Cardinal Point Capital Management ULC leads at 34.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cardinal Point Capital Management ULC
CIK 0001950841
$2M39K0.10%Q2 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$463K12K0.00%Q1 2026
03
Moss Adams Wealth Advisors LLC
CIK 0001661245
$389K9K0.02%Q2 2026
04
Bond & Devick Financial Network, Inc.
CIK 0001843495
$384K8K0.09%Q2 2026
05
CITADEL ADVISORS LLC
CIK 0001423053
$367K9K0.00%Q4 2025
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$365K9K0.00%Q1 2026
07
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$348K9K0.01%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$307K8K0.00%Q1 2026
09
Westmount Partners, LLC
CIK 0002051491
$270K6K0.06%Q2 2026
10
Steward Partners Investment Advisory, LLC
CIK 0001723397
$203K5K0.00%Q1 2026
11
Parallel Advisors, LLC
CIK 0001690010
$109K3K0.00%Q1 2026
12
CoreCap Advisors, LLC
CIK 0001902501
$57K1K0.00%Q2 2026
13
Birchwood Financial Partners, Inc.
CIK 0002110062
$50K1K0.05%Q1 2026
14
Gould Capital, LLC
CIK 0001908965
$48K1K0.03%Q1 2026
15
BANK OF MONTREAL /CAN/
CIK 0000927971
$32K7830.00%Q1 2026
16
CGC Financial Services, LLC
CIK 0001992785
$22K4830.00%Q2 2026
17
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$10K2270.00%Q2 2026
18
Mascoma Wealth Management LLC
CIK 0001695664
$9K1930.00%Q2 2026
19
IMA Advisory Services, Inc.
CIK 0001455495
$7K1630.00%Q1 2026
20
AdvisorNet Financial, Inc
CIK 0001409362
$5K1000.00%Q2 2026
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