13F Insight
DOSSIER · 13F Holders · Q2 2026
EAOA

ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF

17 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 46436E668·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
17
filers reporting
Concentration
34.59%
Cardinal Point Capital Management ULC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported EAOA in Q2 2026. Cardinal Point Capital Management ULC leads at 34.6% 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 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$546K12K0.00%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$531K12K0.00%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$417K9K0.00%Q2 202605
Moss Adams Wealth Advisors LLC
CIK 0001661245
$389K9K0.02%Q2 202606
Bond & Devick Financial Network, Inc.
CIK 0001843495
$384K8K0.09%Q2 202607
Westmount Partners, LLC
CIK 0002051491
$270K6K0.06%Q2 202608
Steward Partners Investment Advisory, LLC
CIK 0001723397
$227K5K0.00%Q2 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$218K5K0.00%Q2 202610
Parallel Advisors, LLC
CIK 0001690010
$122K3K0.00%Q2 202611
Birchwood Financial Partners, Inc.
CIK 0002110062
$121K3K0.10%Q2 202612
Gould Capital, LLC
CIK 0001908965
$67K1K0.04%Q2 202613
BANK OF MONTREAL /CAN/
CIK 0000927971
$36K7830.00%Q2 202614
IMA Advisory Services, Inc.
CIK 0001455495
$15K3390.00%Q2 202615
Mascoma Wealth Management LLC
CIK 0001695664
$9K1930.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$7410.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025