Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Total 13F shares
-
80,925
-
Share change
-
+6,683
-
Total reported value
-
$2,491,181
-
Price per share
-
$30.78
-
Number of holders
-
14
-
Value change
-
+$208,806
-
Number of buys
-
7
-
Number of sells
-
7
Institutional Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - ESG AWARE 80/20 (EAOA) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
80,925 shares.
The largest 10 holders included
Cardinal Point Capital Management, ULC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, SAX WEALTH ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Koesten, Hirschmann & Crabtree, INC., Parallel Advisors, LLC, Moss Adams Wealth Advisors LLC, Mascoma Wealth Management LLC, and JNBA Financial Advisors.
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.