Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Total 13F shares
-
137,982
-
Share change
-
+10,989
-
Total reported value
-
$4,702,275
-
Price per share
-
$34.08
-
Number of holders
-
18
-
Value change
-
+$393,209
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - ESG AWARE 80/20 (EAOA) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
137,982 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, BANK OF MONTREAL /CAN/, CITADEL ADVISORS LLC, SAX WEALTH ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Steward Partners Investment Advisory, LLC, Parallel Advisors, LLC, and Koesten, Hirschmann & Crabtree, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2024 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.