Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Total 13F shares
-
112,336
-
Share change
-
-32,133
-
Total reported value
-
$4,116,253
-
Price per share
-
$36.64
-
Number of holders
-
19
-
Value change
-
-$1,176,605
-
Number of buys
-
7
-
Number of sells
-
11
Institutional Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - ESG AWARE 80/20 (EAOA) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
112,336 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, SAX WEALTH ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Atria Investments, Inc, Westmount Partners, LLC, Steward Partners Investment Advisory, LLC, and BANK OF MONTREAL /CAN/.
This page lists
19
institutional shareholders reporting positions in this security
for the Q3 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.