Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ESG AWARE 80/20
-
Total 13F shares
-
97,582
-
Share change
-
-27,462
-
Total reported value
-
$3,486,392
-
Price per share
-
$35.72
-
Number of holders
-
17
-
Value change
-
-$1,008,756
-
Number of buys
-
6
-
Number of sells
-
5
Institutional Holders of ISHARES TR - ESG AWARE 80/20 (EAOA) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - ESG AWARE 80/20 (EAOA) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
97,582 shares.
The largest 10 holders included
Cardinal Point Capital Management ULC, RAYMOND JAMES FINANCIAL INC, CITADEL ADVISORS LLC, SAX WEALTH ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Atria Investments, Inc, Westmount Partners, LLC, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, and Parallel Advisors, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 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.