Who Owns iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA)?Hedge Fund & Institutional Holders

$41.16+0.42 (+1.03%)Financial ServicesBATS

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$3.22000299000237e+49T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$32.02$34.79$37.55$40.32$43.08Sep 24Jun 25Mar 26

EAOA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SAX WEALTH ADVISORS, LLCNew Position+8K+$322.0M
Bond & Devick Financial Network, Inc.New Position+7K+$299.0M
CoreCap Advisors, LLCNew Position+1K+$55.0M
CGC Financial Services, LLCNew Position+483+$19.0M
Westmount Partners, LLCIncreased+70+$5.1M
Cardinal Point Capital Management ULCNew Position+33K+$1.4M
Birchwood Financial Partners, Inc.New Position+1K+$43K
Mascoma Wealth Management LLCNew Position+329+$13K
HALBERT HARGROVE GLOBAL ADVISORS, LLCNew Position+107+$4K
JNBA Financial AdvisorsNew Position+56+$2K
UBS Group AGNew Position+12+$0
Lodestone Wealth Management LLCNew Position+1+$0
RAYMOND JAMES FINANCIAL INCNew Position+13K+$0
Parallel Advisors, LLCIncreased+602+$-85.1M
OSAIC HOLDINGS, INC.Increased+538+$-350.3M

EAOA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$849.7M
JANE STREET GROUP, LLCDecreased-5K-$676.0M
CITADEL ADVISORS LLCDecreased-5K-$566.1M
BANK OF MONTREAL /CAN/Decreased-775-$63.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SAX WEALTH ADVISORS, LLC7,795$322.0M0.02%Share
2Bond & Devick Financial Network, Inc.7,248$299.0M0.08%Share
3Westmount Partners, LLC5,735$237.0M0.06%Share
4CoreCap Advisors, LLC1,348$55.0M0.00%Share
5Gould Capital, LLC1,177$48.0M0.03%Share
6CGC Financial Services, LLC483$19.0M0.01%Share
7AdvisorNet Financial, Inc239$9.0M0.00%Share
8Cardinal Point Capital Management ULC33,485$1.4M0.00%Share
9Birchwood Financial Partners, Inc.1,049$43K0.04%Share
10Mascoma Wealth Management LLC329$13K0.00%Share
11HALBERT HARGROVE GLOBAL ADVISORS, LLC107$4K0.00%Share
12JNBA Financial Advisors56$2K0.00%Share
13Lodestone Wealth Management LLC1$00.00%Share
14MORGAN STANLEY1$00.00%Share
15Parallel Advisors, LLC2,690$00.00%Share
16OSAIC HOLDINGS, INC.8,943$00.00%Share
17OSAIC HOLDINGS, INC.191$00.00%Share
18BANK OF MONTREAL /CAN/783$00.00%Share
19UBS Group AG12$00.00%Share
20Steward Partners Investment Advisory, LLC5,000$00.00%Share
21CITADEL ADVISORS LLC8,862$00.00%Share
22RAYMOND JAMES FINANCIAL INC13,491$00.00%Share
23JPMORGAN CHASE & CO11,605$00.00%Share
24JANE STREET GROUP, LLC11,905$00.00%Share

EAOA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$990.4M+11
Q3 202512$3.6B-9
Q2 202521$3.4B+4
Q1 202517$1.5B+1
Q4 202416$1.2T+0
Q3 202416$479.2B+0
Q2 202416$1.1T+2
Q1 202414$449.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 24 institutional investors hold EAOA (iShares ESG Aware 80/20 Aggressive Allocation ETF). The largest holder is SAX WEALTH ADVISORS, LLC with $322.0M in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own EAOA?

As of Q4 2025, 24 institutional investors report holding EAOA (iShares ESG Aware 80/20 Aggressive Allocation ETF) in their 13F filings.

Who is the largest institutional holder of EAOA?

The largest institutional holder of EAOA is SAX WEALTH ADVISORS, LLC with $322.0M in shares.

Is institutional ownership of EAOA increasing or decreasing?

This quarter, 12 institutions opened new positions in EAOA and 1 closed their positions.