ISHARES ESG AWARE AGGR ALLOC (EAOA) Top Institutional Shareholders
ISHARES ESG AWARE AGGR ALLOC (EAOA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.30M in EAOA holdings during the latest filing period.
Cardinal Point Capital Management Ulc is currently the largest disclosed institutional shareholder of EAOA tracked by InsiderSet, reporting ownership valued at approximately $1.36M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.51M, representing an estimated gain of +10.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed EAOA value among the investors covered in this analysis. Major shareholders include Cardinal Point Capital Management Ulc, Citadel Advisors Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE AGGR ALLOC (EAOA).
This page ranks the largest institutional EAOA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$4.30M
Largest Holder
Cardinal Point Capital Management Ulc
Largest Position
$1.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cardinal Point Capital Management Ulc | 0.08% | 33,540 | $1,359,591 | $1,508,760 | +$149,169 | +10.97% | |
| Citadel Advisors Llc | 0.00% | 14,448 | $585,670 | $649,927 | +$64,257 | +10.97% | |
| Osaic Holdings, Inc. | 0.00% | 9,012 | $365,333 | $405,395 | +$40,062 | +10.97% | |
| Moss Adams Wealth Advisors Llc | 0.03% | 8,435 | $341,939 | $379,439 | +$37,500 | +10.97% | |
| Sax Wealth Advisors, Llc | 0.02% | 7,795 | $322,556 | $350,650 | +$28,094 | +8.71% | |
| Susquehanna International Group, Llp | 0.00% | 7,569 | $306,820 | $340,483 | +$33,663 | +10.97% | |
| Westmount Partners, Llc | 0.06% | 5,896 | $239,021 | $265,225 | +$26,204 | +10.96% | |
| Bond & Devick Financial Network, Inc. | 0.07% | 5,787 | $234,584 | $260,322 | +$25,738 | +10.97% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,000 | $202,682 | $224,920 | +$22,238 | +10.97% | |
| Parallel Advisors, Llc | 0.00% | 2,691 | $109,083 | $121,052 | +$11,969 | +10.97% | |
| Corecap Advisors, Llc | 0.00% | 1,499 | $60,764 | $67,431 | +$6,667 | +10.97% | |
| Birchwood Financial Partners, Inc. | 0.05% | 1,228 | $49,760 | $55,240 | +$5,480 | +11.01% | |
| Gould Capital, Llc | 0.03% | 1,177 | $47,711 | $52,946 | +$5,235 | +10.97% | |
| Bank Of Montreal | 0.00% | 783 | $31,727 | $35,222 | +$3,495 | +11.02% | |
| Cgc Financial Services, Llc | 0.01% | 483 | $19,579 | $21,727 | +$2,148 | +10.97% | |
| Halbert Hargrove Global Advisors, Llc | 0.00% | 226 | $9,170 | $10,166 | +$996 | +10.87% | |
| Ima Advisory Services, Inc. | 0.00% | 163 | $6,607 | $7,332 | +$725 | +10.98% | |
| Mascoma Wealth Management Llc | 0.00% | 129 | $5,217 | $5,803 | +$586 | +11.23% | |
| Advisornet Financial, Inc | 0.00% | 100 | $4,054 | $4,498 | +$444 | +10.96% | |
| Jnba Financial Advisors | 0.00% | 64 | $2,595 | $2,879 | +$284 | +10.94% | |
| Morgan Stanley | 0.00% | 1 | $73 | $45 | -$28 | -38.38% | |
| Lodestone Wealth Management Llc | 0.00% | 1 | $21 | $45 | +$24 | +114.21% |
Frequently asked questions about EAOA
Who owns the most EAOA stock?
The largest holders of EAOA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG AWARE AGGR ALLOC (EAOA).
Is EAOA widely held by superinvestors?
Many widely followed stocks like EAOA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EAOA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.