iSHARES TRUST - EAOA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cardinal Point Capital Management ULC | History | Added to | 33,540 | 1,359 | 0.08% | 0.09% | 1 | +55 | 0.16% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,448 | 585 | 0.0% | 0.0% | 2 | +5,586 | 63.03% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,694 | 462 | 0.0% | 0.0% | 3 | +89 | 0.77% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,012 | 365 | 0.0% | 0.0% | 4 | -122 | -1.34% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 8,435 | 341 | 0.02% | — | 5 | +8,435 | New | Q1 2026 | Apr 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,795 | 322 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,569 | 306 | 0.0% | — | 7 | +7,569 | New | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 5,896 | 239 | 0.06% | 0.06% | 8 | +161 | 2.81% | Q1 2026 | Apr 16, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 5,787 | 234 | 0.07% | 0.08% | 9 | -1,461 | -20.16% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,000 | 202 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,691 | 109 | 0.0% | 0.0% | 11 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,499 | 60 | 0.0% | 0.0% | 12 | +151 | 11.2% | Q1 2026 | Apr 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,228 | 49 | 0.05% | 0.04% | 13 | +179 | 17.06% | Q1 2026 | May 05, 2026 |
| Gould Capital, LLC | History | No change | 1,177 | 47 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 783 | 31 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | No change | 483 | 19 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 226 | 9 | 0.0% | 0.0% | 17 | +119 | 111.21% | Q1 2026 | Apr 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 163 | 6 | 0.0% | — | 18 | +163 | New | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 129 | 5 | 0.0% | 0.0% | 19 | -200 | -60.79% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 100 | 4 | 0.0% | 0.0% | 20 | -139 | -58.16% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Added to | 64 | 2 | 0.0% | 0.0% | 21 | +8 | 14.29% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,491 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,905 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |