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 | 33,485 | 1,385 | 0.09% | 0.09% | 1 | +115 | 0.34% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 13,491 | 558 | 0.0% | — | 2 | +13,491 | New | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,905 | 492 | 0.0% | 0.0% | 3 | -4,672 | -28.18% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,605 | 480 | 0.0% | 0.0% | 4 | +101 | 0.88% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,134 | 377 | 0.0% | 0.0% | 5 | +538 | 6.26% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,862 | 366 | 0.0% | 0.0% | 6 | -5,019 | -36.16% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,795 | 322 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 7,248 | 299 | 0.08% | 0.08% | 8 | +754 | 11.61% | Q4 2025 | Jan 14, 2026 |
| Westmount Partners, LLC | History | Added to | 5,735 | 237 | 0.06% | 0.06% | 9 | +70 | 1.24% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,000 | 206 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,690 | 111 | 0.0% | 0.0% | 11 | +602 | 28.83% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,348 | 55 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gould Capital, LLC | History | No change | 1,177 | 48 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,049 | 43 | 0.04% | — | 14 | +1,049 | New | Q4 2025 | Feb 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 783 | 32 | 0.0% | 0.0% | 15 | -775 | -49.74% | Q4 2025 | Feb 12, 2026 |
| CGC Financial Services, LLC | History | Reduced | 483 | 19 | 0.01% | 0.01% | 16 | -187 | -27.91% | Q4 2025 | Feb 03, 2026 |
| Mascoma Wealth Management LLC | History | No change | 329 | 13 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 239 | 9 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 107 | 4 | 0.0% | 0.0% | 19 | +1 | 0.94% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | No change | 56 | 2 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,837 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,712 | -100.0% | Q3 2025 | Nov 05, 2025 |
| UBS Group AG | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| Lodestone Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |