iSHARES TRUST - EAOR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 61,660 | 2,179 | 0.14% | 0.15% | 1 | -205 | -0.33% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 54,831 | 1,937 | 0.0% | — | 2 | +54,831 | New | Q4 2025 | Feb 18, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 16,369 | 578 | 0.16% | 0.12% | 3 | +4,984 | 43.78% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,788 | 381 | 0.0% | — | 4 | +10,788 | New | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 6,991 | 247 | 0.02% | 0.03% | 5 | +14 | 0.2% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,407 | 226 | 0.0% | 0.0% | 6 | -11,116 | -63.44% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,414 | 226 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westmount Partners, LLC | History | Added to | 6,017 | 212 | 0.05% | 0.05% | 8 | +209 | 3.6% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,818 | 205 | 0.01% | 0.01% | 9 | +40 | 0.69% | Q4 2025 | Jan 20, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 4,206 | 148 | 0.0% | 0.0% | 10 | -17 | -0.4% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,887 | 102 | 0.0% | 0.0% | 11 | +1,795 | 164.38% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,886 | 66 | 0.01% | 0.01% | 12 | +56 | 3.06% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,859 | 65 | 0.06% | — | 13 | +1,859 | New | Q4 2025 | Feb 10, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 848 | 29 | 0.03% | — | 14 | +848 | New | Q4 2025 | Feb 19, 2026 |
| Parallel Advisors, LLC | History | Added to | 770 | 27 | 0.0% | 0.0% | 15 | +2 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 295 | 10 | 0.0% | 0.0% | 16 | +149 | 102.05% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 86 | 3 | 0.0% | — | 17 | +86 | New | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |