iSHARES TRUST - EAOR
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 | Reduced | 61,570 | 2,143 | 0.13% | 0.14% | 1 | -90 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 28,962 | 1,008 | 0.28% | 0.16% | 2 | +12,593 | 76.93% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,567 | 611 | 0.0% | 0.0% | 3 | +6,779 | 62.84% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,064 | 419 | 0.0% | 0.0% | 4 | +5,657 | 88.29% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 11,684 | 406 | 0.01% | 0.0% | 5 | +7,478 | 177.79% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,681 | 371 | 0.02% | 0.01% | 6 | +4,863 | 83.59% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 6,990 | 243 | 0.02% | 0.02% | 7 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,414 | 223 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Westmount Partners, LLC | History | No change | 6,017 | 209 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,887 | 100 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,936 | 67 | 0.01% | 0.01% | 11 | +50 | 2.65% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,859 | 64 | 0.05% | 0.06% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,323 | 46 | 0.04% | 0.03% | 13 | +475 | 56.01% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | No change | 770 | 26 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 295 | 10 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | No change | 86 | 2 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,831 | -100.0% | Q1 2026 | May 14, 2026 |