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 | 53,915 | 2,043 | 0.12% | 0.13% | 1 | -7,655 | -12.43% | Q2 2026 | Jul 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 43,496 | 1,648 | 0.41% | 0.28% | 2 | +14,534 | 50.18% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | New | 21,364 | 809 | 0.0% | — | 3 | +21,364 | New | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,576 | 742 | 0.0% | 0.0% | 4 | +2,009 | 11.44% | Q2 2026 | Aug 14, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 11,684 | 406 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,553 | 400 | 0.02% | 0.02% | 6 | -128 | -1.2% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,496 | 359 | 0.0% | 0.0% | 7 | -2,568 | -21.29% | Q2 2026 | Sep 02, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,532 | 285 | 0.02% | 0.02% | 8 | +542 | 7.75% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,414 | 243 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westmount Partners, LLC | History | Added to | 6,369 | 241 | 0.05% | 0.05% | 10 | +352 | 5.85% | Q2 2026 | Jul 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 4,133 | 156 | 0.13% | 0.04% | 11 | +2,810 | 212.4% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,887 | 109 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,978 | 74 | 0.0% | 0.01% | 13 | +42 | 2.17% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,859 | 70 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 774 | 29 | 0.0% | 0.0% | 15 | +4 | 0.52% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 391 | 14 | 0.0% | 0.0% | 16 | +96 | 32.54% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | New | 188 | 7 | 0.0% | — | 17 | +188 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 86 | 3 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |