# ISHARES TR (EAOA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EAOA/

- Reporting holders: 23
- Reported value: $6.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cardinal Point Capital Management ULC](https://holderbook.com/funds/1950841-cardinal-point-capital-management-ulc/) | $1.8M | 39,025 | 0.1% | 15 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $546.6K | 12,033 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $546.1K | 12,023 | 0.0% | 2 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $531.1K | 11,767 | 0.0% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $417.0K | 9,180 | 0.0% | 9 |
| [Moss Adams Wealth Advisors LLC](https://holderbook.com/funds/1661245-moss-adams-wealth-advisors-llc/) | $388.8K | 8,559 | 0.0% | 2 |
| [Bond & Devick Financial Network, Inc.](https://holderbook.com/funds/1843495-bond-devick-financial-network-inc/) | $384.0K | 8,455 | 0.1% | 4 |
| [SAX WEALTH ADVISORS, LLC](https://holderbook.com/funds/1846150-sax-wealth-advisors-llc/) | $347.9K | 8,583 | 0.0% | 14 |
| [Westmount Partners, LLC](https://holderbook.com/funds/2051491-westmount-partners-llc/) | $270.4K | 5,953 | 0.1% | 8 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $227.1K | 5,000 | 0.0% | 10 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $218.3K | 4,805 | 0.0% | 1 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $122.2K | 2,691 | 0.0% | 18 |
| [Birchwood Financial Partners, Inc.](https://holderbook.com/funds/2110062-birchwood-financial-partners-inc/) | $120.5K | 2,654 | 0.1% | 3 |
| [Gould Capital, LLC](https://holderbook.com/funds/1908965-gould-capital-llc/) | $66.6K | 1,467 | 0.0% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $57.1K | 1,257 | 0.0% | 10 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $35.6K | 783 | 0.0% | 6 |
| [CGC Financial Services, LLC](https://holderbook.com/funds/1992785-cgc-financial-services-llc/) | $21.9K | 483 | 0.0% | 13 |
| [IMA Advisory Services, Inc.](https://holderbook.com/funds/1455495-ima-advisory-services-inc/) | $15.4K | 339 | 0.0% | 2 |
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/) | $10.3K | 227 | 0.0% | 4 |
| [Mascoma Wealth Management LLC](https://holderbook.com/funds/1695664-mascoma-wealth-management-llc/) | $8.8K | 193 | 0.0% | 6 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $4.5K | 100 | 0.0% | 8 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $3.1K | 69 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $74 | 1 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $6.1M |
| Q1 2026 | 23 | $4.8M |
| Q4 2025 | 23 | $5.1M |
| Q3 2025 | 21 | $6.1M |
| Q2 2025 | 22 | $4.9M |
| Q1 2025 | 17 | $2.6M |
| Q4 2024 | 17 | $3.5M |
| Q3 2024 | 19 | $4.1M |
| Q2 2024 | 18 | $5.0M |
| Q1 2024 | 18 | $4.7M |
| Q4 2023 | 17 | $4.1M |
| Q3 2023 | 16 | $3.3M |