ISHARES TR (EAOA)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
23
Reporting holders
$6.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cardinal Point Capital Management ULC | $1.8M | 39,025 | 0.10% | 15q | +16.4%+$249.1K |
| JANE STREET GROUP, LLC | $546.6K | 12,033 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546.1K | 12,023 | 0.00% | 2q | +58.8%+$202.3K |
| JPMORGAN CHASE & CO | $531.1K | 11,767 | 0.00% | 8q | +0.6%+$3.3K |
| OSAIC HOLDINGS, INC. | $417.0K | 9,180 | 0.00% | 9q | +1.9%+$7.6K |
| Moss Adams Wealth Advisors LLC | $388.8K | 8,559 | 0.02% | 2q | +1.5%+$5.6K |
| Bond & Devick Financial Network, Inc. | $384.0K | 8,455 | 0.09% | 4q | +46.1%+$121.2K |
| SAX WEALTH ADVISORS, LLC | $347.9K | 8,583 | 0.01% | 14q | +10.1%+$31.9K |
| Westmount Partners, LLC | $270.4K | 5,953 | 0.06% | 8q | +1.0%+$2.6K |
| Steward Partners Investment Advisory, LLC | $227.1K | 5,000 | 0.00% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $218.3K | 4,805 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $122.2K | 2,691 | 0.00% | 18q | HELD |
| Birchwood Financial Partners, Inc. | $120.5K | 2,654 | 0.10% | 3q | +116.1%+$64.8K |
| Gould Capital, LLC | $66.6K | 1,467 | 0.04% | 18q | +24.6%+$13.2K |
| CoreCap Advisors, LLC | $57.1K | 1,257 | 0.00% | 10q | -16.1%-$11.0K |
| BANK OF MONTREAL /CAN/ | $35.6K | 783 | 0.00% | 6q | HELD |
| CGC Financial Services, LLC | $21.9K | 483 | 0.00% | 13q | HELD |
| IMA Advisory Services, Inc. | $15.4K | 339 | 0.00% | 2q | +108.0%+$8.0K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $10.3K | 227 | 0.00% | 4q | HELD |
| Mascoma Wealth Management LLC | $8.8K | 193 | 0.00% | 6q | +49.6%+$2.9K |
| AdvisorNet Financial, Inc | $4.5K | 100 | 0.00% | 8q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.1K | 69 | 0.00% | new | NEW |
| MORGAN STANLEY | $74 | 1 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $6.1M | 135,647 | 3 | 12 | 1 | 0.0% |
| Q1 2026 | 23 | $4.8M | 117,721 | 3 | 7 | 4 | 0.0% |
| Q4 2025 | 23 | $5.1M | 122,535 | 3 | 5 | 5 | 0.0% |
| Q3 2025 | 21 | $6.1M | 150,507 | 2 | 8 | 3 | 0.0% |
| Q2 2025 | 22 | $4.9M | 126,428 | 6 | 7 | 0 | 0.0% |
| Q1 2025 | 17 | $2.6M | 73,484 | 3 | 4 | 4 | 0.0% |
| Q4 2024 | 16 | $3.3M | 91,632 | 0 | 5 | 1 | 0.0% |
| Q3 2024 | 18 | $3.9M | 106,887 | 4 | 3 | 7 | 0.0% |
| Q2 2024 | 17 | $4.8M | 137,214 | 2 | 7 | 3 | 0.0% |
| Q1 2024 | 17 | $4.5M | 130,737 | 3 | 6 | 4 | 0.0% |
| Q4 2023 | 16 | $3.8M | 119,485 | 2 | 4 | 4 | 0.0% |
| Q3 2023 | 15 | $3.1M | 104,376 | 3 | 7 | 3 | 0.0% |
| Q2 2023 | 13 | $2.3M | 73,429 | 1 | 5 | 3 | 0.0% |
| Q1 2023 | 13 | $2.2M | 73,448 | 2 | 3 | 3 | 0.0% |
| Q4 2022 | 14 | $1.9M | 68,321 | 1 | 4 | 2 | 0.0% |
| Q3 2022 | 12 | $1.5M | 56,792 | 1 | 2 | 5 | 0.0% |
| Q2 2022 | 12 | $1.7M | 61,590 | 3 | 5 | 2 | 0.0% |
| Q1 2022 | 10 | $1.3M | 40,444 | 4 | 4 | 2 | 0.0% |
| Q4 2021 | 12 | $3.0M | 87,340 | 2 | 5 | 0 | 0.0% |
| Q3 2021 | 10 | $2.2M | 67,279 | 1 | 1 | 3 | 0.0% |
| Q2 2021 | 10 | $3.5M | 105,630 | 3 | 4 | 1 | 0.0% |
| Q1 2021 | 8 | $2.6M | 81,648 | 6 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $3.1M | 100,245 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 3 | $3.6M | 131,314 | 2 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $2.6M | 100,000 | 1 | 0 | 0 | 0.0% |