# ISHARES TR (EAOR)

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

- Reporting holders: 19
- Reported value: $7.6M
- 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/) | $2.0M | 53,915 | 0.1% | 15 |
| [Bond & Devick Financial Network, Inc.](https://holderbook.com/funds/1843495-bond-devick-financial-network-inc/) | $1.6M | 43,496 | 0.4% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $809.9K | 21,364 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $742.1K | 19,576 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $720.0K | 18,992 | 0.0% | 4 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $400.1K | 10,553 | 0.0% | 19 |
| [LODESTAR PRIVATE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1963040-lodestar-private-asset-management-llc/) | $285.5K | 7,532 | 0.0% | 4 |
| [Sequoia Financial Advisors, LLC](https://holderbook.com/funds/1599900-sequoia-financial-advisors-llc/) | $243.1K | 6,414 | 0.0% | 4 |
| [Westmount Partners, LLC](https://holderbook.com/funds/2051491-westmount-partners-llc/) | $241.5K | 6,369 | 0.1% | 4 |
| [Birchwood Financial Partners, Inc.](https://holderbook.com/funds/2110062-birchwood-financial-partners-inc/) | $156.7K | 4,133 | 0.1% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $109.4K | 2,887 | 0.0% | 8 |
| [IMA Advisory Services, Inc.](https://holderbook.com/funds/1455495-ima-advisory-services-inc/) | $75.0K | 1,978 | 0.0% | 7 |
| [Godfrey Financial Associates, Inc.](https://holderbook.com/funds/2097943-godfrey-financial-associates-inc/) | $70.5K | 1,859 | 0.1% | 3 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $29.4K | 774 | 0.0% | 18 |
| [Mascoma Wealth Management LLC](https://holderbook.com/funds/1695664-mascoma-wealth-management-llc/) | $14.8K | 391 | 0.0% | 20 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $7.1K | 188 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.9K | 104 | 0.0% | 10 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $3.4K | 90 | 0.0% | 1 |
| [Triumph Capital Management](https://holderbook.com/funds/1730765-triumph-capital-management/) | $3.3K | 86 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $7.6M |
| Q1 2026 | 17 | $6.0M |
| Q4 2025 | 18 | $6.7M |
| Q3 2025 | 15 | $4.3M |
| Q2 2025 | 10 | $3.1M |
| Q1 2025 | 13 | $4.5M |
| Q4 2024 | 15 | $5.6M |
| Q3 2024 | 15 | $3.7M |
| Q2 2024 | 13 | $3.1M |
| Q1 2024 | 12 | $3.1M |
| Q4 2023 | 12 | $4.0M |
| Q3 2023 | 11 | $2.3M |