ISHARES TR (EAOR)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
19
Reporting holders
$7.2M
Reported value
0.0%
Held as options
+2
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 | $2.0M | 53,915 | 0.12% | 15q | -12.4%-$290.2K |
| Bond & Devick Financial Network, Inc. | $1.6M | 43,496 | 0.41% | 4q | +50.2%+$551.0K |
| LPL Financial LLC | $809.9K | 21,364 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $742.1K | 19,576 | 0.00% | 3q | +11.4%+$76.2K |
| AdvisorNet Financial, Inc | $400.1K | 10,553 | 0.02% | 19q | -1.2%-$4.9K |
| CITADEL ADVISORS LLC | $360.0K | 9,496 | 0.00% | 4q | -21.3%-$97.4K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $285.5K | 7,532 | 0.02% | 4q | +7.8%+$20.5K |
| Sequoia Financial Advisors, LLC | $243.1K | 6,414 | 0.00% | 4q | HELD |
| Westmount Partners, LLC | $241.5K | 6,369 | 0.05% | 4q | +5.9%+$13.3K |
| Birchwood Financial Partners, Inc. | $156.7K | 4,133 | 0.13% | 3q | +212.4%+$106.5K |
| OSAIC HOLDINGS, INC. | $109.4K | 2,887 | 0.00% | 8q | HELD |
| IMA Advisory Services, Inc. | $75.0K | 1,978 | 0.00% | 7q | +2.2%+$1.6K |
| Godfrey Financial Associates, Inc. | $70.5K | 1,859 | 0.05% | 3q | HELD |
| Parallel Advisors, LLC | $29.4K | 774 | 0.00% | 18q | +0.5% |
| Mascoma Wealth Management LLC | $14.8K | 391 | 0.00% | 20q | +32.5%+$3.6K |
| UBS Group AG | $7.1K | 188 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $3.9K | 104 | 0.00% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4K | 90 | 0.00% | new | NEW |
| Triumph Capital Management | $3.3K | 86 | 0.00% | 3q | 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 | 19 | $7.2M | 191,205 | 3 | 8 | 3 | 0.0% |
| Q1 2026 | 17 | $6.0M | 171,209 | 0 | 7 | 0 | 0.0% |
| Q4 2025 | 18 | $6.7M | 188,236 | 3 | 6 | 1 | 0.0% |
| Q3 2025 | 15 | $4.3M | 124,187 | 6 | 4 | 3 | 0.0% |
| Q2 2025 | 10 | $3.1M | 94,013 | 1 | 3 | 3 | 0.0% |
| Q1 2025 | 13 | $4.5M | 144,228 | 2 | 5 | 3 | 0.0% |
| Q4 2024 | 15 | $5.6M | 179,889 | 3 | 4 | 2 | 0.0% |
| Q3 2024 | 15 | $3.7M | 115,061 | 3 | 4 | 4 | 0.0% |
| Q2 2024 | 13 | $3.1M | 102,225 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 12 | $3.1M | 101,282 | 2 | 2 | 4 | 0.0% |
| Q4 2023 | 12 | $4.0M | 138,922 | 2 | 2 | 2 | 0.0% |
| Q3 2023 | 11 | $2.3M | 85,397 | 1 | 3 | 2 | 0.0% |
| Q2 2023 | 11 | $3.4M | 120,642 | 0 | 3 | 3 | 0.0% |
| Q1 2023 | 12 | $3.4M | 122,855 | 3 | 3 | 3 | 0.0% |
| Q4 2022 | 12 | $2.4M | 92,916 | 4 | 4 | 1 | 0.0% |
| Q3 2022 | 12 | $3.7M | 150,568 | 2 | 3 | 2 | 0.0% |
| Q2 2022 | 11 | $2.3M | 87,308 | 1 | 4 | 1 | 0.0% |
| Q1 2022 | 11 | $2.7M | 90,534 | 6 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $1.5M | 48,126 | 3 | 1 | 0 | 0.0% |
| Q3 2021 | 5 | $809.4K | 26,263 | 3 | 0 | 1 | 0.0% |
| Q2 2021 | 4 | $1.9M | 61,196 | 0 | 2 | 2 | 0.0% |
| Q1 2021 | 6 | $2.8M | 94,753 | 5 | 0 | 1 | 0.0% |
| Q4 2020 | 1 | $2.2M | 75,000 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $3.4M | 124,979 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $2.6M | 100,000 | 1 | 0 | 0 | 0.0% |