SEC 13F Intelligence

EAOAISHARES TR

CUSIP 46436E668 · Yahoo Finance ↗ · Google Finance ↗

Ishares Tr (EAOA) has 23 institutional holders in Filings Flow’s 13F database, together reporting 117.7K shares worth $5M as of Q1 2026. The largest reported holders are Cardinal Point Capital Management Ulc, Citadel Advisors LLC, and Raymond James Financial Inc.

Institutional Holders
23
Q1 2026
Reported Value
$5M
Ticker
EAOA
Quarters Tracked
16

Ownership Trend

Institutional holders
Q2 ’21: 9Q2 ’21Q4 ’21: 11Q4 ’22: 13Q4 ’22Q1 ’23: 12Q2 ’23: 12Q2 ’23Q3 ’23: 15Q4 ’23: 16Q4 ’23Q1 ’24: 15Q2 ’24: 16Q2 ’24Q3 ’24: 17Q4 ’24: 16Q4 ’24Q1 ’25: 16Q2 ’25: 23Q2 ’25Q3 ’25: 21Q4 ’25: 23Q4 ’25Q1 ’26: 23filingsflow.com
Total reported value
Q2 ’21: $2MQ2 ’21Q4 ’21: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Cardinal Point Capital Management ULC$1.8B AUM0.08%$1M33.5KQ1 2026
Bond & Devick Financial Network, Inc.$358M AUM0.07%$234,5845.8KQ1 2026
Westmount Partners, LLC$457M AUM0.06%$239,0215.9KQ1 2026
Birchwood Financial Partners, Inc.$104M AUM0.05%$49,7601.2KQ1 2026
Koesten, Hirschmann & Crabtree, INC.$205M AUM0.03%$69,8161.7KQ3 2025OLDER
Gould Capital, LLC$165M AUM0.03%$47,7111.2KQ1 2026
Moss Adams Wealth Advisors LLC$1.4B AUM0.03%$341,9398.4KQ1 2026
SAX WEALTH ADVISORS, LLC$2.5B AUM0.02%$322,5567.8KQ1 2026
CGC Financial Services, LLC$346M AUM0.01%$19,579483Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$60,7641.5KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$109,0832.7KQ1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$94,2262.4KQ2 2025OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$5,217129Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$202,6825.0KQ1 2026
IMA Advisory Services, Inc.$1.0B AUM0.00%$6,607163Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$365,3339.0KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$9,170226Q1 2026
JNBA Financial Advisors$1.2B AUM0.00%$2,59564Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,054100Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$558,25613.5KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$585,67014.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$492,62811.9KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$306,8207.6KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$462,64311.7KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$31,727783Q1 2026
Lodestone Wealth Management LLC$252M AUM0.00%$211Q1 2026
UBS Group AG$666.3B AUM0.00%$49712Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$491Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.