SEC 13F Intelligence

EAORISHARES TR

CUSIP 46436E676 · Yahoo Finance ↗ · Google Finance ↗

Ishares Tr (EAOR) has 17 institutional holders in Filings Flow’s 13F database, together reporting 7.2K shares worth $272,233 as of Q2 2026. The largest reported holders are Cardinal Point Capital Management Ulc, Raymond James Financial Inc, and Bond & Devick Financial Network, Inc..

Institutional Holders
17
Q2 2026
Reported Value
$6M
Ticker
EAOR
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 4Q2 ’21Q4 ’21: 7Q4 ’21Q4 ’22: 13Q4 ’22Q4 ’25: 18Q4 ’25Q1 ’26: 17Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $1MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $6MQ4 ’22Q4 ’25: $7MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $272,233Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Bond & Devick Financial Network, Inc.$358M AUM0.28%$1M29.0KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.13%$2M61.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.06%$64,7061.9KQ1 2026OLDER
Westmount Partners, LLC$457M AUM0.05%$241,4576.4KQ2 2026
Birchwood Financial Partners, Inc.$104M AUM0.04%$46,0501.3KQ1 2026OLDER
LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM0.02%$243,3017.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$371,77410.7KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.01%$406,69911.7KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.01%$67,4031.9KQ1 2026OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$10,260295Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$223,2536.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,99386Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M54.8KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$26,833770Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$100,4952.9KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$3,943104Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$611,45517.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$419,91212.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9,556273Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$361Q3 2025OLDER

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