Who Owns ISHARES TR (EAOA)? -- Institutional Holders (2026-03-31)
26 institutions reported holding $4.8M of ISHARES TR (EAOA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cardinal Point Capital Management ULC ($1.4M), CITADEL ADVISORS LLC ($585,670), JPMORGAN CHASE & CO ($462,643), OSAIC HOLDINGS, INC. ($365,333), Moss Adams Wealth Advisors LLC ($341,939). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cardinal Point Capital Management ULC | $1.4M | 33,540 | Added |
| 2 | CITADEL ADVISORS LLC | $585,670 | 14,448 | Added |
| 3 | JPMORGAN CHASE & CO | $462,643 | 11,694 | Added |
| 4 | OSAIC HOLDINGS, INC. | $365,333 | 9,012 | Trimmed |
| 5 | Moss Adams Wealth Advisors LLC | $341,939 | 8,435 | New |
| 6 | SAX WEALTH ADVISORS, LLC | $322,556 | 7,795 | Hold |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $306,820 | 7,569 | New |
| 8 | Westmount Partners, LLC | $239,021 | 5,896 | Added |
| 9 | Bond & Devick Financial Network, Inc. | $234,584 | 5,787 | Trimmed |
| 10 | Steward Partners Investment Advisory, LLC | $202,682 | 5,000 | Hold |
| 11 | Parallel Advisors, LLC | $109,083 | 2,691 | Added |
| 12 | CoreCap Advisors, LLC | $60,764 | 1,499 | Added |
| 13 | Birchwood Financial Partners, Inc. | $49,760 | 1,228 | Added |
| 14 | Gould Capital, LLC | $47,711 | 1,177 | Hold |
| 15 | BANK OF MONTREAL /CAN/ | $31,727 | 783 | Hold |
| 16 | CGC Financial Services, LLC | $19,579 | 483 | Hold |
| 17 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $9,170 | 226 | Added |
| 18 | IMA Advisory Services, Inc. | $6,607 | 163 | New |
| 19 | Mascoma Wealth Management LLC | $5,217 | 129 | Trimmed |
| 20 | AdvisorNet Financial, Inc | $4,054 | 100 | Trimmed |
| 21 | JNBA Financial Advisors | $2,595 | 64 | Added |
| 22 | MORGAN STANLEY | $73 | 1 | Hold |
| 23 | Lodestone Wealth Management LLC | $21 | 1 | Hold |
| 24 | RAYMOND JAMES FINANCIAL INC | $0 | 0 | Exited |
| 25 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31