18 institutions reported holding $7.2M of ISHARES TR (EAOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cardinal Point Capital Management ULC ($2.0M), Bond & Devick Financial Network, Inc. ($1.6M), LPL Financial LLC ($809,890), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($742,109), AdvisorNet Financial, Inc ($400,055). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cardinal Point Capital Management ULC | $2.0M | 53,915 | Trimmed |
| 2 | Bond & Devick Financial Network, Inc. | $1.6M | 43,496 | Added |
| 3 | LPL Financial LLC | $809,890 | 21,364 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $742,109 | 19,576 | Added |
| 5 | AdvisorNet Financial, Inc | $400,055 | 10,553 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $359,985 | 9,496 | Trimmed |
| 7 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $285,531 | 7,532 | Added |
| 8 | Sequoia Financial Advisors, LLC | $243,149 | 6,414 | Hold |
| 9 | Westmount Partners, LLC | $241,457 | 6,369 | Added |
| 10 | Birchwood Financial Partners, Inc. | $156,680 | 4,133 | Added |
| 11 | OSAIC HOLDINGS, INC. | $109,445 | 2,887 | Hold |
| 12 | IMA Advisory Services, Inc. | $74,990 | 1,978 | Added |
| 13 | Godfrey Financial Associates, Inc. | $70,473 | 1,859 | Hold |
| 14 | Parallel Advisors, LLC | $29,361 | 774 | Added |
| 15 | Mascoma Wealth Management LLC | $14,813 | 391 | Added |
| 16 | UBS Group AG | $7,127 | 188 | New |
| 17 | CoreCap Advisors, LLC | $3,943 | 104 | Hold |
| 18 | Triumph Capital Management | $3,260 | 86 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30