13F Insight
DOSSIER · 13F Holders · Q2 2026
EAOR

ISHARES TR

19 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E676·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7M
visible holders
Holders
19
filers reporting
Concentration
30.74%
Cardinal Point Capital Management ULC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported EAOR in Q2 2026. Cardinal Point Capital Management ULC leads at 30.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cardinal Point Capital Management ULC
CIK 0001950841
$2M54K0.12%Q2 202602
Bond & Devick Financial Network, Inc.
CIK 0001843495
$2M43K0.41%Q2 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$611K18K0.00%Q1 202604
Richard Bernstein Advisors LLC
CIK 0001528214
$407K12K0.01%Q1 202605
AdvisorNet Financial, Inc
CIK 0001409362
$400K11K0.02%Q2 202606
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$286K8K0.02%Q2 202607
Sequoia Financial Advisors, LLC
CIK 0001599900
$243K6K0.00%Q2 202608
Westmount Partners, LLC
CIK 0002051491
$241K6K0.05%Q2 202609
CITADEL ADVISORS LLC
CIK 0001423053
$226K6K0.00%Q4 202510
Martin Worley Group
CIK 0002049542
$215K6K0.10%Q2 202511
OSAIC HOLDINGS, INC.
CIK 0001677044
$100K3K0.00%Q1 202612
IMA Advisory Services, Inc.
CIK 0001455495
$67K2K0.01%Q1 202613
Godfrey Financial Associates, Inc.
CIK 0002097943
$65K2K0.06%Q1 202614
Birchwood Financial Partners, Inc.
CIK 0002110062
$46K1K0.04%Q1 202615
Parallel Advisors, LLC
CIK 0001690010
$27K7700.00%Q1 202616
Mascoma Wealth Management LLC
CIK 0001695664
$15K3910.00%Q2 202617
CoreCap Advisors, LLC
CIK 0001902501
$4K1040.00%Q2 202618
Triumph Capital Management
CIK 0001730765
$3K860.00%Q2 202619
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025