# ISHARES TR (AOA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AOA/

- Reporting holders: 20
- Reported value: $20.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $6.0M | 61,369 | 1.2% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.9M | 50,181 | 0.0% | 16 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $3.4M | 34,927 | 0.4% | 20 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.1M | 11,557 | 0.0% | 17 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.0M | 10,764 | 0.1% | 8 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $834.5K | 8,579 | 0.1% | 32 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $555.3K | 5,688 | 0.2% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $485.3K | 4,989 | 0.0% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $369.6K | 3,800 | 0.1% | 5 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $358.7K | 3,688 | 0.3% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $281.9K | 2,898 | 0.0% | 9 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $202.4K | 2,080 | 0.1% | 1 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $200.6K | 2,063 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $115.0K | 1,182 | 0.0% | 15 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $79.2K | 814 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $48.1K | 495 | 0.0% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $42.8K | 440 | 0.0% | 9 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $39.8K | 409 | 0.0% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $29.8K | 307 | 0.0% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $5.6K | 57 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.0K | 20,388 | 0.1% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $20.1M |
| Q2 2026 | 422 | $779.6M |
| Q1 2026 | 405 | $663.8M |
| Q4 2025 | 403 | $667.5M |
| Q3 2025 | 375 | $600.7M |
| Q2 2025 | 357 | $628.3M |
| Q1 2025 | 348 | $489.5M |
| Q4 2024 | 348 | $7.5B |
| Q3 2024 | 318 | $455.9M |
| Q2 2024 | 317 | $434.5M |
| Q1 2024 | 304 | $428.0M |
| Q4 2023 | 307 | $512.8M |