ISHARES TR (AOA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
409
Reporting holders
$720.6M
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | $59.7M | 611,739 | 0.09% | 22q | +9.9%+$5.4M |
| LPL Financial LLC | $24.1M | 247,088 | 0.01% | 31q | -20.7%-$6.3M |
| ASSETMARK, INC | $24.0M | 245,482 | 0.04% | 30q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $23.8M | 244,296 | 9.59% | 8q | +16.7%+$3.4M |
| Ellenbecker Investment Group | $21.8M | 223,468 | 2.54% | 19q | +3.3%+$702.2K |
| Foundations Investment Advisors, LLC | $19.7M | 202,154 | 0.20% | 9q | +14.8%+$2.5M |
| WELLS FARGO & COMPANY/MN | $18.0M | 184,629 | 0.00% | 31q | -52.6%-$20.0M |
| MORGAN STANLEY | $14.5M | 148,997 | 0.00% | 35q | -13.0%-$2.2M |
| Waverly Advisors, LLC | $14.2M | 145,444 | 0.08% | 31q | +4.6%+$629.1K |
| Mesirow Financial Investment Management, Inc. | $13.9M | 141,970 | 0.22% | 11q | -6.8%-$1.0M |
| LBMC INVESTMENT ADVISORS, LLC | $12.2M | 125,330 | 0.66% | 31q | -0.9%-$106.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $10.6M | 108,771 | 0.12% | 11q | +12.9%+$1.2M |
| Patton Albertson Miller Group, LLC | $10.5M | 107,843 | 1.05% | 31q | -3.8%-$415.2K |
| Hopwood Nicholas Hunter | $10.1M | 103,374 | 2.77% | 3q | +1.4%+$137.0K |
| BANK OF AMERICA CORP /DE/ | $10.0M | 102,669 | 0.00% | 31q | -4.2%-$436.8K |
| Western Wealth Management, LLC | $8.8M | 90,624 | 0.29% | 30q | +6.6%+$545.5K |
| Prosperity Consulting Group, LLC | $8.4M | 85,630 | 0.32% | 11q | +3.7%+$298.2K |
| RITHOLTZ WEALTH MANAGEMENT | $8.1M | 83,392 | 0.06% | 31q | +94.6%+$4.0M |
| Consilium Wealth Advisory, LLC | $8.0M | 81,761 | 2.37% | 19q | +16.2%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 79,097 | 0.01% | 31q | +5.7%+$418.0K |
| OSAIC HOLDINGS, INC. | $7.3M | 74,652 | 0.01% | 26q | +34.7%+$1.9M |
| Legacy Financial Group LLC | $7.1M | 72,975 | 0.80% | 10q | -1.9%-$135.4K |
| HARBOUR INVESTMENTS, INC. | $6.9M | 70,456 | 0.09% | 21q | +1.3%+$86.2K |
| ROYAL BANK OF CANADA | $6.8M | 70,134 | 0.00% | 31q | +2.0%+$135.6K |
| JPMORGAN CHASE & CO | $6.6M | 67,537 | 0.00% | 23q | +13.1%+$762.9K |
| RAYMOND JAMES FINANCIAL INC | $6.2M | 63,301 | 0.00% | 7q | -11.8%-$828.1K |
| Cetera Investment Advisers | $6.1M | 62,920 | 0.01% | 10q | +1.5%+$92.6K |
| Clearstead Advisors, LLC | $6.0M | 61,477 | 0.06% | 10q | HELD |
| Weaver Consulting Group | $6.0M | 61,364 | 1.23% | 30q | +13.1%+$691.4K |
| Strategic Blueprint, LLC | $5.8M | 59,641 | 0.29% | 3q | +28.6%+$1.3M |
| WEALTH ALLIANCE, LLC | $5.8M | 59,396 | 0.49% | 12q | -1.4%-$79.5K |
| UNIQUE WEALTH, LLC | $5.6M | 57,776 | 0.66% | 15q | -8.1%-$498.9K |
| Kestra Advisory Services, LLC | $5.3M | 54,499 | 0.02% | 24q | -0.6%-$32.8K |
| GeoWealth Management, LLC | $5.0M | 51,728 | 0.16% | 10q | -13.7%-$798.5K |
| Legacy Wealth Partners, LLC | $5.0M | 50,825 | 1.11% | 3q | +1.4%+$68.8K |
| Fort Henry Capital, LLC | $4.9M | 50,005 | 2.69% | 23q | +1.4%+$66.2K |
| HANOVER ADVISORS INC | $4.9M | 49,732 | 1.75% | 4q | +73.5%+$2.1M |
| Farther Finance Advisors, LLC | $4.7M | 48,481 | 0.04% | 15q | HELD |
| UBS Group AG | $4.6M | 47,074 | 0.00% | 31q | +2.4%+$105.8K |
| SteelPeak Wealth, LLC | $4.5M | 46,498 | 0.12% | 25q | +3.5%+$152.3K |
| Corient Private Wealth LP | $4.4M | 45,230 | 0.00% | 15q | +108.6%+$2.3M |
| Mutual Advisors, LLC | $4.0M | 40,943 | 0.08% | 25q | +2.3%+$91.2K |
| CITADEL ADVISORS LLC | $3.9M | 40,400 | 0.00% | 2q | +242.3%+$2.8M |
| Redhawk Wealth Advisors, Inc. | $3.9M | 40,336 | 0.39% | 26q | +20.8%+$678.0K |
| Westmount Partners, LLC | $3.7M | 38,147 | 0.81% | 15q | +2.5%+$89.3K |
| NewEdge Advisors, LLC | $3.6M | 36,886 | 0.01% | new | NEW |
| Wealth Forward, LLC | $3.4M | 35,042 | 1.70% | 11q | +25.8%+$701.5K |
| Cerity Partners LLC | $3.3M | 34,254 | 0.00% | 13q | +1.0%+$33.4K |
| ODonnell Financial Services, LLC | $3.1M | 32,227 | 0.93% | 11q | +1.1%+$34.3K |
| EP Wealth Advisors, LLC | $3.1M | 31,800 | 0.01% | 2q | +3.8%+$113.8K |
| MARINO, STRAM & ASSOCIATES LLC | $3.0M | 30,812 | 0.48% | 20q | -0.6%-$17.8K |
| Perigon Wealth Management, LLC | $2.9M | 29,823 | 0.05% | 9q | -2.2%-$65.4K |
| Archford Capital Strategies, LLC | $2.9M | 29,748 | 0.29% | 31q | +6.8%+$186.0K |
| Allworth Financial LP | $2.9M | 29,553 | 0.01% | 31q | -13.2%-$439.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 28,688 | 0.00% | 2q | +128.0%+$1.6M |
| Madrid Financial Services | $2.8M | 28,378 | 1.47% | 7q | +19.4%+$450.8K |
| AMERIPRISE FINANCIAL INC | $2.7M | 27,647 | 0.00% | 31q | -34.0%-$1.4M |
| RTD Financial Advisors, Inc. | $2.7M | 27,525 | 0.29% | 19q | +1.4%+$37.0K |
| RWA WEALTH PARTNERS, LLC | $2.6M | 26,871 | 0.03% | 14q | -1.4%-$38.2K |
| Somnio Financial Group, LLC | $2.6M | 26,642 | 1.54% | 8q | +2.0%+$50.5K |
| STIFEL FINANCIAL CORP | $2.6M | 26,180 | 0.00% | 31q | -5.8%-$158.4K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 25,197 | 0.00% | 31q | +5.0%+$117.5K |
| Brookstone Capital Management | $2.4M | 24,638 | 0.02% | 31q | +3.4%+$78.0K |
| HighTower Advisors, LLC | $2.4M | 24,427 | 0.00% | 31q | +13.1%+$275.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 24,106 | 0.00% | 12q | -11.5%-$306.7K |
| Worth Asset Management, LLC | $2.3M | 23,586 | 0.74% | 4q | +0.6%+$13.6K |
| Creative Planning | $2.2M | 22,947 | 0.00% | 27q | HELD |
| NorthStar Asset Management LLC /NJ/ | $2.2M | 2,194,162 | 0.91% | 11q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.2M | 22,493 | 0.03% | 20q | -12.1%-$301.4K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.2M | 22,031 | 0.19% | 15q | -7.0%-$162.7K |
| Dynamic Advisor Solutions LLC | $2.1M | 21,986 | 0.06% | 14q | -39.4%-$1.4M |
| Acropolis Investment Management, LLC | $2.1M | 22,881 | 0.04% | 16q | +91.9%+$1.0M |
| Equitable Holdings, Inc. | $2.1M | 21,576 | 0.01% | 8q | +9.0%+$173.3K |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.1M | 21,399 | 0.27% | 18q | +4.8%+$95.1K |
| Moss Adams Wealth Advisors LLC | $2.0M | 20,982 | 0.13% | 12q | -8.4%-$188.9K |
| Visionary Wealth Advisors | $2.0M | 20,851 | 0.08% | 27q | +1.4%+$28.3K |
| Mariner, LLC | $2.0M | 20,845 | 0.00% | 30q | -13.5%-$317.3K |
| ARQ WEALTH ADVISORS, LLC | $2.0M | 21,046 | 0.25% | new | NEW |
| Venturi Wealth Management, LLC | $2.0M | 20,479 | 0.08% | 29q | +7.1%+$132.7K |
| OneDigital Investment Advisors LLC | $2.0M | 20,435 | 0.02% | 23q | +7.4%+$137.7K |
| CGN Advisors LLC | $1.9M | 19,466 | 0.14% | 23q | HELD |
| Integrated Wealth Concepts LLC | $1.9M | 19,383 | 0.01% | 13q | +49.2%+$623.9K |
| Peregrine Asset Advisers, Inc. | $1.9M | 19,223 | 0.41% | 12q | -4.9%-$95.7K |
| Canal Capital Management, LLC | $1.9M | 19,209 | 0.23% | 31q | +0.6%+$11.3K |
| Advisory Services Network, LLC | $1.9M | 19,065 | 0.02% | 16q | +16.0%+$256.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 18,919 | 0.00% | 22q | +212.0%+$1.3M |
| Worth Financial Advisory Group, LLC | $1.8M | 18,280 | 0.74% | 15q | +60.9%+$675.0K |
| GTS SECURITIES LLC | $1.8M | 18,226 | 0.04% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $1.8M | 18,012 | 0.01% | 9q | -0.6%-$9.9K |
| Summit Wealth Partners, LLC | $1.7M | 17,925 | 0.25% | 25q | +6.7%+$110.5K |
| Cerity Partners Retirement Plan Advisors LLC | $1.7M | 17,546 | 0.71% | 2q | +13.2%+$198.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.7M | 17,232 | 0.01% | 31q | +17.8%+$254.9K |
| Concurrent Investment Advisors, LLC | $1.7M | 17,229 | 0.01% | 5q | +49.3%+$554.9K |
| Per Stirling Capital Management, LLC. | $1.6M | 16,360 | 0.15% | 15q | +7.0%+$104.4K |
| Buttonwood Financial Group, LLC | $1.6M | 16,355 | 0.91% | 18q | -1.1%-$17.8K |
| Syverson Strege & Co | $1.6M | 16,284 | 0.35% | 23q | -12.2%-$220.5K |
| Stratos Wealth Partners, LTD. | $1.6M | 16,221 | 0.02% | 31q | -1.9%-$30.7K |
| Sovereign Financial Group, Inc. | $1.6M | 16,156 | 0.24% | 19q | +4.5%+$68.6K |
| R2 Capital Strategies, LLC | $1.6M | 15,922 | 0.70% | new | FIRST |
| Tempus Wealth Planning, LLC | $1.6M | 15,912 | 0.30% | 27q | -4.5%-$73.4K |
Showing the largest 100 of 422 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 409 | $720.6M | 7,385,678 | 35 | 159 | 110 | 0.0% |
| Q1 2026 | 392 | $636.7M | 7,190,971 | 31 | 178 | 104 | 0.0% |
| Q4 2025 | 389 | $634.5M | 7,078,879 | 41 | 168 | 101 | 0.0% |
| Q3 2025 | 363 | $561.1M | 6,361,985 | 41 | 144 | 101 | 0.1% |
| Q2 2025 | 344 | $563.0M | 6,750,453 | 32 | 146 | 83 | 0.0% |
| Q1 2025 | 334 | $461.4M | 6,035,209 | 31 | 120 | 100 | 0.0% |
| Q4 2024 | 335 | $533.6M | 6,962,779 | 27 | 136 | 90 | 0.0% |
| Q3 2024 | 307 | $427.9M | 5,416,858 | 25 | 120 | 85 | 0.0% |
| Q2 2024 | 307 | $407.0M | 5,444,978 | 30 | 104 | 83 | 0.0% |
| Q1 2024 | 292 | $399.1M | 5,427,986 | 38 | 100 | 89 | 0.0% |
| Q4 2023 | 288 | $476.7M | 6,933,892 | 25 | 115 | 67 | 0.0% |
| Q3 2023 | 265 | $308.0M | 4,853,109 | 22 | 92 | 90 | 0.0% |
| Q2 2023 | 249 | $312.5M | 4,727,736 | 17 | 106 | 68 | 0.0% |
| Q1 2023 | 241 | $257.5M | 4,048,283 | 18 | 85 | 81 | 0.0% |
| Q4 2022 | 240 | $572.6M | 9,580,374 | 32 | 94 | 50 | 0.0% |
| Q3 2022 | 233 | $282.7M | 5,058,537 | 17 | 92 | 71 | 0.0% |
| Q2 2022 | 246 | $333.5M | 5,566,409 | 18 | 99 | 75 | 0.0% |
| Q1 2022 | 260 | $355.3M | 5,100,703 | 30 | 94 | 66 | 0.0% |
| Q4 2021 | 249 | $432.9M | 5,948,458 | 23 | 92 | 59 | 0.0% |
| Q3 2021 | 215 | $312.6M | 4,367,481 | 17 | 92 | 51 | 0.0% |
| Q2 2021 | 218 | $311.2M | 4,400,962 | 16 | 88 | 56 | 0.0% |
| Q1 2021 | 219 | $290.7M | 4,336,031 | 29 | 72 | 68 | 0.0% |
| Q4 2020 | 204 | $279.1M | 4,328,556 | 21 | 79 | 40 | 0.0% |
| Q3 2020 | 176 | $231.3M | 3,982,822 | 22 | 58 | 51 | 0.0% |
| Q2 2020 | 169 | $222.3M | 4,031,752 | 20 | 64 | 49 | 0.0% |
| Q1 2020 | 175 | $214.9M | 4,612,580 | 26 | 60 | 52 | 0.0% |
| Q4 2019 | 186 | $244.5M | 4,212,716 | 28 | 71 | 36 | 0.0% |
| Q3 2019 | 152 | $212.8M | 3,873,585 | 8 | 63 | 37 | 0.0% |
| Q2 2019 | 158 | $204.4M | 3,716,621 | 12 | 47 | 60 | 0.0% |
| Q1 2019 | 151 | $201.6M | 3,756,300 | 23 | 49 | 44 | 0.0% |
| Q4 2018 | 146 | $362.5M | 7,457,892 | 2 | 3 | 3 | 0.0% |