ISHARES TR (AOA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
20
Reporting holders
$20.1M
Reported value
0.0%
Calls
0.0%
Puts
-402
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weaver Consulting Group | $6.0M | 61,369 | 1.16% | 31q | HELD |
| Farther Finance Advisors, LLC | $4.9M | 50,181 | 0.03% | 16q | +3.5%+$165.4K |
| RTD Financial Advisors, Inc. | $3.4M | 34,927 | 0.37% | 20q | +26.9%+$720.0K |
| Acropolis Investment Management, LLC | $1.1M | 11,557 | 0.05% | 17q | -49.5%-$1.1M |
| Stonebridge Financial Group, LLC | $1.0M | 10,764 | 0.08% | 8q | HELD |
| Boston Standard Wealth Management, LLC | $834.5K | 8,579 | 0.12% | 32q | +1.2%+$9.6K |
| BOYUM WEALTH ARCHITECTS LLC | $555.3K | 5,688 | 0.23% | 5q | -13.8%-$88.6K |
| First Heartland Consultants, Inc. | $485.3K | 4,989 | 0.03% | 2q | +12.9%+$55.3K |
| Worth Asset Management, LLC | $369.6K | 3,800 | 0.11% | 5q | -83.9%-$1.9M |
| Retireful, LLC | $358.7K | 3,688 | 0.31% | new | NEW |
| CoreCap Advisors, LLC | $281.9K | 2,898 | 0.01% | 9q | -7.6%-$23.1K |
| Echo45 Advisors LLC | $202.4K | 2,080 | 0.09% | new | NEW |
| Cooper Financial Group | $200.6K | 2,063 | 0.02% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $115.0K | 1,182 | 0.03% | 15q | +0.7% |
| Frisco Financial Planning LLC | $79.2K | 814 | 0.06% | 8q | +21.1%+$13.8K |
| GAMMA Investing LLC | $48.1K | 495 | 0.00% | 12q | HELD |
| EASTERN BANK | $42.8K | 440 | 0.00% | 9q | HELD |
| Noble Wealth Management PBC | $39.8K | 409 | 0.02% | 7q | HELD |
| Retirement Wealth Solutions LLC | $29.8K | 307 | 0.02% | 8q | +1.0% |
| Rosenberg Matthew Hamilton | $5.6K | 57 | 0.00% | new | NEW |
| CX Institutional | $2.0K | 20,388 | 0.05% | 32q | -75.3%-$6.1K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $20.1M | 206,287 | 4 | 7 | 4 | 0.0% |
| Q2 2026 | 422 | $779.6M | 7,990,248 | 37 | 165 | 112 | 0.0% |
| Q1 2026 | 405 | $663.8M | 7,497,079 | 32 | 183 | 108 | 0.0% |
| Q4 2025 | 403 | $667.5M | 7,447,171 | 42 | 174 | 104 | 0.0% |
| Q3 2025 | 375 | $600.7M | 6,811,267 | 43 | 147 | 106 | 0.1% |
| Q2 2025 | 357 | $628.3M | 7,533,828 | 33 | 154 | 86 | 0.0% |
| Q1 2025 | 348 | $489.5M | 6,401,147 | 33 | 125 | 106 | 0.0% |
| Q4 2024 | 348 | $7.5B | 98,149,921 | 29 | 142 | 93 | 0.0% |
| Q3 2024 | 318 | $455.9M | 5,787,441 | 27 | 124 | 89 | 0.0% |
| Q2 2024 | 317 | $434.5M | 5,812,168 | 32 | 107 | 87 | 0.0% |
| Q1 2024 | 304 | $428.0M | 5,821,560 | 40 | 102 | 97 | 0.0% |
| Q4 2023 | 307 | $512.8M | 7,456,844 | 33 | 120 | 72 | 0.0% |
| Q3 2023 | 278 | $4.3B | 67,214,753 | 25 | 99 | 93 | 0.0% |
| Q2 2023 | 264 | $340.2M | 5,145,216 | 22 | 110 | 72 | 0.0% |
| Q1 2023 | 256 | $311.1M | 4,888,605 | 19 | 91 | 88 | 0.0% |
| Q4 2022 | 268 | $632.8M | 10,589,394 | 35 | 102 | 62 | 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% |