ISHARES TR (AOK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
177
Reporting holders
$237.7M
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $26.1M | 629,396 | 0.01% | 31q | -1.4%-$379.3K |
| BlackRock, Inc. | $15.8M | 381,368 | 0.00% | 8q | +10.9%+$1.6M |
| Strategic Investment Solutions, Inc. /IL | $14.4M | 347,664 | 3.30% | 3q | -12.4%-$2.0M |
| Elevation Capital Advisory, LLC | $12.1M | 292,381 | 4.68% | 5q | +184.0%+$7.9M |
| Curran Financial Partners, LLC | $9.4M | 226,292 | 1.40% | 23q | +11.5%+$964.7K |
| Cetera Investment Advisers | $8.6M | 207,720 | 0.01% | 24q | +3.8%+$312.0K |
| MORGAN STANLEY | $7.3M | 175,361 | 0.00% | 35q | +1.6%+$113.4K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $7.1M | 170,773 | 0.10% | new | NEW |
| One Capital Management, LLC | $7.0M | 175,243 | 0.19% | 6q | HELD |
| BANK OF AMERICA CORP /DE/ | $6.8M | 163,393 | 0.00% | 31q | -1.5%-$106.3K |
| Investment Advisory Group, LLC | $6.6M | 158,398 | 1.43% | 19q | +7.6%+$461.5K |
| Weaver Consulting Group | $6.4M | 155,483 | 1.32% | 30q | +4.6%+$285.9K |
| OSAIC HOLDINGS, INC. | $5.4M | 130,764 | 0.01% | 26q | +45.5%+$1.7M |
| WELLS FARGO & COMPANY/MN | $4.3M | 102,774 | 0.00% | 31q | -52.5%-$4.7M |
| Hershey Financial Advisers, LLC | $4.0M | 96,363 | 2.87% | new | NEW |
| STIFEL FINANCIAL CORP | $3.9M | 93,294 | 0.00% | 31q | +30.4%+$902.7K |
| Foundations Investment Advisors, LLC | $3.4M | 83,171 | 0.04% | 9q | +4.9%+$162.3K |
| GTS SECURITIES LLC | $3.4M | 81,672 | 0.07% | new | NEW |
| Private Advisor Group, LLC | $2.8M | 66,873 | 0.01% | 31q | -6.9%-$204.7K |
| High Net Worth Advisory Group LLC | $2.6M | 62,600 | 0.55% | 3q | +10.6%+$248.9K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.6M | 62,505 | 1.79% | 3q | -12.0%-$353.0K |
| Corient Private Wealth LP | $2.5M | 60,100 | 0.00% | 15q | +100.2%+$1.2M |
| Legacy Capital Wealth Partners, LLC | $2.3M | 54,879 | 0.44% | 9q | HELD |
| AVALON CAPITAL MANAGEMENT | $2.1M | 50,746 | 0.50% | 2q | -1.3%-$28.5K |
| Rothschild Wealth LLC | $2.0M | 47,634 | 0.16% | 14q | +18.9%+$314.5K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 47,557 | 0.03% | 21q | +4.8%+$89.6K |
| JPMORGAN CHASE & CO | $1.8M | 44,422 | 0.00% | 4q | HELD |
| Lido Advisors, LLC | $1.8M | 43,175 | 0.00% | 14q | -22.2%-$511.2K |
| BASSO CAPITAL MANAGEMENT, L.P. | $1.7M | 40,858 | 0.36% | new | NEW |
| Brookstone Capital Management | $1.6M | 38,706 | 0.02% | 31q | -82.3%-$7.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 38,697 | 0.00% | 31q | -2.5%-$41.2K |
| JANE STREET GROUP, LLC | $1.5M | 37,111 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 36,402 | 0.00% | 17q | -46.8%-$1.3M |
| NATIONAL BANK OF CANADA /FI/ | $1.5M | 35,767 | 0.00% | 19q | +14.9%+$192.8K |
| J.W. COLE ADVISORS, INC. | $1.4M | 33,088 | 0.02% | new | NEW |
| RCW Management, LLC | $1.3M | 31,989 | 1.19% | 3q | HELD |
| Consilium Wealth Advisory, LLC | $1.3M | 31,827 | 0.39% | 14q | -12.7%-$191.8K |
| Equitable Holdings, Inc. | $1.2M | 30,123 | 0.01% | 11q | +19.8%+$206.4K |
| BlueStem Wealth Partners, LLC | $1.2M | 29,199 | 0.12% | 7q | -4.0%-$50.9K |
| RIK SAYLOR FINANCIAL, INC. | $1.2M | 28,954 | 0.80% | 7q | -1.8%-$22.2K |
| Mariner, LLC | $1.2M | 28,754 | 0.00% | 9q | -25.1%-$399.0K |
| AMERIPRISE FINANCIAL INC | $1.2M | 28,116 | 0.00% | 31q | -52.8%-$1.3M |
| Ameritas Advisory Services, LLC | $1.1M | 27,282 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 27,083 | 0.00% | 2q | +26.0%+$232.2K |
| UBS Group AG | $1.1M | 26,930 | 0.00% | 31q | -5.0%-$58.4K |
| Thrive Capital Management, LLC | $1.1M | 26,529 | 0.21% | 5q | +2.2%+$23.2K |
| L.K. Benson & Company, P.C. | $971.4K | 23,418 | 0.29% | new | NEW |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $952.7K | 22,968 | 0.13% | 3q | -1.0%-$9.5K |
| JONES FINANCIAL COMPANIES LLLP | $951.6K | 23,031 | 0.00% | 9q | +51.7%+$324.4K |
| Waverly Advisors, LLC | $950.9K | 22,925 | 0.01% | 27q | +9.7%+$84.4K |
| Visionary Wealth Advisors | $943.1K | 22,737 | 0.04% | 6q | -19.0%-$221.4K |
| Madrid Financial Services | $933.7K | 22,509 | 0.49% | 7q | +13.6%+$111.6K |
| RAYMOND JAMES FINANCIAL INC | $933.5K | 22,504 | 0.00% | 7q | -0.6%-$5.9K |
| AE Wealth Management LLC | $919.1K | 22,158 | 0.00% | 30q | +164.3%+$571.3K |
| ROYAL BANK OF CANADA | $901.0K | 21,702 | 0.00% | 31q | -13.0%-$134.6K |
| Sovereign Financial Group, Inc. | $878.0K | 21,167 | 0.13% | 8q | HELD |
| Waterloo Capital, L.P. | $840.4K | 20,260 | 0.05% | 13q | -42.6%-$623.9K |
| Modera Wealth Management, LLC | $788.5K | 19,010 | 0.01% | 20q | HELD |
| Legacy Wealth Partners, LLC | $760.9K | 18,344 | 0.17% | 3q | +3.8%+$27.5K |
| RDA Financial Network | $754.8K | 18,197 | 0.16% | 30q | HELD |
| Camarda Financial Advisors, LLC | $739.4K | 17,825 | 0.22% | 13q | HELD |
| Strategic Blueprint, LLC | $739.1K | 17,818 | 0.04% | 2q | +133.8%+$422.9K |
| Onyx Bridge Wealth Group LLC | $693.6K | 16,722 | 0.06% | 9q | -49.1%-$670.1K |
| Cerity Partners LLC | $659.0K | 15,886 | 0.00% | new | NEW |
| Wealth Forward, LLC | $630.4K | 15,197 | 0.31% | 11q | HELD |
| Prosperity Consulting Group, LLC | $609.3K | 14,688 | 0.02% | 11q | +1.0%+$6.3K |
| BENJAMIN EDWARDS INC | $571.4K | 13,775 | 0.01% | 3q | +22.4%+$104.6K |
| Integrated Wealth Concepts LLC | $557.7K | 13,446 | 0.00% | 4q | -5.9%-$34.9K |
| TRUE Private Wealth Advisors | $525.1K | 12,659 | 0.05% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $524.4K | 12,643 | 0.00% | 31q | +61.5%+$199.8K |
| ENVESTNET ASSET MANAGEMENT INC | $523.5K | 12,619 | 0.00% | 7q | -10.3%-$60.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $515.8K | 12,436 | 0.02% | 25q | +14.9%+$66.8K |
| Steward Partners Investment Advisory, LLC | $498.4K | 12,015 | 0.00% | 19q | -5.4%-$28.5K |
| Ausdal Financial Partners, Inc. | $493.7K | 11,902 | 0.02% | 29q | HELD |
| Merit Financial Group, LLC | $487.9K | 11,762 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $484.9K | 11,690 | 0.03% | 18q | -47.8%-$444.7K |
| VERUS CAPITAL PARTNERS, LLC | $475.2K | 11,455 | 0.03% | 10q | HELD |
| Federation des caisses Desjardins du Quebec | $470.3K | 11,339 | 0.00% | 20q | +3.2%+$14.5K |
| Legacy Financial Group LLC | $458.4K | 11,051 | 0.05% | 7q | +6.0%+$25.9K |
| National Wealth Management Group, LLC | $455.5K | 10,982 | 0.14% | 3q | +3.9%+$17.1K |
| R2 Capital Strategies, LLC | $429.8K | 10,363 | 0.19% | new | FIRST |
| Tempus Wealth Planning, LLC | $423.2K | 10,203 | 0.08% | 9q | +53.2%+$146.9K |
| HighTower Advisors, LLC | $405.1K | 9,765 | 0.00% | 4q | +72.3%+$170.0K |
| GeoWealth Management, LLC | $404.5K | 9,753 | 0.01% | 18q | +5.5%+$21.2K |
| Meridian Wealth Management, LLC | $402.9K | 9,713 | 0.01% | new | NEW |
| Valpey Financial Services, LLC | $400.4K | 9,653 | 0.24% | 5q | -1.9%-$7.6K |
| SAGE FINANCIAL GROUP INC | $393.9K | 9,495 | 0.02% | 3q | HELD |
| Insight Wealth Partners, LLC | $390.0K | 9,401 | 0.05% | 15q | HELD |
| Spartan Wealth Advisory Services LLC | $388.6K | 9,369 | 0.03% | 2q | -16.2%-$75.1K |
| Advisors Capital Management, LLC | $369.4K | 8,904 | 0.00% | 3q | HELD |
| Chicago Partners Investment Group LLC | $368.6K | 9,046 | 0.01% | 24q | +0.9%+$3.1K |
| Transcendent Capital Group LLC | $351.8K | 8,481 | 0.14% | 5q | +7.5%+$24.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $351.6K | 8,477 | 0.01% | new | NEW |
| Darwin Wealth Management, LLC | $351.6K | 8,476 | 0.10% | 8q | -1.1%-$3.7K |
| ASPIRIANT, LLC | $334.3K | 8,060 | 0.01% | 5q | HELD |
| BridgePort Financial Solutions, LLC | $316.1K | 7,621 | 0.08% | 7q | HELD |
| IMA Advisory Services, Inc. | $312.8K | 7,541 | 0.02% | 7q | +138.0%+$181.4K |
| Millington Financial Advisors, LLC | $307.6K | 7,496 | 0.12% | 15q | +0.9%+$2.7K |
| Focus Partners Advisor Solutions, LLC | $306.2K | 7,382 | 0.00% | 5q | -1.2%-$3.6K |
| BANK OF MONTREAL /CAN/ | $302.8K | 7,300 | 0.00% | 16q | -5.7%-$18.4K |
Showing the largest 100 of 185 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 | 177 | $237.7M | 5,737,776 | 28 | 49 | 51 | 0.0% |
| Q1 2026 | 158 | $217.3M | 5,447,431 | 18 | 55 | 39 | 0.0% |
| Q4 2025 | 159 | $221.8M | 5,526,515 | 21 | 59 | 37 | 0.0% |
| Q3 2025 | 146 | $154.8M | 3,854,090 | 14 | 50 | 49 | 0.0% |
| Q2 2025 | 146 | $177.2M | 4,535,352 | 18 | 48 | 45 | 0.0% |
| Q1 2025 | 141 | $164.6M | 4,375,429 | 12 | 36 | 53 | 0.0% |
| Q4 2024 | 155 | $249.1M | 6,679,313 | 22 | 49 | 45 | 0.0% |
| Q3 2024 | 148 | $157.6M | 4,077,671 | 12 | 43 | 48 | 0.0% |
| Q2 2024 | 153 | $165.2M | 4,470,990 | 20 | 35 | 61 | 0.0% |
| Q1 2024 | 145 | $194.3M | 5,253,831 | 17 | 36 | 55 | 0.0% |
| Q4 2023 | 145 | $254.9M | 7,054,049 | 17 | 43 | 48 | 0.0% |
| Q3 2023 | 136 | $193.3M | 5,690,821 | 13 | 33 | 52 | 0.0% |
| Q2 2023 | 135 | $204.7M | 5,811,618 | 14 | 31 | 58 | 0.0% |
| Q1 2023 | 133 | $230.8M | 6,603,482 | 20 | 36 | 48 | 0.0% |
| Q4 2022 | 137 | $295.8M | 8,798,151 | 27 | 36 | 46 | 0.0% |
| Q3 2022 | 150 | $406.1M | 12,442,763 | 15 | 37 | 67 | 0.0% |
| Q2 2022 | 165 | $434.0M | 12,551,791 | 19 | 33 | 70 | 0.0% |
| Q1 2022 | 163 | $395.0M | 10,502,110 | 20 | 33 | 68 | 0.0% |
| Q4 2021 | 170 | $400.7M | 10,027,824 | 20 | 51 | 48 | 0.0% |
| Q3 2021 | 153 | $293.4M | 7,427,091 | 21 | 50 | 51 | 0.0% |
| Q2 2021 | 147 | $279.7M | 7,011,509 | 12 | 55 | 44 | 0.0% |
| Q1 2021 | 145 | $261.0M | 6,786,231 | 17 | 54 | 45 | 0.0% |
| Q4 2020 | 148 | $277.3M | 7,156,843 | 17 | 54 | 42 | 0.0% |
| Q3 2020 | 131 | $212.7M | 5,722,560 | 20 | 46 | 38 | 0.0% |
| Q2 2020 | 116 | $201.6M | 5,528,859 | 18 | 40 | 36 | 0.0% |
| Q1 2020 | 110 | $179.3M | 5,301,519 | 15 | 36 | 41 | 0.0% |
| Q4 2019 | 121 | $210.7M | 5,818,998 | 17 | 37 | 28 | 0.0% |
| Q3 2019 | 95 | $179.2M | 5,027,843 | 10 | 37 | 24 | 0.0% |
| Q2 2019 | 93 | $174.4M | 4,808,569 | 8 | 39 | 29 | 0.0% |
| Q1 2019 | 91 | $155.7M | 4,505,487 | 8 | 26 | 32 | 0.0% |
| Q4 2018 | 95 | $176.7M | 5,396,704 | 3 | 4 | 3 | 0.0% |