# ISHARES TR (AOM)

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

- Reporting holders: 10
- Reported value: $11.6M
- 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/) | $8.4M | 173,018 | 1.6% | 31 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $852.8K | 17,497 | 0.6% | 4 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $653.5K | 13,408 | 0.6% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $435.5K | 8,936 | 0.0% | 22 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $408.5K | 8,381 | 0.0% | 20 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $279.8K | 5,740 | 0.2% | 8 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $200.6K | 4,116 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $187.9K | 3,856 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $142.5K | 2,923 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $21.9K | 449 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $11.6M |
| Q2 2026 | 301 | $670.2M |
| Q1 2026 | 293 | $648.9M |
| Q4 2025 | 285 | $648.0M |
| Q3 2025 | 263 | $542.7M |
| Q2 2025 | 269 | $571.4M |
| Q1 2025 | 261 | $507.2M |
| Q4 2024 | 263 | $1.3B |
| Q3 2024 | 236 | $480.7M |
| Q2 2024 | 239 | $446.5M |
| Q1 2024 | 231 | $450.9M |
| Q4 2023 | 253 | $603.0M |