ISHARES TR (AOM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
292
Reporting holders
$641.2M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $153.0M | 3,067,353 | 0.00% | 8q | +1.4%+$2.0M |
| LPL Financial LLC | $60.3M | 1,208,139 | 0.01% | 31q | -3.9%-$2.5M |
| Foundations Investment Advisors, LLC | $28.8M | 576,705 | 0.30% | 9q | +3.0%+$833.9K |
| MORGAN STANLEY | $27.0M | 540,513 | 0.00% | 35q | -24.4%-$8.7M |
| ROYAL BANK OF CANADA | $17.0M | 340,210 | 0.00% | 31q | +1.0%+$175.1K |
| Weitzel Financial Services, Inc. | $15.6M | 315,749 | 5.29% | 23q | +0.9%+$131.7K |
| WELLS FARGO & COMPANY/MN | $15.2M | 305,020 | 0.00% | 31q | -48.0%-$14.0M |
| AJ Advisors, LLC | $14.1M | 283,095 | 4.39% | 3q | +3.0%+$410.5K |
| BANK OF AMERICA CORP /DE/ | $13.6M | 273,226 | 0.00% | 31q | -5.0%-$710.6K |
| AMERIPRISE FINANCIAL INC | $12.9M | 258,799 | 0.00% | 31q | -50.7%-$13.3M |
| Cetera Investment Advisers | $11.7M | 233,786 | 0.01% | 23q | +8.3%+$898.2K |
| Weaver Consulting Group | $8.9M | 178,155 | 1.82% | 30q | +1.0%+$87.1K |
| Investment Advisory Group, LLC | $8.1M | 161,473 | 1.75% | 19q | +8.1%+$606.4K |
| OSAIC HOLDINGS, INC. | $7.7M | 154,781 | 0.01% | 26q | +2.5%+$188.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 146,926 | 0.01% | 31q | -5.7%-$443.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.2M | 145,264 | 0.63% | 15q | -2.9%-$219.2K |
| Ameritas Advisory Services, LLC | $6.8M | 137,083 | 0.14% | 12q | +80.6%+$3.1M |
| Western Wealth Management, LLC | $5.9M | 117,762 | 0.19% | 3q | +23.6%+$1.1M |
| Royal Fund Management, LLC | $5.7M | 113,660 | 0.47% | 27q | +2.9%+$157.9K |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 110,495 | 0.00% | 7q | +8.2%+$416.5K |
| Focus Financial Network, Inc. | $5.5M | 109,571 | 0.17% | 17q | -5.4%-$314.1K |
| TRUIST FINANCIAL CORP | $4.5M | 90,161 | 0.01% | 27q | +1.0%+$43.7K |
| Waverly Advisors, LLC | $4.2M | 84,372 | 0.02% | 31q | -0.5%-$22.6K |
| Ellenbecker Investment Group | $4.2M | 83,370 | 0.48% | 19q | +2.7%+$108.8K |
| Hershey Financial Advisers, LLC | $4.1M | 81,878 | 2.93% | 2q | +2.6%+$103.2K |
| Taylor Financial Group, Inc. | $4.0M | 81,107 | 2.22% | 11q | +4.5%+$174.5K |
| Onyx Bridge Wealth Group LLC | $4.0M | 79,435 | 0.36% | 13q | +2.2%+$85.1K |
| Focus Partners Wealth | $3.8M | 76,819 | 0.00% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 75,237 | 0.00% | 31q | -6.7%-$270.6K |
| Brookstone Capital Management | $3.6M | 73,102 | 0.04% | 31q | HELD |
| Consilium Wealth Advisory, LLC | $3.6M | 71,955 | 1.07% | 16q | -6.1%-$233.1K |
| JPMORGAN CHASE & CO | $3.6M | 71,928 | 0.00% | 21q | +7.0%+$233.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 67,914 | 0.01% | 12q | -0.8%-$27.5K |
| Mutual Advisors, LLC | $3.3M | 65,998 | 0.06% | 31q | HELD |
| Kestra Advisory Services, LLC | $3.3M | 65,263 | 0.01% | 24q | +7.4%+$224.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 62,530 | 0.67% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $3.1M | 62,051 | 1.25% | 8q | +9.4%+$265.1K |
| AE Wealth Management LLC | $3.1M | 62,037 | 0.01% | 31q | +392.9%+$2.5M |
| VVR Holdings LLC | $2.9M | 58,410 | 1.26% | 3q | -4.7%-$145.2K |
| American Trust | $2.9M | 57,302 | 0.22% | 5q | +142.9%+$1.7M |
| Cogent Private Wealth, Inc. | $2.7M | 53,182 | 1.66% | new | NEW |
| Private Advisor Group, LLC | $2.5M | 49,723 | 0.01% | 31q | -14.0%-$402.2K |
| ASPIRIANT, LLC | $2.5M | 49,669 | 0.06% | 26q | HELD |
| TRUE Private Wealth Advisors | $2.5M | 49,534 | 0.21% | 21q | HELD |
| GTS SECURITIES LLC | $2.4M | 47,720 | 0.05% | 9q | -66.1%-$4.6M |
| Enclave Advisors LLC | $2.2M | 45,013 | 0.28% | 4q | -2.7%-$61.9K |
| Beacon Financial Advisory LLC | $2.2M | 44,541 | 0.44% | 27q | +0.7%+$14.7K |
| Manske Wealth Management | $2.1M | 42,211 | 0.52% | 7q | HELD |
| SEEDS INVESTOR LLC | $2.1M | 41,898 | 0.21% | 6q | -40.8%-$1.4M |
| DENVER WEALTH MANAGEMENT, INC. | $2.1M | 41,217 | 0.59% | 4q | +14.3%+$257.8K |
| High Net Worth Advisory Group LLC | $1.9M | 37,300 | 0.40% | 3q | +18.0%+$284.4K |
| RITHOLTZ WEALTH MANAGEMENT | $1.8M | 36,638 | 0.01% | 31q | +89.1%+$861.5K |
| STIFEL FINANCIAL CORP | $1.8M | 36,221 | 0.00% | 27q | -4.2%-$79.6K |
| NATIONAL BANK OF CANADA /FI/ | $1.8M | 35,706 | 0.00% | 19q | +5.3%+$89.9K |
| LifePlan Financial, LLC | $1.7M | 35,023 | 1.22% | 11q | -6.1%-$113.6K |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 34,862 | 0.00% | 11q | +15.5%+$232.4K |
| MILESTONE ASSET MANAGEMENT, LLC | $1.6M | 32,354 | 0.25% | 15q | +1.3%+$20.1K |
| HARBOUR INVESTMENTS, INC. | $1.6M | 31,105 | 0.02% | 21q | +3.7%+$54.7K |
| Legacy Wealth Partners, LLC | $1.5M | 30,901 | 0.35% | 3q | HELD |
| UBS Group AG | $1.5M | 30,074 | 0.00% | 31q | -10.2%-$170.0K |
| Patton Albertson Miller Group, LLC | $1.5M | 29,810 | 0.15% | 31q | -2.5%-$37.4K |
| NewEdge Advisors, LLC | $1.5M | 29,581 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $1.5M | 29,253 | 0.01% | 23q | +22.9%+$272.2K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.4M | 27,928 | 0.05% | 9q | HELD |
| Godshalk Welsh Capital Management, Inc. | $1.4M | 27,229 | 0.73% | 28q | HELD |
| R2 Capital Strategies, LLC | $1.3M | 26,909 | 0.61% | new | FIRST |
| HUB Investment Partners, LLC | $1.3M | 26,573 | 0.02% | 10q | -25.0%-$441.1K |
| Prosperity Consulting Group, LLC | $1.3M | 26,284 | 0.05% | 11q | -9.5%-$136.9K |
| BlueStem Wealth Partners, LLC | $1.3M | 25,510 | 0.13% | 7q | -2.3%-$29.9K |
| RDA Financial Network | $1.2M | 24,320 | 0.26% | 30q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 24,050 | 0.02% | 6q | -2.2%-$27.5K |
| HANOVER ADVISORS INC | $1.2M | 23,569 | 0.42% | 5q | -27.9%-$455.3K |
| ARQ WEALTH ADVISORS, LLC | $1.2M | 23,725 | 0.14% | new | NEW |
| Sovereign Financial Group, Inc. | $1.2M | 23,159 | 0.18% | 22q | +5.7%+$62.5K |
| MCF Advisors LLC | $1.2M | 23,081 | 0.04% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.1M | 22,907 | 0.02% | new | NEW |
| Fort Henry Capital, LLC | $1.1M | 22,793 | 0.63% | 23q | HELD |
| Avior Wealth Management, LLC | $1.1M | 22,162 | 0.03% | 31q | +2.6%+$27.9K |
| Rothschild Wealth LLC | $1.1M | 22,004 | 0.09% | 14q | -7.7%-$91.5K |
| Global Financial Private Client, LLC | $1.1M | 21,238 | 0.29% | 21q | HELD |
| Strategic Blueprint, LLC | $1.1M | 21,076 | 0.05% | 3q | +9.8%+$93.6K |
| BLAIR WILLIAM & CO/IL | $1.0M | 20,981 | 0.00% | 2q | HELD |
| EIGHT 31 FINANCIAL, LLC | $1.0M | 20,863 | 0.62% | 11q | HELD |
| Redhawk Wealth Advisors, Inc. | $1.0M | 20,769 | 0.10% | 4q | +35.3%+$270.1K |
| One Capital Management, LLC | $1.0M | 21,860 | 0.03% | 17q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.0M | 20,623 | 0.37% | 7q | +21.0%+$178.4K |
| MML INVESTORS SERVICES, LLC | $977.6K | 19,596 | 0.00% | 31q | +28.6%+$217.6K |
| CGN Advisors LLC | $957.8K | 19,198 | 0.07% | 8q | +0.7%+$6.3K |
| Mariner, LLC | $950.0K | 19,041 | 0.00% | 11q | -32.6%-$459.3K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $949.8K | 19,037 | 0.04% | 31q | HELD |
| Thrive Capital Management, LLC | $938.5K | 18,811 | 0.18% | 5q | -7.1%-$72.1K |
| World Investment Advisors | $935.4K | 19,748 | 0.02% | 9q | HELD |
| HighTower Advisors, LLC | $889.0K | 17,818 | 0.00% | 13q | -2.1%-$19.1K |
| Cerity Partners LLC | $881.6K | 17,670 | 0.00% | 3q | +43.6%+$267.7K |
| Legacy Financial Group LLC | $872.8K | 17,494 | 0.10% | 10q | +3.6%+$30.3K |
| MARINO, STRAM & ASSOCIATES LLC | $871.3K | 17,465 | 0.14% | 20q | -1.2%-$10.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $847.6K | 16,989 | 0.01% | 17q | -11.1%-$105.8K |
| Waterloo Capital, L.P. | $839.6K | 16,829 | 0.05% | 6q | +14.4%+$105.5K |
| GILPIN WEALTH MANAGEMENT, LLC | $829.0K | 16,617 | 0.57% | 3q | +17.6%+$124.0K |
| Gallacher Capital Management LLC | $793.9K | 15,912 | 0.45% | 15q | -37.0%-$466.9K |
Showing the largest 100 of 301 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 | 292 | $641.2M | 12,860,512 | 30 | 104 | 85 | 0.0% |
| Q1 2026 | 286 | $641.4M | 13,537,959 | 36 | 100 | 87 | 0.0% |
| Q4 2025 | 278 | $639.3M | 13,394,656 | 30 | 115 | 71 | 0.0% |
| Q3 2025 | 255 | $526.5M | 11,071,235 | 18 | 85 | 90 | 0.0% |
| Q2 2025 | 259 | $557.0M | 12,099,910 | 30 | 94 | 77 | 0.0% |
| Q1 2025 | 249 | $493.0M | 11,239,592 | 27 | 65 | 93 | 0.0% |
| Q4 2024 | 253 | $580.9M | 13,371,013 | 31 | 107 | 62 | 0.0% |
| Q3 2024 | 226 | $462.3M | 10,267,468 | 16 | 76 | 82 | 0.0% |
| Q2 2024 | 229 | $427.3M | 9,935,956 | 28 | 62 | 90 | 0.0% |
| Q1 2024 | 219 | $432.3M | 10,115,299 | 17 | 66 | 89 | 0.0% |
| Q4 2023 | 236 | $580.9M | 13,995,788 | 30 | 77 | 79 | 0.0% |
| Q3 2023 | 208 | $389.9M | 9,984,822 | 25 | 71 | 71 | 0.0% |
| Q2 2023 | 199 | $385.6M | 9,368,794 | 12 | 53 | 79 | 0.0% |
| Q1 2023 | 207 | $426.0M | 10,689,309 | 18 | 60 | 85 | 0.0% |
| Q4 2022 | 220 | $649.1M | 16,895,233 | 38 | 70 | 68 | 0.0% |
| Q3 2022 | 219 | $404.2M | 11,038,991 | 20 | 68 | 85 | 0.0% |
| Q2 2022 | 228 | $453.5M | 11,639,110 | 16 | 65 | 89 | 0.0% |
| Q1 2022 | 247 | $568.9M | 13,251,742 | 25 | 73 | 79 | 0.0% |
| Q4 2021 | 250 | $599.7M | 13,197,194 | 22 | 88 | 66 | 0.0% |
| Q3 2021 | 233 | $561.8M | 12,554,488 | 15 | 90 | 70 | 0.0% |
| Q2 2021 | 237 | $565.7M | 13,574,265 | 27 | 76 | 71 | 0.0% |
| Q1 2021 | 220 | $529.7M | 12,153,770 | 27 | 87 | 58 | 0.0% |
| Q4 2020 | 226 | $565.1M | 13,081,656 | 30 | 70 | 55 | 0.0% |
| Q3 2020 | 186 | $413.3M | 10,044,381 | 23 | 59 | 65 | 0.0% |
| Q2 2020 | 177 | $391.7M | 9,814,186 | 17 | 68 | 60 | 0.0% |
| Q1 2020 | 174 | $397.2M | 10,775,187 | 11 | 55 | 66 | 0.0% |
| Q4 2019 | 190 | $467.6M | 11,655,746 | 23 | 55 | 58 | 0.0% |
| Q3 2019 | 154 | $362.3M | 9,224,355 | 11 | 59 | 45 | 0.0% |
| Q2 2019 | 157 | $330.8M | 8,473,825 | 16 | 54 | 48 | 0.0% |
| Q1 2019 | 150 | $311.7M | 8,185,307 | 12 | 41 | 58 | 0.0% |
| Q4 2018 | 156 | $564.0M | 15,778,073 | 2 | 3 | 3 | 0.0% |