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Disclosery

AOA ISHARES TR

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SHS (fund)

344 managers (347 13F filers) reported a position in AOA shares at 2024-12-31, 9,624,595 shares in all. 29 filers opened a position and 20 filers sold out during the quarter.

Managers
344
13F filers
347
New
29
Added
153
Reduced
104
Sold out
20
Shares held by filers
9,624,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Philip James Wealth Mangement, LLC4,196$321K0.04%+6813F-HRTimeline
Financial Strategies Group, Inc.4,145$314K0.08%+3913F-HRTimeline
Saxony Capital Management, LLC4,095$314K0.28%+55213F-HRTimeline
Harvest Investment Services, LLC4,087$313K0.08%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC4,083$313K0.11%13F-HRTimeline
Elios Financial Group Inc.4,069$312K0.15%+63313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,014$308K0.01%-2713F-HRTimelineGroup
Modera Wealth Management, LLC4,001$307K<0.01%+1313F-HRTimeline
Main Street Financial Solutions, LLC4,000$306K0.03%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,831$293K0.1%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,825$293K0.02%+31413F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC3,807$292K0.11%+9013F-HRTimeline
Beacon Pointe Advisors, LLC3,801$291K<0.01%+17213F-HRTimeline
Weitzel Financial Services, Inc.3,783$291K0.14%+34713F-HRTimeline
Acropolis Investment Management, LLC3,775$289K0.02%+4813F-HRTimeline
HB Wealth Management, LLC3,676$282K<0.01%-39013F-HRTimeline
Sanctuary Advisors, LLC3,533$279K<0.01%+6813F-HRTimeline
Strid Group, LLC3,588$275K0.04%+1913F-HRTimeline
Janney Capital Management LLC3,562$273K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC3,501$268K0.07%-15213F-HRTimeline
New Capital Management LP3,470$266K0.08%013F-HRTimeline
Bellwether Advisors, LLC3,469$266K0.05%+71013F-HRTimeline
Salus Financial Advisors, LLC3,434$263K0.21%13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,419$262K0.02%+11813F-HRTimeline
Well Done, LLC3,189$252K0.05%013F-HRTimeline
Choice Wealth Advisors LLC3,262$250K0.13%+7113F-HRTimeline
Altrius Capital Management Inc3,238$248K0.07%+713F-HRTimeline
Phillips Wealth Planners LLC3,265$247K0.25%new13F-HRTimeline
Madrid Financial Services3,195$245K0.19%13F-HRTimeline
Landmark Wealth Management, LLC3,176$243K0.11%-20813F-HRTimeline
NVWM, LLC3,160$242K0.06%+22713F-HRTimeline
Mayfair Advisory Group, LLC3,149$241K0.14%+24413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,070$235K0.11%+2413F-HRTimeline
Atlas Legacy Advisors, LLC3,065$235K0.06%13F-HRTimeline
CWM, LLCin group CWM, LLC3,024$232K<0.01%+2,12813F-HRTimelineGroup
Aprio Wealth Management, LLC2,982$228K0.03%+3913F-HRTimeline
Columbia River Financial Group, LLC2,984$228K0.16%13F-HRTimeline
EP Wealth Advisors, LLC2,976$228K<0.01%+3813F-HRTimeline
Annex Advisory Services, LLC2,949$226K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2,884$221K0.07%+1013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,904$220K0.05%new13F-HRTimeline
Meridian Wealth Management, LLC2,868$220K0.01%+1013F-HRTimeline
Martin Worley Group2,861$219K0.14%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,846$218K0.09%-21013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,844$218K<0.01%-12013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT2,828$217K<0.01%new13F-HRTimeline
TPG Financial Advisors, LLC2,794$214K0.09%-1713F-HRTimeline
SIGNATUREFD, LLC2,784$213K<0.01%+3613F-HRTimeline
SCOTIA CAPITAL INC.2,776$213K<0.01%new13F-HRTimeline
Merit Financial Group, LLC2,758$211K<0.01%new13F-HRTimeline
Equita Financial Network, Inc.2,740$210K0.08%-1,70213F-HRTimeline
HUB Investment Partners, LLC2,733$209K0.01%+813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,726$209K0.02%-34313F-HRTimeline
NAPA WEALTH MANAGEMENT2,784$209K0.09%-94413F-HRTimeline
TL Private Wealth2,682$207K0.09%-39413F-HRTimeline
Smith Anglin Financial, LLC2,694$206K0.02%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC2,617$200K0.1%013F-HRTimeline
CoreCap Advisors, LLC2,510$192K0.01%+22013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,444$187K<0.01%-5213F-HRTimelineGroup
IFP Advisors, Inc2,348$180K0.01%-3,19213F-HRTimeline
Longview Financial Advisors LLC2,263$173K0.12%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,146$164K<0.01%-72513F-HRTimelineGroup
MATHER GROUP, LLC.1,973$151K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,866$143K<0.01%+4413F-HRTimeline
FMR LLCin group FMR LLC1,778$136K<0.01%-23513F-HRTimelineGroup
Parallel Advisors, LLC1,706$131K<0.01%-42113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,600$123K<0.01%013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.1,564$120K0.07%-18713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,465$112K<0.01%-36213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,465$112K<0.01%-42,32313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,450$111K0.01%-513F-HRTimeline
Global Financial Private Client, LLC1,325$102K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,176$90.1K0.04%+1513F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$79.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,030$78.9K<0.01%+15613F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners957$73.3K0.01%+1013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL942$72.2K<0.01%+8913F-HRTimeline
American Capital Advisory, LLC880$67.4K0.04%-73113F-HRTimeline
MAI Capital Management879$67.3K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC871$66.7K0.01%-2213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.859$65.8K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\821$62.9K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC820$62.8K0.01%013F-HRTimeline
CKW FINANCIAL GROUP738$57K0.01%+713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…731$56K0.01%013F-HRTimeline
Blue Trust, Inc.725$55.5K<0.01%new13F-HR/ATimeline
Washington Trust Advisors, Inc.691$52.9K<0.01%013F-HRTimeline
Frisco Financial Planning LLC654$50.1K0.05%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC649$49.7K0.04%+44913F-HRTimeline
Larson Financial Group LLC567$43.5K<0.01%+713F-HRTimeline
Founders Financial Alliance, LLC529$40.5K0.01%-75013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.524$40.1K0.01%+7813F-HRTimeline
EASTERN BANK515$39.5K<0.01%+8513F-HRTimeline
Activest Wealth Management499$38.2K0.01%013F-HRTimeline
Transce3nd, LLC497$38.1K0.01%13F-HRTimeline
GAMMA Investing LLC495$37.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC490$37.5K0.03%13F-HRTimeline
Continuum Advisory, LLC450$34.5K<0.01%-19013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC432$33.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC400$30.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC361$27.7K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC281$21.5K0.01%+4213F-HRTimeline
CGC Financial Services, LLC267$20.5K0.01%-413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC253$19.4K<0.01%new13F-HRTimeline
North Star Investment Management Corp.249$19.1K<0.01%+313F-HRTimeline
Van Hulzen Asset Management, LLC245$18.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.243$18.6K<0.01%013F-HRTimeline
ORG Partners LLC228$17.6K<0.01%+713F-HRTimeline
Coppell Advisory Solutions LLC216$16.6K<0.01%+12313F-HRTimeline
McIlrath & Eck, LLC213$16.4K<0.01%+1713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC211$16.2K<0.01%+10613F-HRTimeline
Creekmur Asset Management LLC158$12.1K<0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.153$11.7K<0.01%-15013F-HRTimeline
Retirement Wealth Solutions LLC132$9.98K0.01%13F-HRTimeline
Financial Life Planners130$9.96K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…122$9.57K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC118$9.04K0.01%013F-HRTimeline
Fortitude Family Office, LLC110$8.43K<0.01%013F-HRTimeline
Nemes Rush Group LLC105$8.07K<0.01%+113F-HRTimeline
Front Row Advisors LLC105$8.04K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$7.68K<0.01%013F-HRTimelineGroup
Transcendent Capital Group LLC95$7.31K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$6.74K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC75$5.75K<0.01%-24713F-HR/ATimeline
Iron Horse Wealth Management, LLC72$5.52K<0.01%013F-HRTimeline
Addison Advisors LLC63$4.83K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$4.83K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62$4.77K<0.01%+113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC56$4.21K<0.01%+113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC54$4.14K<0.01%-4713F-HRTimeline
Pineridge Advisors LLC45$3.45K<0.01%+113F-HRTimeline
DT Investment Partners, LLC45$3.45K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…44$3.37K<0.01%013F-HRTimeline
Key Financial Inc37$2.83K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC33$2.5K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.45K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC30$2.29K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…27$2.07K<0.01%-3,29413F-HRTimeline
Milestone Investment Advisors LLC25$1.94K<0.01%+1113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24$1.84K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$843<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10$766<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC8$613<0.01%013F-HRTimeline
Legacy Financial Group LLC90,789$6.96B-1,61913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.