Skip to content
Disclosery

AOA ISHARES TR

Follow

SHS (fund)

347 managers (349 13F filers) reported a position in AOA shares at 2025-03-31, 8,597,992 shares in all. 33 filers opened a position and 32 filers sold out during the quarter.

Managers
347
13F filers
349
New
33
Added
136
Reduced
117
Sold out
32
Shares held by filers
8,597,992

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Atlas Private Wealth Advisors4,011$307K0.04%-84613F-HRTimeline
Main Street Financial Solutions, LLC4,000$306K0.03%013F-HRTimeline
Janney Montgomery Scott LLC3,940$301K<0.01%-35,37513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,918$300K0.04%-1,00013F-HRTimeline
HB Wealth Management, LLC3,871$296K<0.01%+19513F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,831$293K0.1%013F-HRTimeline
Saxony Capital Management, LLC3,823$292K0.26%-27213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,659$280K0.02%+24013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,645$279K0.11%-16213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,641$279K0.02%-18413F-HRTimeline
Acropolis Investment Management, LLC3,632$278K0.02%-14313F-HRTimeline
FMR LLCin group FMR LLC3,596$275K<0.01%+1,81813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,587$274K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altrius Capital Management Inc3,581$274K0.07%+34313F-HRTimeline
Choice Wealth Advisors LLC3,528$270K0.14%+26613F-HRTimeline
Arbor Investment Advisors, LLC3,488$267K0.04%-1,18913F-HRTimeline
Adero Partners, LLC3,443$263K0.02%new13F-HRTimeline
Bellwether Advisors, LLC3,413$261K0.05%-5613F-HRTimeline
Altura Wealth Advisors Inc.3,411$261K0.17%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,396$260K0.06%new13F-HRTimeline
Well Done, LLC3,353$257K0.05%+16413F-HRTimeline
New Capital Management LP3,326$254K0.07%-14413F-HRTimeline
Philip James Wealth Mangement, LLC3,297$252K0.03%-89913F-HRTimeline
NVWM, LLC3,297$252K0.07%+13713F-HRTimeline
COMERICA BANK3,296$252K<0.01%-1,51213F-HRTimeline
Sanctuary Advisors, LLC3,283$251K<0.01%-25013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,274$250K0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,252$249K0.02%new13F-HRTimelineGroup
Salus Financial Advisors, LLC3,220$246K0.19%-21413F-HRTimeline
Landmark Wealth Management, LLC3,159$242K0.11%-1713F-HRTimeline
CoreCap Advisors, LLC3,161$242K0.01%+65113F-HRTimeline
Mayfair Advisory Group, LLC3,149$241K0.14%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,100$237K<0.01%-3,70013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,082$236K0.11%+1213F-HRTimeline
Bay Harbor Wealth Management, LLC3,069$235K0.07%+18513F-HRTimeline
L.M. KOHN & COMPANY3,035$232K0.06%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,028$232K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,023$231K<0.01%new13F-HRTimeline
Columbia River Financial Group, LLC3,000$229K0.15%+1613F-HRTimeline
Aprio Wealth Management, LLC2,982$228K0.03%013F-HRTimeline
EP Wealth Advisors, LLC2,976$228K<0.01%013F-HRTimeline
Strategic Blueprint, LLC2,973$227K0.01%-1,27813F-HRTimeline
Annex Advisory Services, LLC2,949$226K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC2,878$224K0.06%-18713F-HRTimeline
Capital A Wealth Management, LLC2,891$221K0.23%-4,36113F-HRTimeline
TPG Financial Advisors, LLC2,883$221K0.1%+8913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,846$218K0.09%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,826$216K<0.01%-1813F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC2,957$214K0.05%+5313F-HRTimeline
Beacon Pointe Advisors, LLC2,756$211K<0.01%-1,04513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,750$210K0.01%+1,30013F-HRTimeline
HUB Investment Partners, LLC2,733$209K0.01%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,701$207K0.02%-2513F-HRTimeline
McNamara Financial Services, Inc.2,660$203K0.04%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC2,617$200K0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC2,581$197K<0.01%-44313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,444$187K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC2,409$184K0.09%new13F-HRTimeline
Longview Financial Advisors LLC2,368$181K0.12%+10513F-HRTimeline
Mascoma Wealth Management LLC2,311$177K0.04%-1,19013F-HRTimeline
Geneos Wealth Management Inc.1,152$176K<0.01%+90913F-HRTimelineAmount filed as zero, left out of ratios.
New Republic Capital, LLC2,288$175K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC2,219$170K<0.01%+35313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,146$164K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC2,076$159K<0.01%-70813F-HRTimeline
Parallel Advisors, LLC1,707$131K<0.01%+113F-HRTimeline
IFP Advisors, Inc1,704$130K<0.01%-64413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,496$115K0.07%-6813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,446$110K<0.01%+41613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,361$104K<0.01%-10413F-HRTimelineGroup
Global Financial Private Client, LLC1,325$101K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,320$101K<0.01%-14513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,267$96.9K<0.01%+44613F-HRTimelineGroup
AlphaCore Capital LLC1,248$95.5K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,234$94.4K0.01%+36313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,200$91.8K<0.01%-40013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,176$90K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$79.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,018$77.9K<0.01%-95513F-HRTimeline
BLAIR WILLIAM & CO/IL1,011$77.3K<0.01%+6913F-HRTimeline
Larson Financial Group LLC978$74.8K<0.01%+41113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners955$73K0.01%-213F-HRTimelineGroup
American Capital Advisory, LLC880$67.3K0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC868$66.4K0.05%+21913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.859$65.7K0.03%013F-HRTimeline
MAI Capital Management832$63.7K<0.01%-4713F-HRTimeline
Lindbrook Capital, LLC820$62.7K0.01%013F-HRTimeline
CX Institutional815$62K<0.01%-5,41813F-HRTimeline
CKW FINANCIAL GROUP747$57K0.01%+913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…731$55.9K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.691$52.9K<0.01%013F-HRTimeline
Frisco Financial Planning LLC654$50.1K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/642$49.1K<0.01%+58013F-HRTimelineGroup
TD Waterhouse Canada Inc.534$40.8K<0.01%+38113F-HRTimeline
EASTERN BANK515$39.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC512$39.2K0.01%-1713F-HRTimeline
Activest Wealth Management499$38.2K0.01%013F-HRTimeline
GAMMA Investing LLC495$37.9K<0.01%013F-HR/ATimeline
Noble Wealth Management PBC490$37.5K0.03%013F-HRTimeline
Transce3nd, LLC462$35.3K0.02%-3513F-HRTimeline
Continuum Advisory, LLC450$34.4K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC432$33K<0.01%013F-HRTimeline
EPG Wealth Management LLC400$30.6K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.331$25K<0.01%new13F-HRTimeline
North Star Investment Management Corp.286$21.9K<0.01%+3713F-HRTimeline
Morton Brown Family Wealth, LLC281$21.5K0.01%013F-HRTimeline
FSA Wealth Management LLC241$20.1K0.01%+21113F-HRTimeline
1 NORTH WEALTH SERVICES LLC259$19.8K0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC211$16.2K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC211$16.1K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA205$15.7K<0.01%+19513F-HRTimeline
McIlrath & Eck, LLC189$14.4K<0.01%-2413F-HRTimeline
North Capital, Inc.145$11.1K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC132$10.1K0.01%013F-HRTimeline
AllSquare Wealth Management LLC118$9.03K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC114$8.72K<0.01%new13F-HRTimeline
CGC Financial Services, LLC112$8.57K<0.01%-15513F-HRTimeline
Fortitude Family Office, LLC110$8.41K<0.01%013F-HRTimeline
Nemes Rush Group LLC105$8.06K<0.01%013F-HRTimeline
Front Row Advisors LLC105$8.03K<0.01%013F-HRTimeline
Addison Advisors LLC100$7.65K<0.01%+3713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$6.97K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management88$6.73K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA79$6.04K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC75$5.75K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC73$5.58K<0.01%+6513F-HRTimeline
Iron Horse Wealth Management, LLC72$5.51K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$4.82K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC56$4.28K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC55$4.21K<0.01%-113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC54$4.13K<0.01%013F-HR/ATimeline
Creekmur Asset Management LLC46$3.55K<0.01%-11213F-HRTimeline
Pineridge Advisors LLC45$3.45K<0.01%013F-HRTimeline
DT Investment Partners, LLC45$3.44K<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%013F-HRTimeline
Milestone Investment Advisors LLC32$2.47K<0.01%+713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.45K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…27$2.07K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC25$1.91K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24$1.84K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC24$1.84K<0.01%new13F-HRTimeline
Rossby Financial, LCC13$990<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$842<0.01%013F-HRTimeline
Keystone Financial Group, Inc.10$775<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.