Skip to content
Disclosery

AOA ISHARES TR

Follow

SHS (fund)

373 managers (376 13F filers) reported a position in AOA shares at 2025-09-30, 8,924,348 shares in all. 43 filers opened a position and 21 filers sold out during the quarter.

Managers
373
13F filers
376
New
43
Added
166
Reduced
113
Sold out
21
Shares held by filers
8,924,348

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Western Wealth Management, LLC4,966$438K0.02%-113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,930$435K0.09%new13F-HRTimeline
Bellwether Advisors, LLC4,669$412K0.07%+29113F-HRTimeline
IMA Advisory Services, Inc.5,041$410K0.04%-5,96013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,634$408K<0.01%+15313F-HRTimelineGroup
RFP Financial Group LLC5,282$405K0.16%-69013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,585$404K0.18%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,542$400K0.02%+8813F-HRTimeline
OLD MISSION CAPITAL LLC4,527$399K0.01%new13F-HRTimeline
Berman McAleer LLC4,505$397K0.06%13F-HRTimeline
MML INVESTORS SERVICES, LLC4,498$396K<0.01%-24013F-HRTimeline
BCGM Wealth Management, LLC4,491$396K0.1%+24413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,283$378K0.21%-11113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,281$377K0.04%+1213F-HRTimeline
Vise Technologies, Inc.4,260$375K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,187$369K<0.01%new13F-HRTimelineGroup
Well Done, LLC4,185$369K0.06%+21913F-HRTimeline
Harvest Investment Services, LLC4,092$361K0.07%+3113F-HRTimeline
SWP FINANCIAL LLC4,051$357K0.18%-10413F-HRTimeline
NVWM, LLC4,024$355K0.08%+6513F-HRTimeline
Main Street Financial Solutions, LLC4,000$353K0.02%013F-HRTimeline
Gould Capital, LLC3,964$349K0.22%-85713F-HRTimeline
Archvest Wealth Advisors, Inc.3,938$347K0.31%-48,11213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,865$341K0.02%-20413F-HRTimeline
Composition Wealth, LLC3,812$336K0.01%-8,12213F-HRTimeline
Summit Trail Advisors, LLC3,674$324K<0.01%+35913F-HRTimeline
FCA CORP /TX3,670$323K0.09%+90713F-HRTimeline
Financial Strategies Group, Inc.3,606$323K0.06%-24113F-HRTimeline
WEALTH EFFECTS LLC3,657$322K0.1%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,602$317K0.02%+713F-HRTimeline
Choice Wealth Advisors LLC3,559$314K0.13%+3413F-HRTimeline
New Capital Management LP3,525$311K0.08%+4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,485$307K0.01%+41813F-HRTimelineGroup
Altrius Capital Management Inc3,447$304K0.07%+1013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,444$304K0.06%-3213F-HRTimeline
Cardinal Point Capital Management ULC3,427$300K0.02%new13F-HRTimeline
Mayfair Advisory Group, LLC3,406$300K0.13%+5013F-HRTimeline
CoreCap Advisors, LLC3,403$300K0.01%+22313F-HRTimeline
COMERICA BANK3,330$294K<0.01%+2413F-HRTimeline
CWM, LLCin group CWM, LLC3,326$293K<0.01%+57813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,297$291K<0.01%+41013F-HRTimelineGroup
Columbia River Financial Group, LLC3,162$283K0.17%+213F-HRTimeline
Philip James Wealth Mangement, LLC3,206$283K0.03%-4613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,229$282K<0.01%+59313F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,181$280K0.01%+7813F-HRTimeline
HANOVER ADVISORS INC3,156$278K0.11%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,113$274K0.04%+10513F-HRTimeline
McNamara Financial Services, Inc.3,099$273K0.05%+6213F-HRTimeline
Focus Financial Network, Inc.3,068$270K0.01%+38313F-HRTimeline
Aprio Wealth Management, LLC3,013$266K0.03%+2213F-HRTimeline
Twelve Points Wealth Management LLC3,009$265K0.07%+53013F-HRTimeline
Compound Planning, Inc.2,960$261K0.01%-3413F-HRTimeline
tru Independence LLC2,925$258K0.07%013F-HRTimeline
Westshore Wealth, LLC2,904$256K0.09%-1,77913F-HRTimeline
Bay Harbor Wealth Management, LLC2,887$254K0.07%-24213F-HRTimeline
Vested Financial Planning, LLC2,882$254K0.21%+37513F-HRTimeline
Meridian Wealth Advisors, LLC2,853$251K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,852$251K<0.01%+813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,845$251K0.08%-47113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,839$250K0.09%-5713F-HRTimeline
Valpey Financial Services, LLC2,814$248K0.16%+1813F-HRTimeline
Atlas Legacy Advisors, LLC2,778$245K0.05%013F-HRTimeline
Salus Financial Advisors, LLC2,768$244K0.15%-30013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,741$242K0.11%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,701$238K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,680$236K0.01%-7013F-HRTimeline
Sightline Wealth Advisors, LLC2,636$232K0.1%+1813F-HRTimeline
CORA CAPITAL ADVISORS LLC2,617$231K0.1%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,578$227K0.06%new13F-HRTimeline
TL Private Wealth2,592$227K0.09%-16313F-HRTimeline
Beacon Pointe Advisors, LLC2,525$223K<0.01%new13F-HRTimeline
Annex Advisory Services, LLC2,522$222K<0.01%-5913F-HRTimeline
Chemistry Wealth Management LLC2,508$221K0.04%+3613F-HRTimeline
New Republic Capital, LLC2,491$220K0.07%+10613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,495$219K<0.01%+9113F-HRTimelineGroup
Johnson Bixby & Associates, LLC2,470$218K0.03%+313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,467$217K0.03%+2613F-HR/ATimeline
GWN SECURITIES INC.2,438$215K0.05%-2,68513F-HRTimeline
NAPA WEALTH MANAGEMENT2,435$215K0.1%+3713F-HRTimeline
Perissos Private Wealth Management, LLC2,435$215K0.16%new13F-HRTimeline
ABOUND FINANCIAL, LLC2,435$215K0.09%+1813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,418$213K0.07%new13F-HRTimeline
Discipline Wealth Solutions, LLC2,412$213K0.06%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC2,399$211K0.1%new13F-HRTimeline
Insight Wealth Partners, LLC2,390$211K0.09%new13F-HRTimeline
Longview Financial Advisors LLC2,381$210K0.12%+713F-HRTimeline
Partners in Financial Planning2,379$210K0.04%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,346$207K<0.01%new13F-HRTimeline
OMNI 360 Wealth, Inc.2,318$204K0.11%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,314$204K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC2,297$202K0.01%new13F-HRTimeline
HUB Investment Partners, LLC2,288$202K0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC2,250$198K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,146$189K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC2,117$187K0.04%-15813F-HRTimeline
SIGNATUREFD, LLC2,082$184K<0.01%+1513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,043$180K<0.01%+84213F-HRTimelineGroup
Wealthspire Advisors, LLC1,909$168K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,884$166K<0.01%+22913F-HR/ATimeline
Parallel Advisors, LLC1,768$156K<0.01%-113F-HRTimeline
Aptus Capital Advisors, LLC1,609$142K<0.01%-46413F-HRTimeline
Federation des caisses Desjardins du Qu…1,375$121K<0.01%+5513F-HRTimeline
LANARK FINANCIAL, INC.1,335$118K0.01%+72313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,217$107K<0.01%-5013F-HRTimelineGroup
AlphaCore Capital LLC1,207$106K<0.01%+3513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,189$105K0.04%+913F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC1,160$102K0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,147$101K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,100$97K<0.01%-10013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,095$96.5K<0.01%+3613F-HRTimeline
MONTAG A & ASSOCIATES INC1,036$91.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,000$88.1K<0.01%new13F-HRTimeline
MAI Capital Management989$87.2K<0.01%+13613F-HRTimeline
Larson Financial Group LLC977$86.1K<0.01%+713F-HRTimeline
American Capital Advisory, LLC880$77.6K0.04%013F-HRTimeline
CKW FINANCIAL GROUP757$67K0.01%+513F-HRTimeline
Washington Trust Advisors, Inc.685$60.4K<0.01%013F-HRTimeline
Frisco Financial Planning LLC661$58.3K0.05%+413F-HRTimeline
GPS Wealth Strategies Group, LLC658$58K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/643$56.7K<0.01%+113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…605$53.3K<0.01%-41313F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC591$52.1K0.04%+5113F-HRTimeline
TD Waterhouse Canada Inc.534$47.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC512$45.1K0.01%013F-HRTimeline
Activest Wealth Management499$44K0.01%013F-HRTimeline
GAMMA Investing LLC495$43.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC490$43.2K0.02%13F-HRTimeline
EASTERN BANK440$38.8K<0.01%-1,62013F-HRTimeline
Clarity Asset Management, Inc.382$33.7K0.02%new13F-HRTimeline
Strategic Wealth Partners, Ltd.350$30.8K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC304$26.9K0.01%+213F-HRTimeline
North Star Investment Management Corp.289$25.5K<0.01%+213F-HRTimeline
FSA Wealth Management LLC241$24.1K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC259$22.8K0.01%013F-HRTimeline
McIlrath & Eck, LLC251$22.1K<0.01%+1813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC225$20K<0.01%013F-HRTimelineGroup
North Capital, Inc.220$19.4K0.01%+6713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA205$18.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC191$16.8K<0.01%013F-HRTimeline
Caldwell Trust Co175$15.4K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC133$11.7K0.01%+113F-HRTimeline
Financial Life Planners131$11.6K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC128$11K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC119$10.5K<0.01%+813F-HRTimeline
AllSquare Wealth Management LLC118$10.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC114$10K<0.01%013F-HRTimeline
CGC Financial Services, LLC112$9.87K<0.01%013F-HRTimeline
Nemes Rush Group LLC106$9.38K<0.01%013F-HRTimeline
Front Row Advisors LLC105$9.26K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.101$8.91K<0.01%+113F-HRTimelineGroup
Addison Advisors LLC100$8.81K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$7.76K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC73$6.43K0.01%013F-HRTimeline
Princeton Global Asset Management LLC63$5.55K<0.01%013F-HRTimeline
Essential Partners LLC62$5.46K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC54$4.76K<0.01%013F-HRTimeline
Creekmur Asset Management LLC47$4.14K<0.01%013F-HRTimeline
DT Investment Partners, LLC45$3.97K<0.01%013F-HRTimeline
Pineridge Advisors LLC45$3.93K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…44$3.88K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC42$3.67K<0.01%+913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC39$3.44K<0.01%new13F-HRTimelineGroup
Key Financial Inc37$3.27K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC33$2.98K<0.01%-613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32$2.82K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…25$2.2K<0.01%-213F-HRTimeline
Aventura Private Wealth, LLC25$2.2K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC24$2.12K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA16$1.41K<0.01%-213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14$1.23K<0.01%013F-HRTimeline
Rossby Financial, LCC13$1.15K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC12$1.06K<0.01%013F-HRTimeline
TSFG, LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.