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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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN640,922$49.1M0.01%+540,47313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…514,729$39.4M0.1%+5213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP306,454$23.5M0.02%+268,64113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC272,646$20.9M0.06%-3,32613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268,813$20.6M0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY262,910$20.1M<0.01%+161,40513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…185,151$14.2M0.05%-6,53813F-HRTimeline
Mesirow Financial Investment Management…159,818$12.2M0.24%+97713F-HRTimeline
LPL Financial LLC158,671$12.2M<0.01%+9,28513F-HRTimeline
Waverly Advisors, LLC143,522$11M0.17%-1,44413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC137,655$10.5M0.83%-1,59113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/130,021$9.96M<0.01%-4,67313F-HRTimelineGroup
GeoWealth Management, LLC127,810$9.79M0.32%+44,05713F-HRTimeline
Patton Albertson Miller Group, LLC108,597$8.32M1.11%-3,84013F-HRTimeline
Ellenbecker Investment Group105,723$8.1M1.45%+26,25013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding99,843$7.65M+7,060Timeline
COMMONWEALTH EQUITY SERVICES, LLC92,813$7.11M0.01%-3,58313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC79,696$6.11M5.27%+24,52013F-HRTimeline
UNIQUE WEALTH, LLC76,529$5.86M1.22%-2,63213F-HRTimeline
Essential Planning, LLC.73,855$5.78M0.04%new13F-HRTimeline
Foundations Investment Advisors, LLC72,432$5.55M0.11%+11,19713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding70,553$5.41M+9,996Timeline
Cetera Investment Advisers69,830$5.35M0.01%+49,47713F-HRTimeline
Aveo Capital Partners, LLC66,915$5.13M0.56%+2,21013F-HRTimeline
Financial Advocates Investment Manageme…66,673$5.11M0.29%+8,63013F-HRTimeline
VCI Wealth Management LLC65,331$5.01M2.12%new13F-HR/ATimeline
WEALTH ALLIANCE, LLC64,800$4.96M0.59%-1,13313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,647$4.8M0.01%+28,87013F-HR/ATimeline
Clearstead Advisors, LLC62,635$4.8M0.07%+2,96613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC59,188$4.53M0.96%+1,67613F-HRTimeline
Consilium Wealth Advisory, LLC58,994$4.52M2.16%-1713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,245$4.28M0.01%+9,76313F-HRTimelineGroup
Archvest Wealth Advisors, Inc.52,855$4.05M2.94%-83613F-HRTimeline
Fort Henry Capital, LLC45,484$3.48M2.49%+21313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,877$3.36M0.1%-25513F-HRTimeline
Prosperity Consulting Group, LLC43,368$3.32M0.25%+4,18513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,755$3.28M0.07%+16,52813F-HRTimelineGroup
Elevation Capital Advisory, LLC42,484$3.25M1.39%new13F-HRTimeline
SteelPeak Wealth, LLC40,794$3.13M0.13%+2,24113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,484$3.1M<0.01%-613F-HRTimelineGroup
Janney Montgomery Scott LLC39,315$3.01M0.01%+35,61413F-HRTimeline
Canal Capital Management, LLC37,256$2.85M0.46%+39813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,039$2.76M<0.01%+26,86013F-HRTimelineGroup
Weaver Consulting Group34,701$2.66M0.82%+32713F-HRTimeline
NewEdge Advisors, LLC34,360$2.63M0.02%-2,36913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,166$2.54M0.56%-8013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,782$2.36M0.01%-45,56213F-HR/ATimelineGroup
Trilogy Capital Inc.30,241$2.32M0.12%+1,94313F-HRTimeline
Allworth Financial LP29,381$2.31M0.01%-26413F-HRTimeline
Perigon Wealth Management, LLC29,634$2.28M0.06%+2,32613F-HRTimeline
NorthStar Asset Management LLC /NJ/2,194,138$2.22M1.41%+213F-HRTimeline
Archford Capital Strategies, LLC28,788$2.21M0.33%-74513F-HRTimeline
Mutual Advisors, LLC28,442$2.19M0.06%+85413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,804$2.13M<0.01%+35113F-HRTimelineGroup
Wealth Forward, LLC27,695$2.12M1.5%+2,01513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,921$2.06M0.04%-9813F-HRTimeline
ODonnell Financial Services, LLC26,284$2.02M0.85%+46513F-HRTimeline
RTD Financial Advisors, Inc.25,956$1.99M0.26%+1,46713F-HRTimeline
RWA WEALTH PARTNERS, LLC25,920$1.99M0.02%+99813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,811$1.9M0.01%-1,31313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,488$1.88M0.03%-1,95113F-HRTimelineGroup
Buttonwood Financial Group, LLC23,720$1.87M1.04%+1,37613F-HRTimeline
Syverson Strege & Co24,219$1.86M0.62%+46813F-HRTimeline
Strategic Advocates LLC24,114$1.85M0.62%-1,36113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,970$1.84M<0.01%-3,04313F-HRTimelineGroup
UBS Group AGin group UBS Group AG23,885$1.83M<0.01%+33613F-HRTimelineGroup
Peregrine Asset Advisers, Inc.22,763$1.74M0.64%-91813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,556$1.73M<0.01%-14,54913F-HRTimelineGroup
Somnio Financial Group, LLC22,458$1.72M1.38%+54113F-HRTimeline
Westmount Partners, LLC22,233$1.7M0.52%+1,96713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,031$1.69M<0.01%-41013F-HRTimelineGroup
Greystone Financial Group, LLC21,972$1.68M0.29%-27813F-HRTimeline
Arcus Capital Partners, LLC22,214$1.63M0.52%-53413F-HRTimeline
Redhawk Wealth Advisors, Inc.20,923$1.6M0.22%-44213F-HRTimeline
Venturi Wealth Management, LLC19,864$1.52M0.07%+14413F-HRTimeline
Plan Group Financial, LLC19,813$1.52M0.8%-6,78513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC19,734$1.51M0.26%-20213F-HRTimeline
Visionary Wealth Advisors19,454$1.49M0.09%-1,27413F-HRTimeline
Dynamic Advisor Solutions LLC18,586$1.42M0.06%+8,90313F-HRTimeline
Cynosure Group, LLC18,228$1.4M0.21%013F-HRTimeline
CGN Advisors LLC18,066$1.38M0.13%+58113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,288$1.32M0.27%+99213F-HRTimeline
Mariner, LLCin group Mariner, LLC17,241$1.32M<0.01%-1,10213F-HRTimelineGroup
One Capital Management, LLC17,229$1.32M0.04%-5413F-HRTimeline
TRUE Private Wealth Advisors15,952$1.22M0.15%-22413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …15,830$1.21M0.06%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC15,732$1.21M0.37%+53713F-HRTimeline
Private Advisor Group, LLC15,669$1.2M0.01%-2,27613F-HRTimeline
Corrigan Financial, Inc.15,605$1.2M0.27%-70113F-HRTimeline
Summit Wealth Partners, LLC15,380$1.18M0.24%-14413F-HRTimeline
Worth Financial Advisory Group, LLC15,080$1.16M0.71%+1113F-HRTimeline
Composition Wealth, LLC14,946$1.15M0.02%+1,59213F-HRTimeline
Cornerstone Planning Group LLC14,089$1.1M0.27%+2813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,958$1.07M0.03%13F-HRTimeline
BlueStem Wealth Partners, LLC13,908$1.07M0.14%13F-HRTimeline
Centerline Wealth Advisors, LLC13,825$1.06M0.62%13F-HRTimeline
Per Stirling Capital Management, LLC.13,273$1.02M0.14%-2813F-HRTimeline
Creative Planningin group Creative Planning13,267$1.02M<0.01%-20613F-HRTimelineGroup
Insight Advisors, LLC/ PA13,231$1.01M0.17%-22013F-HRTimeline
GEN Financial Management, INC.13,087$1M0.65%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC13,070$1M0.45%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,957$993K0.01%+1,05913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,593$965K0.12%+1,30913F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC12,438$953K0.67%-61113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,010$909K0.08%-37513F-HRTimelineGroup
Clear Creek Financial Management, LLC11,732$899K0.1%-58113F-HRTimeline
DIVERSIFIED TRUST CO11,435$876K0.02%-15713F-HRTimeline
High Falls Advisors, Inc10,758$824K0.19%+71013F-HRTimeline
Waterloo Capital, L.P.10,537$807K0.09%-4,42713F-HRTimeline
Advisory Services Network, LLC10,523$806K0.02%+4,35013F-HRTimeline
Steward Partners Investment Advisory, L…10,094$773K0.01%+1,56813F-HRTimeline
Avior Wealth Management, LLC10,082$772K0.03%-213F-HRTimeline
Integrated Wealth Concepts LLC9,951$762K0.01%+4,56713F-HRTimeline
Stonebridge Financial Group, LLC9,870$756K0.08%13F-HRTimeline
HighTower Advisors, LLC9,693$743K<0.01%+3013F-HRTimeline
Valmark Advisers, Inc.9,487$727K0.01%-713F-HRTimeline
Efficient Advisors, LLC9,190$704K0.05%-88813F-HRTimeline
IMA Advisory Services, Inc.9,369$692K0.08%new13F-HRTimeline
Wealthquest Corp8,905$682K0.06%-11213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,890$681K<0.01%-13013F-HRTimeline
Maia Wealth LLC8,680$679K0.15%+54213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,779$672K0.01%+5,33813F-HRTimelineGroup
MRWM Advisors, LLC8,739$669K0.52%13F-HRTimeline
AdvisorNet Financial, Inc8,719$668K0.06%-2,49813F-HRTimeline
Courage Miller Partners, LLC8,600$659K0.23%-10913F-HRTimeline
BRIGHTON JONES LLC8,586$658K0.02%-50913F-HR/ATimeline
MGO ONE SEVEN LLC8,519$653K0.03%+15413F-HRTimeline
Rothschild Wealth LLC8,503$651K0.19%new13F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV8,489$650K0.2%+10313F-HRTimeline
Trivium Point Advisory, LLC8,419$645K0.08%-12113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,341$639K<0.01%-1,77813F-HRTimelineGroup
AE Wealth Management LLC8,304$636K0.01%+86013F-HRTimeline
WORLD EQUITY GROUP, INC.8,304$636K0.14%+1,28013F-HRTimeline
Integrity Financial Corp /WA8,144$624K0.36%-4713F-HRTimeline
Fidato Wealth LLC7,885$604K0.45%+17913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,805$598K0.04%+71613F-HRTimeline
OneDigital Investment Advisors LLC7,768$595K0.01%+2,29713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,631$585K0.01%+64013F-HRTimelineGroup
Gallacher Capital Management LLC7,611$583K0.29%+2,61413F-HRTimeline
IFG Advisory, LLC7,517$576K0.03%new13F-HRTimeline
Marion Wealth Management7,479$573K0.15%+28913F-HRTimeline
Mountain Capital Investment Advisors In…7,274$565K0.12%-23613F-HRTimeline
Boston Standard Wealth Management, LLC7,260$556K0.11%+14113F-HRTimeline
Capital A Wealth Management, LLC7,252$556K0.92%13F-HRTimeline
SimpliFi, Inc.7,225$554K0.25%+15013F-HRTimeline
JNBA Financial Advisors7,200$552K0.06%+15613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,076$542K0.03%+2,00313F-HRTimeline
ASPIRIANT, LLC6,978$535K0.02%+2313F-HRTimeline
Great Point Wealth Advisors, LLC6,904$529K0.12%-3413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,800$521K<0.01%+2,04713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,677$512K<0.01%+4,41013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,516$499K0.01%+6413F-HRTimelineGroup
Kingsview Wealth Management, LLC6,446$494K0.01%-6013F-HRTimeline
West Wealth Group, LLC6,381$489K0.15%+47913F-HRTimeline
Sugarloaf Wealth Management, LLC6,279$481K0.09%+5713F-HRTimeline
CX Institutional6,233$478K0.02%+2,47513F-HRTimeline
Lane & Associates LLC6,063$476K0.25%-39313F-HRTimeline
GWN SECURITIES INC.6,127$474K0.13%13F-HRTimeline
Klingman & Associates, LLC6,079$466K0.03%+47513F-HRTimeline
Cape Investment Advisory, Inc.6,059$464K0.18%+1913F-HRTimeline
Topel & Distasi Wealth Management, LLC6,023$461K0.2%+1,34013F-HRTimeline
Farther Finance Advisors, LLC5,944$455K0.02%+5,20313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,610$430K0.01%+94413F-HRTimeline
Sovereign Financial Group, Inc.5,583$428K0.1%+1,48613F-HRTimeline
Aquire Wealth Advisors, LLC5,564$426K0.13%+26713F-HRTimeline
Regal Investment Advisors LLC5,489$421K0.03%+71213F-HRTimeline
Moss Adams Wealth Advisors LLC5,467$419K0.04%+12213F-HRTimeline
Integrity Wealth Solutions LLC5,450$418K0.23%+20613F-HRTimeline
Cornerstone Wealth Management, LLC5,370$411K0.03%013F-HRTimeline
Tarbox Family Office, Inc.5,350$410K0.07%-69713F-HRTimeline
RFP Financial Group LLC5,349$410K0.16%-36713F-HRTimeline
CENTRAL TRUST Co5,283$405K0.01%-313F-HRTimeline
ABLE Financial Group, LLC5,188$397K0.12%+64813F-HRTimeline
Western Wealth Management, LLC5,035$386K0.03%-4,06413F-HR/ATimeline
Gould Capital, LLC4,953$379K0.26%+3513F-HRTimeline
SWP FINANCIAL LLC4,942$379K0.23%-13513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,918$377K0.05%-18213F-HRTimeline
Marcum Wealth, LLC4,916$377K0.03%new13F-HRTimeline
Atlas Private Wealth Advisors4,857$372K0.05%+53513F-HRTimeline
COMERICA BANK4,808$368K<0.01%+15213F-HR/ATimeline
Atria Investments, Inc4,799$368K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,794$367K<0.01%-8,25513F-HRTimeline
Arbor Investment Advisors, LLC4,677$358K0.05%-40313F-HRTimeline
Divergent Planning, LLC4,729$358K0.12%+3213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,673$358K0.05%+24713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,651$356K0.2%-8313F-HRTimeline
MML INVESTORS SERVICES, LLC4,608$353K<0.01%new13F-HRTimeline
Westshore Wealth, LLC4,591$352K0.14%+1,02413F-HRTimeline
Frederick Financial Consultants, LLC4,573$350K0.28%13F-HRTimeline
Global Retirement Partners, LLC4,552$349K0.01%+2,04913F-HRTimeline
Hobbs Group Advisors, LLC4,540$348K0.13%+1,17213F-HRTimeline
MPS Loria Financial Planners, LLC4,391$336K0.1%new13F-HRTimeline
BCGM Wealth Management, LLC4,344$333K0.11%+6813F-HRTimeline
JFS WEALTH ADVISORS, LLC4,340$332K0.02%+1313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,291$329K0.13%-38113F-HRTimeline
Strategic Blueprint, LLC4,251$326K0.02%+90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,251$326K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC4,239$325K0.04%-46913F-HRTimeline
Independent Advisor Alliance4,206$322K<0.01%new13F-HRTimeline
Arax Advisory Partners4,205$322K0.02%-1,04113F-HRTimeline