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Disclosery

AOA ISHARES TR

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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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…525,061$40.2M0.1%+10,33213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC275,874$21.1M0.06%+3,22813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY203,321$15.6M<0.01%-59,58913F-HRTimelineGroup
Cambridge Investment Research Advisors,…178,191$13.6M0.05%-6,96013F-HRTimeline
Mesirow Financial Investment Management…166,710$12.8M0.25%+6,89213F-HRTimeline
LPL Financial LLC160,072$12.2M<0.01%+1,40113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN154,534$11.8M<0.01%-486,38813F-HRTimelineGroup
Waverly Advisors, LLC144,413$11M0.13%+89113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC135,926$10.4M0.81%-1,72913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/132,575$10.1M<0.01%+2,55413F-HRTimelineGroup
Ellenbecker Investment Group128,484$9.83M1.77%+22,76113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding120,716$9.23M+20,873Timeline
Cetera Investment Advisers113,982$8.72M0.02%+44,15213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC109,427$8.37M6.51%+29,73113F-HRTimeline
Patton Albertson Miller Group, LLC109,103$8.35M1.24%+50613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC94,241$7.21M0.01%+1,42813F-HRTimeline
Foundations Investment Advisors, LLC87,193$6.67M0.12%+14,76113F-HRTimeline
Legacy Financial Group LLC84,680$6.48M1%-6,10913F-HRTimeline
GeoWealth Management, LLC81,893$6.26M0.25%-45,91713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding72,934$5.58M+2,381Timeline
UNIQUE WEALTH, LLC71,003$5.43M1.03%-5,52613F-HRTimeline
Financial Advocates Investment Manageme…69,256$5.3M0.37%+2,58313F-HRTimeline
WEALTH ALLIANCE, LLC64,017$4.9M0.59%-78313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,432$4.85M0.01%+32,65013F-HRTimelineGroup
Consilium Wealth Advisory, LLC63,381$4.85M2.43%+4,38713F-HRTimeline
Clearstead Advisors, LLC63,137$4.83M0.07%+50213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC61,131$4.68M0.93%+1,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,567$4.63M0.01%-2,08013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,245$4.28M0.01%013F-HR/ATimelineGroup
Prosperity Consulting Group, LLC52,987$4.05M0.31%+9,61913F-HRTimeline
Archvest Wealth Advisors, Inc.52,674$4.03M3.33%-18113F-HRTimeline
HARBOUR INVESTMENTS, INC.45,256$3.46M0.1%+39,64613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,125$3.38M<0.01%-224,68813F-HRTimelineGroup
Fort Henry Capital, LLC43,792$3.35M2.41%-1,69213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,722$3.27M0.1%-1,15513F-HRTimeline
SteelPeak Wealth, LLC40,766$3.12M0.13%-2813F-HRTimeline
Elevation Capital Advisory, LLC40,679$3.11M1.36%-1,80513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,066$3.07M<0.01%-41813F-HRTimelineGroup
Weaver Consulting Group39,593$3.03M0.91%+4,89213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,172$2.84M<0.01%+1,13313F-HRTimelineGroup
Canal Capital Management, LLC37,096$2.84M0.48%-16013F-HRTimeline
NewEdge Advisors, LLC34,106$2.61M0.02%-25413F-HRTimeline
VCI Wealth Management LLC33,785$2.58M1.08%-31,54613F-HRTimeline
Mutual Advisors, LLC33,904$2.58M0.07%+5,46213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,267$2.54M0.57%+10113F-HRTimeline
NorthStar Asset Management LLC /NJ/2,196,996$2.44M1.52%+2,85813F-HRTimeline
Allworth Financial LP31,364$2.38M0.01%+1,98313F-HRTimeline
Trilogy Capital Inc.29,801$2.28M0.12%-44013F-HRTimeline
Wealth Forward, LLC29,399$2.25M1.6%+1,70413F-HRTimeline
Perigon Wealth Management, LLC29,076$2.22M0.06%-55813F-HRTimeline
Archford Capital Strategies, LLC28,720$2.2M0.32%-6813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,039$2.14M<0.01%-278,41513F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,913$2.14M<0.01%+4,02813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC27,909$2.14M<0.01%+10513F-HRTimelineGroup
RTD Financial Advisors, Inc.27,826$2.13M0.29%+1,87013F-HRTimeline
ODonnell Financial Services, LLC27,670$2.12M0.87%+1,38613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,631$2.11M0.04%+71013F-HRTimeline
Arcus Capital Partners, LLC26,156$2M0.8%+3,94213F-HRTimeline
RWA WEALTH PARTNERS, LLC24,965$1.91M0.02%-95513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,818$1.9M<0.01%+713F-HRTimeline
HFM Investment Advisors, LLC24,552$1.88M0.91%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,077$1.84M<0.01%+10713F-HRTimelineGroup
Westmount Partners, LLC24,005$1.84M0.56%+1,77213F-HRTimeline
Strategic Advocates LLC23,961$1.83M0.64%-15313F-HRTimeline
Syverson Strege & Co23,821$1.82M0.59%-39813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,892$1.75M0.03%-1,59613F-HRTimelineGroup
Peregrine Asset Advisers, Inc.22,720$1.74M0.65%-4313F-HRTimeline
One Capital Management, LLC22,455$1.72M0.06%+5,22613F-HRTimeline
Greystone Financial Group, LLC22,114$1.69M0.31%+14213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,955$1.68M<0.01%-7613F-HRTimelineGroup
Venturi Wealth Management, LLC21,796$1.67M0.09%+1,93213F-HRTimeline
Redhawk Wealth Advisors, Inc.21,714$1.66M0.22%+79113F-HRTimeline
Buttonwood Financial Group, LLC22,941$1.66M0.97%-77913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,140$1.54M<0.01%-2,41613F-HR/ATimelineGroup
Visionary Wealth Advisors19,712$1.51M0.09%+25813F-HRTimeline
Mariner, LLCin group Mariner, LLC19,405$1.48M<0.01%+2,16413F-HRTimelineGroup
CGN Advisors LLC19,267$1.47M0.14%+1,20113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC19,259$1.47M0.26%-47513F-HRTimeline
Madrid Financial Services19,035$1.46M1.06%+15,84013F-HRTimeline
Cynosure Group, LLC18,228$1.39M0.19%013F-HRTimeline
Plan Group Financial, LLC17,347$1.33M0.47%-2,46613F-HRTimeline
OLD MISSION CAPITAL LLC17,244$1.32M0.03%new13F-HRTimeline
Corrigan Financial, Inc.16,475$1.26M0.26%+87013F-HRTimeline
Waterloo Capital, L.P.16,311$1.25M0.12%+5,77413F-HRTimeline
Worth Financial Advisory Group, LLC16,237$1.24M0.79%+1,15713F-HRTimeline
Tempus Wealth Planning, LLC16,120$1.23M0.37%+38813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.15,938$1.22M0.24%-1,35013F-HRTimeline
Summit Wealth Partners, LLC15,702$1.2M0.24%+32213F-HRTimeline
Private Advisor Group, LLC15,608$1.19M0.01%-6113F-HRTimeline
Centerline Wealth Advisors, LLC15,042$1.15M0.69%+1,21713F-HRTimeline
Cornerstone Planning Group LLC14,963$1.12M0.27%+87413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,217$1.09M0.07%+7,14113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,058$1.08M0.03%+10013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,971$1.07M0.01%+1,01413F-HRTimelineGroup
Gallacher Capital Management LLC13,612$1.04M0.51%+6,00113F-HRTimeline
BlueStem Wealth Partners, LLC13,599$1.04M0.14%-30913F-HRTimeline
Creative Planningin group Creative Planning13,510$1.03M<0.01%+24313F-HRTimelineGroup
TRUE Private Wealth Advisors13,496$1.03M0.13%-2,45613F-HRTimeline
Per Stirling Capital Management, LLC.13,056$999K0.14%-21713F-HRTimeline
Composition Wealth, LLC12,980$993K0.02%-1,96613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC12,859$984K0.67%+42113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,794$979K0.12%+20113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,997$940K0.09%+98713F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC11,904$911K0.41%-1,16613F-HRTimeline
DIVERSIFIED TRUST CO11,486$879K0.02%+5113F-HRTimeline
Dynamic Advisor Solutions LLC11,240$860K0.03%-7,34613F-HRTimeline
GEN Financial Management, INC.11,163$854K0.58%-1,92413F-HRTimeline
Prentice Wealth Management LLC10,758$823K0.24%new13F-HRTimeline
High Falls Advisors, Inc10,700$819K0.19%-5813F-HRTimeline
Insight Advisors, LLC/ PA10,490$802K0.14%-2,74113F-HRTimeline
Avior Wealth Management, LLC10,085$772K0.03%+313F-HRTimeline
Steward Partners Investment Advisory, L…9,992$764K0.01%-10213F-HRTimeline
Clear Creek Financial Management, LLC9,819$751K0.08%-1,91313F-HRTimeline
OneDigital Investment Advisors LLC9,769$747K0.01%+2,00113F-HRTimeline
Stonebridge Financial Group, LLC9,706$742K0.08%-16413F-HRTimeline
Valmark Advisers, Inc.9,660$739K0.01%+17313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,659$739K0.04%new13F-HRTimelineGroup
Rothschild Wealth LLC9,569$732K0.21%+1,06613F-HRTimeline
HighTower Advisors, LLC9,509$727K<0.01%-18413F-HRTimeline
WORLD EQUITY GROUP, INC.9,236$707K0.2%+93213F-HRTimeline
Integrated Wealth Concepts LLC9,083$695K0.01%-86813F-HRTimeline
IMA Advisory Services, Inc.9,334$689K0.08%-3513F-HRTimeline
Wealthquest Corp8,905$681K0.06%013F-HR/ATimeline
AdvisorNet Financial, Inc8,820$675K0.05%+10113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,661$663K0.01%+1,03013F-HRTimelineGroup
BRIGHTON JONES LLC8,586$657K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,438$646K<0.01%+9713F-HRTimelineGroup
Courage Miller Partners, LLC8,427$645K0.22%-17313F-HRTimeline
AE Wealth Management LLC8,420$644K0.01%+11613F-HRTimeline
Moss Adams Wealth Advisors LLC8,407$643K0.07%+2,94013F-HRTimeline
Mullooly Asset Management, Inc.8,403$643K0.29%13F-HR/ATimeline
MGO ONE SEVEN LLC8,379$641K0.02%-14013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,359$639K0.01%+1,84313F-HRTimelineGroup
Marion Wealth Management8,339$638K0.17%+86013F-HRTimeline
Trivium Point Advisory, LLC8,257$632K0.08%-16213F-HRTimeline
IFG Advisory, LLC8,243$631K0.03%+72613F-HRTimeline
MPS Loria Financial Planners, LLC8,211$628K0.19%+3,82013F-HRTimeline
Fidato Wealth LLC8,124$621K0.48%+23913F-HRTimeline
MRWM Advisors, LLC8,093$619K0.43%-64613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,092$619K0.04%+28713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV7,927$606K0.19%-56213F-HRTimeline
Maia Wealth LLC8,109$601K0.14%-57113F-HRTimeline
Farther Finance Advisors, LLC7,626$585K0.01%+1,68213F-HRTimeline
Efficient Advisors, LLC7,571$579K0.04%-1,61913F-HR/ATimeline
Trajan Wealth LLC7,523$576K0.03%new13F-HRTimeline
Integrity Financial Corp /WA7,499$574K0.33%-64513F-HRTimeline
Orin Green Financial, LLC7,761$565K0.27%new13F-HRTimeline
Mountain Capital Investment Advisors In…7,384$560K0.12%+11013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,312$559K<0.01%-1,57813F-HRTimeline
SimpliFi, Inc.7,169$548K0.25%-5613F-HRTimeline
VestGen Advisors, LLC7,099$543K0.02%13F-HRTimeline
ASPIRIANT, LLC6,978$534K0.02%013F-HRTimeline
Boston Standard Wealth Management, LLC7,131$533K0.12%-12913F-HRTimeline
Modera Wealth Management, LLC6,931$530K0.01%+2,93013F-HRTimeline
Great Point Wealth Advisors, LLC6,897$528K0.11%-713F-HRTimeline
Topel & Distasi Wealth Management, LLC6,867$525K0.25%+84413F-HRTimeline
Kingsview Wealth Management, LLC6,623$507K0.01%+17713F-HRTimeline
JNBA Financial Advisors6,621$507K0.05%-57913F-HRTimeline
Advisory Services Network, LLC6,603$505K0.01%-3,92013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,592$504K<0.01%+2,34113F-HRTimelineGroup
GWN SECURITIES INC.6,496$497K0.03%+36913F-HRTimeline
West Wealth Group, LLC6,383$490K0.14%+213F-HRTimeline
Lane & Associates LLC6,192$474K0.26%+12913F-HRTimeline
ABLE Financial Group, LLC6,113$468K0.13%+92513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,079$465K<0.01%-59813F-HRTimelineGroup
Klingman & Associates, LLC6,079$465K0.03%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,061$464K0.3%new13F-HRTimeline
Cape Investment Advisory, Inc.6,059$464K0.18%013F-HRTimeline
RFP Financial Group LLC6,055$463K0.19%+70613F-HRTimeline
Aquire Wealth Advisors, LLC5,756$440K0.14%+19213F-HRTimeline
Regal Investment Advisors LLC5,735$439K0.04%+24613F-HRTimeline
Integrity Wealth Solutions LLC5,724$438K0.24%+27413F-HRTimeline
Hobbs Group Advisors, LLC5,481$419K0.16%+94113F-HRTimeline
Sovereign Financial Group, Inc.5,469$418K0.1%-11413F-HRTimeline
CENTRAL TRUST Co5,412$414K0.01%+12913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,357$410K<0.01%-3,42213F-HR/ATimelineGroup
Tarbox Family Office, Inc.5,350$409K0.07%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,141$393K<0.01%new13F-HRTimeline
Gould Capital, LLC5,061$387K0.27%+10813F-HRTimeline
Advisor Resource Council5,638$385K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,026$384K0.03%-34413F-HRTimeline
Weitzel Financial Services, Inc.5,143$383K0.18%+1,36013F-HRTimeline
Western Wealth Management, LLC4,953$379K0.03%-8213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,924$377K0.14%+63313F-HRTimeline
Mason Investment Advisory Services, Inc.4,912$376K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,794$367K<0.01%013F-HRTimeline
Divergent Planning, LLC4,731$364K0.12%+213F-HRTimeline
Financial Strategies Group, Inc.4,826$358K0.08%+68113F-HRTimeline
Westshore Wealth, LLC4,683$358K0.15%+9213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,601$352K0.23%-5013F-HRTimeline
Elios Financial Group Inc.4,587$351K0.17%+51813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC4,382$335K0.09%new13F-HRTimelineGroup
Frederick Financial Consultants, LLC4,376$335K0.24%-19713F-HRTimeline
Arax Advisory Partners4,348$333K0.02%+14313F-HRTimeline
Root Financial Partners, LLC4,272$327K0.03%+3313F-HRTimeline
JFS WEALTH ADVISORS, LLC4,252$325K0.02%-8813F-HRTimeline
BCGM Wealth Management, LLC4,250$325K0.1%-9413F-HRTimeline
SWP FINANCIAL LLC4,155$318K0.19%-78713F-HRTimeline
MML INVESTORS SERVICES, LLC4,134$316K<0.01%-47413F-HRTimeline
Harvest Investment Services, LLC4,078$312K0.09%-913F-HRTimeline