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Disclosery

AOA ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 38 13F filers report a position in AOA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Weaver Consulting Group61,369$5.97M1.16%+513F-HRTimeline
Farther Finance Advisors, LLC50,181$4.88M0.03%+1,70013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,442$3.75M0.01%+14,33613F-HRTimeline
RTD Financial Advisors, Inc.34,927$3.4M0.37%+7,40213F-HRTimeline
Dynamic Advisor Solutions LLC23,742$2.31M0.07%+1,75613F-HRTimeline
CX Institutional20,388$1.98M0.05%-62,31213F-HRTimeline
Acropolis Investment Management, LLC11,557$1.12M0.05%+10213F-HRTimeline
Stonebridge Financial Group, LLC10,764$1.05M0.08%+5013F-HRTimeline
GEN Financial Management, INC.10,004$973K0.53%+93413F-HRTimeline
Avior Wealth Management, LLC9,021$877K0.02%+17313F-HRTimeline
Boston Standard Wealth Management, LLC8,579$835K0.12%+9913F-HRTimeline
Fidato Wealth LLC8,353$812K0.44%+2213F-HRTimeline
Krilogy Financial LLC7,311$715K0.02%+1113F-HRTimeline
Vertrix Wealth Management, LLC6,899$671K0.23%+18013F-HRTimeline
Cape Investment Advisory, Inc.6,547$637K0.16%+21213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC5,688$555K0.23%-90813F-HRTimeline
First Heartland Consultants, Inc.4,989$485K0.03%+56913F-HRTimeline
Worth Asset Management, LLC3,800$370K0.11%-19,78613F-HRTimeline
SAX WEALTH ADVISORS, LLC3,707$361K0.01%-17013F-HRTimeline
Retireful, LLC3,688$359K0.31%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC3,171$308K0.12%+13813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,921$284K0.03%-18413F-HRTimeline
CoreCap Advisors, LLC2,898$282K0.01%-23713F-HRTimeline
TL Private Wealth2,265$222K0.08%+3413F-HRTimeline
Calder Financial LLC2,245$218K0.21%+1513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,156$210K<0.01%+2413F-HRTimelineGroup
Echo45 Advisors LLC2,080$202K0.09%new13F-HRTimeline
Cooper Financial Group2,063$201K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,182$115K0.03%+813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,052$102K0.01%-45413F-HRTimeline
Frisco Financial Planning LLC814$79.2K0.06%+14213F-HRTimeline
GAMMA Investing LLC495$48.1K<0.01%013F-HRTimeline
EASTERN BANK440$42.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC409$39.8K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC307$29.8K0.02%+313F-HRTimeline
CGC Financial Services, LLC131$12.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton57$5.58K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.4$389<0.01%+213F-HRTimeline