iSHARES TRUST - AOA

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$722.2M

QoQ value delta ($000)

+$143.8M (+24.86%)

Implied price effect (QoQ)

+14.57%

Total shares

9,518,974

QoQ shares delta

+784,699 (+8.98%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Align Financial, LLC	69,728	69,728	0.04%
Rockefeller Capital Management L.P.	49,600	553,823	0.09%
LPL Financial LLC	23,860	266,415	0.01%
WELLS FARGO & COMPANY/MN	22,066	246,388	0.0%
ASSETMARK, INC	21,478	239,820	0.04%
JIM SAULNIER & ASSOCIATES, LLC	17,192	191,963	8.91%
FOUNDATIONS INVESTMENT ADVISORS, LLC	16,112	179,907	0.21%
Ellenbecker Investment Group	15,928	177,854	2.23%
Mesirow Financial Investment Management, Inc.	13,873	154,902	0.28%
Cambridge Investment Research Advisors, Inc.	13,591	151,751	0.04%
STIFEL FINANCIAL CORP	13,308	148,595	0.01%
RAYMOND JAMES FINANCIAL INC	12,612	140,830	0.0%
MORGAN STANLEY	12,538	140,004	0.0%
Waverly Advisors, LLC	12,040	134,439	0.1%
BANK OF AMERICA CORP /DE/	11,251	125,633	0.0%
LBMC INVESTMENT ADVISORS, LLC	11,179	124,824	0.69%
PATTON ALBERTSON MILLER GROUP, LLC	9,610	107,306	1.13%
Kestra Advisory Services, LLC	9,265	103,451	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	8,674	96,311	0.02%
CX Institutional	8,456	94,420	0.25%
KESTRA PRIVATE WEALTH SERVICES, LLC	8,262	92,254	0.1%
Western Wealth Management, LLC	6,969	77,824	0.32%
Legacy Financial Group LLC	6,889	75,053	0.85%
Prosperity Consulting Group, LLC	6,757	75,455	0.3%
COMMONWEALTH EQUITY SERVICES, LLC	6,474	72,298	0.01%