iSHARES TRUST - AOA

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$744.8M
QoQ value delta ($000)
-$6.087M (-0.81%)
Implied price effect (QoQ)
-0.18%
Shares
Total shares
9,805,988
QoQ shares delta
-62,262 (-0.63%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 3 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Rockefeller Capital Management L.P. 59,705 611,739 0.09%
LPL Financial LLC 24,115 247,088 0.01%
ASSETMARK, INC 23,959 245,482 0.04%
JIM SAULNIER & ASSOCIATES, LLC 23,843 244,296 9.59%
Ellenbecker Investment Group 21,810 223,468 2.54%
FOUNDATIONS INVESTMENT ADVISORS, LLC 19,730 202,154 0.2%
WELLS FARGO & COMPANY/MN 18,019 184,629 0.0%
Cambridge Investment Research Advisors, Inc. 15,050 154,203 0.03%
MORGAN STANLEY 14,542 148,997 0.0%
Waverly Advisors, LLC 14,195 145,444 0.08%
Mesirow Financial Investment Management, Inc. 13,856 141,970 0.22%
LBMC INVESTMENT ADVISORS, LLC 12,232 125,330 0.66%
THRIVENT FINANCIAL FOR LUTHERANS 10,868 111,352 0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC 10,616 108,771 0.12%
PATTON ALBERTSON MILLER GROUP, LLC 10,525 107,843 1.05%
Hopwood Nicholas Hunter 10,089 103,374 2.77%
BANK OF AMERICA CORP /DE/ 10,020 102,669 0.0%
Western Wealth Management, LLC 8,844 90,624 0.29%
Prosperity Consulting Group, LLC 8,357 85,630 0.32%
Consilium Wealth Advisory, LLC 7,979 81,761 2.37%
COMMONWEALTH EQUITY SERVICES, LLC 7,719 79,097 0.01%
OSAIC HOLDINGS, INC. 7,289 74,652 0.01%
Legacy Financial Group LLC 7,122 72,975 0.8%
HARBOUR INVESTMENTS, INC. 6,876 70,456 0.09%
ROYAL BANK OF CANADA 6,845 70,134 0.0%