AOA — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns AOA? 23 Institutions Hold $22.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (AOA)? 23 institutions reported holding $22.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Weaver Consulting Group ($6.0M), Farther Finance Advisors, LLC ($4.9M), RTD Financial Advisors, Inc. ($3.4M).

Rank	Institution	Value	Shares	Change
1	Weaver Consulting Group	$6.0M	61,369	Added
2	Farther Finance Advisors, LLC	$4.9M	50,181	Added
3	RTD Financial Advisors, Inc.	$3.4M	34,927	Added
4	CX Institutional	$2.0M	20,388	Trimmed
5	Acropolis Investment Management, LLC	$1.1M	11,557	Added
6	Stonebridge Financial Group, LLC	$1.0M	10,764	Added
7	Boston Standard Wealth Management, LLC	$834,528	8,579	Added
8	BOYUM WEALTH ARCHITECTS LLC	$555,319	5,688	Trimmed
9	First Heartland Consultants, Inc.	$485,280	4,989	Added
10	Worth Asset Management, LLC	$369,626	3,800	Trimmed
11	Retireful, LLC	$358,732	3,688	New
12	CoreCap Advisors, LLC	$281,923	2,898	Trimmed
13	Echo45 Advisors LLC	$202,365	2,080	New
14	Cooper Financial Group	$200,640	2,063	New
15	ELEVATION WEALTH PARTNERS, LLC	$114,989	1,182	Added
16	Frisco Financial Planning LLC	$79,215	814	Added
17	GAMMA Investing LLC	$48,149	495	Hold
18	EASTERN BANK	$42,799	440	Hold
19	Noble Wealth Management PBC	$39,783	409	Hold
20	Retirement Wealth Solutions LLC	$29,826	307	Added
21	Rosenberg Matthew Hamilton	$5,580	57	New
22	Pacifica Partners Inc.	$0	0	Exited
23	Aventus Investment Advisors, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30