DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (AOM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
303
Reporting holders
$663.4M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $153.0M | 3,067,353 | 0.00% | 8q | +1.4%+$2.0M |
| LPL Financial LLC | $60.3M | 1,208,139 | 0.01% | 31q | -3.9%-$2.5M |
| Foundations Investment Advisors, LLC | $28.8M | 576,705 | 0.30% | 9q | +3.0%+$833.9K |
| MORGAN STANLEY | $27.0M | 540,513 | 0.00% | 35q | -24.4%-$8.7M |
| ROYAL BANK OF CANADA | $17.0M | 340,210 | 0.00% | 31q | +1.0%+$175.1K |
| Weitzel Financial Services, Inc. | $15.6M | 315,749 | 5.29% | 23q | +0.9%+$131.7K |
| WELLS FARGO & COMPANY/MN | $15.2M | 305,020 | 0.00% | 31q | +4.0%+$589.4K |
| AJ Advisors, LLC | $14.1M | 283,095 | 4.39% | 3q | +3.0%+$410.5K |
| BANK OF AMERICA CORP /DE/ | $13.6M | 273,226 | 0.00% | 31q | -5.0%-$710.6K |
| AMERIPRISE FINANCIAL INC | $12.9M | 258,799 | 0.00% | 31q | -1.4%-$178.0K |
| Cambridge Investment Research Advisors, Inc. | $11.9M | 239,056 | 0.01% | 31q | +91.1%+$5.7M |
| Cetera Investment Advisers | $11.7M | 233,786 | 0.01% | 23q | +8.3%+$898.2K |
| WEDBUSH SECURITIES INC | $9.7M | 193,700 | 0.25% | 3q | +1941.1%+$9.2M |
| Weaver Consulting Group | $8.9M | 178,155 | 1.82% | 30q | +1.0%+$87.1K |
| Investment Advisory Group, LLC | $8.1M | 161,473 | 1.75% | 19q | +8.1%+$606.4K |
| OSAIC HOLDINGS, INC. | $7.7M | 154,781 | 0.01% | 26q | +2.5%+$188.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 146,926 | 0.01% | 31q | -5.7%-$443.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.2M | 145,264 | 0.63% | 15q | -2.9%-$219.2K |
| Ameritas Advisory Services, LLC | $6.8M | 137,083 | 0.14% | 12q | +80.6%+$3.1M |
| Western Wealth Management, LLC | $5.9M | 117,762 | 0.19% | 3q | +23.6%+$1.1M |
| Royal Fund Management, LLC | $5.7M | 113,660 | 0.47% | 27q | +2.9%+$157.9K |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 110,495 | 0.00% | 7q | +8.2%+$416.5K |
| Focus Financial Network, Inc. | $5.5M | 109,571 | 0.17% | 17q | -5.4%-$314.1K |
| TRUIST FINANCIAL CORP | $4.5M | 90,161 | 0.01% | 27q | +1.0%+$43.7K |
| Waverly Advisors, LLC | $4.2M | 84,372 | 0.02% | 31q | -0.5%-$22.6K |
| Ellenbecker Investment Group | $4.2M | 83,370 | 0.48% | 19q | +2.7%+$108.8K |
| Hershey Financial Advisers, LLC | $4.1M | 81,878 | 2.93% | 2q | +2.6%+$103.2K |
| Taylor Financial Group, Inc. | $4.0M | 81,107 | 2.22% | 11q | +4.5%+$174.5K |
| Onyx Bridge Wealth Group LLC | $4.0M | 79,435 | 0.36% | 13q | +2.2%+$85.1K |
| Focus Partners Wealth | $3.8M | 76,819 | 0.00% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 75,237 | 0.00% | 31q | -6.7%-$270.6K |
| Brookstone Capital Management | $3.6M | 73,102 | 0.04% | 31q | HELD |
| Consilium Wealth Advisory, LLC | $3.6M | 71,955 | 1.07% | 16q | -6.1%-$233.1K |
| JPMORGAN CHASE & CO | $3.6M | 71,928 | 0.00% | 21q | +7.0%+$233.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 67,914 | 0.01% | 12q | -0.8%-$27.5K |
| Mutual Advisors, LLC | $3.3M | 65,998 | 0.06% | 31q | HELD |
| Kestra Advisory Services, LLC | $3.3M | 65,263 | 0.01% | 24q | +7.4%+$224.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 62,530 | 0.67% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $3.1M | 62,051 | 1.25% | 8q | +9.4%+$265.1K |
| AE Wealth Management LLC | $3.1M | 62,037 | 0.01% | 31q | +392.9%+$2.5M |
| VVR Holdings LLC | $2.9M | 58,410 | 1.26% | 3q | -4.7%-$145.2K |
| American Trust | $2.9M | 57,302 | 0.22% | 5q | +142.9%+$1.7M |
| Cogent Private Wealth, Inc. | $2.7M | 53,182 | 1.66% | new | NEW |
| Private Advisor Group, LLC | $2.5M | 49,723 | 0.01% | 31q | -14.0%-$402.2K |
| ASPIRIANT, LLC | $2.5M | 49,669 | 0.06% | 26q | HELD |
| TRUE Private Wealth Advisors | $2.5M | 49,534 | 0.21% | 21q | HELD |
| GTS SECURITIES LLC | $2.4M | 47,720 | 0.05% | 9q | -66.1%-$4.6M |
| Enclave Advisors LLC | $2.2M | 45,013 | 0.28% | 4q | -2.7%-$61.9K |
| Beacon Financial Advisory LLC | $2.2M | 44,541 | 0.44% | 27q | +0.7%+$14.7K |
| Manske Wealth Management | $2.1M | 42,211 | 0.52% | 7q | HELD |
| SEEDS INVESTOR LLC | $2.1M | 41,898 | 0.21% | 6q | -40.8%-$1.4M |
| DENVER WEALTH MANAGEMENT, INC. | $2.1M | 41,217 | 0.59% | 4q | +14.3%+$257.8K |
| High Net Worth Advisory Group LLC | $1.9M | 37,300 | 0.40% | 3q | +18.0%+$284.4K |
| STIFEL FINANCIAL CORP | $1.8M | 36,221 | 0.00% | 27q | -4.2%-$79.6K |
| NATIONAL BANK OF CANADA /FI/ | $1.8M | 35,706 | 0.00% | 19q | +5.3%+$89.9K |
| LifePlan Financial, LLC | $1.7M | 35,023 | 1.22% | 11q | -6.1%-$113.6K |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 34,862 | 0.00% | 11q | +15.5%+$232.4K |
| MILESTONE ASSET MANAGEMENT, LLC | $1.6M | 32,354 | 0.25% | 15q | +1.3%+$20.1K |
| HARBOUR INVESTMENTS, INC. | $1.6M | 31,105 | 0.02% | 21q | +3.7%+$54.7K |
| Legacy Wealth Partners, LLC | $1.5M | 30,901 | 0.35% | 3q | HELD |
| UBS Group AG | $1.5M | 30,074 | 0.00% | 31q | -10.2%-$170.0K |
| Patton Albertson Miller Group, LLC | $1.5M | 29,810 | 0.15% | 31q | -2.5%-$37.4K |
| NewEdge Advisors, LLC | $1.5M | 29,581 | 0.00% | 11q | +22.2%+$268.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.4M | 27,928 | 0.05% | 9q | HELD |
| Godshalk Welsh Capital Management, Inc. | $1.4M | 27,229 | 0.73% | 28q | HELD |
| R2 Capital Strategies, LLC | $1.3M | 26,909 | 0.61% | new | FIRST |
| HUB Investment Partners, LLC | $1.3M | 26,573 | 0.02% | 10q | -25.0%-$441.1K |
| Prosperity Consulting Group, LLC | $1.3M | 26,284 | 0.05% | 11q | -9.5%-$136.9K |
| BlueStem Wealth Partners, LLC | $1.3M | 25,510 | 0.13% | 7q | -2.3%-$29.9K |
| RDA Financial Network | $1.2M | 24,320 | 0.26% | 30q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 24,050 | 0.02% | 19q | -2.2%-$27.5K |
| HANOVER ADVISORS INC | $1.2M | 23,569 | 0.42% | 5q | -27.9%-$455.3K |
| ARQ WEALTH ADVISORS, LLC | $1.2M | 23,725 | 0.14% | new | NEW |
| Sovereign Financial Group, Inc. | $1.2M | 23,159 | 0.18% | 22q | +5.7%+$62.5K |
| MCF Advisors LLC | $1.2M | 23,081 | 0.04% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.1M | 22,907 | 0.02% | new | NEW |
| Fort Henry Capital, LLC | $1.1M | 22,793 | 0.63% | 23q | HELD |
| Avior Wealth Management, LLC | $1.1M | 22,162 | 0.03% | 31q | +2.6%+$27.9K |
| Rothschild Wealth LLC | $1.1M | 22,004 | 0.09% | 14q | -7.7%-$91.5K |
| Global Financial Private Client, LLC | $1.1M | 21,238 | 0.29% | 21q | HELD |
| Strategic Blueprint, LLC | $1.1M | 21,076 | 0.05% | 3q | +9.8%+$93.6K |
| BLAIR WILLIAM & CO/IL | $1.0M | 20,981 | 0.00% | 2q | HELD |
| EIGHT 31 FINANCIAL, LLC | $1.0M | 20,863 | 0.62% | 11q | HELD |
| Redhawk Wealth Advisors, Inc. | $1.0M | 20,769 | 0.10% | 4q | +35.3%+$270.1K |
| One Capital Management, LLC | $1.0M | 21,860 | 0.03% | 17q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.0M | 20,623 | 0.37% | 7q | +21.0%+$178.4K |
| MML INVESTORS SERVICES, LLC | $977.6K | 19,596 | 0.00% | 31q | +28.6%+$217.6K |
| Integrated Wealth Concepts LLC | $970.0K | 19,443 | 0.01% | 23q | -18.3%-$217.3K |
| CGN Advisors LLC | $957.8K | 19,198 | 0.07% | 8q | +0.7%+$6.3K |
| Mariner, LLC | $950.0K | 19,041 | 0.00% | 11q | -32.6%-$459.3K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $949.8K | 19,037 | 0.04% | 31q | HELD |
| Thrive Capital Management, LLC | $938.5K | 18,811 | 0.18% | 5q | -7.1%-$72.1K |
| World Investment Advisors | $935.4K | 19,748 | 0.02% | 9q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $913.9K | 18,319 | 0.01% | 31q | -5.4%-$52.4K |
| HighTower Advisors, LLC | $889.0K | 17,818 | 0.00% | 13q | -2.1%-$19.1K |
| Cerity Partners LLC | $881.6K | 17,670 | 0.00% | 3q | +43.6%+$267.7K |
| Legacy Financial Group LLC | $872.8K | 17,494 | 0.10% | 10q | +3.6%+$30.3K |
| MARINO, STRAM & ASSOCIATES LLC | $871.3K | 17,465 | 0.14% | 20q | -1.2%-$10.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $847.6K | 16,989 | 0.01% | 17q | -11.1%-$105.8K |
| Waterloo Capital, L.P. | $839.6K | 16,829 | 0.05% | 6q | +14.4%+$105.5K |
Showing the largest 100 of 303 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 108 | $129.7M | 2,661,045 | 5 | 41 | 38 | 0.0% |
| Q2 2026 | 303 | $663.4M | 13,305,374 | 31 | 110 | 88 | 0.0% |
| Q1 2026 | 296 | $624.0M | 13,171,150 | 37 | 101 | 92 | 0.0% |
| Q4 2025 | 287 | $648.3M | 13,583,367 | 32 | 119 | 73 | 0.0% |
| Q3 2025 | 264 | $543.2M | 11,420,433 | 19 | 90 | 91 | 0.0% |
| Q2 2025 | 270 | $572.0M | 12,424,819 | 30 | 97 | 82 | 0.0% |
| Q1 2025 | 262 | $507.7M | 11,574,409 | 32 | 66 | 100 | 0.0% |
| Q4 2024 | 265 | $1.3B | 29,693,740 | 33 | 112 | 65 | 0.0% |
| Q3 2024 | 237 | $481.6M | 10,745,478 | 17 | 79 | 85 | 0.0% |
| Q2 2024 | 240 | $447.4M | 10,401,859 | 29 | 66 | 93 | 0.0% |
| Q1 2024 | 234 | $455.4M | 10,656,331 | 20 | 72 | 93 | 0.0% |
| Q4 2023 | 254 | $604.1M | 14,554,690 | 32 | 85 | 83 | 0.0% |
| Q3 2023 | 229 | $1.0B | 26,251,487 | 27 | 78 | 76 | 0.0% |
| Q2 2023 | 219 | $410.3M | 9,979,930 | 14 | 59 | 83 | 0.0% |
| Q1 2023 | 229 | $449.1M | 11,268,258 | 24 | 65 | 92 | 0.0% |
| Q4 2022 | 248 | $686.1M | 17,867,994 | 41 | 76 | 83 | 0.0% |
| Q3 2022 | 216 | $10.6B | 289,455,526 | 20 | 66 | 86 | 0.0% |
| Q2 2022 | 226 | $10.6B | 271,583,054 | 16 | 63 | 89 | 0.0% |
| Q1 2022 | 246 | $10.8B | 251,470,141 | 25 | 73 | 79 | 0.0% |
| Q4 2021 | 249 | $7.0B | 153,066,421 | 22 | 87 | 66 | 0.0% |
| Q3 2021 | 232 | $8.9B | 198,182,234 | 15 | 90 | 69 | 0.0% |
| Q2 2021 | 236 | $6.7B | 149,327,879 | 27 | 75 | 71 | 0.0% |
| Q1 2021 | 217 | $5.3B | 122,726,357 | 26 | 86 | 57 | 0.0% |
| Q4 2020 | 225 | $5.0B | 115,762,883 | 30 | 70 | 55 | 0.0% |
| Q3 2020 | 186 | $4.3B | 105,253,077 | 23 | 59 | 65 | 0.0% |
| Q2 2020 | 177 | $1.8B | 44,966,998 | 17 | 69 | 60 | 0.0% |
| Q1 2020 | 173 | $1.6B | 42,541,130 | 11 | 55 | 67 | 0.0% |
| Q4 2019 | 190 | $1.8B | 44,552,816 | 23 | 55 | 59 | 0.0% |
| Q3 2019 | 153 | $744.1M | 18,941,265 | 11 | 59 | 45 | 0.0% |
| Q2 2019 | 156 | $937.9M | 24,063,607 | 15 | 54 | 49 | 0.0% |
| Q1 2019 | 150 | $1.5B | 38,192,270 | 12 | 41 | 58 | 0.0% |
| Q4 2018 | 156 | $1.2B | 33,993,839 | 2 | 3 | 3 | 0.0% |