Who Owns ISHARES TR (AOK)? -- Institutional Holders (2026-03-31)

180 institutions reported holding $216.4M of ISHARES TR (AOK) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($25.5M), Strategic Investment Solutions, Inc. /IL ($15.8M), BlackRock, Inc. ($13.7M), Brookstone Capital Management ($8.7M), Curran Financial Partners, LLC ($8.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$25.5M638,539Trimmed
2Strategic Investment Solutions, Inc. /IL$15.8M396,812Added
3BlackRock, Inc.$13.7M343,820Added
4Brookstone Capital Management$8.7M218,371Added
5Curran Financial Partners, LLC$8.1M203,036Added
6Cetera Investment Advisers$8.0M200,198Added
7CONGRESS ASSET MANAGEMENT CO$7.1M178,434Added
8One Capital Management, LLC$7.0M175,243Added
9MORGAN STANLEY$6.9M172,626Trimmed
10BANK OF AMERICA CORP /DE/$6.6M165,955Trimmed
11Weaver Consulting Group$5.9M148,591Added
12Investment Advisory Group, LLC$5.9M147,271Added
13WELLS FARGO & COMPANY/MN$4.3M108,224Trimmed
14Cambridge Investment Research Advisors, Inc.$4.1M103,594Added
15Elevation Capital Advisory, LLC$4.1M102,956Added
16OSAIC HOLDINGS, INC.$3.6M89,901Added
17Foundations Investment Advisors, LLC$3.2M79,258Added
18Private Advisor Group, LLC$2.9M71,809Trimmed
19STIFEL FINANCIAL CORP$2.9M71,533Trimmed
20GILPIN WEALTH MANAGEMENT, LLC$2.8M71,015Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.7M68,378Added
22High Net Worth Advisory Group LLC$2.3M56,600Added
23Lido Advisors, LLC$2.2M55,500Trimmed
24Legacy Capital Wealth Partners, LLC$2.2M54,879Hold
25AVALON CAPITAL MANAGEMENT$2.1M51,432New

Source: SEC Form 13F filings · as of 2026-03-31