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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

350 managers (353 13F filers) reported a position in AOR shares at 2025-03-31, 15,256,714 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
350
13F filers
353
New
28
Added
113
Reduced
144
Sold out
29
Shares held by filers
15,256,714

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTHEDGE INVESTMENT ADVISORS, LLC6,413$369K0.17%+22413F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC6,661$366K0.04%+23013F-HRTimelineGroup
Morton Brown Family Wealth, LLC6,358$366K0.12%-10713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,336$365K0.26%+2813F-HRTimeline
Farther Finance Advisors, LLC6,249$361K0.01%+3,65013F-HRTimeline
DORVAL Corp6,079$358K0.14%013F-HRTimeline
Reyes Financial Architecture, Inc.6,183$356K0.26%new13F-HRTimeline
GEN Financial Management, INC.6,144$354K0.24%+45013F-HRTimeline
Philip James Wealth Mangement, LLC6,097$351K0.04%+35813F-HRTimeline
RDA Financial Network5,965$343K0.1%-28013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,920$341K0.03%+34213F-HRTimeline
Valmark Advisers, Inc.5,882$339K0.01%013F-HRTimeline
Koss-Olinger Consulting, LLC5,868$338K0.03%new13F-HRTimeline
Divergent Planning, LLC5,976$336K0.11%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,826$335K0.01%-67213F-HRTimeline
Cornerstone Planning Group LLC5,947$335K0.08%-87213F-HRTimeline
CWM, LLCin group CWM, LLC5,672$327K<0.01%+75513F-HRTimelineGroup
Successful Portfolios LLC5,660$326K0.22%new13F-HRTimeline
COMERICA BANK5,648$325K<0.01%-31,53013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,641$325K<0.01%new13F-HRTimelineGroup
Canal Capital Management, LLC5,630$324K0.05%-33813F-HRTimeline
Peregrine Asset Advisers, Inc.5,613$323K0.12%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,593$321K<0.01%+3,84513F-HR/ATimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH5,581$321K0.1%013F-HRTimeline
Per Stirling Capital Management, LLC.5,531$318K0.05%-74113F-HRTimeline
MML INVESTORS SERVICES, LLC5,441$313K<0.01%new13F-HRTimeline
Aveo Capital Partners, LLC5,130$297K0.05%-126,22113F-HRTimeline
Mason & Associates, LLC5,140$296K0.09%-2,72213F-HRTimeline
First Heartland Consultants, Inc.5,132$295K0.03%-1613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,065$292K0.02%013F-HR/ATimelineGroup
CoreCap Advisors, LLC5,025$289K0.01%+78813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,022$289K0.03%013F-HRTimeline
Wealthquest Corp4,998$288K0.02%-52113F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,971$286K<0.01%-87513F-HRTimelineGroup
Aquire Wealth Advisors, LLC4,825$278K0.09%+15413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,800$276K0.01%013F-HRTimelineGroup
Sovereign Financial Group, Inc.4,794$276K0.06%013F-HRTimeline
Efficient Advisors, LLC4,739$273K0.02%-20513F-HR/ATimeline
Syverson Strege & Co4,724$272K0.09%+9813F-HRTimeline
MRWM Advisors, LLC4,670$269K0.19%-55613F-HRTimeline
Van Hulzen Asset Management, LLC4,667$269K0.02%+37513F-HRTimeline
Clear Creek Financial Management, LLC4,640$267K0.03%+23113F-HRTimeline
Advisor Resource Council4,607$265K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC4,561$263K0.12%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,525$261K0.04%013F-HRTimeline
BRIGHTON JONES LLC4,456$257K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,430$255K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,410$254K0.02%-51313F-HRTimeline
Bellwether Advisors, LLC4,351$250K0.05%-62013F-HRTimeline
Chesapeake Wealth Management4,305$248K0.09%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,300$248K0.02%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,284$247K0.14%-31913F-HRTimeline
Narwhal Capital Management4,200$242K0.02%013F-HRTimeline
MANCHESTER FINANCIAL INC4,146$239K0.05%+3713F-HRTimeline
Asset Dedication, LLC4,100$236K0.02%013F-HRTimeline
Sensible Money, LLC4,100$236K0.1%013F-HRTimeline
Altura Wealth Advisors Inc.4,081$235K0.16%new13F-HRTimeline
Atlas Private Wealth Advisors4,052$233K0.03%-80113F-HRTimeline
Western Wealth Management, LLC4,048$233K0.02%-50213F-HRTimeline
Steward Partners Investment Advisory, L…4,007$231K<0.01%-1,05713F-HRTimeline
Vantage Financial Partners, LLC4,001$230K0.06%-5113F-HRTimeline
JMG Financial Group, Ltd.3,996$230K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,950$227K0.01%-38013F-HRTimeline
Salus Financial Advisors, LLC3,934$226K0.17%-46813F-HRTimeline
Millstone Evans Group, LLC3,841$221K0.15%-6013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,804$219K0.01%-5,32713F-HRTimelineGroup
Landmark Wealth Management, LLC3,795$218K0.1%-23313F-HRTimeline
Clear Point Advisors Inc.3,695$213K0.19%-1,58513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,658$211K0.03%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,655$210K0.07%-5313F-HRTimeline
CIBC WORLD MARKET INC.3,615$208K<0.01%-613F-HRTimeline
MAI Capital Management3,557$205K<0.01%-7813F-HRTimeline
Apex Wealth Management, LLC3,557$205K0.18%013F-HRTimeline
FCA CORP /TX3,557$205K0.07%013F-HRTimeline
CW Advisors, LLC3,526$203K<0.01%013F-HRTimeline
Insight Wealth Partners, LLC3,502$202K0.12%013F-HRTimeline
Center for Financial Planning, Inc.3,370$194K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,367$194K0.02%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,972$171K0.1%013F-HRTimeline
Parallel Advisors, LLC2,825$163K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC2,774$160K<0.01%+87213F-HRTimelineGroup
Redwood Park Advisors LLC2,503$144K0.12%+1,69913F-HRTimeline
WOLFF WIESE MAGANA LLC2,444$141K0.1%-2513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,443$141K0.05%+1,12813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,218$128K<0.01%-3,94113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,961$113K0.01%+2613F-HRTimeline
Geneos Wealth Management Inc.1,872$108K<0.01%-1013F-HRTimeline
Wayfinding Financial, LLC1,860$107K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,691$97.4K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,609$92.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC1,420$81.7K0.06%+15013F-HRTimeline
CKW FINANCIAL GROUP1,360$79K0.01%+10413F-HRTimeline
Mascoma Wealth Management LLC1,213$69.8K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,185$68.2K<0.01%+52513F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,162$66.9K0.01%013F-HRTimeline
Continuum Advisory, LLC1,160$66.8K0.01%+53613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,138$65.5K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,158$61.8K<0.01%-3213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,067$61.4K<0.01%-76313F-HRTimeline
Arax Advisory Partners1,025$59K<0.01%-2213F-HRTimeline
Cape Investment Advisory, Inc.1,000$57.6K0.02%013F-HRTimeline
Transce3nd, LLC965$55.6K0.02%+513F-HRTimeline
AllSquare Wealth Management LLC956$55K0.03%+5313F-HRTimeline
ARVEST INVESTMENTS, INC.883$50.8K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC830$47.8K0.02%+113F-HRTimeline
Bay Harbor Wealth Management, LLC824$47.4K0.02%-23313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…802$46.2K<0.01%-8613F-HRTimelineGroup
JNBA Financial Advisors786$45.3K<0.01%+613F-HRTimeline
Columbia River Financial Group, LLC797$45K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC777$44.7K<0.01%new13F-HRTimeline
New Republic Capital, LLC773$44.5K0.02%new13F-HRTimeline
OAKWORTH CAPITAL, INC.750$43.2K<0.01%013F-HRTimeline
IFP Advisors, Inc689$39.6K<0.01%+11913F-HRTimeline
SOA Wealth Advisors, LLC.680$39.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…672$38.7K0.04%-413F-HRTimeline
N.E.W. Advisory Services LLC618$35.6K<0.01%new13F-HRTimeline
EPG Wealth Management LLC600$34.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners587$33.8K0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC568$32.7K0.03%-12813F-HRTimeline
Milestone Investment Advisors LLC555$32K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC514$29.6K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC500$28.8K0.02%013F-HRTimeline
TSFG, LLC490$28K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.467$26.9K0.01%-11313F-HRTimeline
SIGNATUREFD, LLC427$24.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC416$23.9K<0.01%-7913F-HRTimelineGroup
Founders Capital Management406$23.4K0.02%+3513F-HRTimeline
FSA Wealth Management LLC472$20.7K0.01%+16313F-HRTimeline
Vermillion & White Wealth Management Gr…307$17.7K0.01%013F-HRTimeline
MCF Advisors LLC271$15.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC245$14.1K<0.01%-61613F-HRTimeline
McIlrath & Eck, LLC235$13.5K<0.01%-6013F-HRTimeline
Archer Investment Corp215$12.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$11.5K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC150$8.64K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC139$8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC132$7.6K<0.01%+12113F-HRTimeline
Stephens Consulting, LLC123$7.08K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC105$6.04K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN100$5.76K<0.01%-2013F-HRTimeline
North Star Investment Management Corp.43$2.48K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35$2.02K<0.01%013F-HRTimeline
CITY HOLDING CO35$2.01K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors33$1.9K<0.01%13F-HRTimeline
MJT & Associates Financial Advisory Gro…29$1.67K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC22$1.26K<0.01%013F-HRTimeline
Rossby Financial, LCC20$1.15K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$173<0.01%-9613F-HRTimelineGroup
Main Street Group, LTD1$58<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,86313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.