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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

426 managers (429 13F filers) reported a position in AOR shares at 2025-12-31, 19,698,143 shares in all. 52 filers opened a position and 27 filers sold out during the quarter.

Managers
426
13F filers
429
New
52
Added
189
Reduced
115
Sold out
27
Shares held by filers
19,698,143

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Summit Financial Wealth Advisors, LLC8,604$559K0.08%013F-HRTimeline
Buttonwood Financial Group, LLC8,426$556K0.3%-2,38513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,547$556K0.08%+52513F-HRTimeline
Heirloom Wealth Management8,532$555K0.13%+28813F-HRTimeline
MOR Wealth Management, LLC8,518$554K0.25%13F-HRTimeline
Archford Capital Strategies, LLC8,490$552K0.06%-93613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,405$546K0.03%+4513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,398$546K0.02%+50813F-HRTimeline
OpenArc Corporate Advisory, LLC7,993$520K0.01%13F-HRTimeline
Mountain Capital Investment Advisors In…7,818$519K0.08%-51913F-HRTimeline
Orin Green Financial, LLC7,984$519K0.21%+1313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,754$504K<0.01%-47,64913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP7,668$498K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,620$495K0.17%+313F-HRTimeline
Strategic Advocates LLC7,571$495K0.13%-67313F-HRTimeline
Venturi Wealth Management, LLC7,562$492K0.02%-1,08013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,387$480K0.01%+2,93513F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP7,359$478K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,346$478K0.02%-3,50313F-HRTimeline
Cresset Asset Management, LLC7,342$477K<0.01%013F-HRTimeline
CX Institutional7,178$467K0.01%-73313F-HRTimeline
Steward Partners Investment Advisory, L…7,151$465K<0.01%+5413F-HRTimeline
Prospera Financial Services Inc7,150$465K0.01%-3,90813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,101$462K0.03%-513F-HRTimeline
Sunbelt Securities, Inc.6,969$453K0.03%+2013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC6,956$452K0.1%+3013F-HR/ATimeline
Savvy Advisors, Inc.6,896$448K0.01%new13F-HRTimeline
Transcendent Capital Group LLC6,831$444K0.2%+1,99913F-HRTimeline
Hubbell Strickland Wealth Management, L…6,814$443K0.18%-14813F-HRTimeline
Canal Capital Management, LLC6,766$440K0.06%-1413F-HRTimeline
Valpey Financial Services, LLC6,745$438K0.28%+25713F-HR/ATimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,597$429K0.16%+27513F-HRTimeline
Redwood Park Advisors LLC6,597$429K0.29%+2,42913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,574$427K0.08%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,514$425K0.01%-5,40313F-HRTimeline
Cornerstone Planning Group LLC6,351$423K0.07%+20213F-HRTimeline
CoreCap Advisors, LLC6,465$420K0.01%+813F-HRTimeline
Morton Brown Family Wealth, LLC6,456$420K0.11%+1813F-HRTimeline
Crusonia Wealth Advisors LLC6,380$415K0.09%13F-HRTimeline
Divergent Planning, LLC6,262$409K0.1%+17413F-HRTimeline
Boston Standard Wealth Management, LLC6,282$408K0.07%-42313F-HRTimeline
Merit Financial Group, LLC6,220$404K<0.01%-1,88613F-HRTimeline
XML Financial, LLC6,196$403K0.03%013F-HRTimeline
Regal Investment Advisors LLC6,191$402K0.02%new13F-HRTimeline
Continuum Advisory, LLC6,150$400K0.04%new13F-HRTimeline
Premier Private Wealth Management LLC5,968$397K0.41%13F-HRTimeline
DORVAL Corp6,079$395K0.13%013F-HRTimeline
Janney Capital Management LLC6,075$395K0.02%new13F-HRTimeline
Maia Wealth LLC5,895$393K0.07%+6013F-HRTimeline
Valmark Advisers, Inc.6,019$391K<0.01%-1013F-HRTimeline
Ballast Rock Private Wealth LLC6,011$391K0.24%13F-HRTimeline
Jaffetilchin Investment Partners, LLC5,991$389K0.02%new13F-HRTimeline
Philip James Wealth Mangement, LLC5,985$389K0.05%-4813F-HRTimeline
Somnio Financial Group, LLC5,984$389K0.26%-1,56513F-HRTimeline
RDA Financial Network5,970$388K0.09%+513F-HRTimeline
Saxony Capital Management, LLC5,963$388K0.24%new13F-HRTimeline
Orcam Financial Group5,940$386K0.29%new13F-HRTimeline
Destiny Wealth Partners, LLC5,754$382K0.04%013F-HRTimeline
Retireful, LLC5,848$382K0.48%new13F-HRTimeline
NewEdge Advisors, LLC5,746$374K<0.01%-1,44513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,684$370K0.01%+1713F-HRTimelineGroup
Cardinal Point Capital Management ULC5,681$369K0.02%+15513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,594$364K0.02%-55613F-HRTimeline
Altura Wealth Advisors Inc.5,591$363K0.16%-7413F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,458$361K0.02%+3213F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,553$361K0.04%-1613F-HRTimeline
Peregrine Asset Advisers, Inc.5,538$360K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,480$356K0.02%+1,63513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,406$351K0.02%-69813F-HRTimelineGroup
Richmond Investment Services, LLC5,379$350K0.06%new13F-HRTimeline
Compound Planning, Inc.5,335$347K0.01%+28513F-HRTimeline
Clear Point Advisors Inc.5,314$345K0.27%+1,51113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,303$345K0.06%+113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,253$341K0.23%-1,16213F-HRTimeline
Advisory Services Network, LLC5,176$336K<0.01%+1,27213F-HRTimeline
Koss-Olinger Consulting, LLC5,129$333K0.03%-8213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,897$318K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC4,868$316K0.03%+28213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,841$315K0.09%+88913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,824$314K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,801$312K0.01%+313F-HR/ATimelineGroup
Wealthquest Corp4,767$310K0.02%new13F-HRTimeline
Aquire Wealth Advisors, LLC4,707$306K0.08%+11813F-HRTimeline
Bellwether Advisors, LLC4,702$306K0.05%-19113F-HRTimeline
Syverson Strege & Co4,672$304K0.07%-16313F-HRTimeline
Approach Retirement Advisors, LLC4,655$303K0.26%13F-HRTimeline
Chesapeake Wealth Management4,650$302K0.09%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,647$302K0.09%+44513F-HRTimeline
Vantage Financial Partners, LLC4,641$302K0.06%+29913F-HRTimeline
MAI Capital Management4,578$298K<0.01%+23513F-HRTimeline
LANARK FINANCIAL, INC.4,548$296K0.02%+2,63113F-HRTimeline
Intelligent Financial Strategies4,546$296K0.14%+4613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,513$295K0.02%-31,06713F-HRTimeline
Magnus Financial Group LLC4,511$293K0.02%new13F-HRTimeline
Retirement Planning Group, LLC4,388$285K0.01%+413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,380$285K0.1%+10913F-HRTimeline
MANCHESTER FINANCIAL INC4,372$284K0.05%+15313F-HRTimeline
HUB Investment Partners, LLC4,349$283K0.01%-37613F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,300$280K0.02%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,261$277K0.17%013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC4,234$275K0.12%-6913F-HRTimeline
Narwhal Capital Management4,200$273K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,198$273K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,182$272K<0.01%+52713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,171$271K<0.01%new13F-HRTimeline
Pacific Sage Partners, LLC4,131$269K0.04%+21913F-HRTimeline
CGN Advisors LLC4,118$268K0.02%-3013F-HRTimeline
Stirlingshire Investments, Inc.4,113$267K0.24%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,083$265K<0.01%new13F-HRTimelineGroup
JMG Financial Group, Ltd.3,996$260K0.01%013F-HRTimeline
Millstone Evans Group, LLC3,928$255K0.15%+713F-HRTimeline
Prime Capital Investment Advisors, LLC3,885$253K<0.01%013F-HRTimeline
IFP Advisors, Inc3,876$252K0.01%+3,43213F-HRTimeline
Western Wealth Management, LLC3,752$244K0.01%+113F-HRTimeline
ABLE Financial Group, LLC3,720$242K0.05%-50013F-HRTimeline
Qube Research & Technologies Ltd3,718$242K<0.01%-2,39613F-HRTimeline
Stonehearth Capital Management, LLC3,708$241K0.09%new13F-HRTimeline
Cascades Capital Asset Management, LLC3,700$241K0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,689$240K<0.01%013F-HR/ATimelineGroup
Apex Wealth Management, LLC3,623$240K0.24%+26913F-HRTimeline
MRWM Advisors, LLC3,633$236K0.13%-513F-HRTimeline
Fermata Advisors, LLC3,615$235K0.06%013F-HRTimeline
BCWM, LLC3,559$231K0.07%-513F-HRTimeline
GEN Financial Management, INC.3,556$231K0.15%+3413F-HRTimeline
Mosley Wealth Management3,569$231K0.11%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,540$230K0.03%+28313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,534$230K0.01%+15713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,527$229K<0.01%+1113F-HRTimeline
Center for Financial Planning, Inc.3,524$229K0.02%+4913F-HRTimeline
Parallel Advisors, LLC3,523$229K<0.01%+2913F-HRTimeline
Wealthspire Advisors, LLC3,499$227K<0.01%-4,72113F-HRTimeline
Onyx Bridge Wealth Group LLC3,479$226K0.02%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,434$223K<0.01%new13F-HRTimeline
FCA CORP /TX3,430$223K0.06%013F-HRTimeline
Insight Wealth Partners, LLC3,387$220K0.09%-8013F-HRTimeline
Mayfair Advisory Group, LLC3,353$219K0.09%+4913F-HRTimeline
Mullooly Asset Management, Inc.3,307$215K0.08%+4813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.3,289$214K0.11%+4613F-HRTimeline
PCG Wealth Advisors, LLC3,282$213K0.06%-17813F-HRTimeline
Spinnaker Investment Group, LLC3,266$212K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC3,232$210K0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs3,175$206K0.37%+1613F-HRTimeline
Ironwood Financial, llc3,090$205K0.03%new13F-HRTimeline
Plotkin Financial Advisors, LLC3,097$201K0.1%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,622$170K0.14%13F-HRTimeline
Asset Dedication, LLC2,600$169K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,503$163K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,392$156K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC2,347$153K0.08%+213F-HRTimeline
Arax Advisory Partners2,283$148K<0.01%new13F-HRTimeline
Gould Capital, LLC2,263$147K0.09%+1,25113F-HRTimeline
TD Waterhouse Canada Inc.2,164$141K<0.01%+1413F-HRTimeline
Geneos Wealth Management Inc.2,100$137K<0.01%-44413F-HRTimeline
COMERICA BANK1,989$129K<0.01%-1,38513F-HRTimeline
Elevated Capital Advisors, LLC1,896$123K0.03%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,789$116K0.1%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,691$110K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP1,417$92K0.01%+1713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,378$89.6K0.03%+1213F-HRTimeline
Mascoma Wealth Management LLC1,218$79.2K0.02%+23113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,161$75.5K<0.01%+213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,123$73K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,119$72.7K<0.01%+3913F-HRTimeline
Cape Investment Advisory, Inc.1,000$65K0.02%new13F-HRTimeline
Ransom Advisory, Ltd1,000$65K0.03%new13F-HRTimeline
ARVEST INVESTMENTS, INC.883$57.4K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC840$54.6K0.01%+1513F-HRTimeline
Blue Trust, Inc.837$54.4K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…750$48.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.689$44.8K0.01%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…660$42.9K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…646$42K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.639$41.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC632$41.1K<0.01%+1413F-HRTimeline
Beaird Harris Wealth Management, LLC594$38.6K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners592$38.5K<0.01%+213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…578$37.6K0.02%-10313F-HRTimeline
Milestone Investment Advisors LLC555$36.1K0.01%013F-HRTimeline
JNBA Financial Advisors543$35.3K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC514$33.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL505$32.8K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC500$32.5K0.02%013F-HRTimeline
TSFG, LLC485$32K<0.01%-513F-HRTimeline
DHJJ Financial Advisors, Ltd.460$29.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC416$27K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA411$26.7K<0.01%new13F-HRTimeline
GGM Financial LLC411$26.7K0.01%+613F-HRTimeline
Founders Capital Management406$26.4K0.01%013F-HRTimeline
Signature Equity Partners, LLC337$21.9K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…297$19.3K0.01%-1013F-HRTimeline
New Republic Capital, LLC272$17.7K<0.01%-1,07413F-HRTimeline
MCF Advisors LLC271$17.6K<0.01%013F-HRTimeline
Motiv8 Investments LLC266$17K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…238$15.5K0.01%new13F-HRTimelineGroup
Archer Investment Corp215$14K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$13K<0.01%-24413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$13K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC155$10.1K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC140$9.1K0.01%+113F-HRTimeline
AlphaCore Capital LLC129$8.39K<0.01%013F-HRTimeline