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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

410 managers (413 13F filers) reported a position in AOR shares at 2026-03-31, 18,664,152 shares in all. 38 filers opened a position and 49 filers sold out during the quarter.

Managers
410
13F filers
413
New
38
Added
166
Reduced
127
Sold out
49
Shares held by filers
18,664,152

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Venturi Wealth Management, LLC8,519$548K0.02%+95713F-HRTimeline
Summit Financial Wealth Advisors, LLC8,480$546K0.08%-12413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,340$537K<0.01%+58613F-HRTimeline
Mountain Capital Investment Advisors In…7,947$537K0.08%+12913F-HRTimeline
Orin Green Financial, LLC8,099$521K0.21%+11513F-HRTimeline
Centerline Wealth Advisors, LLC8,032$517K0.19%-13,79213F-HRTimeline
OpenArc Corporate Advisory, LLC8,027$517K0.01%+3413F-HRTimeline
Procyon Advisors, LLC7,867$506K0.02%new13F-HRTimeline
Archford Capital Strategies, LLC7,690$495K0.06%-80013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,686$495K0.01%+3,48813F-HRTimelineGroup
Medallion Wealth Advisors, LLC7,620$490K0.16%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,539$485K<0.01%13F-HRTimelineGroup
Orcam Financial Group7,448$479K0.34%+1,50813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,387$475K0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC7,342$472K<0.01%013F-HRTimeline
Continuum Advisory, LLC7,235$466K0.04%+1,08513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,193$463K0.01%-3,19213F-HRTimeline
Steward Partners Investment Advisory, L…7,136$459K<0.01%-1513F-HRTimeline
MATHER GROUP, LLC.7,120$458K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC7,114$458K0.01%-3,10913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,066$455K0.04%-3513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC7,001$451K0.11%+4513F-HR/ATimeline
ADVISORTRUST PARTNERS, LLC6,900$444K0.18%new13F-HRTimeline
Redwood Park Advisors LLC6,889$443K0.33%+29213F-HRTimeline
Hubbell Strickland Wealth Management, L…6,814$439K0.17%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,780$436K0.02%-1,61813F-HRTimeline
CX Institutional6,760$435K0.01%-41813F-HRTimeline
Buttonwood Financial Group, LLC6,644$428K0.26%-1,78213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,640$427K0.02%-70613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,593$424K0.16%-413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,553$424K0.03%+95913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,574$423K0.07%013F-HRTimeline
Morton Brown Family Wealth, LLC6,464$416K0.11%+813F-HRTimeline
CoreCap Advisors, LLC6,449$415K0.01%-1613F-HRTimeline
BCV Asset Management Inc.6,438$414K0.01%new13F-HRTimeline
XML Financial, LLC6,196$399K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,181$398K0.02%+19013F-HRTimeline
NewEdge Advisors, LLC6,167$397K<0.01%+42113F-HR/ATimeline
Sunbelt Securities, Inc.6,122$394K0.02%-84713F-HRTimeline
Advance Capital Management, Inc.6,102$393K0.01%new13F-HRTimeline
DORVAL Corp6,079$391K0.12%013F-HRTimeline
Saxony Capital Management, LLC6,044$389K0.23%+8113F-HRTimeline
Ballast Rock Private Wealth LLC6,019$387K0.21%+813F-HRTimeline
Advisory Services Network, LLC6,019$387K0.01%+84313F-HRTimeline
Premier Private Wealth Management LLC5,988$385K0.41%+2013F-HRTimeline
RDA Financial Network5,970$384K0.1%013F-HRTimeline
Box Hill Private Wealth LLC5,919$381K0.38%new13F-HRTimeline
Maia Wealth LLC5,895$379K0.06%013F-HRTimeline
Boston Standard Wealth Management, LLC5,807$376K0.06%-47513F-HRTimeline
Destiny Wealth Partners, LLC5,754$370K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.5,738$369K0.02%new13F-HRTimeline
Cardinal Point Capital Management ULC5,711$368K0.02%+3013F-HRTimeline
Merit Financial Group, LLC5,660$364K<0.01%-56013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,508$354K0.11%+1,12813F-HRTimeline
Peregrine Asset Advisers, Inc.5,503$354K0.1%-3513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,480$353K0.02%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,457$351K0.04%-9613F-HRTimeline
LANARK FINANCIAL, INC.5,446$350K0.03%+89813F-HRTimeline
Regal Investment Advisors LLC5,382$346K0.02%-80913F-HRTimeline
Compound Planning, Inc.5,334$343K0.01%-113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,236$337K0.06%-6713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,214$336K0.21%-3913F-HRTimeline
MML INVESTORS SERVICES, LLC5,192$334K<0.01%-7,70013F-HRTimeline
CIBC WORLD MARKET INC.5,145$331K<0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC5,129$330K0.03%013F-HRTimeline
MANCHESTER FINANCIAL INC5,118$329K0.06%+74613F-HRTimeline
Valpey Financial Services, LLC5,110$329K0.21%-1,63513F-HRTimeline
Clear Creek Financial Management, LLC5,031$324K0.02%+16313F-HRTimeline
Somnio Financial Group, LLC5,025$323K0.21%-95913F-HRTimeline
Pacific Sage Partners, LLC4,917$316K0.05%+78613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,897$315K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,863$313K0.01%-54313F-HRTimelineGroup
Aquire Wealth Advisors, LLC4,843$312K0.08%+13613F-HRTimeline
Bellwether Advisors, LLC4,840$311K0.05%+13813F-HRTimeline
PFG Investments, LLC4,820$310K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,801$309K0.01%013F-HRTimelineGroup
Altura Wealth Advisors Inc.4,771$307K0.13%-82013F-HRTimeline
BRIGHTON JONES LLC4,681$301K0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC4,675$301K0.02%+37513F-HRTimeline
Approach Retirement Advisors, LLC4,656$300K0.25%+113F-HRTimeline
Chesapeake Wealth Management4,650$299K0.09%013F-HRTimeline
Crusonia Wealth Advisors LLC4,647$299K0.06%-1,73313F-HRTimeline
Cascades Capital Asset Management, LLC4,600$296K0.12%+90013F-HRTimeline
MAI Capital Management4,587$295K<0.01%+913F-HRTimeline
GEN Financial Management, INC.4,587$295K0.18%+1,03113F-HRTimeline
Retirement Planning Group, LLC4,449$286K0.01%+6113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,435$285K0.02%-7813F-HRTimeline
SIGNATUREFD, LLC4,435$285K<0.01%+4,36013F-HRTimeline
Geneos Wealth Management Inc.4,410$284K0.01%+2,31013F-HRTimeline
Wealthquest Corp4,409$284K0.02%-35813F-HR/ATimeline
ABLE Financial Group, LLC4,347$280K0.05%+62713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,293$276K<0.01%new13F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC4,280$275K0.12%+4613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,261$274K0.17%013F-HRTimelineGroup
Narwhal Capital Management4,200$270K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,182$269K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,136$266K0.08%-70513F-HRTimeline
CGN Advisors LLC4,118$265K0.02%013F-HRTimeline
Stirlingshire Investments, Inc.4,104$264K0.23%-913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,063$261K0.01%new13F-HRTimelineGroup
JMG Financial Group, Ltd.3,996$257K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,962$255K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC3,928$253K0.15%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,885$250K<0.01%013F-HRTimeline
Syverson Strege & Co3,872$249K0.06%-80013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,842$247K0.01%+3,19613F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,828$246K0.01%new13F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC3,763$242K0.07%new13F-HRTimeline
IFP Advisors, Inc3,754$242K0.01%-12213F-HRTimeline
Western Wealth Management, LLC3,752$241K0.01%013F-HR/ATimeline
Arax Advisory Partners3,729$240K0.01%+1,44613F-HRTimeline
Stonehearth Capital Management, LLC3,717$239K0.09%+913F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,783$239K<0.01%-2,73113F-HRTimeline
MRWM Advisors, LLC3,633$234K0.13%013F-HRTimeline
Fermata Advisors, LLC3,615$233K0.05%013F-HRTimeline
Mosley Wealth Management3,567$230K0.1%-213F-HRTimeline
Parallel Advisors, LLC3,523$227K<0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC3,499$225K<0.01%013F-HRTimeline
Landmark Wealth Management, LLC3,495$225K0.06%new13F-HRTimeline
Center for Financial Planning, Inc.3,494$225K0.02%-3013F-HRTimeline
Onyx Bridge Wealth Group LLC3,467$223K0.02%-1213F-HRTimeline
BCWM, LLC3,459$223K0.06%-10013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,434$221K<0.01%013F-HRTimeline
FCA CORP /TX3,430$221K0.06%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.3,417$220K0.11%+12813F-HRTimeline
Insight Wealth Partners, LLC3,370$217K0.09%-1713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,341$215K0.03%-19913F-HRTimeline
Mullooly Asset Management, Inc.3,307$213K0.08%013F-HRTimeline
PCG Wealth Advisors, LLC3,282$211K0.05%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,343$211K0.01%-19113F-HRTimeline
Reyes Financial Architecture, Inc.3,266$210K0.17%-11,61713F-HRTimeline
Alliance Private Wealth, LLC3,185$205K0.07%new13F-HRTimeline
John W. Brooker & Co., CPAs3,175$204K0.32%013F-HRTimeline
Intelligent Financial Strategies3,162$203K0.11%-1,38413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,147$203K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC3,118$201K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC2,610$168K<0.01%new13F-HRTimeline
Asset Dedication, LLC2,600$167K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,533$163K0.13%-8913F-HRTimeline
WOLFF WIESE MAGANA LLC2,310$149K0.08%-3713F-HRTimeline
TD Waterhouse Canada Inc.2,164$140K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,980$127K0.11%+19113F-HRTimeline
Elevated Capital Advisors, LLC1,948$125K0.03%+5213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,744$112K0.04%+36613F-HRTimeline
Bullock Wealth Management Group1,696$110K0.06%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,691$109K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,670$107K0.01%-6,73513F-HRTimeline
CKW FINANCIAL GROUP1,517$98K0.01%+10013F-HRTimeline
WELLINGTON-ALTUS USA INC.1,336$92.9K0.05%-7,94013F-HRTimeline
Mascoma Wealth Management LLC1,325$85.3K0.02%+10713F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,172$75.4K0.02%+66713F-HRTimeline
Aptus Capital Advisors, LLC1,133$72.9K<0.01%+1413F-HRTimeline
My Portfolio Guide, LLC1,043$67.1K0.04%13F-HRTimeline
ARVEST INVESTMENTS, INC.883$56.8K0.01%013F-HRTimeline
GGM Financial LLC865$55.6K0.03%+45413F-HRTimeline
Bay Harbor Wealth Management, LLC846$54.4K0.01%+613F-HRTimeline
Capital Investment Advisory Services, L…750$48.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…660$42.5K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC658$42.3K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.639$41.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…578$37.2K0.03%013F-HRTimeline
Milestone Investment Advisors LLC555$35.7K0.01%013F-HRTimeline
JNBA Financial Advisors521$33.5K<0.01%-2213F-HRTimeline
N.E.W. Advisory Services LLC520$33.5K<0.01%-11213F-HRTimeline
Gould Capital, LLC500$32.2K0.02%-1,76313F-HRTimeline
Midwest Capital Advisors, LLC500$32.2K0.02%013F-HRTimeline
TSFG, LLC485$31K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.460$29.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC416$26.8K<0.01%013F-HRTimelineGroup
Founders Capital Management406$26.1K0.01%013F-HRTimeline
Abound Wealth Management342$22K0.01%new13F-HRTimeline
Signature Equity Partners, LLC337$21.7K0.01%013F-HRTimeline
IFG Advisory, LLC300$19.3K0.06%-42,02113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC298$19.2K<0.01%-21613F-HRTimeline
New Republic Capital, LLC272$17.5K0.01%013F-HRTimeline
MCF Advisors LLC271$17.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…253$16.3K0.01%+1513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.240$15.4K<0.01%-4,58413F-HRTimeline
Archer Investment Corp215$13.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC212$13.6K<0.01%+1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$12.9K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC179$11.5K<0.01%new13F-HR/ATimeline
Clarity Asset Management, Inc.172$11.1K0.01%new13F-HRTimeline
Rossby Financial, LCC169$10.9K<0.01%+14913F-HRTimeline
Strategic Advocates LLC163$10.5K0.05%-7,40813F-HRTimeline
Clearstead Trust, LLC155$9.97K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC152$9.8K<0.01%-313F-HR/ATimeline
Paladin Advisory Group, LLC141$9.07K0.01%+113F-HRTimeline
AlphaCore Capital LLC129$8.3K<0.01%013F-HRTimeline
McIlrath & Eck, LLC103$6.65K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.95$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Operose Advisors LLC92$5.92K<0.01%new13F-HRTimeline
Key Capital Management, INC62$3.99K<0.01%new13F-HRTimeline
Sankala Group LLC62$3.94K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.60$3.85K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…53$3.4K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC47$3.01K<0.01%-2613F-HRTimeline
North Star Investment Management Corp.44$2.85K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC43$2.77K<0.01%13F-HRTimelineGroup
CITY HOLDING CO35$2.25K<0.01%013F-HRTimeline