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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

450 managers (454 13F filers) reported a position in AOR shares at 2026-06-30, 19,639,558 shares in all. 56 filers opened a position and 17 filers sold out during the quarter.

Managers
450
13F filers
454
New
56
Added
206
Reduced
125
Sold out
17
Shares held by filers
19,639,558

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Concord Wealth Partnersin group Concord Wealth Partners582$40.4K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…581$40.4K0.02%+313F-HRTimeline
Milestone Investment Advisors LLC555$38.6K0.01%013F-HRTimeline
JNBA Financial Advisors524$36.4K<0.01%+313F-HRTimeline
N.E.W. Advisory Services LLC520$36.2K<0.01%013F-HRTimeline
Gould Capital, LLC500$34.8K0.02%013F-HRTimeline
TSFG, LLC465$32K<0.01%-2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV449$31.2K<0.01%+43913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC416$28.9K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.416$28.9K0.01%-4413F-HRTimeline
Founders Capital Management406$28.2K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC400$27.8K0.01%-10013F-HRTimeline
Signature Equity Partners, LLC337$23.4K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC325$22.6K0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC306$21.3K0.02%new13F-HRTimeline
Abound Wealth Management303$21.1K<0.01%-3913F-HRTimeline
New Republic Capital, LLC272$18.9K<0.01%013F-HRTimeline
10Elms LLP264$18.3K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.240$16.7K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC239$16.6K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC224$15.6K<0.01%+1213F-HRTimeline
Archer Investment Corp215$14.9K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\200$13.9K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS190$13.2K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC179$12.4K<0.01%013F-HRTimeline
Strategic Advocates LLC161$11.2K0.04%-213F-HRTimeline
Clearstead Trust, LLC155$10.8K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC153$10.6K<0.01%+113F-HRTimeline
Paladin Advisory Group, LLC148$10.3K0.01%+713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC131$9.11K<0.01%new13F-HRTimeline
AlphaCore Capital LLC129$8.97K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC101$7.09K<0.01%-7,51913F-HRTimeline
Stone House Investment Management, LLC100$6.95K<0.01%new13F-HRTimeline
Blue Trust, Inc.100$6.95K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.86$6K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robinswood Financial LLC61$4.24K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.60$4.16K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…57$3.96K<0.01%+413F-HRTimeline
Aberdeen Wealth Management LLC50$3.48K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC47$3.26K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.34$2.37K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors33$2.28K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30$2.08K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.29$2.02K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC22$1.53K<0.01%013F-HRTimeline
Rossby Financial, LCC20$1.39K<0.01%-14913F-HRTimeline
CBIZ Investment Advisory Services, LLC5$322<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.1$70<0.01%013F-HRTimeline
Sankala Group LLC1$70<0.01%-6113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.