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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
Stephens Consulting, LLC123$8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB84$5.46K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …80$5.2K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC75$4.88K<0.01%-35213F-HRTimeline
Fourth Dimension Wealth, LLC73$4.78K<0.01%-1413F-HRTimeline
Crewe Advisors LLC73$4.75K<0.01%013F-HRTimeline
Sankala Group LLC62$4.18K<0.01%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.60$3.89K<0.01%-1413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…53$3.43K<0.01%new13F-HRTimeline
North Star Investment Management Corp.44$2.88K<0.01%013F-HRTimeline
CITY HOLDING CO35$2.27K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35$2.27K<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.34$2.2K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors33$2.15K<0.01%013F-HR/ATimeline
MJT & Associates Financial Advisory Gro…29$1.89K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.29$1.89K<0.01%-1913F-HRTimeline
Darwin Wealth Management, LLC22$1.43K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN20$1.3K<0.01%-2013F-HRTimeline
WFA of San Diego, LLC20$1.3K<0.01%013F-HRTimeline
Rossby Financial, LCC20$1.3K<0.01%013F-HRTimeline
Navalign, LLC18$1.17K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$650<0.01%-8513F-HRTimeline
CBIZ Investment Advisory Services, LLC5$325<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC4$260<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.65$6.63M+113F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.