AOR ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Sarver Vrooman Wealth Advisors	33	$2.12K	<0.01%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	29	$1.87K	<0.01%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	29	$1.87K	<0.01%	0	13F-HR Timeline
Darwin Wealth Management, LLC	22	$1.42K	<0.01%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	20	$1.29K	<0.01%	0	13F-HR Timeline
WFA of San Diego, LLC	20	$1.29K	<0.01%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	10	$644	<0.01%	0	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	5	$322	<0.01%	0	13F-HR Timeline
Aventus Investment Advisors, Inc.	1	$64	<0.01%	new	13F-HR Timeline
HORIZON FINANCIAL SERVICES, LLC	0	$0	0%	0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.