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Disclosery

AOR ISHARES TR

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CORE 60 BALA ETF (fund)

356 managers (359 13F filers) reported a position in AOR shares at 2024-12-31, 19,248,533 shares in all. 26 filers opened a position and 27 filers sold out during the quarter.

Managers
356
13F filers
359
New
26
Added
153
Reduced
104
Sold out
27
Shares held by filers
19,248,533

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,999,890$115M0.03%+1,618,83813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,702,369$97.6M<0.01%+75,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,072,776$61.5M0.02%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY847,485$48.6M<0.01%+506,52513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO681,814$39.1M<0.01%-5,24613F-HRTimelineGroup
Richard Bernstein Advisors LLC654,691$37.5M0.85%+557,50213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/653,435$37.5M<0.01%+75,26313F-HRTimelineGroup
Mesirow Financial Investment Management…611,306$35M0.7%+10,12713F-HRTimeline
ASPIRIANT, LLC426,881$24.5M0.88%-17,56413F-HRTimeline
LPL Financial LLC378,603$21.7M0.01%+30,65113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC336,377$19.3M3.52%+5,87613F-HRTimelineGroup
NorthCoast Asset Management LLC310,923$17.8M0.09%-69713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP309,474$17.7M0.02%+250,62013F-HRTimelineGroup
Consilium Wealth Advisory, LLC306,626$17.6M8.38%+12,44013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC303,144$17.4M0.05%-1,08513F-HRTimelineGroup
Janney Montgomery Scott LLC272,742$15.6M0.04%+246,61313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,497$14.8M<0.01%+67,44113F-HRTimelineGroup
Waverly Advisors, LLC258,466$14.8M0.23%+10,31213F-HRTimeline
Centerline Wealth Advisors, LLC252,966$14.7M8.6%13F-HRTimeline
WestEnd Advisors, LLC246,288$14.1M0.36%+202,60313F-HRTimeline
Foundations Investment Advisors, LLC235,772$13.5M0.26%+31,46513F-HRTimeline
UBS Group AGin group UBS Group AG231,829$13.3M<0.01%+28,88613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding219,614$12.6M+3,220Timeline
JIM SAULNIER & ASSOCIATES, LLC204,781$11.7M10.13%+19,36313F-HRTimeline
Cambridge Investment Research Advisors,…180,227$10.3M0.03%+7,86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding175,545$10.1M+128,964Timeline
BSW Wealth Partners162,434$9.31M1.37%-43213F-HRTimeline
One Capital Management, LLC157,940$9.05M0.3%-2,57413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,923$7.68M0.01%+59,55613F-HR/ATimeline
Bell Investment Advisors, Inc132,955$7.62M1.42%-3,69013F-HRTimeline
Aveo Capital Partners, LLC131,351$7.53M0.82%-9,02413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp130,864$7.5M<0.01%-2,79313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP127,177$7.29M0.01%+20,08413F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.121,111$6.94M6.94%13F-HRTimeline
TRUE Private Wealth Advisors114,451$6.56M0.8%+1,76713F-HRTimeline
Wealth Forward, LLC105,729$6.06M4.28%+1,94113F-HRTimeline
Ellenbecker Investment Group102,412$5.87M1.05%+23,15713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP96,326$5.52M0.01%-1,78213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.93,992$5.39M0.38%+7,68313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding93,489$5.36M+45,356Timeline
Strategic Family Wealth Counselors, L.L…89,284$5.12M1.67%+32,16213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,934$5.1M0.01%+11,44913F-HRTimeline
UNIQUE WEALTH, LLC87,550$5.02M1.05%-1,27113F-HRTimeline
Dakota Wealth Management82,687$4.74M0.11%-2,86213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,670$4.68M0.01%-3,04413F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC79,616$4.56M0.61%+74813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.77,402$4.44M0.03%+36,14013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC77,369$4.43M0.35%+30113F-HRTimeline
BlueStem Wealth Partners, LLC76,865$4.41M0.58%13F-HRTimeline
Weaver Consulting Group75,114$4.31M1.32%+1,67513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS74,880$4.29M0.16%+2,77913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC70,732$4.05M0.51%+1,88513F-HRTimeline
GeoWealth Management, LLC69,393$3.98M0.13%-103,46713F-HRTimeline
Burt Wealth Advisors65,305$3.74M0.95%-15013F-HRTimeline
Essential Planning, LLC.62,064$3.63M0.02%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC62,874$3.6M0.8%-9,23413F-HRTimeline
RWA WEALTH PARTNERS, LLC61,707$3.54M0.04%+1,83613F-HRTimeline
&PARTNERS61,161$3.51M0.04%+53,77413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,743$3.42M<0.01%+18,78413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management59,011$3.38M0.05%-1,62913F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP57,590$3.3M4.3%+13,91013F-HRTimeline
Fort Henry Capital, LLC56,073$3.21M2.3%-3,47813F-HRTimeline
Prosperity Consulting Group, LLC48,579$2.78M0.21%+3,14713F-HRTimeline
Dynamic Advisor Solutions LLC48,096$2.76M0.12%+28,18413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC47,100$2.7M<0.01%+20,60013F-HRTimeline
Ethos Financial Group, LLC44,817$2.57M0.33%-4913F-HRTimeline
Vestmark Advisory Solutions, Inc.43,309$2.48M0.09%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC42,893$2.46M0.52%+2,33213F-HRTimeline
Cetera Investment Advisers42,689$2.45M0.01%+9,21013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC40,749$2.34M0.32%-30013F-HRTimeline
COMERICA BANK37,178$2.13M0.01%+31,98813F-HR/ATimeline
Gallacher Capital Management LLC35,093$2.01M1%+23,77613F-HRTimeline
Intrua Financial, LLC34,235$1.96M0.32%+3,55913F-HRTimeline
IMA Advisory Services, Inc.34,502$1.96M0.24%new13F-HRTimeline
Visionary Wealth Advisors34,095$1.95M0.11%-68813F-HRTimeline
John W. Brooker & Co., CPAs32,513$1.86M0.8%-37913F-HRTimeline
HARBOUR INVESTMENTS, INC.32,344$1.85M0.05%+18313F-HRTimeline
Focus Financial Network, Inc.31,341$1.8M0.07%-29,99613F-HRTimeline
Integrated Advisors Network LLC29,686$1.7M0.08%-1,48213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,484$1.69M<0.01%+4,63213F-HRTimelineGroup
Harbor Group, Inc.28,058$1.61M0.36%+11413F-HRTimeline
Worth Financial Advisory Group, LLC28,023$1.61M0.99%-5,45813F-HRTimeline
Allworth Financial LP27,315$1.6M0.01%-1,30413F-HRTimeline
RTD Financial Advisors, Inc.27,390$1.57M0.2%-11813F-HRTimeline
Integrity Financial Corp /WA25,339$1.45M0.84%-37413F-HRTimeline
HighTower Advisors, LLC25,323$1.45M<0.01%+87913F-HRTimeline
Rothschild Wealth LLC24,766$1.42M0.42%+1,99713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,676$1.41M<0.01%+1,26013F-HRTimelineGroup
IFG Advisory, LLC23,669$1.36M0.08%+41013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,351$1.34M<0.01%-1,52213F-HRTimeline
IMG Wealth Management, Inc.23,312$1.34M1.24%13F-HRTimeline
Piedmont Capital Management, LLC23,216$1.33M0.8%-21713F-HRTimeline
Creative Planningin group Creative Planning22,720$1.3M<0.01%+16513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,584$1.29M0.02%-2713F-HRTimelineGroup
Sanctuary Advisors, LLC22,001$1.29M0.01%-6,84013F-HRTimeline
Mutual Advisors, LLC22,368$1.29M0.04%+80813F-HRTimeline
Federation des caisses Desjardins du Qu…22,258$1.28M0.01%+11613F-HRTimeline
Avior Wealth Management, LLC22,256$1.28M0.05%+1,11113F-HRTimeline
AE Wealth Management LLC22,137$1.27M0.01%+6,25313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,095$1.27M0.1%-24413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,334$1.22M0.01%+92513F-HRTimelineGroup
Private Advisor Group, LLC21,030$1.21M0.01%-1,86813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,849$1.2M0.21%-2,71413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,806$1.19M<0.01%+2,44613F-HRTimelineGroup
Global Assets Advisory, LLC20,257$1.16M0.64%-13113F-HRTimeline
Perigon Wealth Management, LLC20,125$1.16M0.03%-11213F-HRTimeline
GTS SECURITIES LLC20,024$1.15M0.06%+12,87213F-HRTimeline
Integrated Wealth Concepts LLC19,835$1.14M0.01%+3,21613F-HRTimeline
SimpliFi, Inc.19,278$1.11M0.51%-76813F-HRTimeline
Northstar Group, Inc.19,275$1.1M0.19%+3013F-HRTimeline
Martin Worley Group18,814$1.08M0.67%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,732$1.07M0.01%+2,92513F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT18,119$1.04M0.34%-15,41913F-HRTimeline
Oxinas Partners, LLC18,093$1.04M0.61%-3,06513F-HRTimeline
Hershey Financial Advisers, LLC17,887$1.03M0.9%13F-HRTimeline
High Falls Advisors, Inc17,631$1.01M0.23%+29013F-HRTimeline
WBH ADVISORY INC17,217$987K0.09%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.17,157$983K0.16%+7813F-HRTimeline
Sigma Planning Corp16,638$954K0.03%+15413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,504$946K0.02%-18513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC16,321$936K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.15,946$914K0.1%+4,88113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,647$897K<0.01%+1,94713F-HRTimeline
Clearstead Advisors, LLC15,547$891K0.01%+22413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,404$883K<0.01%-19813F-HRTimelineGroup
Greystone Financial Group, LLC15,225$873K0.15%+9213F-HRTimeline
PDS Planning, Inc15,075$864K0.08%+413F-HRTimeline
Atria Wealth Solutions, Inc.14,721$844K0.01%+1,21213F-HRTimeline
AMERIFLEX GROUP, INC.14,196$830K0.38%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,410$826K0.18%+1,25613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,370$824K0.01%+3,84313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,964$800K<0.01%+1,90213F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…13,728$787K0.16%+1,53913F-HRTimeline
Summit Wealth Partners, LLC13,608$780K0.16%+5313F-HRTimeline
Mariner, LLCin group Mariner, LLC13,522$775K<0.01%+35213F-HRTimelineGroup
Stonebridge Financial Group, LLC13,487$773K0.09%13F-HRTimeline
Fidato Wealth LLC13,277$761K0.57%-68113F-HRTimeline
Weitzel Financial Services, Inc.13,137$756K0.36%+2,43813F-HRTimeline
SAGE FINANCIAL GROUP INC13,106$751K0.06%-81513F-HRTimeline
Institute for Wealth Management, LLC.13,053$748K0.09%+9213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,585$721K0.01%new13F-HRTimeline
Trilogy Capital Inc.12,568$720K0.04%-27413F-HRTimeline
CENTRAL TRUST Co12,532$718K0.02%-11613F-HRTimeline
Westmount Partners, LLC12,529$718K0.22%+51513F-HRTimeline
Atria Investments, Inc11,784$675K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.11,771$675K<0.01%013F-HRTimeline
New England Private Wealth Advisors LLC11,699$671K0.11%+29513F-HRTimeline
Heirloom Wealth Management11,520$660K0.2%+2,08213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.11,469$657K0.05%-1,65513F-HRTimeline
Corrigan Financial, Inc.11,387$653K0.15%+21713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,264$646K0.01%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC11,157$640K0.2%-1,61213F-HRTimeline
Moss Adams Wealth Advisors LLC11,156$639K0.07%+15813F-HRTimeline
TrinityPoint Wealth, LLC10,985$630K0.09%-913F-HRTimeline
Integrity Wealth Solutions LLC10,784$618K0.35%-5313F-HRTimeline
Executive Wealth Management, LLC10,572$606K0.05%013F-HRTimeline
World Investment Advisors10,366$594K0.02%+1,45513F-HRTimeline
Buttonwood Financial Group, LLC10,156$594K0.33%-1,19713F-HRTimeline
Prospera Financial Services Inc10,341$593K0.01%+32813F-HRTimeline
Archford Capital Strategies, LLC10,175$583K0.09%-37413F-HRTimeline
Godshalk Welsh Capital Management, Inc.10,135$581K0.37%+6313F-HRTimeline
Cardinal Point Capital Management ULC9,961$571K0.09%013F-HRTimeline
NAPA WEALTH MANAGEMENT9,737$557K0.24%-3,19313F-HRTimeline
Brio Consultants, LLC9,668$554K0.09%+1,36913F-HRTimeline
Qube Research & Technologies Ltd9,649$553K<0.01%+3,82313F-HRTimeline
Kingsview Wealth Management, LLC9,618$551K0.01%-77113F-HRTimeline
Beacon Financial Advisory LLC9,511$545K0.18%+25613F-HRTimeline
Mountain Capital Investment Advisors In…9,437$545K0.11%-2,43613F-HRTimeline
Janney Capital Management LLC9,383$538K0.04%new13F-HRTimeline
EFG Private Wealth Management (Americas…9,376$537K0.1%+14013F-HRTimeline
AdvisorNet Financial, Inc9,342$535K0.04%-1,81713F-HRTimeline
Camarda Financial Advisors, LLC9,160$525K0.2%-36013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,131$523K0.01%+43913F-HRTimelineGroup
Modera Wealth Management, LLC9,086$521K0.01%+7213F-HRTimeline
New Capital Management LP8,958$513K0.15%-18813F-HRTimeline
FFT WEALTH MANAGEMENT LLC8,947$513K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC8,793$504K0.02%013F-HRTimeline
Summit Financial Wealth Advisors, LLC8,480$493K0.1%013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC8,449$484K0.12%-18813F-HR/ATimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,405$482K0.03%+6813F-HRTimeline
NewEdge Advisors, LLC8,397$481K<0.01%-18413F-HRTimeline
Tyler-Stone Wealth Management8,210$471K0.08%-15813F-HRTimeline
Strategic Advocates LLC8,190$469K0.16%+83313F-HRTimeline
Merit Financial Group, LLC8,160$468K0.01%new13F-HRTimeline
MPS Loria Financial Planners, LLC8,015$459K0.14%+2,54513F-HRTimeline
Mason & Associates, LLC7,862$451K0.13%-2013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,798$442K0.1%+25113F-HRTimeline
Sunbelt Securities, Inc.7,555$433K0.04%-1,39913F-HRTimeline
Hubbell Strickland Wealth Management, L…7,497$430K0.2%-1,11413F-HRTimeline
Boston Standard Wealth Management, LLC7,254$416K0.08%+49113F-HRTimeline
NVWM, LLC7,015$402K0.1%+72413F-HRTimeline
Cornerstone Planning Group LLC6,819$398K0.1%+11813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,699$384K0.04%+12313F-HRTimeline
CENTAURUS FINANCIAL, INC.6,580$377K0.02%-22013F-HRTimeline
Somnio Financial Group, LLC6,538$375K0.3%+1,48613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,498$372K0.01%13F-HRTimeline
Venturi Wealth Management, LLC6,474$371K0.02%-46713F-HRTimeline
Morton Brown Family Wealth, LLC6,465$371K0.13%-6,27713F-HRTimeline
Gould Capital, LLC6,446$370K0.26%-1513F-HRTimeline
HUB Investment Partners, LLC6,383$366K0.02%new13F-HRTimeline