Skip to content
Disclosery

AOR ISHARES TR

Follow

CORE 60 BALA ETF (fund)

350 managers (353 13F filers) reported a position in AOR shares at 2025-03-31, 15,256,714 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
350
13F filers
353
New
28
Added
113
Reduced
144
Sold out
29
Shares held by filers
15,256,714

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.1,732,108$99.7M<0.01%+29,73913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO678,554$39.1M<0.01%-3,26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/606,440$34.9M<0.01%-46,99513F-HRTimelineGroup
Mesirow Financial Investment Management…603,069$34.7M0.67%-8,23713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY534,816$30.8M<0.01%-312,66913F-HRTimelineGroup
ASPIRIANT, LLC463,928$26.7M0.93%+37,04713F-HRTimeline
LPL Financial LLC397,729$22.9M0.01%+19,12613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN383,854$22.1M0.01%-1,616,03613F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC343,131$19.8M3.7%+6,75413F-HRTimelineGroup
UBS Group AGin group UBS Group AG316,049$18.2M<0.01%+84,22013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC305,010$17.6M0.05%+1,86613F-HRTimelineGroup
NorthCoast Asset Management LLC302,000$17.4M0.09%-8,92313F-HR/ATimeline
Consilium Wealth Advisory, LLC294,703$17M8.5%-11,92313F-HRTimeline
Foundations Investment Advisors, LLC261,801$15.1M0.28%+26,02913F-HRTimeline
Waverly Advisors, LLC258,140$14.9M0.18%-32613F-HRTimeline
Centerline Wealth Advisors, LLC252,835$14.6M8.68%-13113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC245,927$14.2M11.02%+41,14613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding216,230$12.4M-3,384Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA189,255$10.9M<0.01%-69,24213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…183,505$10.6M0.04%+3,27813F-HRTimeline
One Capital Management, LLC174,297$10M0.34%+16,35713F-HRTimeline
BSW Wealth Partners169,641$9.77M1.48%+7,20713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,331$8.25M<0.01%-929,44513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.134,195$7.73M0.02%+52,52513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,014$7.66M0.01%-90913F-HRTimeline
Bell Investment Advisors, Inc123,923$7.13M1.32%-9,03213F-HRTimeline
Phil A. Younker & Associates, Ltd.119,068$6.85M6.75%-2,04313F-HRTimeline
TRUE Private Wealth Advisors115,713$6.66M0.81%+1,26213F-HRTimeline
Richard Bernstein Advisors LLC108,439$6.24M0.15%-546,25213F-HRTimeline
Wealth Forward, LLC107,110$6.17M4.39%+1,38113F-HRTimeline
Ellenbecker Investment Group99,722$5.74M1.03%-2,69013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,472$5.73M0.01%-27,70513F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC98,794$5.69M3.64%+94,64513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding97,576$5.62M+4,087Timeline
WestEnd Advisors, LLC97,105$5.59M0.15%-149,18313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.96,917$5.58M0.4%+2,92513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…89,396$5.15M1.67%+11213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,842$5M0.01%-2,09213F-HRTimeline
UNIQUE WEALTH, LLC85,407$4.92M0.93%-2,14313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP83,793$4.82M0.01%-12,53313F-HRTimelineGroup
Patton Albertson Miller Group, LLC82,714$4.76M0.71%+3,09813F-HR/ATimeline
Dakota Wealth Management82,090$4.73M0.11%-59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding81,447$4.69M-94,098Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC76,286$4.39M0.55%+5,55413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC74,955$4.32M0.34%-2,41413F-HRTimeline
BlueStem Wealth Partners, LLC73,894$4.25M0.58%-2,97113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS71,992$4.14M0.17%-2,88813F-HRTimelineGroup
Weaver Consulting Group71,417$4.11M1.24%-3,69713F-HRTimeline
GeoWealth Management, LLC68,418$3.94M0.16%-97513F-HRTimeline
Burt Wealth Advisors64,451$3.71M0.93%-85413F-HRTimeline
RWA WEALTH PARTNERS, LLC61,428$3.54M0.04%-27913F-HRTimeline
&PARTNERS58,038$3.34M0.04%-3,12313F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP57,590$3.32M1.79%013F-HRTimeline
Fort Henry Capital, LLC57,043$3.28M2.36%+97013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management56,744$3.27M0.05%-2,26713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,243$3.24M<0.01%-74,62113F-HRTimelineGroup
Global Assets Advisory, LLC57,672$3.21M0.6%+37,41513F-HRTimeline
Prosperity Consulting Group, LLC53,913$3.1M0.24%+5,33413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC50,614$2.91M0.65%-12,26013F-HRTimeline
Ethos Financial Group, LLC44,817$2.57M0.25%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,584$2.39M0.01%-35,81813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC40,751$2.35M0.47%-2,14213F-HRTimeline
Janney Montgomery Scott LLC39,668$2.28M0.01%-233,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,363$2.27M<0.01%-20,38013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC39,099$2.25M0.31%-1,65013F-HRTimeline
HARBOUR INVESTMENTS, INC.35,549$2.05M0.06%+3,20513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,194$2.03M<0.01%-11,90613F-HRTimeline
Visionary Wealth Advisors34,755$2M0.12%+66013F-HRTimeline
IMA Advisory Services, Inc.34,278$1.96M0.23%-22413F-HRTimeline
Intrua Financial, LLC33,958$1.95M0.31%-27713F-HRTimeline
John W. Brooker & Co., CPAs32,434$1.87M0.77%-7913F-HRTimeline
Cetera Investment Advisers32,389$1.86M<0.01%-10,30013F-HRTimeline
Legacy Advisory Services, LLC31,779$1.83M1.54%new13F-HRTimeline
Creative Planningin group Creative Planning30,281$1.74M<0.01%+7,56113F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT29,406$1.69M0.49%+11,28713F-HRTimeline
RTD Financial Advisors, Inc.29,284$1.69M0.23%+1,89413F-HRTimeline
Integrated Advisors Network LLC29,083$1.67M0.08%-60313F-HRTimeline
Retireful, LLC28,455$1.64M1.56%new13F-HRTimeline
Harbor Group, Inc.28,112$1.62M0.32%+5413F-HRTimeline
IFG Advisory, LLC27,250$1.57M0.09%+3,58113F-HRTimeline
AE Wealth Management LLC26,900$1.55M0.01%+4,76313F-HRTimeline
HighTower Advisors, LLC26,519$1.53M<0.01%+1,19613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,478$1.52M<0.01%+3,12713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,407$1.52M<0.01%-3,07713F-HRTimelineGroup
Prentice Wealth Management LLC26,330$1.52M0.44%new13F-HRTimeline
Worth Financial Advisory Group, LLC25,984$1.5M0.95%-2,03913F-HRTimeline
Allworth Financial LP25,968$1.48M0.01%-1,34713F-HRTimeline
Federation des caisses Desjardins du Qu…24,781$1.43M0.01%+2,52313F-HRTimeline
Rothschild Wealth LLC24,604$1.42M0.4%-16213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,548$1.41M<0.01%-12813F-HRTimelineGroup
Mutual Advisors, LLC24,414$1.4M0.04%+2,04613F-HRTimeline
Focus Financial Network, Inc.24,121$1.39M0.06%-7,22013F-HRTimeline
Avior Wealth Management, LLC23,351$1.34M0.05%+1,09513F-HRTimeline
Legacy Financial Group LLC23,290$1.34M0.21%-40913F-HRTimeline
Integrity Financial Corp /WA23,156$1.33M0.76%-2,18313F-HRTimeline
BluePointe Capital Management, LLC22,555$1.3M0.49%new13F-HRTimeline
Perigon Wealth Management, LLC22,337$1.29M0.03%+2,21213F-HRTimeline
Sanctuary Advisors, LLC22,123$1.27M0.01%+12213F-HRTimeline
Gallacher Capital Management LLC22,097$1.27M0.62%-12,99613F-HRTimeline
Waterloo Capital, L.P.21,439$1.23M0.11%+5,49313F-HRTimeline
Piedmont Capital Management, LLC23,048$1.23M0.88%-16813F-HRTimeline
Private Advisor Group, LLC21,066$1.21M0.01%+3613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,958$1.21M0.21%+10913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,796$1.2M0.01%+2,06413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,623$1.19M<0.01%-18313F-HRTimelineGroup
IMG Wealth Management, Inc.20,072$1.16M1.04%-3,24013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,689$1.13M0.02%-2,89513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,642$1.13M0.02%+8,37813F-HRTimelineGroup
SimpliFi, Inc.19,383$1.12M0.51%+10513F-HRTimeline
Northstar Group, Inc.19,350$1.11M0.18%+7513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,970$1.09M0.01%-2,36413F-HRTimelineGroup
Integrated Wealth Concepts LLC18,241$1.05M0.01%-1,59413F-HRTimeline
Martin Worley Group18,141$1.04M0.6%-67313F-HRTimeline
Oxinas Partners, LLC18,067$1.04M0.61%-2613F-HRTimeline
Stonebridge Financial Group, LLC17,972$1.03M0.11%+4,48513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,601$1.01M<0.01%+2,19713F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,466$1.01M0.03%-30,63013F-HRTimeline
WBH ADVISORY INC17,217$991K0.09%013F-HRTimeline
High Falls Advisors, Inc17,184$989K0.23%-44713F-HRTimeline
Greystone Financial Group, LLC16,737$964K0.17%+1,51213F-HRTimeline
Sigma Planning Corp16,715$962K0.03%+7713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,390$944K0.02%-11413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.16,281$937K0.16%-87613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,079$926K0.2%+1,66913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,870$914K0.01%+1,50013F-HRTimeline
Moss Adams Wealth Advisors LLC15,817$911K0.1%+4,66113F-HRTimeline
Atria Wealth Solutions, Inc.15,566$896K0.01%+84513F-HRTimeline
Clearstead Advisors, LLC15,323$882K0.01%-22413F-HRTimeline
Engineers Gate Manager LP15,227$877K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.14,434$831K0.11%+1,38113F-HRTimeline
PDS Planning, Inc14,318$824K0.07%-75713F-HRTimeline
AMERIFLEX GROUP, INC.14,125$813K0.33%-7113F-HRTimeline
MPS Loria Financial Planners, LLC14,067$810K0.24%+6,05213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,030$808K<0.01%+50813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp13,407$772K0.04%+13,01713F-HRTimelineGroup
CENTRAL TRUST Co13,376$770K0.02%+84413F-HRTimeline
SAGE FINANCIAL GROUP INC13,106$755K0.06%013F-HRTimeline
Fidato Wealth LLC12,514$720K0.55%-76313F-HRTimeline
Summit Wealth Partners, LLC12,467$718K0.15%-1,14113F-HRTimeline
Qube Research & Technologies Ltd12,349$711K<0.01%+2,70013F-HRTimeline
Pure Financial Advisors, LLC12,306$708K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,230$704K0.01%new13F-HRTimeline
Westmount Partners, LLC12,128$698K0.21%-40113F-HRTimeline
Trilogy Capital Inc.12,102$697K0.04%-46613F-HRTimeline
SCOTIA CAPITAL INC.11,984$690K<0.01%+21313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,910$686K<0.01%-2,05413F-HRTimelineGroup
HFM Investment Advisors, LLC11,720$675K0.33%13F-HRTimeline
Integrity Wealth Solutions LLC11,608$668K0.36%+82413F-HRTimeline
New England Private Wealth Advisors LLC11,518$663K0.1%-18113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.11,469$660K0.05%013F-HRTimeline
Corrigan Financial, Inc.11,328$652K0.13%-5913F-HRTimeline
Coastal Bridge Advisors, LLC11,085$638K0.06%new13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV11,010$634K<0.01%-4,63713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,915$628K<0.01%-298,55913F-HRTimelineGroup
Modera Wealth Management, LLC10,873$626K0.01%+1,78713F-HRTimeline
Prospera Financial Services Inc10,391$598K0.01%+5013F-HRTimeline
Brio Consultants, LLC10,384$598K0.09%+71613F-HR/ATimeline
Buttonwood Financial Group, LLC10,766$592K0.35%+61013F-HRTimeline
AdvisorNet Financial, Inc10,231$589K0.04%+88913F-HRTimeline
Godshalk Welsh Capital Management, Inc.10,135$583K0.38%013F-HRTimeline
Cardinal Point Capital Management ULC9,961$573K0.05%013F-HRTimeline
GTS SECURITIES LLC9,898$570K0.02%-10,12613F-HRTimeline
Tempus Wealth Planning, LLC9,898$570K0.17%-1,25913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,868$570K0.05%-12,22713F-HR/ATimeline
Archford Capital Strategies, LLC9,812$565K0.08%-36313F-HRTimeline
Beacon Financial Advisory LLC9,639$555K0.17%+12813F-HRTimeline
Kingsview Wealth Management, LLC9,551$550K0.01%-6713F-HRTimeline
EFG Private Wealth Management (Americas…9,376$540K0.11%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,333$537K<0.01%new13F-HRTimelineGroup
Heirloom Wealth Management9,305$536K0.15%-2,21513F-HRTimeline
NAPA WEALTH MANAGEMENT9,280$534K0.3%-45713F-HRTimeline
NewEdge Advisors, LLC9,254$533K<0.01%+85713F-HRTimeline
World Investment Advisors9,240$532K0.01%-1,12613F-HRTimeline
Wealthspire Advisors, LLC8,802$507K<0.01%+4,21213F-HRTimeline
Gladstone Institutional Advisory LLC8,793$506K0.02%013F-HRTimeline
Mountain Capital Investment Advisors In…8,803$502K0.11%-63413F-HRTimeline
New Capital Management LP8,711$501K0.14%-24713F-HRTimeline
NVWM, LLC8,638$497K0.13%+1,62313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,563$493K0.03%+15813F-HRTimeline
Fermata Advisors, LLC8,539$492K0.09%+4,92413F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC8,509$490K0.12%+6013F-HR/ATimeline
Summit Financial Wealth Advisors, LLC8,480$488K0.1%013F-HRTimeline
Camarda Financial Advisors, LLC8,321$479K0.22%-83913F-HRTimeline
Tyler-Stone Wealth Management8,210$473K0.08%013F-HRTimeline
Strategic Advocates LLC8,065$464K0.16%-12513F-HRTimeline
CX Institutional8,037$463K0.02%new13F-HRTimeline
Orin Green Financial, LLC8,230$454K0.21%new13F-HRTimeline
Merit Financial Group, LLC7,644$440K0.01%-51613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,965$438K0.1%+16713F-HRTimeline
CENTAURUS FINANCIAL, INC.7,590$437K0.03%+1,01013F-HRTimeline
Hubbell Strickland Wealth Management, L…7,395$426K0.2%-10213F-HRTimeline
Sunbelt Securities, Inc.7,284$419K0.04%-27113F-HRTimeline
OneDigital Investment Advisors LLC7,180$413K<0.01%+1,67713F-HRTimeline
J.W. COLE ADVISORS, INC.7,124$410K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC6,935$399K0.02%+46113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,798$391K0.04%+9913F-HRTimeline
HUB Investment Partners, LLC6,714$387K0.02%+33113F-HRTimeline
Gould Capital, LLC6,596$380K0.27%+15013F-HRTimeline
Boston Standard Wealth Management, LLC6,717$378K0.08%-53713F-HRTimeline
Integrated Investment Consultants, LLC297,294$376K0.07%new13F-HR/ATimeline