AOR ISHARES TR

CORE 60 BALA ETF (fund)

Filings received so far for Q3 2026: 22 13F filers report a position in AOR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Worth Asset Management, LLC	188,089	$12.9M	3.76%	-554,580	13F-HR Timeline
Weaver Consulting Group	83,195	$5.7M	1.11%	-2,794	13F-HR Timeline
First Heartland Consultants, Inc.	35,003	$2.4M	0.16%	-2,897	13F-HR Timeline
RTD Financial Advisors, Inc.	24,447	$1.68M	0.18%	-1,873	13F-HR Timeline
Farther Finance Advisors, LLC	18,612	$1.28M	0.01%	+3,108	13F-HR Timeline
BOYUM WEALTH ARCHITECTS LLC	17,366	$1.19M	0.48%	-2,806	13F-HR Timeline
Adirondack Capital Advisors, LLC	13,000	$891K	0.46%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	9,108	$624K	0.05%	-842	13F-HR Timeline
CX Institutional	6,734	$461K	0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	6,669	$457K	0.01%	+8	13F-HR Timeline
MTCO Ltd.	6,470	$443K	0.29%	0	13F-HR Timeline
Boston Standard Wealth Management, LLC	5,705	$391K	0.06%	-172	13F-HR Timeline
Retireful, LLC	5,124	$351K	0.3%	-4,025	13F-HR Timeline
Box Hill Private Wealth LLC	5,087	$349K	0.25%	-147	13F-HR Timeline
Valeo Financial Advisors, LLC	4,429	$303K	0.01%	+33	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	4,048	$277K	0.07%	+104	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	3,434	$235K	<0.01%	0	13F-HR Timeline
PFW Advisors LLC	2,941	$202K	0.06%	new	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	2,869	$197K	0.13%	+103	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,762	$121K	0.03%	+14	13F-HR Timeline
Bullock Wealth Management Group	1,645	$113K	0.05%	-51	13F-HR Timeline
Sarver Vrooman Wealth Advisors	33	$2.26K	<0.01%	0	13F-HR Timeline