ISHARES CORE GROWTH ALLOCATI (AOR) Top Institutional Shareholders
ISHARES CORE GROWTH ALLOCATI (AOR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.13B in AOR holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AOR tracked by InsiderSet, reporting ownership valued at approximately $123.42M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $132.65M, representing an estimated gain of +7.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed AOR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Lpl Financial Llc, Worth Asset Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE GROWTH ALLOCATI (AOR).
This page ranks the largest institutional AOR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
400
Total Reported Value
$1.13B
Largest Holder
Blackrock, Inc.
Largest Position
$123.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,917,954 | $123,420,340 | $132,645,699 | +$9,225,359 | +7.47% | |
| Lpl Financial Llc | 0.02% | 1,184,251 | $76,206,549 | $81,902,799 | +$5,696,250 | +7.47% | |
| Worth Asset Management, Llc | 16.55% | 689,976 | $44,399,956 | $47,718,740 | +$3,318,784 | +7.47% | |
| Bank Of America Corp | 0.00% | 589,134 | $37,910,759 | $40,744,507 | +$2,833,748 | +7.47% | |
| Morgan Stanley | 0.00% | 573,459 | $36,902,181 | $39,660,424 | +$2,758,243 | +7.47% | |
| Mesirow Financial Investment Management, Inc. | 0.59% | 563,116 | $36,236,250 | $38,945,103 | +$2,708,853 | +7.48% | |
| Wells Fargo & Company/Mn | 0.01% | 517,620 | $33,308,862 | $35,798,599 | +$2,489,737 | +7.47% | |
| Aspiriant, Llc | 0.93% | 509,424 | $32,781,468 | $35,231,764 | +$2,450,296 | +7.47% | |
| Consilium Wealth Advisory, Llc | 9.26% | 421,908 | $27,149,768 | $29,179,157 | +$2,029,389 | +7.47% | |
| Jim Saulnier & Associates, Llc | 12.91% | 412,258 | $26,528,828 | $28,511,763 | +$1,982,935 | +7.47% | |
| Foundations Investment Advisors, Llc | 0.28% | 353,886 | $22,772,571 | $24,474,756 | +$1,702,185 | +7.47% | |
| Focus Partners Wealth | 0.02% | 342,411 | $22,034,206 | $23,681,145 | +$1,646,939 | +7.47% | |
| Lebenthal Global Advisors, Llc | 2.99% | 319,984 | $20,590,943 | $22,130,093 | +$1,539,150 | +7.47% | |
| Assetmark, Inc | 0.04% | 286,174 | $18,415,297 | $19,791,794 | +$1,376,497 | +7.47% | |
| Royal Bank Of Canada | 0.00% | 277,700 | $17,870,000 | $19,205,732 | +$1,335,732 | +7.47% | |
| Madrid Financial Services | 10.34% | 272,251 | $17,519,373 | $18,828,879 | +$1,309,506 | +7.47% | |
| Waverly Advisors, Llc | 0.12% | 255,436 | $16,437,334 | $17,665,954 | +$1,228,620 | +7.47% | |
| Bsw Wealth Partners | 1.98% | 251,653 | $16,193,856 | $17,404,321 | +$1,210,465 | +7.47% | |
| Raymond James Financial Inc | 0.00% | 231,077 | $14,869,777 | $15,981,285 | +$1,111,508 | +7.47% | |
| Ubs Group Ag | 0.00% | 210,130 | $13,521,866 | $14,532,591 | +$1,010,725 | +7.47% | |
| Stifel Financial Corp | 0.01% | 179,131 | $11,526,978 | $12,388,700 | +$861,722 | +7.48% | |
| Phil A. Younker & Associates, Ltd. | 7.57% | 176,474 | $11,356,102 | $12,204,942 | +$848,840 | +7.47% | |
| Cetera Investment Advisers | 0.01% | 161,173 | $10,371,511 | $11,146,725 | +$775,214 | +7.47% | |
| Kestra Private Wealth Services, Llc | 0.12% | 156,611 | $10,077,922 | $10,831,217 | +$753,295 | +7.47% | |
| Osaic Holdings, Inc. | 0.01% | 147,101 | $9,466,994 | $10,173,505 | +$706,511 | +7.46% | |
| Ellenbecker Investment Group | 1.27% | 146,108 | $9,402,093 | $10,104,829 | +$702,736 | +7.47% | |
| Creative Planning | 0.01% | 126,352 | $8,130,740 | $8,738,504 | +$607,764 | +7.47% | |
| Lodestar Private Asset Management Llc | 0.80% | 126,300 | $8,127,388 | $8,734,908 | +$607,520 | +7.47% | |
| One Capital Management, Llc | 0.22% | 123,544 | $7,950,090 | $8,544,303 | +$594,213 | +7.47% | |
| True Private Wealth Advisors | 0.76% | 123,360 | $7,938,265 | $8,531,578 | +$593,313 | +7.47% | |
| Kestra Advisory Services, Llc | 0.03% | 112,383 | $7,231,829 | $7,772,408 | +$540,579 | +7.48% | |
| Eight 31 Financial, Llc | 4.28% | 110,112 | $7,085,708 | $7,615,346 | +$529,638 | +7.47% | |
| Cogent Private Wealth, Inc. | 5.03% | 108,235 | $6,964,922 | $7,485,533 | +$520,611 | +7.47% | |
| Nbt Bank N A | 0.43% | 102,224 | $6,578,126 | $7,069,812 | +$491,686 | +7.47% | |
| Legacy Wealth Partners, Llc | 1.55% | 96,261 | $6,194,400 | $6,657,411 | +$463,011 | +7.47% | |
| Strategic Family Wealth Counselors, L.L.C. | 1.60% | 94,486 | $6,080,187 | $6,534,652 | +$454,465 | +7.47% | |
| Envestnet Asset Management Inc | 0.00% | 93,347 | $6,006,883 | $6,455,879 | +$448,996 | +7.47% | |
| Unique Wealth, Llc | 0.82% | 92,493 | $5,951,925 | $6,396,816 | +$444,891 | +7.47% | |
| Wealth Forward, Llc | 3.11% | 85,716 | $5,515,853 | $5,928,119 | +$412,266 | +7.47% | |
| Bell Investment Advisors, Inc | 0.83% | 82,377 | $5,300,944 | $5,697,193 | +$396,249 | +7.48% | |
| Weaver Consulting Group | 1.26% | 81,965 | $5,274,432 | $5,668,699 | +$394,267 | +7.48% | |
| Prosperity Consulting Group, Llc | 0.23% | 81,473 | $5,242,816 | $5,634,673 | +$391,857 | +7.47% | |
| Patton Albertson Miller Group, Llc | 0.62% | 81,466 | $5,242,363 | $5,634,189 | +$391,826 | +7.47% | |
| Viewpoint Investment Partners Corp | 2.39% | 57,550 | $5,160,485 | $3,980,158 | -$1,180,327 | -22.87% | |
| Westend Advisors, Llc | 0.12% | 80,083 | $5,153,493 | $5,538,540 | +$385,047 | +7.47% | |
| Commonwealth Equity Services, Llc | 0.01% | 78,097 | $5,025,552 | $5,401,189 | +$375,637 | +7.47% | |
| First Foundation Advisors | 0.19% | 75,192 | $4,838,606 | $5,200,279 | +$361,673 | +7.47% | |
| Lbmc Investment Advisors, Llc | 0.28% | 70,497 | $4,536,457 | $4,875,573 | +$339,116 | +7.48% | |
| Corient Private Wealth Llc | 0.01% | 69,185 | $4,451,979 | $4,784,835 | +$332,856 | +7.48% | |
| Hanover Advisors Inc | 1.77% | 67,655 | $4,353,605 | $4,679,020 | +$325,415 | +7.47% |
Frequently asked questions about AOR
Who owns the most AOR stock?
The largest holders of AOR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE GROWTH ALLOCATI (AOR).
Is AOR widely held by superinvestors?
Many widely followed stocks like AOR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.