ISHARES CORE GROWTH ALLOCATI (AOR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.20B 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 $132.45M, representing an estimated gain of +7.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
422
Total Reported Value
$1.20B
Largest Holder
Blackrock, Inc.
Largest Position
$123.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $132,453,903 | +$9,033,563 | +7.32% | |
| Lpl Financial Llc | 0.02% | 1,184,251 | $76,206,549 | $81,784,374 | +$5,577,825 | +7.32% | |
| Worth Asset Management, Llc | 16.52% | 742,669 | $51,615,496 | $51,288,721 | -$326,775 | -0.63% | |
| Mesirow Financial Investment Management, Inc. | 0.62% | 565,749 | $39,319,277 | $39,070,626 | -$248,651 | -0.63% | |
| Bank Of America Corp | 0.00% | 589,134 | $37,910,759 | $40,685,594 | +$2,774,835 | +7.32% | |
| Morgan Stanley | 0.00% | 573,459 | $36,902,181 | $39,603,079 | +$2,700,898 | +7.32% | |
| Aspiriant, Llc | 0.88% | 515,345 | $35,816,589 | $35,589,726 | -$226,863 | -0.63% | |
| Wells Fargo & Company/Mn | 0.01% | 517,620 | $33,308,862 | $35,746,837 | +$2,437,975 | +7.32% | |
| Jim Saulnier & Associates, Llc | 12.68% | 453,418 | $31,512,546 | $31,313,047 | -$199,499 | -0.63% | |
| Consilium Wealth Advisory, Llc | 9.26% | 421,908 | $27,149,768 | $29,136,966 | +$1,987,198 | +7.32% | |
| Foundations Investment Advisors, Llc | 0.28% | 353,886 | $22,772,571 | $24,439,367 | +$1,666,796 | +7.32% | |
| Lebenthal Global Advisors, Llc | 3.04% | 324,439 | $22,548,529 | $22,405,757 | -$142,772 | -0.63% | |
| Focus Partners Wealth | 0.02% | 342,411 | $22,034,206 | $23,646,904 | +$1,612,698 | +7.32% | |
| Assetmark, Inc | 0.03% | 289,947 | $20,151,306 | $20,023,740 | -$127,566 | -0.63% | |
| Bsw Wealth Partners | 2.14% | 276,966 | $19,249,121 | $19,127,272 | -$121,849 | -0.63% | |
| Royal Bank Of Canada | 0.00% | 277,700 | $17,870,000 | $19,177,962 | +$1,307,962 | +7.32% | |
| Madrid Financial Services | 10.34% | 272,251 | $17,519,373 | $18,801,654 | +$1,282,281 | +7.32% | |
| Waverly Advisors, Llc | 0.12% | 255,436 | $16,437,334 | $17,640,410 | +$1,203,076 | +7.32% | |
| Raymond James Financial Inc | 0.00% | 231,077 | $14,869,777 | $15,958,178 | +$1,088,401 | +7.32% | |
| Ubs Group Ag | 0.00% | 210,130 | $13,521,866 | $14,511,578 | +$989,712 | +7.32% | |
| Stifel Financial Corp | 0.01% | 179,131 | $11,526,978 | $12,370,787 | +$843,809 | +7.32% | |
| Phil A. Younker & Associates, Ltd. | 7.57% | 176,474 | $11,356,102 | $12,187,294 | +$831,192 | +7.32% | |
| Ellenbecker Investment Group | 1.29% | 159,634 | $11,094,571 | $11,024,324 | -$70,247 | -0.63% | |
| Cetera Investment Advisers | 0.01% | 161,173 | $10,371,511 | $11,130,607 | +$759,096 | +7.32% | |
| Kestra Private Wealth Services, Llc | 0.11% | 143,921 | $10,002,533 | $9,939,184 | -$63,349 | -0.63% | |
| Lodestar Private Asset Management Llc | 0.83% | 138,313 | $9,612,756 | $9,551,896 | -$60,860 | -0.63% | |
| Osaic Holdings, Inc. | 0.01% | 147,101 | $9,466,994 | $10,158,795 | +$691,801 | +7.31% | |
| True Private Wealth Advisors | 0.74% | 122,610 | $8,521,379 | $8,467,447 | -$53,932 | -0.63% | |
| Creative Planning | 0.01% | 126,352 | $8,130,740 | $8,725,869 | +$595,129 | +7.32% | |
| Kestra Advisory Services, Llc | 0.03% | 115,031 | $7,994,685 | $7,944,041 | -$50,644 | -0.63% | |
| One Capital Management, Llc | 0.22% | 123,544 | $7,950,090 | $8,531,949 | +$581,859 | +7.32% | |
| Envestnet Asset Management Inc | 0.00% | 105,641 | $7,342,042 | $7,295,567 | -$46,475 | -0.63% | |
| Eight 31 Financial, Llc | 4.28% | 110,112 | $7,085,708 | $7,604,335 | +$518,627 | +7.32% | |
| Cogent Private Wealth, Inc. | 5.03% | 108,235 | $6,964,922 | $7,474,709 | +$509,787 | +7.32% | |
| Legacy Wealth Partners, Llc | 1.53% | 98,018 | $6,812,282 | $6,769,123 | -$43,159 | -0.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 88,383 | $6,142,593 | $6,103,730 | -$38,863 | -0.63% | |
| Strategic Family Wealth Counselors, L.L.C. | 1.60% | 94,486 | $6,080,187 | $6,525,203 | +$445,016 | +7.32% | |
| Wealth Forward, Llc | 3.00% | 86,813 | $6,033,505 | $5,995,306 | -$38,199 | -0.63% | |
| Weaver Consulting Group | 1.23% | 85,989 | $5,976,265 | $5,938,400 | -$37,865 | -0.63% | |
| Unique Wealth, Llc | 0.67% | 82,611 | $5,741,464 | $5,705,116 | -$36,348 | -0.63% | |
| Viewpoint Investment Partners Corp | 1.96% | 57,550 | $5,681,974 | $3,974,403 | -$1,707,571 | -30.05% | |
| Reyes Financial Architecture, Inc. | 3.17% | 81,320 | $5,651,769 | $5,615,959 | -$35,810 | -0.63% | |
| Patton Albertson Miller Group, Llc | 0.53% | 76,543 | $5,319,767 | $5,286,060 | -$33,707 | -0.63% | |
| Bell Investment Advisors, Inc | 0.83% | 82,377 | $5,300,944 | $5,688,956 | +$388,012 | +7.32% | |
| Prosperity Consulting Group, Llc | 0.23% | 81,473 | $5,242,816 | $5,626,525 | +$383,709 | +7.32% | |
| Strategic Blueprint, Llc | 0.25% | 73,066 | $5,078,101 | $5,045,938 | -$32,163 | -0.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 72,388 | $5,002,003 | $4,999,115 | -$2,888 | -0.06% | |
| First Foundation Advisors | 0.19% | 75,192 | $4,838,606 | $5,192,760 | +$354,154 | +7.32% | |
| Lbmc Investment Advisors, Llc | 0.28% | 70,497 | $4,536,457 | $4,868,523 | +$332,066 | +7.32% | |
| Corient Private Wealth Llc | 0.01% | 69,185 | $4,451,979 | $4,777,916 | +$325,937 | +7.32% |
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.