AOR Institutional Ownership & Shareholders
ISHARES CORE GROWTH ALLOCATI (AOR) is currently held by 446 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AOR tracked by InsiderSet, reporting ownership valued at approximately $136.06M in its June 30, 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 $134.83M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed AOR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Lpl Financial Llc, Jpmorgan Chase & Co, 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
446
Total Reported Value
$1.32B
Largest Holder
Blackrock, Inc.
Largest Position
$136.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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% | 1,957,720 | $136,061,540 | $134,828,176 | -$1,233,364 | -0.91% | |
| Lpl Financial Llc | 0.02% | 1,065,599 | $74,059,157 | $73,387,803 | -$671,354 | -0.91% | |
| Jpmorgan Chase & Co | 0.00% | 668,197 | $46,312,784 | $46,018,727 | -$294,057 | -0.63% | |
| Bank Of America Corp | 0.00% | 586,162 | $40,738,225 | $40,368,977 | -$369,248 | -0.91% | |
| Mesirow Financial Investment Management, Inc. | 0.62% | 565,749 | $39,319,277 | $38,963,134 | -$356,143 | -0.91% | |
| Wells Fargo & Company/Mn | 0.01% | 562,914 | $39,122,489 | $38,767,887 | -$354,602 | -0.91% | |
| Morgan Stanley | 0.00% | 524,925 | $36,482,393 | $36,151,585 | -$330,808 | -0.91% | |
| Aspiriant, Llc | 0.88% | 521,896 | $35,760,329 | $35,942,978 | +$182,649 | +0.51% | |
| Jim Saulnier & Associates, Llc | 12.68% | 453,418 | $31,512,546 | $31,226,898 | -$285,648 | -0.91% | |
| Consilium Wealth Advisory, Llc | 8.77% | 433,300 | $29,689,701 | $29,841,371 | +$151,670 | +0.51% | |
| Foundations Investment Advisors, Llc | 0.28% | 389,262 | $27,053,723 | $26,808,474 | -$245,249 | -0.91% | |
| Focus Partners Wealth | 0.02% | 336,606 | $23,394,100 | $23,182,055 | -$212,045 | -0.91% | |
| Westend Advisors, Llc | 0.51% | 338,873 | $23,219,747 | $23,338,184 | +$118,437 | +0.51% | |
| Lebenthal Global Advisors, Llc | 2.98% | 324,798 | $22,255,145 | $22,368,838 | +$113,693 | +0.51% | |
| Royal Bank Of Canada | 0.00% | 300,065 | $20,854,000 | $20,665,477 | -$188,523 | -0.90% | |
| Assetmark, Inc | 0.03% | 287,912 | $19,727,748 | $19,828,499 | +$100,751 | +0.51% | |
| Madrid Financial Services | 14.03% | 300,275 | $19,520,888 | $20,679,939 | +$1,159,051 | +5.94% | |
| Bsw Wealth Partners | 2.14% | 276,966 | $19,249,121 | $19,074,648 | -$174,473 | -0.91% | |
| Waverly Advisors, Llc | 0.10% | 246,729 | $17,147,662 | $16,992,226 | -$155,436 | -0.91% | |
| Raymond James Financial Inc | 0.00% | 241,716 | $16,799,282 | $16,646,981 | -$152,301 | -0.91% | |
| Osaic Holdings, Inc. | 0.02% | 216,818 | $15,071,061 | $14,932,256 | -$138,805 | -0.92% | |
| Ubs Group Ag | 0.00% | 187,500 | $13,031,251 | $12,913,125 | -$118,126 | -0.91% | |
| Worth Asset Management, Llc | 3.76% | 188,089 | $12,887,849 | $12,953,689 | +$65,840 | +0.51% | |
| Stifel Financial Corp | 0.01% | 183,986 | $12,787,369 | $12,671,116 | -$116,253 | -0.91% | |
| Cetera Investment Advisers | 0.01% | 178,223 | $12,386,455 | $12,274,218 | -$112,237 | -0.91% | |
| Ellenbecker Investment Group | 1.29% | 159,634 | $11,094,571 | $10,993,994 | -$100,577 | -0.91% | |
| Phil A. Younker & Associates, Ltd. | 7.40% | 157,991 | $10,980,374 | $10,880,840 | -$99,534 | -0.91% | |
| Kestra Private Wealth Services, Llc | 0.11% | 148,363 | $10,165,851 | $10,217,760 | +$51,909 | +0.51% | |
| Creative Planning | 0.01% | 143,003 | $9,798,540 | $9,848,617 | +$50,077 | +0.51% | |
| True Private Wealth Advisors | 0.81% | 139,822 | $9,580,620 | $9,629,541 | +$48,921 | +0.51% | |
| Hanover Advisors Inc | 3.04% | 121,374 | $8,435,514 | $8,359,027 | -$76,487 | -0.91% | |
| Kestra Advisory Services, Llc | 0.02% | 116,305 | $7,969,206 | $8,009,925 | +$40,719 | +0.51% | |
| One Capital Management, Llc | 0.22% | 123,544 | $7,950,090 | $8,508,475 | +$558,385 | +7.02% | |
| Lodestar Private Asset Management Llc | 0.69% | 115,112 | $7,887,444 | $7,927,763 | +$40,319 | +0.51% | |
| Eight 31 Financial, Llc | 4.61% | 111,621 | $7,757,660 | $7,687,338 | -$70,322 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 105,641 | $7,342,042 | $7,275,496 | -$66,546 | -0.91% | |
| Strategic Family Wealth Counselors, L.L.C. | 1.57% | 98,104 | $6,722,100 | $6,756,422 | +$34,322 | +0.51% | |
| Legacy Wealth Partners, Llc | 1.42% | 95,689 | $6,556,609 | $6,590,101 | +$33,492 | +0.51% | |
| Commonwealth Equity Services, Llc | 0.01% | 95,062 | $6,513,627 | $6,546,920 | +$33,293 | +0.51% | |
| Cogent Private Wealth, Inc. | 3.84% | 88,416 | $6,144,912 | $6,089,210 | -$55,702 | -0.91% | |
| Prosperity Consulting Group, Llc | 0.23% | 87,427 | $6,076,190 | $6,021,097 | -$55,093 | -0.91% | |
| Weaver Consulting Group | 1.11% | 83,195 | $5,700,535 | $5,729,640 | +$29,105 | +0.51% | |
| Rwa Wealth Partners, Llc | 0.05% | 81,939 | $5,694,773 | $5,643,139 | -$51,634 | -0.91% | |
| Unique Wealth, Llc | 0.64% | 82,107 | $5,625,972 | $5,654,709 | +$28,737 | +0.51% | |
| Viewpoint Investment Partners Corp | 1.76% | 57,550 | $5,608,896 | $3,963,469 | -$1,645,427 | -29.34% | |
| First Foundation Advisors | 0.20% | 79,255 | $5,508,223 | $5,458,292 | -$49,931 | -0.91% | |
| Patton Albertson Miller Group, Llc | 0.55% | 79,357 | $5,437,509 | $5,465,317 | +$27,808 | +0.51% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 77,912 | $5,414,884 | $5,365,799 | -$49,085 | -0.91% | |
| Mariner, Llc | 0.01% | 77,042 | $5,354,388 | $5,305,883 | -$48,505 | -0.91% | |
| Bell Investment Advisors, Inc | 0.75% | 74,830 | $5,127,320 | $5,153,542 | +$26,222 | +0.51% |
Frequently asked questions about AOR
Who are the largest institutional holders of AOR?
The largest institutional holders of AOR reported in the latest SEC Form 13F filings include Blackrock, Inc., Lpl Financial Llc, Jpmorgan Chase & Co, Bank Of America Corp, and Mesirow Financial Investment Management, Inc.. InsiderSet ranks institutional holders by their latest reported AOR position.
What is AOR institutional ownership?
This page tracks AOR positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE GROWTH ALLOCATI (AOR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOR?
InsiderSet currently tracks 446 institutional managers reporting AOR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOR shareholders.
How much AOR stock do institutions own?
Institutional investment managers disclosed approximately $1.32B in AOR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOR institutional ownership last updated?
The latest AOR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOR position after the reporting date.
Are institutions buying or selling AOR?
Institutional buying and selling can be analyzed by comparing AOR positions across consecutive 13F reporting periods. InsiderSet's AOR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOR ownership changes.
How has AOR institutional ownership changed over time?
InsiderSet tracks AOR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.