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 $1.32B 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 $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 $135.24M, representing an estimated loss of -0.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% 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
437
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
35
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 | $135,239,298 | -$822,242 | -0.60% | |
| Lpl Financial Llc | 0.02% | 1,065,599 | $74,059,157 | $73,611,579 | -$447,578 | -0.60% | |
| Worth Asset Management, Llc | 16.52% | 742,669 | $51,615,496 | $51,303,575 | -$311,921 | -0.60% | |
| Jpmorgan Chase & Co | 0.00% | 668,197 | $46,312,784 | $46,159,049 | -$153,735 | -0.33% | |
| Bank Of America Corp | 0.00% | 586,162 | $40,738,225 | $40,492,071 | -$246,154 | -0.60% | |
| Mesirow Financial Investment Management, Inc. | 0.62% | 565,749 | $39,319,277 | $39,081,941 | -$237,336 | -0.60% | |
| Wells Fargo & Company/Mn | 0.01% | 562,914 | $39,122,489 | $38,886,099 | -$236,390 | -0.60% | |
| Morgan Stanley | 0.00% | 524,925 | $36,482,393 | $36,261,819 | -$220,574 | -0.60% | |
| Aspiriant, Llc | 0.88% | 515,345 | $35,816,589 | $35,600,033 | -$216,556 | -0.60% | |
| Consilium Wealth Advisory, Llc | 9.46% | 458,638 | $31,875,360 | $31,682,713 | -$192,647 | -0.60% | |
| Jim Saulnier & Associates, Llc | 12.68% | 453,418 | $31,512,546 | $31,322,115 | -$190,431 | -0.60% | |
| Foundations Investment Advisors, Llc | 0.28% | 389,262 | $27,053,723 | $26,890,219 | -$163,504 | -0.60% | |
| Focus Partners Wealth | 0.02% | 336,606 | $23,394,100 | $23,252,742 | -$141,358 | -0.60% | |
| Lebenthal Global Advisors, Llc | 3.04% | 324,439 | $22,548,529 | $22,412,246 | -$136,283 | -0.60% | |
| Royal Bank Of Canada | 0.00% | 300,065 | $20,854,000 | $20,728,490 | -$125,510 | -0.60% | |
| Assetmark, Inc | 0.03% | 289,947 | $20,151,306 | $20,029,539 | -$121,767 | -0.60% | |
| Madrid Financial Services | 14.03% | 300,275 | $19,520,888 | $20,742,997 | +$1,222,109 | +6.26% | |
| Bsw Wealth Partners | 2.14% | 276,966 | $19,249,121 | $19,132,811 | -$116,310 | -0.60% | |
| Waverly Advisors, Llc | 0.10% | 246,729 | $17,147,662 | $17,044,039 | -$103,623 | -0.60% | |
| Raymond James Financial Inc | 0.00% | 241,716 | $16,799,282 | $16,697,741 | -$101,541 | -0.60% | |
| Osaic Holdings, Inc. | 0.02% | 216,818 | $15,071,061 | $14,977,787 | -$93,274 | -0.62% | |
| Ubs Group Ag | 0.00% | 187,500 | $13,031,251 | $12,952,500 | -$78,751 | -0.60% | |
| Stifel Financial Corp | 0.01% | 183,986 | $12,787,369 | $12,709,753 | -$77,616 | -0.61% | |
| Cetera Investment Advisers | 0.01% | 178,223 | $12,386,455 | $12,311,645 | -$74,810 | -0.60% | |
| Ellenbecker Investment Group | 1.29% | 159,634 | $11,094,571 | $11,027,517 | -$67,054 | -0.60% | |
| Phil A. Younker & Associates, Ltd. | 7.40% | 157,991 | $10,980,374 | $10,914,018 | -$66,356 | -0.60% | |
| Kestra Private Wealth Services, Llc | 0.11% | 143,921 | $10,002,533 | $9,942,063 | -$60,470 | -0.60% | |
| Lodestar Private Asset Management Llc | 0.83% | 138,313 | $9,612,756 | $9,554,662 | -$58,094 | -0.60% | |
| True Private Wealth Advisors | 0.74% | 122,610 | $8,521,379 | $8,469,899 | -$51,480 | -0.60% | |
| Hanover Advisors Inc | 3.04% | 121,374 | $8,435,514 | $8,384,516 | -$50,998 | -0.60% | |
| Kestra Advisory Services, Llc | 0.03% | 115,031 | $7,994,685 | $7,946,341 | -$48,344 | -0.60% | |
| One Capital Management, Llc | 0.22% | 123,544 | $7,950,090 | $8,534,420 | +$584,330 | +7.35% | |
| Eight 31 Financial, Llc | 4.61% | 111,621 | $7,757,660 | $7,710,779 | -$46,881 | -0.60% | |
| Envestnet Asset Management Inc | 0.00% | 105,641 | $7,342,042 | $7,297,680 | -$44,362 | -0.60% | |
| Legacy Wealth Partners, Llc | 1.53% | 98,018 | $6,812,282 | $6,771,083 | -$41,199 | -0.60% | |
| Strategic Family Wealth Counselors, L.L.C. | 1.56% | 96,670 | $6,718,579 | $6,677,964 | -$40,615 | -0.60% | |
| Cogent Private Wealth, Inc. | 3.84% | 88,416 | $6,144,912 | $6,107,777 | -$37,135 | -0.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 88,383 | $6,142,593 | $6,105,498 | -$37,095 | -0.60% | |
| Prosperity Consulting Group, Llc | 0.23% | 87,427 | $6,076,190 | $6,039,457 | -$36,733 | -0.60% | |
| Wealth Forward, Llc | 3.00% | 86,813 | $6,033,505 | $5,997,042 | -$36,463 | -0.60% | |
| Weaver Consulting Group | 1.23% | 85,989 | $5,976,265 | $5,940,120 | -$36,145 | -0.60% | |
| Unique Wealth, Llc | 0.67% | 82,611 | $5,741,464 | $5,706,768 | -$34,696 | -0.60% | |
| Rwa Wealth Partners, Llc | 0.05% | 81,939 | $5,694,773 | $5,660,346 | -$34,427 | -0.60% | |
| Viewpoint Investment Partners Corp | 1.96% | 57,550 | $5,681,974 | $3,975,554 | -$1,706,420 | -30.03% | |
| Reyes Financial Architecture, Inc. | 3.17% | 81,320 | $5,651,769 | $5,617,586 | -$34,183 | -0.60% | |
| First Foundation Advisors | 0.20% | 79,255 | $5,508,223 | $5,474,935 | -$33,288 | -0.60% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 77,912 | $5,414,884 | $5,382,161 | -$32,723 | -0.60% | |
| Mariner, Llc | 0.01% | 77,042 | $5,354,388 | $5,322,061 | -$32,327 | -0.60% | |
| Patton Albertson Miller Group, Llc | 0.53% | 76,543 | $5,319,767 | $5,287,590 | -$32,177 | -0.60% | |
| Strategic Blueprint, Llc | 0.25% | 73,066 | $5,078,101 | $5,047,399 | -$30,702 | -0.60% |
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.