ISHARES CORE GROWTH ALLOCATI (AOR) Institutional Ownership Changes & 13F Activity
ISHARES CORE GROWTH ALLOCATI (AOR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Royal Bank Of Canada, Waverly Advisors, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Boston Research & Management Inc | Buy | +30 | +0.4% | 6,956 | $452.21K | Q4 2025 | Aug 27, 2026 |
| Dakota Wealth Management | Sell | -3,427 | -6.4% | 50,224 | $3.27M | Q4 2025 | Aug 26, 2026 |
| Madrid Financial Services | Buy | +29,133 | +10.7% | 300,275 | $19.52M | Q4 2025 | Aug 18, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +29 | — | 29 | $1.89K | Q4 2025 | May 12, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +3 | +0.0% | 7,620 | $495.42K | Q4 2025 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +505 | — | 505 | $32.84K | Q4 2025 | Feb 27, 2026 |
| Bell Investment Advisors, Inc | Buy | +90,676 | — | 90,676 | $5.89M | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +594 | — | 594 | $38.62K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +6,969 | — | 6,969 | $453.05K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +73,383 | — | 73,383 | $4.77M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +5,335 | — | 5,335 | $346.83K | Q4 2025 | Feb 19, 2026 |
| Plotkin Financial Advisors, Llc | Buy | +3,097 | — | 3,097 | $201.34K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +667,701 | — | 667,701 | $43.41M | Q4 2025 | Feb 18, 2026 |
| Cahill Financial Advisors Inc | Buy | +38,397 | — | 38,397 | $2.50M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +14,817 | — | 14,817 | $963.27K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +12,272 | — | 12,272 | $797.82K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +12,031 | — | 12,031 | $782.16K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +7,754 | — | 7,754 | $504.10K | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +6,380 | — | 6,380 | $414.74K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +5,746 | — | 5,746 | $373.56K | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +3,479 | — | 3,479 | $226.17K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +297 | — | 297 | $19.31K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +585,046 | — | 585,046 | $38.03M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +274,499 | — | 274,499 | $17.84M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +247,953 | — | 247,953 | $16.12M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +153,051 | — | 153,051 | $9.95M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +144,729 | — | 144,729 | $9.41M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +128,342 | — | 128,342 | $8.34M | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, Llc | Buy | +105,680 | — | 105,680 | $6.87M | Q4 2025 | Feb 17, 2026 |
| Hanover Advisors Inc | Buy | +100,435 | — | 100,435 | $6.53M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about AOR activity
Which institutional owners are buying AOR?
Institutional owners buying AOR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AOR activity?
"Buy" means an investor increased their reported position in AOR compared to the prior reporting period. This reflects growing exposure to ISHARES CORE GROWTH ALLOCATI (AOR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AOR increasing?
Institutional interest in AOR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.