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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Boston Research & Management IncBuy+30+0.4%6,956$452.21KQ4 2025Aug 27, 2026
Dakota Wealth ManagementSell-3,427-6.4%50,224$3.27MQ4 2025Aug 26, 2026
Madrid Financial ServicesBuy+29,133+10.7%300,275$19.52MQ4 2025Aug 18, 2026
Strategic Wealth Partners, Ltd.Buy+29—29$1.89KQ4 2025May 12, 2026
Medallion Wealth Advisors, LlcBuy+3+0.0%7,620$495.42KQ4 2025Apr 24, 2026
Strategic Investment Solutions, Inc.Buy+505—505$32.84KQ4 2025Feb 27, 2026
Bell Investment Advisors, IncBuy+90,676—90,676$5.89MQ4 2025Feb 24, 2026
Beaird Harris Wealth Management, LlcBuy+594—594$38.62KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+6,969—6,969$453.05KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+73,383—73,383$4.77MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+5,335—5,335$346.83KQ4 2025Feb 19, 2026
Plotkin Financial Advisors, LlcBuy+3,097—3,097$201.34KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+667,701—667,701$43.41MQ4 2025Feb 18, 2026
Cahill Financial Advisors IncBuy+38,397—38,397$2.50MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+14,817—14,817$963.27KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+12,272—12,272$797.82KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+12,031—12,031$782.16KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+7,754—7,754$504.10KQ4 2025Feb 18, 2026
Crusonia Wealth Advisors LlcBuy+6,380—6,380$414.74KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+5,746—5,746$373.56KQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+3,479—3,479$226.17KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+297—297$19.31KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+585,046—585,046$38.03MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+274,499—274,499$17.84MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+247,953—247,953$16.12MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+153,051—153,051$9.95MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+144,729—144,729$9.41MQ4 2025Feb 17, 2026
Creative PlanningBuy+128,342—128,342$8.34MQ4 2025Feb 17, 2026
Legacy Wealth Partners, LlcBuy+105,680—105,680$6.87MQ4 2025Feb 17, 2026
Hanover Advisors IncBuy+100,435—100,435$6.53MQ4 2025Feb 17, 2026
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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.