# ISHARES TR (AOR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AOR/

- Reporting holders: 21
- Reported value: $30.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $12.9M | 188,089 | 3.8% | 6 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $5.7M | 83,195 | 1.1% | 31 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.4M | 35,003 | 0.2% | 9 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $1.7M | 24,447 | 0.2% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 18,612 | 0.0% | 15 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $1.2M | 17,366 | 0.5% | 5 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $890.8K | 13,000 | 0.5% | 4 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $624.1K | 9,108 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $457.0K | 6,669 | 0.0% | 9 |
| [MTCO Ltd.](https://holderbook.com/funds/2095669-mtco-ltd/) | $443.3K | 6,470 | 0.3% | 2 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $390.9K | 5,705 | 0.1% | 31 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $351.1K | 5,124 | 0.3% | 2 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $348.6K | 5,087 | 0.3% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $303.5K | 4,429 | 0.0% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $277.4K | 4,048 | 0.1% | 3 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $235.3K | 3,434 | 0.0% | 4 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $201.5K | 2,941 | 0.1% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $196.6K | 2,869 | 0.1% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $120.7K | 1,762 | 0.0% | 15 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $112.8K | 1,645 | 0.0% | 3 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $2.3K | 33 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $461 | 6,734 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $30.1M |
| Q2 2026 | 454 | $1.4B |
| Q1 2026 | 410 | $1.2B |
| Q4 2025 | 428 | $1.3B |
| Q3 2025 | 388 | $1.1B |
| Q2 2025 | 367 | $959.9M |
| Q1 2025 | 350 | $860.8M |
| Q4 2024 | 359 | $2.5B |
| Q3 2024 | 342 | $828.9M |
| Q2 2024 | 340 | $751.8M |
| Q1 2024 | 327 | $784.1M |
| Q4 2023 | 339 | $994.9M |