ISHARES TR (AOR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
443
Reporting holders
$1.4B
Reported value
0.0%
Held as options
+44
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $136.1M | 1,957,720 | 0.00% | 8q | +2.1%+$2.8M |
| LPL Financial LLC | $74.1M | 1,065,599 | 0.02% | 31q | -10.0%-$8.2M |
| Worth Asset Management, LLC | $51.6M | 742,669 | 16.51% | 5q | +7.6%+$3.7M |
| JPMORGAN CHASE & CO | $46.3M | 668,197 | 0.00% | 26q | +2.8%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $40.7M | 586,162 | 0.00% | 31q | -0.5%-$206.6K |
| Mesirow Financial Investment Management, Inc. | $39.3M | 565,749 | 0.62% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $39.1M | 562,914 | 0.01% | 31q | -45.6%-$32.8M |
| MORGAN STANLEY | $36.5M | 524,925 | 0.00% | 35q | -8.5%-$3.4M |
| ASPIRIANT, LLC | $35.8M | 515,345 | 0.88% | 24q | +1.2%+$411.5K |
| Consilium Wealth Advisory, LLC | $31.9M | 458,638 | 9.46% | 19q | +8.7%+$2.6M |
| JIM SAULNIER & ASSOCIATES, LLC | $31.5M | 453,418 | 12.68% | 8q | +10.0%+$2.9M |
| Foundations Investment Advisors, LLC | $27.1M | 389,262 | 0.28% | 12q | +10.0%+$2.5M |
| Focus Partners Wealth | $23.4M | 336,606 | 0.02% | 7q | -1.7%-$403.4K |
| Lebenthal Global Advisors, LLC | $22.5M | 324,439 | 3.04% | 12q | +1.4%+$309.6K |
| Madrid Financial Services | $21.3M | 305,776 | 11.25% | 4q | +12.3%+$2.3M |
| ROYAL BANK OF CANADA | $20.9M | 300,065 | 0.00% | 31q | +8.1%+$1.6M |
| ASSETMARK, INC | $20.2M | 289,947 | 0.03% | 30q | +1.3%+$262.2K |
| BSW Wealth Partners | $19.2M | 276,966 | 2.14% | 15q | +10.1%+$1.8M |
| Waverly Advisors, LLC | $17.1M | 246,729 | 0.10% | 31q | -3.4%-$605.1K |
| RAYMOND JAMES FINANCIAL INC | $16.8M | 241,716 | 0.00% | 7q | +4.6%+$739.4K |
| OSAIC HOLDINGS, INC. | $15.1M | 216,818 | 0.02% | 26q | +47.4%+$4.8M |
| UBS Group AG | $13.0M | 187,500 | 0.00% | 31q | -10.8%-$1.6M |
| STIFEL FINANCIAL CORP | $12.8M | 183,986 | 0.01% | 23q | +2.7%+$337.4K |
| Cetera Investment Advisers | $12.4M | 178,223 | 0.01% | 11q | +10.6%+$1.2M |
| Ellenbecker Investment Group | $11.1M | 159,634 | 1.29% | 19q | +9.3%+$940.1K |
| Phil A. Younker & Associates, Ltd. | $11.0M | 157,991 | 7.40% | 7q | -10.5%-$1.3M |
| Creative Planning | $10.1M | 145,147 | 0.01% | 11q | +14.9%+$1.3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 143,921 | 0.11% | 13q | -8.1%-$882.0K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $9.6M | 138,313 | 0.83% | 15q | +9.5%+$834.9K |
| TRUE Private Wealth Advisors | $8.5M | 122,610 | 0.74% | 29q | -0.6%-$52.1K |
| HANOVER ADVISORS INC | $8.4M | 121,374 | 3.04% | 5q | +79.4%+$3.7M |
| Corient Private Wealth LP | $8.3M | 119,446 | 0.01% | 15q | +72.6%+$3.5M |
| Kestra Advisory Services, LLC | $8.0M | 115,031 | 0.03% | 24q | +2.4%+$184.0K |
| One Capital Management, LLC | $8.0M | 123,544 | 0.22% | 9q | HELD |
| EIGHT 31 FINANCIAL, LLC | $7.8M | 111,621 | 4.61% | 10q | +1.4%+$104.9K |
| Hopwood Nicholas Hunter | $7.6M | 109,627 | 2.09% | 3q | -1.1%-$83.3K |
| ENVESTNET ASSET MANAGEMENT INC | $7.3M | 105,641 | 0.00% | 31q | +13.2%+$854.4K |
| Legacy Wealth Partners, LLC | $6.8M | 98,018 | 1.53% | 3q | +1.8%+$122.1K |
| Strategic Family Wealth Counselors, L.L.C. | $6.7M | 96,670 | 1.56% | 26q | +2.3%+$151.8K |
| Cogent Private Wealth, Inc. | $6.1M | 88,416 | 3.84% | 3q | -18.3%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 88,383 | 0.01% | 31q | +13.2%+$714.9K |
| Prosperity Consulting Group, LLC | $6.1M | 87,427 | 0.23% | 11q | +7.3%+$413.8K |
| Wealth Forward, LLC | $6.0M | 86,813 | 3.00% | 11q | +1.3%+$76.2K |
| Weaver Consulting Group | $6.0M | 85,989 | 1.23% | 30q | +4.9%+$279.7K |
| UNIQUE WEALTH, LLC | $5.7M | 82,611 | 0.67% | 15q | -10.7%-$686.8K |
| RWA WEALTH PARTNERS, LLC | $5.7M | 81,939 | 0.05% | 15q | +42.3%+$1.7M |
| VIEWPOINT INVESTMENT PARTNERS CORP | $5.7M | 57,550 | 1.96% | 19q | HELD |
| Reyes Financial Architecture, Inc. | $5.7M | 81,320 | 3.17% | 6q | +2389.9%+$5.4M |
| FIRST FOUNDATION ADVISORS | $5.5M | 79,255 | 0.20% | 15q | +5.4%+$282.4K |
| Stratos Wealth Partners, LTD. | $5.4M | 77,912 | 0.05% | 31q | +323.8%+$4.1M |
| Mariner, LLC | $5.4M | 77,042 | 0.01% | 16q | +25.4%+$1.1M |
| Patton Albertson Miller Group, LLC | $5.3M | 76,543 | 0.53% | 31q | -6.0%-$342.2K |
| Bell Investment Advisors, Inc | $5.3M | 76,120 | 0.78% | 19q | -7.6%-$434.9K |
| Strategic Blueprint, LLC | $5.1M | 73,066 | 0.25% | 3q | +59.6%+$1.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 72,388 | 0.01% | 12q | +23.8%+$961.4K |
| Vines Capital Management, LLC | $5.0M | 71,510 | 2.04% | 3q | +179.8%+$3.2M |
| Almitas Capital LLC | $4.9M | 69,946 | 1.16% | new | NEW |
| LBMC INVESTMENT ADVISORS, LLC | $4.8M | 69,427 | 0.26% | 31q | -1.5%-$74.4K |
| AMERIPRISE FINANCIAL INC | $4.5M | 63,746 | 0.00% | 31q | -45.8%-$3.8M |
| Brookstone Capital Management | $4.4M | 63,832 | 0.04% | 31q | -1.3%-$59.0K |
| ARQ WEALTH ADVISORS, LLC | $4.3M | 62,159 | 0.53% | new | NEW |
| TRUIST FINANCIAL CORP | $4.3M | 61,200 | 0.01% | 27q | -6.0%-$271.5K |
| Fort Henry Capital, LLC | $4.2M | 60,855 | 2.33% | 23q | +2.2%+$92.8K |
| BENJAMIN EDWARDS INC | $4.2M | 60,403 | 0.04% | 7q | +88.3%+$2.0M |
| GeoWealth Management, LLC | $4.2M | 59,761 | 0.13% | 10q | +1.0%+$40.7K |
| BlueStem Wealth Partners, LLC | $4.1M | 58,683 | 0.41% | 7q | -4.3%-$185.1K |
| HighPoint Advisor Group LLC | $3.9M | 56,816 | 0.14% | 3q | -6.2%-$262.0K |
| &PARTNERS | $3.9M | 55,969 | 0.02% | 9q | +3.8%+$142.4K |
| NATIONAL BANK OF CANADA /FI/ | $3.8M | 55,167 | 0.00% | 19q | +65.6%+$1.5M |
| BASSO CAPITAL MANAGEMENT, L.P. | $3.7M | 53,294 | 0.79% | new | NEW |
| Bank of New York Mellon Corp | $3.7M | 52,604 | 0.00% | 31q | +0.9%+$31.6K |
| Avior Wealth Management, LLC | $3.6M | 51,736 | 0.09% | 31q | +54.4%+$1.3M |
| HighTower Advisors, LLC | $3.5M | 50,340 | 0.00% | 31q | -12.8%-$514.4K |
| Dakota Wealth Management | $3.4M | 49,269 | 0.07% | 12q | -1.9%-$65.4K |
| Intrua Financial, LLC | $3.4M | 49,039 | 0.31% | 20q | -7.0%-$258.1K |
| MARINO, STRAM & ASSOCIATES LLC | $3.3M | 47,924 | 0.53% | 20q | +1.3%+$42.3K |
| HARBOUR INVESTMENTS, INC. | $3.3M | 47,233 | 0.04% | 21q | +2.4%+$76.5K |
| Integrated Wealth Concepts LLC | $3.0M | 43,868 | 0.01% | 22q | +75.0%+$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 42,673 | 0.00% | 6q | +170.1%+$1.9M |
| Concurrent Investment Advisors, LLC | $2.8M | 40,555 | 0.02% | 9q | +21.5%+$498.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.8M | 40,074 | 0.11% | 8q | +0.8%+$23.1K |
| IFG Advisory, LLC | $2.7M | 38,843 | 0.09% | 9q | +12847.7%+$2.7M |
| CAHILL FINANCIAL ADVISORS INC | $2.7M | 38,610 | 0.26% | 31q | HELD |
| Integrated Advisors Network LLC | $2.6M | 37,998 | 0.12% | 20q | HELD |
| First Heartland Consultants, Inc. | $2.6M | 37,900 | 0.17% | 8q | +2.5%+$65.0K |
| FAS Wealth Partners, Inc. | $2.6M | 36,722 | 0.13% | 3q | -26.4%-$914.3K |
| TIAA Wealth Investment Management LLC | $2.5M | 36,472 | 0.02% | new | NEW |
| Global Assets Advisory, LLC | $2.5M | 35,907 | 0.54% | new | NEW |
| J.W. COLE ADVISORS, INC. | $2.4M | 35,077 | 0.04% | new | NEW |
| Weitzel Financial Services, Inc. | $2.4M | 35,230 | 0.82% | 5q | +28.3%+$534.0K |
| Legacy Advisory Services, LLC | $2.4M | 34,481 | 1.69% | 6q | +0.8%+$18.3K |
| Visionary Wealth Advisors | $2.3M | 33,504 | 0.09% | 27q | -5.6%-$139.4K |
| Selby Wealth Management, LLC | $2.3M | 33,146 | 0.82% | 3q | +2.6%+$58.2K |
| Private Advisor Group, LLC | $2.3M | 32,734 | 0.01% | 31q | -9.3%-$234.4K |
| CAPTRUST FINANCIAL ADVISORS | $2.2M | 30,949 | 0.00% | 31q | +6.9%+$138.4K |
| Harbor Group, Inc. | $2.1M | 30,830 | 0.25% | 17q | +10.2%+$197.7K |
| Westside Investment Management, Inc. | $2.1M | 30,810 | 0.28% | 5q | +41.1%+$623.4K |
| EP Wealth Advisors, LLC | $2.1M | 30,316 | 0.01% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $2.1M | 29,905 | 0.00% | 22q | +20.5%+$354.0K |
| Allworth Financial LP | $2.1M | 29,881 | 0.01% | 23q | -5.3%-$117.0K |
Showing the largest 100 of 453 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 443 | $1.4B | 19,476,278 | 57 | 168 | 112 | 0.0% |
| Q1 2026 | 399 | $1.2B | 18,923,371 | 36 | 147 | 108 | 0.0% |
| Q4 2025 | 415 | $1.3B | 19,386,616 | 50 | 159 | 100 | 0.0% |
| Q3 2025 | 378 | $1.0B | 16,216,667 | 50 | 128 | 111 | 0.0% |
| Q2 2025 | 353 | $938.5M | 15,244,045 | 29 | 124 | 117 | 0.0% |
| Q1 2025 | 335 | $839.6M | 14,589,623 | 21 | 101 | 130 | 0.0% |
| Q4 2024 | 344 | $1.1B | 18,691,702 | 26 | 139 | 87 | 0.0% |
| Q3 2024 | 326 | $805.0M | 13,599,349 | 22 | 113 | 97 | 0.0% |
| Q2 2024 | 326 | $726.4M | 12,895,770 | 35 | 85 | 119 | 0.0% |
| Q1 2024 | 306 | $735.4M | 13,215,631 | 26 | 96 | 113 | 0.0% |
| Q4 2023 | 315 | $952.1M | 17,900,230 | 32 | 109 | 91 | 0.0% |
| Q3 2023 | 275 | $585.8M | 11,839,223 | 21 | 91 | 76 | 0.0% |
| Q2 2023 | 269 | $559.8M | 10,883,869 | 22 | 84 | 92 | 0.0% |
| Q1 2023 | 266 | $548.4M | 10,960,818 | 27 | 61 | 113 | 0.0% |
| Q4 2022 | 270 | $1.2B | 24,673,044 | 55 | 84 | 66 | 0.0% |
| Q3 2022 | 254 | $690.1M | 15,403,065 | 23 | 88 | 82 | 0.0% |
| Q2 2022 | 267 | $753.2M | 15,689,632 | 21 | 80 | 88 | 0.0% |
| Q1 2022 | 279 | $661.6M | 12,184,476 | 14 | 102 | 88 | 0.0% |
| Q4 2021 | 296 | $828.3M | 14,538,544 | 27 | 110 | 64 | 0.0% |
| Q3 2021 | 261 | $628.0M | 11,355,886 | 24 | 104 | 67 | 0.0% |
| Q2 2021 | 257 | $489.2M | 8,755,202 | 28 | 81 | 72 | 0.0% |
| Q1 2021 | 245 | $556.1M | 10,380,114 | 33 | 74 | 81 | 0.0% |
| Q4 2020 | 232 | $492.4M | 9,424,821 | 21 | 87 | 55 | 0.0% |
| Q3 2020 | 205 | $456.2M | 9,412,356 | 28 | 64 | 70 | 0.0% |
| Q2 2020 | 191 | $434.7M | 9,360,284 | 17 | 61 | 69 | 0.0% |
| Q1 2020 | 200 | $416.9M | 10,089,710 | 25 | 49 | 74 | 0.0% |
| Q4 2019 | 217 | $476.3M | 9,959,509 | 37 | 63 | 53 | 0.0% |
| Q3 2019 | 169 | $437.8M | 9,504,369 | 10 | 64 | 56 | 0.0% |
| Q2 2019 | 170 | $457.4M | 9,503,314 | 17 | 57 | 54 | 0.0% |
| Q1 2019 | 169 | $446.0M | 9,975,695 | 16 | 50 | 59 | 0.0% |
| Q4 2018 | 167 | $588.1M | 14,220,692 | 3 | 2 | 3 | 0.0% |