iSHARES TRUST - AOR

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.365B
QoQ value delta ($000)
-$289K (-0.02%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
19,635,736
QoQ shares delta
-3,822 (-0.02%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 136,061 1,957,720 0.0%
LPL Financial LLC 74,059 1,065,599 0.02%
Worth Asset Management, LLC 51,615 742,669 16.51%
JPMORGAN CHASE & CO 46,312 668,197 0.0%
BANK OF AMERICA CORP /DE/ 40,738 586,162 0.0%
Mesirow Financial Investment Management, Inc. 39,319 565,749 0.62%
WELLS FARGO & COMPANY/MN 39,122 562,914 0.01%
MORGAN STANLEY 36,482 524,925 0.0%
ASPIRIANT, LLC 35,816 515,345 0.88%
Consilium Wealth Advisory, LLC 31,875 458,638 9.46%
JIM SAULNIER & ASSOCIATES, LLC 31,512 453,418 12.68%
FOUNDATIONS INVESTMENT ADVISORS, LLC 27,053 389,262 0.28%
Focus Partners Wealth 23,394 336,606 0.02%
Lebenthal Global Advisors, LLC 22,548 324,439 3.04%
Madrid Financial Services 21,251 305,776 11.24%
ROYAL BANK OF CANADA 20,854 300,065 0.0%
ASSETMARK, INC 20,151 289,947 0.03%
BSW Wealth Partners 19,249 276,966 2.14%
Waverly Advisors, LLC 17,147 246,729 0.1%
RAYMOND JAMES FINANCIAL INC 16,799 241,716 0.0%
Cambridge Investment Research Advisors, Inc. 15,845 227,988 0.04%
OSAIC HOLDINGS, INC. 15,071 216,818 0.02%
UBS Group AG 13,031 187,500 0.0%
STIFEL FINANCIAL CORP 12,787 183,986 0.01%
Cetera Investment Advisers 12,386 178,223 0.01%